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Micron unveils $10 billion AI memory research lab in Boise
Reuters13d agoneutral
Micron unveils $10 billion AI memory research lab in Boise

Micron Technology said on Thursday it plans to spend $10 billion on its newly ‌established research lab at Boise, Idaho, over the ‌next decade to advance memory technologies, develop compute systems and support future ​chip manufacturing. Large memory chipmakers such as Micron, Samsung Electronics and SK Hynix have been benefiting from a surge in demand from the rapid expansion of AI infrastructure. • The latest investment builds on the more than $250 billion that Micron had separately committed to ​manufacturing and ​R&D across the United States.

Is Mercury Systems (MRCY)’s Partnership With Palantir Technologies (PLTR) the Catalyst for a Hardware Turnaround?
Insider Monkey13d agobullish
Is Mercury Systems (MRCY)’s Partnership With Palantir Technologies (PLTR) the Catalyst for a Hardware Turnaround?

On August 3, Mercury Systems, Inc. (NASDAQ:MRCY) and Palantir Technologies Inc. (NASDAQ:PLTR) announced a strategic alliance aimed at automating material planning and factory operations for U.S. military programs. Working directly alongside the U.S. Department of War, Palantir is leveraging its software suite to boost throughput and slash delivery timelines for key defense industrial suppliers. MRCY […]

United States Antimony (UAMY) Starts Smelter Commissioning And Unveils $100 Million Repurchase Program
Simply Wall St.13d agobearish
United States Antimony (UAMY) Starts Smelter Commissioning And Unveils $100 Million Repurchase Program

United States Antimony (NYSE:UAMY) has begun commissioning its newly built Thompson Falls antimony smelter, with the aim of expanding production capacity. The company also announced a US$100 million share repurchase program, indicating management confidence in its fundamentals. Both moves may influence United States Antimony's operating profile and the value of its stock for existing and potential shareholders. These developments at United States Antimony highlight how some resource...

Eshallgo Secures Exclusive North American Distribution Partnership With Zhongshan Senwei
InvestorsHub14d agobullish
Eshallgo Secures Exclusive North American Distribution Partnership With Zhongshan Senwei

Eshallgo’s California subsidiary will exclusively distribute Zhongshan Senwei printing consumables in North America, initially targeting major e-commerce channels as the company builds its overseas operations. Key Investor TakeawaysEshallgo (NASDAQ:EHGO) has secured an exclusive North American distribution partnership with Chinese printing consumables manufacturer Zhongshan Senwei.

Snowflake (SNOW) Unveils AI Model Routing To Cut Enterprise Cost And Lock In Flexibility
Simply Wall St.14d agoneutral
Snowflake (SNOW) Unveils AI Model Routing To Cut Enterprise Cost And Lock In Flexibility

Snowflake (NYSE:SNOW) introduced dynamic model routing in its Cortex AI Gateway, allowing enterprises to select between multiple AI models for different tasks. The feature is designed to balance task complexity, governance needs, and cost when choosing models for production AI workloads. Customers can reduce reliance on any single AI provider by routing queries across different underlying models within Snowflake's platform. The update positions Snowflake as both a data platform and an AI...

Rimini Street Unveils Agentic AI ERP Strategy to Modernize Legacy Systems
MarketBeat14d agoneutral
Rimini Street Unveils Agentic AI ERP Strategy to Modernize Legacy Systems

Rimini Street (NASDAQ:RMNI) outlined its strategy to expand beyond third-party enterprise software support into what it calls “Agentic AI ERP,” positioning the company as a provider of AI-enabled modernization for organizations that retain existing ERP systems. During a presentation at Lytham Partn

General Motors (GM) Extends Its China Joint Venture For 20 Years
Simply Wall St.14d agoneutral
General Motors (GM) Extends Its China Joint Venture For 20 Years

General Motors (NYSE:GM) and SAIC Motor agreed to extend their joint venture for another 20 years to deepen cooperation in intelligent electric vehicles and global expansion. GM signaled a renewed long term commitment to the Chinese market and global EV manufacturing through the extended SAIC-GM partnership. Separately, GM was removed as a key partner from a major new LG Energy Solution battery plant project in the US as the company adjusts its North American battery strategy. The twin moves...

Journal-News, Hamilton, Ohio15d agoneutral
Thomas Gnau: Defense tech firm Ondas launches drone operations center in Springfield

A fast-growing Florida defense company will refine and fly its technologies at a Springfield outpost, minutes away from Air Force partners at Wright-Patterson Air Force Base. Ondas Inc. cut the ribbon Tuesday, Aug. 18, for its training and flight operations center at the National Advanced Air Mobility Center of Excellence off West Blee Road in Springfield. The site is now Ondas Sentinel’s ...

Dayton Daily News, Ohio15d agoneutral
Defense tech firm Ondas launches drone operations center in Springfield

A fast-growing Florida defense company will refine and fly its technologies at a Springfield outpost, minutes away from Air Force partners at Wright-Patterson Air Force Base. Ondas Inc. cut the ribbon Tuesday, Aug. 18 for its training and flight operations operation at the National Advanced Air Mobility Center of Excellence off West Blee Road in Springfield. The site is now Ondas Sentinel’s ...

Sandisk (SNDK) Unveils New Flash Memory As The AI Valuation Story Gets Tested
Simply Wall St.15d agoneutral
Sandisk (SNDK) Unveils New Flash Memory As The AI Valuation Story Gets Tested

Sandisk (SNDK) is back in focus after unveiling a new 9th generation 2Tb QLC 3D flash memory with Kioxia, aimed at AI driven storage demand in cloud and data intensive workloads. See our latest analysis for Sandisk. The recent 8.88% one day share price return has added to a powerful run for Sandisk, with a 44.34% 7 day share price return and year to date gain of more than 5x, as investors react to its AI focused product roadmap, strong recent results and sizeable buyback plans. Over the past...

Advanced Micro Devices (AMD) Unveils Instinct Coder For Private Enterprise AI
Simply Wall St.16d agoneutral
Advanced Micro Devices (AMD) Unveils Instinct Coder For Private Enterprise AI

Advanced Micro Devices (NasdaqGS:AMD) launched Instinct Coder, a turnkey enterprise AI inference solution co developed with Spectro Cloud and Supermicro. The new platform targets hybrid and private AI deployments and is built around AMD’s MI series accelerators. The partnership with Spectro Cloud and Supermicro focuses on simplifying rollout of enterprise AI infrastructure for corporate IT teams. For readers looking to compare AMD’s move with other companies building out AI infrastructure,...

PepsiCo (PEP) Launches Alvalle As Investors Weigh Whether The Stock Is Fully Valued
Simply Wall St.16d agoneutral
PepsiCo (PEP) Launches Alvalle As Investors Weigh Whether The Stock Is Fully Valued

What PepsiCo’s Alvalle gazpacho launch could mean for the stock The U.S. launch of Alvalle gazpacho puts PepsiCo (PEP) deeper into refrigerated, meal adjacent foods. For investors, it raises fresh questions about how chilled products might influence the company’s mix and long term positioning. See our latest analysis for PepsiCo. PepsiCo’s recent Alvalle launch comes as the stock trades at US$140.79, with a 7 day share price return of 2.22% and a 90 day share price return that has declined...

Rocket Lab launches eight Globalstar satellites
Proactive16d agoneutral
Rocket Lab launches eight Globalstar satellites

Space company Rocket Lab (Rocket Lab USA Inc (NASDAQ:RKLB) has successfully launched eight satellite platforms built for MDA (TSX:MDA) Space to replenish Globalstar’s existing communications constellation. The satellites launched on 15 August from Cape Canaveral Space Force Station at 9.12pm...