News 26 July 2025

Micron stock slips as AI trade cools; S&P credit upgrade and March earnings in focus

Micron stock slips as AI trade cools; S&P credit upgrade and March earnings in focus

Micron shares fell 0.8% to $412.14 Friday, capping a two-day drop of nearly 4% as chip stocks retreated after Nvidia’s earnings. S&P Global Ratings upgraded Micron’s credit to BBB, citing AI-driven growth and strong cash flow. The company’s new GDDR7 memory modules lag rivals in peak speed but add supply for GPU makers. Investors await Micron’s March 18 results for updates on memory pricing and demand.
February 27, 2026
AI Stock Frenzy: Tech Giants’ Blowout Earnings Fuel Record Rally as Wall Street Bets Big on AI

AI Stock Frenzy: Tech Giants’ Blowout Earnings Fuel Record Rally as Wall Street Bets Big on AI

Alphabet will raise 2025 capital spending by $10 billion to $85 billion, focusing on AI chips and data centers. Nvidia hit record highs, nearing a $4.23 trillion valuation as revenue jumped 86%. Intel will cut 15% of staff and pause new fabs after beating Q2 revenue but warned of a larger Q3 loss. Meta named Shengjia Zhao, co-creator of GPT-4, as chief scientist of its new Superintelligence lab.
July 26, 2025
Bitcoin Whales Bet Big, Ethereum ETFs Shatter Records – Crypto News Roundup July 25–26, 2025

Bitcoin Whales Bet Big, Ethereum ETFs Shatter Records – Crypto News Roundup July 25–26, 2025

Sam Bankman-Fried received a 25-year prison sentence in New York for the FTX collapse. An anonymous trader placed a $23.7 million bull call spread on Bitcoin, betting on a year-end price up to $200,000. Bitcoin reached a record $123,000 on July 14 before consolidating near $118,000. BlackRock’s iShares Ethereum Trust surpassed $10 billion in assets.
July 26, 2025
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