UBS raises its DRAM and NAND price forecasts; DRAM prices are now expected to rise 32% Q/Q in Q3 and 18% Q/Q in Q4 and NAND prices expected to rise 30% Q/Q in Q3 and 12% Q/Q in Q4
Newsquawk Staff ·
UBS raises its DRAM and NAND price forecasts; DRAM prices are now expected to rise 32% Q/Q in Q3 and 18% Q/Q in Q4 and NAND prices expected to rise 30% Q/Q in Q3 and 12% Q/Q in Q4.
- Google (GOOG) announces general availability of an Anthropic-managed deployment option for Claude models on Google Cloud
- OpenAI is raising up to USD 30bln in funding round at a USD 1.25tln valuation, led by UAE investors, according to CNBC, citing sources; OpenAI is negotiating a commercial deal that would secure more computing capacity from the UAE
- Gilead Sciences (GILD) entered into a definitive agreement to acquire an oral IL-23R inhibitor program, including lead asset HCXT-2001, from PepStar Therapeutics Limited; deal valued at USD 1.27bln in upfront cash
- Newmont (NEM) Q3 2026 (USD): Adj. EPS 2.20 (exp. 2.06), Revenue 6.36bln (exp. 6.30bln), Adj. EBITDA 3.95bln (exp. 3.73bln)
- Bloom Energy (BE) Q3 2026 (USD): Adj. EPS 0.94 (exp. 0.69), Revenue 1.24bln (exp. 1.06bln)
Related headlines
- Western Digital (WDC) Q1 2027 (USD): Adj. EPS 4.64 (exp. 4.08), Revenue 4.38bln (exp. 4.14bln)1 hour ago
- Merck & Co (MRK) and Moderna (MRNA) say safety profile of Intismeran plus Keytruda was generally consistent with previously reported studies of combination; significantly reduced the risk of recurrence or death by 42% compared to Keytruda alone3 hours ago
- DataDog (DDOG) recently offered almost USD 4bln to acquire Upwind Security, but the Co. hasn't accepted the offer, reports The Information citing sources4 hours ago
- Statnews posts on X, "Rumors are swirling that the Treasury Department this week is going to propose a rule that restricts U.S. investment in the Chinese biotech sector"4 hours ago
- Moderna (MRNA) downside attributed to early data leaks (link below) - UNCONFIRMED4 hours ago
- State of Rhode Island sues Meta (META) over alleged tolerance for scam advertising5 hours ago
- Uber (UBER) puts all 30,000 employees on ChatGPT Work5 hours ago
- Elon Musk makes USD 1bln investment in Skydance (SKYD), Semafor reports5 hours ago
- Newsquawk Daily US Earnings Estimates - 23rd October 2026: AXP5 hours ago
- Nvidia (NVDA) launches Minerva platform for end-to-end AI factory observability6 hours ago
- SpaceX's (SPCX) SpaceXSI names Bain, Nvidia (NVDA) and Snowflake (SNOW) as launch partners7 hours ago
- Fireblocks denies talks with Visa (V), CoinDesk reports7 hours ago
- The Canadian Government is giving Cleveland-Cliffs (CLF) 15 days to restore jobs at Stelco, Globe and Mail reports7 hours ago
- Kaiser Aluminum (KALU) says demand has strengthened further since July, with aerospace, high-strength, packaging and general engineering exceeding initial FY26 expectations7 hours ago
- Norfolk Southern (NSC) says tightening truck capacity is improving rail competitiveness, supporting truck-to-rail conversions and stronger customer demand7 hours ago