TrendForce says AI hyperscaler memory spend may reach 68% in 2027
TrendForce said DRAM and NAND flash could account for 68% of capital expenditure at the nine largest cloud service providers in 2027, versus 47% this year, as memory costs rise.
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Reddit Stock Climbs Monday: What's Driving the Pre-Earnings Rally?
Reddit Inc (NASDAQ: RDDT ) faces a prove-it moment as it heads into this week’s earnings with investors debating whether tightening control over its content, potentially even limiting Google access, could backfire on traffic and ad demand when it reports Wednesday. Reddit stock is surging to new heights today. Why are
DYN new Overweight @ Cantor
DYN new Overweight @ Cantor