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AMAZON: BMO RAISES TARGET PRICE TO $315 FROM $310
2026-04-23
AMAZON: BMO RAISES TARGET PRICE TO $315 FROM $310
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Other News
2026-04-23
1. Strong demand for memory chips drives SK Hynix's quarterly profit up 406%. 2. SK Hynix plans to achieve mass production of its next-generation high-bandwidth memory chip, HBM4E, by 2027. 3. Strong server demand supports a robust memory market; S
1. Strong demand for memory chips drives SK Hynix's quarterly profit up 406%. 2. SK Hynix plans to achieve mass production of its next-generation high-bandwidth memory chip, HBM4E, by 2027. 3. Strong server demand supports a robust memory market; SK Hynix anticipates continued tight supply-demand balance and a potentially prolonged price cycle. 4. SK Hynix holds groundbreaking ceremony for its P&T7 advanced packaging facility, which will be used for manufacturing HBM and other components. 5. Tesla CEO Elon Musk predicts a severe shortage of AI chips in the future. 6. TSMC showcases next-generation chip technology, aiming to bypass ASML's expensive new equipment. 7. Retail prices for finished memory products continue to decline; channel SSD and memory module prices have fallen again. 8. Kioxia releases its first BiCS8 QLC client SSD, targeting PC OEMs. 9. Rambus launches LPDDR SOCAMM2 memory module chipset solution. 10. Powerchip Technology: It is collaborating with Micron to develop 1P process DRAM memory, with mass production expected in the second half of 2028.
2026-04-23
Technology & Corporate Updates - Alibaba unveils ecosystem AI assistant “Qianwen Xiaojiuwo” across apps - Tencent, Alibaba in talks to invest in DeepSeek at $20 billion-plus valuation -The Information - AWS signs power deal with LS Electric as Nvidia
Technology & Corporate Updates - Alibaba unveils ecosystem AI assistant “Qianwen Xiaojiuwo” across apps - Tencent, Alibaba in talks to invest in DeepSeek at $20 billion-plus valuation -The Information - AWS signs power deal with LS Electric as Nvidia pushes 800V DC data center shift - Google CEO Sundar Pichai reaffirms company's $175 billion to $185 billion CAPEX plan for 2026 - US Commerce Secretary Lutnick says US has not yet sold Nvidia's H200 chips to China Geopolitics & Iran Conflict - Trump on Truth Social: Iran is collapsing financially - Iran received 'some sign' the US is ready to break the blockade - Tasnim - Trump willing to grant Iran 3-5 more days of ceasefire, sources say - Axios - Trump says Iran talks 'possible' as soon as Friday - NYP - White House on Iran ceasefire extension: Trump has not set a deadline - White House rebuffs 3-5 day timeline for ceasefire extension Financial Results & Market Performance - Tesla reports first-quarter adjusted EPS of 41 cents, above the 34-cent Wall Street estimate, marking a second consecutive beat National Team Investments - China’s ‘National Team’ cuts ETF stakes below 20% disclosure mark
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