Articles by Sarah Chen
Micron Surges on HBM4 Shipment News Amid AI Memory Supply Crunch
Micron shares rose 5% after confirming HBM4 shipments, with CFO warning demand will outstrip supply beyond 2026. Analysts boosted price targets citing AI-driven constraints.
Meta Shares Dip Amid $10B AI Data Center Launch and Ackman's $2B Bet
Meta Platforms stock declined nearly 1% as the company began construction on a massive $10 billion Indiana data center, while Pershing Square disclosed a major stake. The tech giant anticipates capital expenditures to surge to $115–$135 billion in 2026.
Nvidia Gains on AI Data Center Expansion and Evolving China Export Policy
Nvidia shares advanced as Nebius Group announced a major data center investment and U.S. lawmakers indicated potential flexibility on certain chip exports to China.
VNET Shares Surge on Jefferies Upgrade, Power Capacity Expansion
VNET Group's stock rallied in premarket trading following a Jefferies Buy rating, driven by new power capacity in Ulanqab and potential hyperscaler contract. Investors await funding and customer updates ahead of the March earnings report.
Airtel Outpaces Jio in December Subscriber Gains as India's Broadband Tops 1 Billion
Bharti Airtel added 5.4 million wireless users in December, exceeding Reliance Jio's 3 million additions, while Vodafone Idea and BSNL lost subscribers. India's broadband user base crossed 1.01 billion.
Amazon's 5.3% Stake in BETA Technologies Fuels Pre-Market Scrutiny
BETA Technologies shares held steady in premarket trading Thursday after a 15.6% surge Wednesday, driven by an SEC filing revealing Amazon's 5.3% ownership stake. Some investors questioned whether the disclosure contained new information.
Lattice Semiconductor Holds Gains After Strong Forecast and Buyback Expansion
Lattice Semiconductor shares stabilized near $106 premarket after surging 16% on an upbeat revenue outlook and a $250 million share repurchase boost. Analysts raised price targets following the report.
UiPath Recovers Slightly After Sharp Selloff, Eyes March Earnings
UiPath shares edged higher in premarket trading Thursday, attempting to stabilize after a nearly 10% decline. The automation software firm is scheduled to report fourth-quarter and full-year results on March 11.
Palo Alto Networks Gains on CyberArk Acquisition Close Ahead of Earnings
Palo Alto Networks shares edged higher premarket after finalizing its $25 billion purchase of CyberArk. Investors now await quarterly results for details on integration costs and updated guidance.
Palantir Shares Edge Lower Amid Airbus Deal Extension, Analyst Action
Palantir Technologies shares dipped slightly in premarket trading following a partnership extension with Airbus, as traders await key U.S. inflation data. The stock remains sensitive to shifts in AI sentiment.
BigBear.ai Shares Gain Ahead of Key Share Authorization Vote
BigBear.ai shares edged higher in premarket trading, recovering from recent declines as investors focus on an upcoming shareholder vote to potentially double the company's authorized share count.
Tesla Gains on Tencent WeChat Integration Amid China Auto Slump
Tesla shares edged higher premarket after Tencent Cloud announced WeChat-linked features for its China vehicles. The news comes as January auto sales in China fell sharply year-over-year.