Micron expects fiscal Q1 revenue of $61.5B ±$1.5B as it raises fiscal 2027 CapEx plans amid tighter 2027-2028 supply-demand (NASDAQ:MU)October 1, 2026
A look at AMD CEO Lisa Su’s and Nvidia CEO Jensen Huang’s contrasting China playbooks, with Su keeping a lower profile; China accounts for ~20% of AMD’s revenue (Reuters) Technology May 31, 2026 Featured Podcasts Lenny’s Podcast: A rational dialog on the place AI is definitely going | Benedict Evans Interviews with world-class…
