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Everyone Wants to Build the Best AI Model. Amazon Wants Something More Valuable. - The Motley Fool

58 minute în urmă
48 secunde min
Maria Simionescu
When investors talk about the artificial intelligence race, the conversation usually revolves around one question: Who will build the best AI model? Will it be OpenAI? Alphabet? Anthropic? Meta? That's certainly an important question. But it may not be the most profitable one for investors. A better question is this: Who stands to make the most money as AI becomes ubiquitous, regardless of which model ultimately wins? To answer the question, here's one company that deserves our attention: Amazon (AMZN +15.32%).
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Economie

Micron: The Boom And Bust Memory Cycle Could Finally Be Dead (NASDAQ:MU) - Seeking Alpha

Stock IdeasLong IdeasTech Micron: The Boom And Bust Memory Cycle Could Finally Be DeadJul 28, 2026, 11:30 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock83 Comments5 LikesSteven Fiorillo42.44K FollowersFollowSummaryMicron is transforming from a cyclical commodity business to a contracted model, underpinned by 16 take-or-pay agreements through 2030 covering ~$100B in minimum revenue.Q3 2026 was a record quarter: $41.46B revenue (+346% YoY), 84.9% gross margin, $25.11 EPS, and a net cash position of $24.4B.MU trades at I've been covering the markets long enough to know how memory cycles are supposed to end.

Economie

Ahead of hearing, FDA questions the efficacy of Capricor’s Duchenne drug - STAT

STAT Plus: Pharma’s drug spending deflection By Bob Herman Biotech Ahead of hearing, FDA questions the efficacy of Capricor’s Duchenne drug Capricor had previously said its drug, called deramiocel, hit its targets in a Phase 3 study Manage alerts for this article Email this article Share this article Sarah Silbiger/Getty Images By Jason Mast Jason is a general assignment reporter, with particular focus on genetic medicine and rare disease. Confidential tips can be sent on Signal at JasonMast.77.

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