September 15, 2026 9:41 am
Key Moments Bank of America lifted its 2026-2030 US semiconductor growth outlook to an 18% compound annual rate from 14%, led by memory and server strength. The bank now estimates the global semiconductor total addressable market at $3.2 trillion by 2030, up from a prior $2.7 trillion projection. Wafer fabrication equipment spending is forecast to […]
Read moreSeptember 15, 2026 8:25 am
Key Moments A major union representing Micron workers in Taiwan warned it may advance toward a strike vote if no concrete profit-sharing proposal is presented on September 18 and 21. The union is demanding a permanent, transparent profit-sharing framework allocating 15% of Micron’s operating profit to employees worldwide. Micron announced fiscal 2026 cash rewards for […]
Read moreSeptember 14, 2026 1:45 pm
Key Moments Oracle Corp (NYSE:ORCL) has started a new round of layoffs, with some teams facing double-digit percentage reductions, according to an internal document cited in the report. The company reduced its workforce by 21,000 employees, or 13%, in the 2026 fiscal year that ended May 31, bringing headcount to about 141,000 before the latest […]
Read moreSeptember 14, 2026 1:25 pm
Key Moments Micron Technology traded at $924.45 in premarket action, down 5.21% as of September 14, 2026 at 7:33 AM EDT, after a one-year gain of 520.28%. Revenue surged 167.0% as of May 28, 2026, with a 72.6% gross margin and a 16.2% revenue beat in the most recent quarter. Forward P/E stood at 13.1x […]
Read moreSeptember 14, 2026 1:19 pm
Key Moments Alphabet shares climbed 2.2% in pre-market trading, reaching $345.84 despite broader equity index weakness. The move coincided with the payment of Alphabet’s $0.22 per-share quarterly cash dividend, following a September 4 ex-date and September 7 record date. Closing the Mechanize acquisition, AI governance initiatives, and Waymo’s planned European robotaxi rollout have reinforced Alphabet’s […]
Read moreSeptember 14, 2026 1:16 pm
Key Moments Super Micro Computer stock dropped 5.5% in pre-market trading following a sector-wide selloff in AI and semiconductor names. A weekend essay from Anthropic CEO Dario Amodei urging a slowdown in frontier AI development weighed on AI infrastructure sentiment. Recent quarterly revenue for Super Micro Computer came in at the low end of guidance […]
Read moreSeptember 14, 2026 12:49 pm
Key Moments Johnson & Johnson (NYSE:JNJ) advanced 1.3% to $268.96 in premarket trading on Monday. Apollo Global Management (NYSE:APO) has been in talks to acquire J&J’s orthopedics division in a potential deal valued at nearly $20 billion, according to a report. The orthopedics business generated $9.3 billion in revenue in 2025 and has been the […]
Read moreSeptember 14, 2026 12:06 pm
Key Moments Corning (NYSE:GLW) fell 8.2% in pre-market trading after unveiling a new at-the-market equity program of up to $2 billion. The flexible structure of the offering, with no preset price or share count and timing left to management, heightened concern over potential dilution. Positive analyst commentary and sector tailwinds were overshadowed as dilution worries […]
Read moreSeptember 14, 2026 11:56 am
Key Moments Hewlett Packard Enterprise stock is down 7.0% in pre-market trading to $57.75 following an Evercore ISI downgrade to In Line from Outperform. Evercore ISI highlighted HPE’s move to 13 times fiscal 2027 earnings versus a five-year average of 8 times, after a 158.5% year-to-date gain through the close on September 11. Management recently […]
Read moreSeptember 14, 2026 11:17 am
Key Moments Bernstein argues that Adobe’s current valuation already reflects significant disappointment, but says a rerating still requires clear evidence of improvement. Analysts highlight three critical hurdles for Adobe: leadership credibility, strategic clarity in an AI-driven world, and proof that execution can deliver durable growth. Adobe (ADBE) traded at $258.30 in pre-market on September 14, […]
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