Boise, Idaho-based Micron Technology, Inc. (MU) designs, develops, manufactures, and sells memory and storage products. Valued at $1 trillion by market cap, the company manufactures and markets dynamic random access memory chips, static random access memory chips (SRAMs), flash memory, semiconductor components, and memory modules.
Shares of this chip giant have massively outperformed the broader market over the past year. MU has gained 637.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 16.3%. In 2026, MU's stock rose 187.5%, surpassing the SPX's 8.5% rise on a YTD basis.
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
Broadcom Leads 3 AI Stocks Quietly Raising Their Dividends, One by 161%

#memory #Stock #access #chips

Sign in to access your portfolio

#access #Portfolio

Sign in to access your portfolio

#Portfolio

Bianca Censori continues to make fashion headlines. The Australian architect stepped out alongside husband Kanye West during a night out in Ibiza, Spain, on July 28, once again embracing the daring aesthetic that has become synonymous with her public appearances.
You may also like
Bianca Censori fights the LA heat with an unexpected summer accessory in her latest velvet look
North West channels Lady Gaga's energy with an electric blue bob during a shopping trip with Kanye West and Bianca Censori
Bianca Censori poses in skintight satin corset at the Palace of Versailles, where Kanye West once planned to marry Kim Kardashian

#ibiza #spain

Graphene Manufacturing Group Ltd (TSX-V:GMG, OTCQX:GMGMF) MD and CEO Craig Nicol joined Proactive's Stephen Gunnion to discuss a new distribution agreement with Blackwoods, giving GMG's G LUBRICANT and THERMAL-XR products access to thousands of industrial customers across Australia.
Nicol said Blackwoods' nationwide sales force and distribution network — spanning mining operators, freight businesses and manufacturers — represents a significant commercial step for the company. Customer demand is coming from two directions: some are seeking corrosion resistance and longer equipment life, while others are focused on energy savings. Data centres are a particularly promising market, where even modest efficiency gains translate into meaningful energy reductions. "Once they do try them, we find that they're very happy to repeat purchase," Nicol said.
The Blackwoods partnership is the first step in a broader international distribution strategy, with similar agreements being pursued in Europe and the United States. Production capacity is being expanded through the company's modular Gen2 technology to keep pace with growing demand.
Visit the Proactive YouTube channel for more interviews with leading listed companies, and don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates.
Read Proactive's Editorial Policy here: https://www.proactiveinves...

#blackwoods

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #3247e6f0 -8c3e-11f1-8d38-4b2012608c7d

#access #reference #denied #tools

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #3247e6f0 -8c3e-11f1-8d38-4b2012608c7d

#access #reference #using

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #3247e6f0 -8c3e-11f1-8d38-4b2012608c7d

#access #reference

New York City's pied-à-terre tax was designed to extract money from second-home owners wealthy enough not to live in the city full-time. A side effect no one planned for: it's pushing middle-class and working homeowners, people who already live in their houses, into estate-planning conversations they've never had before, at hourly rates they've never had to pay, for advice the wealthy have had access to for generations.
The rush of publicity accompanying the mayor's office highlighting a list of over 680,000 New York properties that could theoretically be subject to a new tax has inadvertently advertised how public most property data is. And it's advertised the benefits of seeking some totally legal privacy, or risk inadvertent doxxing, courtesy of Gracie Mansion.
"The wealthy and the ultra-high-net-worth have been in this game for a long time," said Myles Fischer, a partner who co-leads the Trusts and Estates practice group at Harris Beach Murtha. "The rest are sort of catching up." And that isn't cheap. Many middle-class and blue-collar homeowners are "being forced into a situation where they have to sit down with lawyers" to get planning advice that families with means secured years ago. After all, he added, "it's not that you have to be a rich person to have something worth protecting. We see it from across the board."
The trigger, in this case, was a public records disclosure. When the DOF released its supplemental pied-à-terre ****** sment file, the coverage focused on the penthouses and the LLCs holding them. But the unfiltered file swept in far more than luxury properties—it included modest homes in Bayside, single-family houses in Staten Island, properties whose owners may have had no idea their name, address, and ****** sed value were sitting in a publicly searchable dataset. Many still don't.
Fischer wasn't surprised by the reaction. "Anonymity is desirable when it can be achieved," he said, "but anonymity is also typically only one piece of the pie, so to speak. It's part of the tax plan, part of the estate plan, part of the ****** et protection, limitation-on-liability sort of pie." Privacy, in other words, is the door. The estate planning is what's behind it.

#wealthy #york

FIFA hopes to have private funding in its controversial World Cup company complete by the end of October, the Press ******* ociation understands.
Plans to sell stakes in a private company which would oversee all commercial and operational aspects of FIFA's competitions have drawn a furious reaction from UEFA, and raised concerns among European clubs and major leagues around the world.
Now PA has obtained documents setting out an indicative timeline to complete the investment process by the end of October.
Investors will be given access to a term sheet and select materials in August, with investors submitting initial 'Letters of Intent' (LOIs) in September, indicating the amount they wish to invest.
Binding bids would be agreed in October and funds from investors would be transferred to FIFA by the end of that month.

#fifa #company #press #plans

By Heekyong Yang and Hyunjoo Jin
SEOUL, July 29 (Reuters) - South Korean chipmaker SK Hynix reported **** per quarterly results on Wednesday but fell short of lofty investor expectations, heightening market concerns about slower AI spending by big tech firms.
To cushion itself against the industry's volatile demand cycles, the company is racing to lock in long-term supply deals .
The Nvidia ‌supplier's quarterly operating profit soared more than sixfold to a record high, but it said delays in shipments of some advanced products limited price gains for its mainstay dynamic random ‌access memory (DRAM) chips.
Shares in SK Hynix closed down 9.6% on Wednesday, as the weaker-than-expected earnings reinforced jitters about the sustainability of aggressive AI spending by tech firms. The benchmark KOSPI finished down 6%.

#wednesday #yang

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #87eb1c12 -8bf5-11f1-b316-5dc17de1ecc8

#denied

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #87eb1c12 -8bf5-11f1-b316-5dc17de1ecc8

#please

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #e4a18ac0 -8bf0-11f1-b643-9b167a2e9ac9

#page #believe #tools

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #e4a18ac0 -8bf0-11f1-b643-9b167a2e9ac9

#tools

The attraction to make short-term market bets is real. When you think what everyone knows is wrong, it's tempting to place a bet. And while Kalshi and Polymarket may be better venues for "someone is wrong on the internet" proof-trading, ETFs offer clean, efficient ways to lose your money too.
Or maybe -- maybe -- make some.
On a recent episode of ETF Zoo, Bloomberg's Eric Balchunas made the point that some speculators lately had been getting these market-timing calls right. He later ran the numbers on ProShares UltraPro QQQ, the 3x leveraged Nasdaq-100 ETF.
This toe-dip into matching flows with performance got me thinking about "the other big trade" of the last year or so that's not AI: Energy. That's where all the headlines about insider trading have been, so taking the cue from Eric, I had to figure out: have ETF investors been playing the energy trade this well?
Betting on energy is the least secret, least insider trade in the world right now—unless you have access to the Oval, like some traders apparently do. There should be no edge in it. Short-term trading here is simply a bet that you know something the most important commodity market in the world doesn't know (or, you have better hunch.) Historically, this is a bad idea. That was my prior: disaster.

#market #short #make

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #131b2967 -8bd0-11f1-a0d4-14bce3e6fc22

#page #denied

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #d3a3a9c2 -8bcd-11f1-8407-7048bdc7e737

#access #reference

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #10575528 -8ba1-11f1-a4ed-7048bdc7e737

#access #reference #believe

O'Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter experienced strong equity rallies, with the S&P 500 gaining 15.2% and the Nasdaq 21.4%, marking the best quarter since Q2 2020. While the software sector faced challenges, with the iShares Software ETF dropping ~27% before a rally, reflecting high volatility. This volatility is seen as an opportunity, despite the potential for 'dead money' in underperforming stocks. The firm remains cautious, focuses on owning durable businesses at reasonable prices, holding cash, and hedging risks to navigate unpredictability. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, O'Keeffe Stevens Advisory highlighted Callaway Golf Company (NYSE:CALY). Callaway Golf Company (NYSE:CALY) is a global manufacturer of golf equipment, golf and lifestyle apparel, and other accessories. On July 27, 2026, Callaway Golf Company (NYSE:CALY) closed at $18.27 per share, reflecting a market capitalization of $3.28 billion. Callaway Golf Company (NYSE:CALY) posted a one-month return of -2.77%, while its shares gained 89.72% over the past 52 weeks.
O'Keeffe Stevens Advisory stated the following regarding Callaway Golf Company (NYSE:CALY) in its Q2 2026 investor update:
"Callaway Golf Company (NYSE:CALY): Post the announced sale of their TopGolf business, the next catalyst to the story is demonstrating the clean, high-quality business of the remaining club, ball, and apparel business. Q1 net sales rose 9.2% to $687.5m, adjusted EBITDA climbed 31.1% to $163.7 million, and non-GAAP net income from continuing operations increased 96%, with gross margin up roughly 260 basis points, absorbing about $18m of incremental tariX expense. Management raised its full-year outlook, and the summer thus far has been a net positive for the golf industry. On capital return, through April 30, Callaway repurchased 5.6 million shares at an average cost of $14.08 ($79 million of the $200 million authorization), and on May 1 the company settled its $258 million of convertible notes in cash and remains in a net cash position. Our thesis continues to play out, and while the stock has materially appreciated, we still see upside to numbers. Management is acting exactly as expected, reducing debt, returning capital a complex-to-simple story easy for all to understand better."

#golf #caly #o 'keeffe #stevens

By Toby Sterling
AMSTERDAM, July 28 (Reuters) - China's launch of a homegrown type of advanced lithography chip printing machine is spotlighting how European chip tool maker ASML, whose recent share price surge made it Europe's most valuable listed company, is being squeezed between two sides.
On ‌the one hand, U.S. controls on exports of high-tech goods to China are threatening to reduce access to a major market; and on ‌the other, Beijing's push for technological independence in areas such as chip production raises the possibility of a China-based competitor.
Reuters reported on Tuesday that a little-known Chinese state-owned firm called Shanghai Aishengna Electronic Technology Group was leading an effort to mass produce locally made immersion deep ultraviolet (DUV) lithography tools, key to modern chipmaking.
ASML, which dominates the market for DUV and more cutting-edge EUV machines that print circuitry on AI chips, saw its shares fall some 10% in two days following this report, enough to wipe more than €60 billion off its stock market value.

#chip #market #asml

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #b3fa0daf -8b99-11f1-b850-7048bdc7e737

#please #page #tools

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #b3fa0daf -8b99-11f1-b850-7048bdc7e737

#denied #using #automation #tools

Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund's Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index's 33.65% gain. Stock selection in semiconductors, technology hardware and software, together with an off-benchmark electrical equipment allocation, supported relative performance, while exposure to financials, consumer discretionary and healthcare detracted. Technology stocks rallied as concerns over the Iran conflict eased and AI infrastructure spending boosted demand for semiconductors, memory, networking, servers and power solutions. The Fund expects AI and data-centre investment to remain strong, supported by broadening earnings growth and improving software bookings, cloud consumption and customer spending. However, geopolitical uncertainty, higher interest rates and heavy AI investment could pressure valuations and free cash flow. The strategy holds 50–75 technology companies across market capitalisations and uses bottom-up GARP research to identify misunderstood and undervalued businesses in the technology industry. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Columbia Seligman Global Technology Fund highlighted Lam Research Corporation (NASDAQ:LRCX). Lam Research Corporation (NASDAQ:LRCX) designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. On July 27, 2026, Lam Research Corporation (NASDAQ:LRCX) closed at $291.61 per share. One-month return of Lam Research Corporation (NASDAQ:LRCX) was -32.70% and its shares gained 194.73% over the past 52 weeks. Lam Research Corporation (NASDAQ:LRCX) has a market capitalization of $364.68 billion with a 52-week trading range between $90.94 – $438.50.
Columbia Seligman Global Technology Fund stated the following regarding Lam Research Corporation (NASDAQ:LRCX) in its Q2 2026 investor letter:
"Lam Research Corporation (NASDAQ:LRCX) was one of the largest positions in the fund during the quarter. The stock appreciated as investors became increasingly optimistic that AI-driven data-center spending would sustain robust demand for advanced semiconductor manufacturing equipment, while memory customers accelerated investments in high-bandwidth memory and dynamic random-access memory (DRAM) capacity. Lam stock also benefited from improving semiconductor-industry fundamentals, strong earnings execution and growing confidence that leading-edge logic and memory capital expenditures would remain elevated through 2026, supporting Lam's revenue and margin outlook."

#lrcx

A pit in my stomach formed last night in the train as I read Hugging Face's latest blog post on how its servers got hacked by OpenAI's models in early July. I had printed out the 23-page report for the ride since service can be spotty underground. Seeing the story laid out in physical form underscored just how outrageous it is. I wondered if the person next to me was peering over my shoulder at my strange, stapled Sci-Fi novel on the first significant autonomous AI hack.
Alongside the Hugging Face report, OpenAI published a few more details in a seven-bullet-point update to its July 21 blog that revealed its models' involvement in the incident. OpenAI contributed to Hugging Face's post-mortem, and said it plans to publish more of its side of the story "in the coming weeks" after completing a thorough internal review. OpenAI faces significant pressure to do so from security researchers, executives, and, well, just about everyone in the AI industry to share learnings and ensure the proper guardrails are in place going forward.
How OpenAI's technology escaped a sandbox and hacked into another company is a remarkable story, and one in which the details are still coming in piecemeal. But here's what we know so far and what we're still waiting to find out.
Another tech company called Modal Labs said OpenAI's agent also accessed its systems, as first reported by Reuters on Tuesday and confirmed by Fortune. Though that's a somewhat shocking twist in this tale, it's not even the full scope of the attack.
OpenAI's updated blog post confirms the models broke into four accounts across four publicly available services in total. The company did not name them, but said it would "notify service owners directly." We can expect more of this information to come out in time, but OpenAI says so far it has "not identified any other activity at the level of severity or scale of what we've shared related to Hugging Face, which involved a platform-level compromise."

#openai #post #july #face

Jordyn Woods opened up about the challenges of growing up in the public eye. The 28-year-old social media personality, who is engaged to Karl-Anthony Towns, said she experienced an adult life at a young age.
The NBA Finals are over, but Woods' lucky bag remains a hot topic. Talking about her viral game-day accessory, she said it became a lucky charm for her and Knicks fans everywhere. The New York Knicks won their first NBA championship since 1973 this year. Fans credited the team's success to many factors, including Woods' lucky bag.
Woods told Bustle in a July 29 interview that losing her father in 2017 forced her to grow up quickly. Woods said she has always felt like the same person she was as a child and described herself as an "old soul." She added that the journey was not easy or quick and required a lot of healing.
She said she grew up without a role model she could truly relate to. She explained that while her social media may show one side of her life, the person she is beyond the screen is very different. She then recollected, "The bag was pretty epic, because that was the most organic marketing I could have ever had. I couldn't even pay for marketing like that; it just happened. I don't think I've really processed how crazy that whole thing is." Woods created the bag under her own label, Woods by Jordyn.
Woods rose to fame through her childhood friendship with Kylie Jenner and appearances on Keeping Up with the Kardashians. While the fame may look rosy, it always has a flip side. In 2019, she found herself at the center of a highly publicized cheating scandal involving Tristan Thompson, who was dating Khloé Kardashian at the time.

#woods #lucky #fans #Media

Jordyn Woods opened up about the challenges of growing up in the public eye. The 28-year-old social media personality, who is engaged to Karl-Anthony Towns, said she experienced an adult life at a young age.
The NBA Finals are over, but Woods' lucky bag remains a hot topic. Talking about her viral game-day accessory, she said it became a lucky charm for her and Knicks fans everywhere. The New York Knicks won their first NBA championship since 1973 this year. Fans credited the team's success to many factors, including Woods' lucky bag.
Woods told Bustle in a July 29 interview that losing her father in 2017 forced her to grow up quickly. Woods said she has always felt like the same person she was as a child and described herself as an "old soul." She added that the journey was not easy or quick and required a lot of healing.
She said she grew up without a role model she could truly relate to. She explained that while her social media may show one side of her life, the person she is beyond the screen is very different. She then recollected, "The bag was pretty epic, because that was the most organic marketing I could have ever had. I couldn't even pay for marketing like that; it just happened. I don't think I've really processed how crazy that whole thing is." Woods created the bag under her own label, Woods by Jordyn.
Woods rose to fame through her childhood friendship with Kylie Jenner and appearances on Keeping Up with the Kardashians. While the fame may look rosy, it always has a flip side. In 2019, she found herself at the center of a highly publicized cheating scandal involving Tristan Thompson, who was dating Khloé Kardashian at the time.

#fans

Greetings Cowboys fans. We have reached a very important milestone today as the Dallas Cowboys hold their first training camp practice out in Oxnard, California. We'll open these threads for every practice so that the Blogging The Boys community will have a place to congregate and discuss what is going on out at practice.
Unfortunately, dropping a Twitter List into this page no longer functions the way that it used to due to changes that the platform has made. We do have a list we recommend if you want to follow it in another tab. You can access it right here.
In order to keep the flow of things as smooth as possible though we'll be dropping in updates and news items in this thread. Give us your take on them in the comments.
Here we go.
Editor's Note: This post will be updated throughout practice with relevant news, information and highlights. The newest ones will be placed at the top so if you miss practice or want to see/read in chronological order make sure to scroll down to start.

#practice

It's that time of the year again when the gaming community and NFL players at large react to the ratings in a video game. Madden NFL 27 will be available for purchase on Aug. 13 (early access available Aug. 6 and Aug. 10) and EA Sports revealed the top 10 quarterbacks in this year's game on July 29.
Only two quarterbacks hit the headline 99 ratings in 2026: Matthew Stafford, the league's reigning Most Valuable Player, and Buffalo Bills signal-caller Josh Allen, who won the MVP award in 2025. Four others, Los Angeles Rams defensive end Myles Garrett, Cincinnati Bengals wide receiver Ja'Marr Chase, Seattle Seahawks wide receiverJaxon Smith-Njigba and Arizona Cardinals tight end Trey McBride, were also rated 99 overall.
In this case, someone has to have the worst rating amongst the most important position in football, and that belongs to Baltimore Ravens backup Joe ******* nano, who has a 59 overall rating among the top-10 quarterbacks and rookie signal callers listed.
Here's a look at the top-rated signal callers in the league, according to the upcoming game's preseason ratings:
Matthew Stafford, Los Angeles Rams: 99

#Rams

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #38adf9d8 -8b74-11f1-aa82-1ccb12bb2c30

#please #reference #denied #tools