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EXCLUSIVE: The Memory Bottleneck Is Set To Persist Until 2028, Expert Says

The artificial intelligence boom has created a strange problem for the memory industry. While companies build more capacity — Samsung ElectronicsCo. Ltd.(OTC:SSNLF), SK Hynix Inc.(NASDAQ:SKHY) and Micron Technology Inc.(NASDAQ:MU) are all expanding production — the supply relief investors are waiting for may still be …

Anthropic is hiring an AI chip design team

Anthropic is building a team to design its own custom chips for AI usage, Business Insider reports. The Claude maker said it is planning to co-design hardware and models to help its technology run faster and more efficiently. Last month, The Information reported that …

Transcript : Assurant, Inc., Q2 2026 Earnings Call, Aug 05, 2026

This article provides the transcript for Assurant, Inc.'s Second Quarter 2026 Earnings Call, which took place on August 5, 2026. The content available is an introduction to the call, with the full transcript reserved for subscribers. It also includes recent news and analyst ratings …

Netlist, Samsung settle patent disputes in new five-year memory deal

Aug 5 (Reuters) - Netlist has struck a five-year deal to license its memory chip patents to Samsung Electronics, ‌it said on Wednesday, gaining access to the ‌South Korean firm's products and ending years of legal disputes between the companies. Here ​are some details: …

Assurant Q2 26 Earnings Conference Call At 8:00 AM ET

(RTTNews) - Assurant Inc (AIZ) will host a conference call at 8:00 AM ET on August 5, 2026, to discuss Q2 26 earnings results. To access the live webcast, log on to https://ir.assurant.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views and opinions …

Assured Guaranty (AGO) Q2 Earnings: What To Expect

Exclusive-Samsung, SK Hynix test Chinese chip tools as hedge against US risks

Aug 5 (Reuters) - Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) for possible use at their Chinese factories, three people familiar with the matter said, as the South Korean firms hedge against the risk of tighter …

Assurant (AIZ) Reports Q2 Earnings: What Key Metrics Have to Say

For the quarter ended June 2026, Assurant (AIZ) reported revenue of $3.46 billion, up 10.5% over the same period last year. EPS came in at $6.41, compared to $5.56 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $3.4 …

Assurant’s (NYSE:AIZ) Q2 CY2026 Sales Beat Estimates

Assurant's (NYSE:AIZ) Q2 CY2026 Sales Beat Estimates Insurance services company Assurant (NYSE:AIZ) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 9.5% year on year to $3.45 billion. Its non-GAAP profit of $6.41 per share was 23.7% above analysts' consensus …

Assurant posts record Q2 net income $298.6M; Adjusted EBITDA $479.2M, raises 2026 outlook

Assurant (AIZ) reported record second-quarter results with GAAP net income of $298.6 million, a 27% increase year-over-year, and Adjusted EBITDA of $479.2 million, up 24% from Q2 2025. The company also raised its 2026 outlook, now targeting mid-single-digit growth in Adjusted EBITDA and Adjusted …

Assurant Increases Full Year Outlook, Delivers Record Second Quarter Results

Strong Earnings Growth in Global Lifestyle and Global Housing Driving Performance 2026 Outlook Increased to Deliver Mid-Single-Digit Growth Driven by Low Double Digit Global Lifestyle Adjusted EBITDA Growth ATLANTA, August 04, 2026--(BUSINESS WIRE)--Assurant, Inc. (NYSE: AIZ): (Unaudited) Q2'26 Q2'25 Change 6M'26 6M'25 Change $ …

Connected Devices and Housing Drive Assurant's $299M Q2 Profit

Samsung Retakes Lead as Micron Closes In

This article first appeared on GuruFocus. Samsung Electronics (SSNLF) reclaimed the top position in the global DRAM market during the second quarter, strengthening its earnings outlook as rising memory prices and artificial-intelligence demand reshape the industry. The shift also raises pressure on SK Hynix …

Samsung Reveals New 3D-Memory Roadmap in Bid for AI Tech Lead

(Bloomberg) -- Samsung Electronics Co. offered a glimpse of its most advanced memory hardware, touting improved performance and power efficiency in a bid to overtake rivals SK Hynix Inc. and Micron Technology Inc. in the race for long-term dominance. Most Read from Bloomberg Beer …

Samsung Unveils Next-Gen 3D-Memory Vision at FMS 2026, Charting the Future of AI Infrastructure

Samsung introduces industry-first concept models of zHBM and zNAND-O, highlighting leadership in next-generation memory architecture for HPC and AI infrastructure 400-plus-layer V10 BV-NAND with wafer bonding technology revealed for the first time in industry AI memory roadmap spans next-generation solutions from DRAM to enterprise …

Should Assurant’s (AIZ) New Communications Chief Reframe Its Brand Narrative As Earnings Scrutiny Intensifies?

Assurant, Inc. has appointed Kelli Ertel as Chief Communications Officer and Chief of Staff, giving her an expanded role in global communications, brand strategy, and events. This move comes as the company faces increased scrutiny ahead of its Q2 2026 earnings report. Ertel's new …

Assurant earnings on deck: Can specialty insurer sustain momentum?

Assurant Inc. is set to report second-quarter earnings, with analysts expecting a sequential decline despite strong year-over-year growth. Investors will be looking for updates on the Global Lifestyle segment's performance, catastrophe losses in Global Housing, and capital allocation, especially after management raised its share …

Is Samsung Electronics (KOSE:A005930) Fully Priced As Memory And AGI Optimism Builds?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Samsung Electronics (KOSE:A005930) heads into the Future of Memory and Storage 2026 conference in Santa Clara with investors watching how its memory, storage …

Earnings Flash (AIZ) Assurant, Inc. Posts Q2 Adjusted EPS $6.41 per Share, vs. FactSet Est of $5.17

Assurant, Inc. (AIZ) reported its Q2 adjusted EPS of $6.41 per share, significantly surpassing the FactSet estimate of $5.17. This indicates a strong financial performance for the company during the second quarter. The article also mentions the stock's performance and analyst ratings.

Assurant, Inc. 5.25% Subordinated Notes due 2061 Revenue Breakdown – BOATS:AIZN

The article provides a revenue breakdown for Assurant, Inc.'s 5.25% Subordinated Notes due 2061, traded under the symbol BOATS:AIZN on TradingView. It highlights the availability of overview, profile, financials, and news for this corporate bond. The content appears to be a stub or a …

Samsung's retail investors seek extra shareholder meeting over buybacks, bonuses

SEOUL, Aug 4 (Reuters) - South Korean retail shareholder platform ACT said on Tuesday it had launched a campaign to call an extraordinary ‌shareholders' meeting at Samsung Electronics, urging the chipmaker to buy back about $32 ‌billion worth of shares and set limits on …

Is Micron Technology (MU) A Bargain Following New Memory Capacity Risks?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Micron Technology (MU) is back in focus after investors reassessed the stock in light of aggressive capacity expansion plans from CXMT, Samsung and SK …

Earnings Flash (AIZ) Assurant, Inc. Reports Q2 Revenue $3.45B, vs. FactSet Est of $3.43B

Assurant, Inc. (AIZ) reported its second-quarter revenue of $3.45 billion, surpassing the FactSet estimate of $3.43 billion. This financial update indicates a stronger-than-expected revenue performance for the company in Q2.

Stocks mixed as Seoul stabilises, oil prices rise with eyes on Mideast

Asian markets enjoyed a little more stability after last week's volatility (Daniel ROLAND) Stocks stabilised in Asia on Tuesday after last week's tech-led rollercoaster ride as investors tracked a record day on Wall Street, while oil prices edged up after their recent plunge with …

Assured Guaranty Q2 2026 Earnings Preview — August 7, Street Expects $1.56 EPS

Wall Street analysts expect Assured Guaranty Ltd. to report consensus earnings of $1.56 per share for the second quarter of 2026, representing a substantial 54.5% year-over-year increase. The specialty insurance provider is scheduled to release its results on August 7, 2026. Investors will be …

ETFs Investing in Assurant, Inc. Stocks

This article provides a comprehensive list of Exchange Traded Funds (ETFs) that hold stocks of Assurant, Inc. (ZAS). The list is sorted by market value and includes key data points such as weight, issuer, management style, expense ratio, assets under management (AUM), and 3-year …

Assurant Inc. stock rises Monday, still underperforms market

Assurant Inc. (AIZ) stock increased by 1.15% to $282.39 on Monday, despite the broader market, including the S&P 500 and Dow Jones Industrial Average, seeing larger gains. The company's stock closed 0.79% below its 52-week high of $284.64, achieved on July 29th.

Assurant (AIZ) Q2 Earnings Report Preview: What To Look For

Assurant (AIZ) is set to announce its Q2 earnings, with market expectations for an 8.8% year-on-year revenue growth, consistent with past performance. The company has a history of exceeding analyst expectations, and while some peers saw stock price drops after reporting, analysts have generally …

Oil prices sink on Iran hopes, yen gains after joint intervention

US and Japanese officials said they are ready to step into currency markets again after a joint intervention last week sent the yen soaring against the dollar (Richard A. Brooks) Oil prices tumbled on Monday as Donald Trump said fresh talks with Iran will …

Assured Guaranty Ltd (AGO) Q2 2024 Earnings Report - Results, Call & Slides

Assured Guaranty Ltd (AGO) reported its Q2 2024 earnings, beating the consensus EPS forecast by $0.05 with actual EPS of $1.44, compared to a consensus of $1.39. However, the company missed revenue expectations, reporting $190.00M against an expected $193.05M, marking an 8.21% year-over-year decline. …

Korean Stocks Drop as Chipmakers Reverse Friday’s Record Gains

(Bloomberg) -- South Korean stocks slipped, as heavyweight chipmakers faced selloffs after Friday's record gains while investors cut back leverage-backed trades. Most Read from Bloomberg Trump Says US to Hold Off Iran Attack If Deal Agreed Saudi Prince Concerned Over Trump's Iran Strike Plan: …

Samsung (KOSE:A005930) Launches Galaxy Watch Ultra2 And Watch9 With AI Health Tools

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Samsung Electronics introduced the Galaxy Watch Ultra2 and Galaxy Watch9, featuring new AI-driven health and sports tracking tools. The wearables include advanced biometric tracking, extended battery life, …

Assured Guaranty Ltd. $AGO Stock Holdings Reduced by Healthcare of Ontario Pension Plan Trust Fund

Healthcare of Ontario Pension Plan Trust Fund significantly reduced its stake in Assured Guaranty Ltd. (AGO) by 73.1% in the first quarter, selling 54,000 shares and retaining 19,821 shares valued at approximately $1.6 million. Despite this, institutional investors collectively own 92.22% of AGO, and …

Kentucky Retirement Systems Purchases New Holdings in Assurant, Inc. $AIZ

Kentucky Retirement Systems recently acquired a new position of 6,004 shares in Assurant, Inc., valued at approximately $1.31 million. This move is part of a broader trend of increased institutional interest, with other major firms also raising their stakes in the company, which reported …

Should you still buy your next smartphone — or subscribe to it instead?

The smartphone industry's next battleground may not be the phone itself, but how consumers get it. As premium devices become more expensive, Apple, Samsung, and others are betting that leasing, subscriptions, and guaranteed buyback programs can make upgrading more attractive. This week, Apple launched …

Assured Guaranty Ltd. $AGO Stake Raised by Quantinno Capital Management LP

Quantinno Capital Management LP significantly increased its stake in Assured Guaranty Ltd. (NYSE:AGO) by 32.9% in the first quarter of 2026, bringing its total holdings to 499,347 shares valued at $40.7 million. Several other institutional investors also adjusted their positions in the company, which …