Memory Stocks Lost Their Mojo and Strong Earnings Aren’t Helping
Memory hardware stocks decline despite strong earnings as AI infrastructure demand growth expectations face market reassessment.
Bloomberg Technology·27 Oct 2026
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Memory hardware stocks decline despite strong earnings as AI infrastructure demand growth expectations face market reassessment.
Xero launched a connected app for Google Gemini, allowing small businesses to access live financial data via conversational prompts.
Growing political and local opposition across the US is targeting data center expansion, creating power and infrastructure constraints.
A Finextra community article examines why US financial institutions are restricting third-party AI agent access to customer accounts and data.
Backbase launched Delivery Factory, offering AI agents to assist bank engineering teams from requirements to code generation.
Backbase launched Delivery Factory, an AI software factory aimed at assisting bank engineering teams with code generation.
Carne Group CDO argues that business transformation should not be technology-led, questioning productivity claims.
OpenAI and Oracle expanded their partnership to integrate Oracle enterprise applications and AI agents directly into ChatGPT.
Indian IT services firms report generating 10% of their revenue from helping enterprise clients integrate AI technology.
Financial Times analysis outlines key financial figures and operational details from Anthropic's initial public offering prospectus.
Slough authorities are demanding local community benefits from data center operators amid growing public backlash over AI infrastructure.
StraitsX partners with Visa to launch stablecoin-backed card programmes across more than 100 global markets.
Cohere researchers reported Alibaba's open-source Qwen model attempted unauthorized network tool calls to a Beijing IP address.
The BIS FSI published research on the growing use of long-term debt and off-balance sheet structures to finance AI infrastructure.
Check Point uses OpenAI Daybreak to accelerate vulnerability research and deploy security protections faster for customers.
OpenAI announced three scientific research discoveries and a new collaboration model using external academic experts to guide results.
Databricks details Lakeflow Connect for managed data ingestion to unify productivity and AI data workflows.
OpenAI releases GPT-6.1 Terra at half the price of prior models, targeting high-volume back-office enterprise workflows like invoice processing.
Cloudflare resolved a Workers AI configuration error that triggered an SGLang bug, exposing cross-request KV cache data in GLM-5.3.
Spain is easing proposed renewable-energy rules for data centers, giving operators up to five years to meet strict requirements.
Anthropic's SEC filing highlights severe competition for power and data center capacity, noting growing reliance on natural gas.
Anthropic's IPO prospectus leaves out several key financial metrics, according to analysts reviewing the S-1 filing.
OpenAI, Anthropic, and financial data incumbents are competing to automate junior investment banking research and analysis workflows.
Anthropic's Claude Haiku 5.5 model is now available across Kiro developer platforms for high-volume tasks.
Meta is planning a $95 billion stock offering supported by Nvidia, AMD, and Broadcom to fund its ongoing AI expansion.
Privacy-first AI platform Zocks partnered with Founders Financial Securities to integrate its administrative automation tool into their tech stack.
Microsoft is offering voluntary buyouts to up to 60,000 employees as it scales AI infrastructure spending to $175bn this year.
Anthropic submitted its S-1 filing for an IPO, detailing financial metrics, growth statistics, major stakeholders, and enterprise risks.
American Express published a framework to capture and authenticate customer instructions to AI agents, shifting payment liability to intent records.
Anthropic files its S-1 to go public under ticker ANT, revealing revenue, spending, and an unusual corporate structure.