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Apple said to consider AI enterprise servers using M8 Ultra chipsApple is reportedly considering developing AI-focused enterprise servers using its M8 Ultra chips in two or four chip configurations, with a tentative launch date in 2029.Product4h · @beth_kindig ↗

Tempus plans large whole-genome data set tied to patient outcomesTempus said last week it plans to build a large set of whole-genome data tied to patient outcomes. The company framed this as a long-term initiative.News5h · @joshtradeoption ↗

Meta says two chips to be workhorses for general-purpose inferenceMeta said the two chips are expected to be its 'workhorses' for general-purpose inference, with future generations to follow.Product5h · @beth_kindig ↗

CoreWeave brings NVIDIA Vera Rubin NVL72 cluster onlineCoreWeave announced it has brought a multi-rack NVIDIA Vera Rubin NVL72 cluster online, spanning hundreds of Rubin racks.Product5h · @beth_kindig ↗

Warren Buffett steps down as Berkshire Hathaway ChairmanWarren Buffett officially steps down as Chairman of Berkshire Hathaway, with Howard Buffett elected as Chairman.Management5h · @scottmelker ↗

Micron begins high-volume HBM4 shipments for lead customerMicron said it has begun high-volume HBM4 shipments for a lead customer's platform. The firm plans to report its next quarter on September 30.Product6h · @joshtradeoption ↗

Berkshire completes post-Buffett leadership handoffWarren Buffett steps down as chairman to become chairman emeritus, with Howard Buffett taking over as chairman; Greg Abel remains CEO, splitting leadership three ways.Management6h · @wolf_financial ↗

$CIEN targets ~30% annual revenue growth FY26-FY29Ciena is targeting roughly 30% annual revenue growth from FY2026 through FY2029, ~50% adjusted gross margin, and 32-35% operating margin in FY2029, with continuing supply constraints.Guidance9h · @jpinsights ↗

Health Canada approves Sandoz generic semaglutide (Ozempic)Sandoz received Canadian approval for a generic version of Novo Nordisk's Ozempic, a once-weekly semaglutide injection for adults with type 2 diabetes, in a GLP-1 market worth an estimated $2.6 billion.Regulatory11h · @investseekers ↗

CRWV ATM and convertible offeringPost references CoreWeave's ATM plus convertible issuance today, a capital action that dilutes existing shareholders.Capital11h · @stocktrader_max ↗

SK hynix says hybrid bonding starts at 20-high, clock slips a generationAt Hot Chips in August, SK hynix stated hybrid bonding starts at 20-high and the clock slipped a generation after that, a customer signal affecting equipment demand timing.Demand11h · @photoncap ↗

Solidigm reviewing first U.S. NAND fab constructionSK hynix subsidiary Solidigm is reviewing construction of its first U.S. NAND mass production line, working through site and investment timing. No decision has been finalized.News11h · @jukan05 ↗

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