WS #11751
Micron announces $250B US investment plan, China reportedly eases H200 chip restrictions, driving broad semiconductor rally; Flex expands Cerebras partnership. Meta launches Muse Spark 1.1 AI coding model and Zuckerberg signals potential cloud business to monetize AI infrastructure, boosting META stock. Starbucks builds in-house AI tools to replace Microsoft and IBM software, targeting $2B in cost savings, sending MSFT and IBM shares lower.
Semiconductor and AI Infrastructure Surge
Micron announces $250B US investment plan, China reportedly eases H200 chip restrictions, driving broad semiconductor rally; Flex expands Cerebras partnership.
Meta launches Muse Spark 1.1 AI coding model and Zuckerberg signals potential cloud business to monetize AI infrastructure, boosting META stock.
Starbucks builds in-house AI tools to replace Microsoft and IBM software, targeting $2B in cost savings, sending MSFT and IBM shares lower.