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Micron (MU) in focus as analysts highlight multi-year AI data-center expansion

Analysts at Lynx Equity have raised Micron Technology's price target from $180 to $325, citing a positive long-term outlook due to AI-driven demand in the memory cycle's next phase.

MSN·
US
MU
+3.77%
MSN·
US
MU
+3.77%

Google is rolling out a new feature allowing users to change their Gmail address

Google is introducing a feature allowing users to change their Gmail addresses while retaining all data and services. This update, initially appearing on the Hindi support page, suggests a rollout starting in India or Hindi-speaking markets. The feature will gradually become available globally. Users can keep their original address as an alias, and emails to the old address will still be received. However, users cannot create another new Gmail address for 12 months after changing.

CNBC·
US
GOOG
0.00%
US
GOOGL
-0.08%
CNBC·
US
GOOG
0.00%
US
GOOGL
-0.08%

Google's Gemini Eating ChatGPT's Lunch: Market Share Gain From 5% To 18% Is 'Clearest Signal' That Alphabet Is Winning AI War

Google's Gemini has significantly increased its market share in the generative AI market, rising from 5.4% to 18.2% in one year, while ChatGPT's share dropped from 87.2% to 68.0%. Analysts attribute this shift to Google's effective integration of Gemini into its existing platforms like Chrome, Android, and Workspace. Despite Microsoft's Copilot being pre-installed in Windows and Edge, it has not seen similar success. Alphabet's stock has also performed well, rising significantly in 2025.

benzinga_article·
US
GOOG
0.00%
US
GOOGL
-0.08%
US
GGLS
+0.07%
benzinga_article·
US
GOOG
0.00%
US
GOOGL
-0.08%
US
GGLS
+0.07%

S&P 500 Hits New Record High: Investor Sentiment Improves Further, Fear Index Remains In 'Greed' Zone

The S&P 500 reached a new record high as investor sentiment improved, with the CNN Money Fear and Greed index remaining in the 'Greed' zone. The Dow Jones rose over 250 points, and most sectors closed positively, except for energy stocks. Nike shares rose after Apple's CEO bought shares, and Micron Technology extended its rally. U.S. jobless claims fell, indicating economic strength.

fidelity·
US
MU
+3.77%
US
NKE
+4.64%
fidelity·
US
MU
+3.77%
US
NKE
+4.64%

Chamath Palihapitiya Looks Set To Make A Windfall From Nvidia's Purchase Of Groq, Here Is What The SPAC King Said After The Deal

Chamath Palihapitiya is set for a significant financial gain following NVIDIA's $20.6 billion acquisition of Groq. Palihapitiya's Social Capital was an early investor in Groq, holding close to one-third ownership. Despite dilution from later funding rounds, the investment is expected to deliver substantial returns. Palihapitiya highlighted his early involvement with Groq and predicted a $100 billion valuation by 2045. Groq will remain independent, with its founder and team joining Nvidia to advance technology licensing.

benzinga_article·
US
NVDA
-0.32%
benzinga_article·
US
NVDA
-0.32%
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