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Micron Surges Past Kioxia as NAND Revenue Nearly Doubl

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‼️ 🧠 Micron’s NAND flash revenue share rose to 15.1% in Q2 from 13.9% in Q1, overtaking Kioxia to become the world’s third-largest supplier by revenue behind Samsung and SK Hynix. TrendForce attributed the gain to a sharp rise in ASPs, with Micron’s NAND revenue reaching $11.85 billion, up 99.2% QoQ—the fastest growth among the top five vendors.

Merck and Moderna’s Personalized mRNA Vaccine Trains the Immune System to Hunt Cancer

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💥 Merck and Moderna’s personalized mRNA cancer vaccine, intismeran autogene (mRNA-4157/V940), is designed from each patient’s tumor mutations to train T cells to recognize and attack residual cancer. Combined with Keytruda, which removes a PD-1 immune checkpoint “brake,” it aims to strengthen and sustain that tumor-specific immune response.

AI Is No Longer a Productivity Story. It Is Now a Labor-Cost, Margin and Pricing Story for Investors

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🚨 🧠 AI Is No Longer a Productivity Story. It Is Becoming a Labor-Cost, Margin and Pricing Story for Investors

Read More: https://bit.ly/AI-Labor

#ArtificialIntelligence #AI #Investing #InstitutionalInvestors #EquityResearch #LaborMarkets #Productivity #OperatingLeverage #PricingPower #MarginExpansion #CapitalMarkets #Technology #Automation #CorporateStrategy

Iran Signals Wider Escalation: U.S. Bases, Cyprus and Hormuz Cables in Crosshairs

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🚨 🇮🇷 BREAKING: Iran has reportedly assessed retaliatory strikes on U.S. military assets in southeastern Europe, including Bulgaria, as well as potential targets in Cyprus if President Trump escalates the war, according to the Financial Times. Tehran has also considered targeting subsea fiber-optic cables in the Strait of Hormuz, underscoring its readiness to broaden the conflict should hostilities intensify.