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MU
guidance_change
Micron manufactures dynamic random-access memory and flash storage hardware for enterprise data centers.
Micron Sells Out 75% Production Capacity
Micron revealed that over 75% of its 2027 memory chip output is already committed to customers, with supply discussions now extending into 2028. Wall Street had a muted initial reaction as shares ticked up just 0.37%, with traders waiting on actual margin upside. While expensive debt slows old-economy sectors, booked-out chip capacity proves artificial intelligence hardware spending is holding its ground.
ORCL
product_news
Oracle provides distributed cloud computing infrastructure and enterprise relational database software.
Oracle Leases 100,000 Chips to Tencent
China's Tencent agreed to lease 100,000 artificial intelligence processors from Oracle to run its machine learning models. The contract hands Oracle's cloud unit immediate high-margin revenue and expands its presence in overseas tech infrastructure. Even as higher interest rates knock broader software multiples, big tech cash reserves are keeping enterprise cloud orders strong.
LESL
capital_markets
Leslie's operates a specialty retail chain offering swimming pool supplies, chemicals, and equipment services.
Leslie's Jumps 23% After Debt Restructuring
Leslie's shares leaped 23.38% in after-hours trading after securing a debt restructuring deal with its existing lenders. The agreement grants breathing room to the pool supply retailer after months of squeezed consumer discretionary spending. In an environment where 7% rates choke leveraged businesses, taking near-term bankruptcy off the table triggered an immediate wave of short covering.
RKLB
product_news
Rocket Lab designs orbital launch vehicles and manufactures spacecraft components for commercial satellite missions.
Rocket Lab Wins 20-Satellite Launch Contract
Rocket Lab signed a multi-year deal to launch 20 StriX satellites for Japanese Earth-observation company Synspective. The contract fills Rocket Lab's launch manifest and reinforces its position as the go-to dedicated small-rocket operator. Space launch contracts remain insulated from interest rate shifts because commercial satellite constellations have fixed deployment schedules.
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