AI Business & Industry

Today's Stories

1. 1

   Twist Bioscience wins Eli Lilly TuneLab deal, stock up 7.1%

   Twist Bioscience agreed to supply antibody characterization data services to Eli Lilly's AI-driven TuneLab drug discovery platform, and its stock rose 7.1%. The agreement ties Twist Bioscience to AI drug discovery, and analysts see a large AI opportunity in its antibody data business.

   The stock's momentum hinges on whether the rally holds, with $155–157 as first support. Leerink raised its price target to $160 from $120.

2. 2

   Citi sees memory chip shortfall widening through 2031

   Citi forecasts HBM bit demand rising 62% to 75.2 billion gigabits in 2027 and another 69% to 127.0 billion gigabits in 2028, with DRAM supply-demand ratios of -8.7% and -9.7%. Citi expects supply growth to trail demand, so the memory shortfall looks set to widen rather than close through 2028, which could keep pressure on prices and availability.

   The forecast hinges on whether continual learning really becomes a central AI theme as Citi expects; Citi names Samsung Electronics, SK Hynix, Micron, Sandisk and Kioxia as preferred memory stocks.

3. 3

   Lam Research Posts Record Fiscal 2026 Results, Stock Up 6.98%

   Lam Research posted record fiscal 2026 results with higher margin targets and richer dividends. Its stock rose 6.98% in a day to US$288.11, though its 90-day return is down 25.94%. The 6.98% one-day gain shows investors are still rewarding the record results, even as the 90-day slide suggests they are reassessing growth expectations and risk.

   The bull case hinges on whether the AI-driven memory spending cycle stays strong and margins hold, with the premium multiple leaving little room if sentiment cools.

4. 4

   RTX: AI cuts inspection time by over 30%

   RTX says AI-enabled borescoping has cut overall engine inspection time by more than 30%, with report generation falling from hours to minutes, and predictive analytics hit about 90% accuracy for cooling and ventilation units. That means fewer manual hours and earlier warnings, so repairs can be planned during scheduled downtime rather than turning into delays.

   The gains hinge on whether the AI's flags match what technicians find, since operators still make the final call. Watch the planned expansion of the borescope tool across the company.

5. 5

   KLA beats Aehr as better AI stock pick, Motley Fool says

   In fiscal 2026, Aehr posted $50.0 million revenue (down 15.2%), a $7.1 million net loss, and negative $5.4 million free cash flow, while KLA reported $13.6 billion revenue (up 11.7%), $4.8 billion net income, and $3.8 billion free cash flow. KLA's profitability and dividend make it the more stable option for AI exposure, whereas Aehr's losses and cash burn signal higher risk for investors.

   Aehr's high stock valuation suggests future growth is already priced in, limiting upside, and its customer concentration remains a key risk. Watch whether Aehr's record bookings of $60.7 million convert into profitable revenue.

6. 6

   Micron edges Nvidia for 2027 as $800 billion AI spend looms

   Yahoo Finance compared Nvidia and Micron and picked Micron as the better AI stock for 2027, citing Micron's management saying the memory chip shortage won't ease until 2028 and Nvidia's forecast of 70% revenue growth next year. Micron's advantage appears to hinge on a memory chip supply crunch that lets it charge higher prices, which is seen as lasting longer than Nvidia's current growth spurt.

   Micron is building more factories that are likely to come online in mid-2027 and throughout 2028, and Wall Street analysts estimate Micron will post 88% growth versus Nvidia's 70%.