Ami N.

"BNP Paribas analyst Karl Ackerman expects the average selling prices (ASPs) of DRAM and NAND — which surged on AI demand — to peak in mid-2026, much earlier than his original forecast of mid-2027, before turning into quarter-over-quarter declines starting early next year. He…

A fund run by BNP Paribas that’s outperformed 97% of its peers over the past year says it’s now moving into small-modular-reactor stocks after long shunning the sector as a “non-viable” investment https://t.co/A7PJsRDBRq

Premarket movers: Mag 7 stocks are all higher (Nvidia +1.2%, Tesla +1%, Apple +0.6%, Amazon +0.4%, Alphabet +0.2%, Microsoft +0.2%, Meta Platforms +0.1%)Amentum Holdings Inc. shares (AMTM) gain 0.4% after BNP Paribas initiated coverage of the engineering firm with a recommendation of underperform as

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