The AI ‘Memory Wall’ Is About to Get a Lot Taller: These 3 Stocks Will Win Big
Quick Read Morgan Stanley projects memory will grow from 12% to 40% of cloud infrastructure spending by 2030,…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
‘Earnings need to be strong’: Wall Street assesses next catalyst for AI trade
Wall Street will need strong earnings to shake off recent market jitters around AI. This season is expected…
3 AI Stocks That Can Outperform Nvidia Next Year
Nvidia went on an incredible run to become the world’s most valuable publicly traded company, but its 11%…
Price Hikes Trigger Smartphone Sales Slump
Global smartphone sales dropped to their lowest second-quarter level in 13 years as manufacturers passed on to consumers…
Buy, Sell or Hold: My View On Microsoft As AI Capex Costs Rise
Quick Read MSFT has dropped 20% year to date despite its AI business running at $37 billion annually…
Meta Has Raised Its AI Game. The Stock Should Continue to Rise In 2026.
Facebook like button on keyboard by athree23 via Pixabay While Meta Platforms (META) has been quite aggressive with…
3 AI Infrastructure Stocks That Could Double by 2027
Investors have increasingly focused on the AI infrastructure market. This part of the tech industry has grown rapidly…
Starbucks Just Fired A Warning Shot At Microsoft And IBM AI Apps
Starbucks Just Fired A Warning Shot At Microsoft And IBM AI Apps (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket…
Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?
Quick Read Google (GOOGL) trades at a P/E of 28 versus Apple (AAPL) at 38, while growing revenue…
Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million…
Artificial Intelligence (AI) Stocks Have Crushed the Broader Market in 2026. Here Are 2 Top Stocks to Buy Before They Soar Higher This Earnings Season and Beyond
Artificial intelligence (AI) continues to be the driving force behind the broader stock market’s gains in 2026, even…