Fred Hickey of the High Tech Strategist says AI bubble starting to pop
Long-time technology analyst Fred Hickey said Tuesday that he was buying puts against Nvidia amid concerns that the…
Micron to invest $24 billion in Singapore plant as AI boom strains global memory supply
A general view of Micron Technology’s building in Singapore, June 23, 2020. Micron Gcm Studio | Reuters Micron…
Why ‘Cheap’ Software Stocks Could Be The Next Big AI Value Trap
Enterprise software stocks are starting to look tempting again, at least on a chart. Adobe Inc. (NASDAQ:ADBE) is…
Morgan Stanley loves these AI memory stocks
Tech companies have raced to build out compute capacity to fuel their AI ambitions but are now faced…
Samsung’s Profit Triples After AI Supercharges Memory Market
(Bloomberg) — Samsung Electronics Co.’s quarterly profit more than tripled to a record high after global demand for…
Micron Leads Memory Chip Rally as AI Demand Fuels Global Supply Shortage
This article first appeared on GuruFocus. Micron Technology Inc. (MU, Financials) is once again in the spotlight. The…
The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from…
Asia markets mostly climb after AI trade lifts Wall Street overnight
An electronic quotation board displays the Nikkei 225 stock prices on the Tokyo stock Exchange in Tokyo on…
Investors might not want to take U.S. inflation numbers in November at face value
A food shopper browses for groceries ahead of the Thanksgiving Day holiday at an Albertsons supermarket in Redmond,…
Micron forecasts surging revenue as memory demand for AI stays strong
The Micron Technology offices in San Jose, California, US, on Tuesday, Dec. 16, 2025. David Paul Morris |…
U.S. stocks hit records despite AI-led tech slide
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S.,…
Nvidia supplier SK Hynix eyes U.S. listing as it expands on the AI boom
Illustration of the SK Hynix company logo seen displayed on a smartphone screen. Sopa Images | Lightrocket |…