Micron Faces a New Burry Bet as China Memory Pressure Builds
This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as…
Stock market today: Live updates
Coffee outpacing the AI trade of late Coffee futures are up 13% over the past three months, beating…
Inside SK Hynix’s $720 billion bet to build enough memory for AI
In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, the world’s leading maker…
Chinese firm tops Micron and Kioxia in shipments of NAND memory chips
Liquid cooled servers in an installation at the Global Switch Docklands data centre campus in London, UK, on…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
AI jitters: Deutsche says this subsector may offer some protection
A new phase in the AI trade is forcing investors to separate Big Tech’s winners from losers —…
Here are the 2 big things we’re watching in the stock market in the week ahead
The jobs market steps into the spotlight this week, while second-quarter earnings season continues apace. Here’s a closer…
Buy 5 AI Infrastructure Stocks as Big Techs Assure Lasting AI Frenzy
The artificial intelligence (AI) space remains rock-solid supported by an extremely bullish demand scenario. Five of the “magnificent…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange during morning trading on July 30, 2026…