What History Reveals About the Road Ahead for Memory Sector Giants
Here’s a paradox worth sitting with: The memory chip business is enjoying arguably the strongest fundamentals in its…
Nasdaq, Dow and S&P 500 Jumps as Chip Stocks Power Wall Street Higher
This article first appeared on GuruFocus. U.S. stocks moved higher in Tuesday trading as gains in semiconductor shares…
Micron (MU) Reaches $1 Trillion Value As Auto AI Deals Deepen
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Micron…
A Hidden Threat for Micron? Apple Is Eyeing a Fix for AI Memory Demands
Apple (NASDAQ: AAPL) recently raised prices on many of its devices to offset rising memory prices, but it…
Here Are My Top 3 Artificial Intelligence Stocks to Buy Right Now
The artificial intelligence (AI) race is far from over, and plenty of cloud computing capacity still needs to…
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…
The 1 AI Chip Stock I’d Buy Hand Over Fist in This Sell-Off — and It Isn’t Nvidia.
The AI chip trade has cracked this month. Micron Technology has dropped about 32% in three weeks. Broadcom…
Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia’s Stock Ever Since.
CES, held annually in January, is one of the most important trade shows where tech companies go to…
Semiconductor stocks trim losses as investors buy the dip
What happened: Semiconductor stocks trimmed losses on Friday as investors bought the dip. However, for the week, the PHLX…
Semiconductor stocks keep falling as investors go risk-off, Chinese startup releases powerful new AI model
What happened: Semiconductor stocks retreated on Friday. Memory and storage highfliers Micron Technology (MU) and Sandisk (SNDK) stocks…
World shares slide following an AI-led retreat on Wall Street
BANGKOK (AP) — World shares were mostly lower on Friday, with Tokyo’s Nikkei 225 losing 4% as heavy…
The Next Big AI Inference Winner Could Be Worth 2 Times Your Investment
Large language model (LLM) training was the first big phase of artificial intelligence (AI), but the inference market…