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Browsing Tag

memory demand

6 posts
AArtificial intelligence
Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes
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Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes

  • July 6, 2026
Quick Read Bloomberg Intelligence’s Shuli Ren argues the global memory shortage peaked in Q2 2026 and could tip…
AArtificial intelligence
Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA)
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Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA)

  • June 19, 2026
We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Micron Technology,…
AArtificial intelligence
Micron’s AI Memory Story Reassessed After Losing Nvidia HBM4 Orders
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How The AI Memory Cycle Is Rewriting The Story For Micron Technology (MU)

  • May 15, 2026
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Micron…
AArtificial intelligence
Chip giant SK hynix posts record quarterly profit on AI boom
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Chip giant SK hynix posts record quarterly profit on AI boom

  • April 23, 2026
Revenue surpassed 50 trillion won for the first time in a single quarter, while operating profit nearly doubled…
AArtificial intelligence
Nvidia supplier SK Hynix's Q1 profit rises five-fold to a record high on AI boom
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Nvidia supplier SK Hynix’s Q1 profit rises five-fold to a record high on AI boom

  • April 23, 2026
By Heekyong Yang and Joyce Lee SEOUL, April 23 (Reuters) – South Korea’s SK Hynix posted a more…
AArtificial intelligence
This Under-the-Radar AI Stock Is Up Nearly 300% Over the Past Year
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This Under-the-Radar AI Stock Is Up Nearly 300% Over the Past Year

  • March 31, 2026
Nvidia has been a great investment over the past few years, and I still think it’s a great…
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