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…
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, with Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell…
Micron New Investment Could Be an Early Warning for the AI Industry
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) has taken an equity stake in Taiwan-based GlobalWafers to…
Apple’s Foldable iPhone Saves the S&P 500 From a Chip-Fueled Rout
Wall Street was torn between opposite catalysts on Thursday morning. The Dow Jones Industrial Average (DJINDICES: ^DJI) climbed…
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday. What’s…
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
What happened: Nvidia (NVDA), Micron Technology (MU) and AMD (AMD) led a tech sector sell-off on Tuesday. What’s…
Micron, Anthropic sign AI infrastructure supply agreement
June 22 (Reuters) – Micron Technology said on Monday it has signed an agreement with Anthropic that includes…
This AI Hardware Bottleneck Is Determining the Next Trillion-Dollar Tech Companies
In its infancy, high-performance processors largely made by Nvidia were the key to modern-day artificial intelligence’s (AI) success.…
Memory Chip Boom Makes Micron CEO A Billionaire
Topline Sanjay Mehrotra, the chairman, president and CEO of Micron Technology, is now a billionaire, after shares of…
Micron vs. Sandisk: Which Memory Stock Wins From the AI Boom?
If you’re paying attention to the hottest companies of the artificial intelligence era, you’re witnessing the resurgence of…
S&P Futures Muted With U.S. GDP Data in Focus
March S&P 500 E-Mini futures (ESH26) are trending down -0.04% this morning, steadying after a three-day rally as…