Nvidia ends week up more than 10% as AI chip fears ease
Nvidia (NVDA) closed out the week on a hot streak, climbing more than 10% as concerns over the…
Nvidia just locked down deal that changes AI race
South Korean President Lee Jae Myung flew to San Francisco on July 24 for a summit with the…
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 AI ‘Memory Wall’ Is About to Get a Lot Taller: These 3 Stocks Will Win Big
Quick Read Morgan Stanley projects memory will grow from 12% to 40% of cloud infrastructure spending by 2030,…
Chip giant SK Hynix raises $26.5 billion in blockbuster US share offering
SK Hynix (000660.KS) has raised $26.5 billion in its Wall Street share offering, marking the biggest first-time listing…
SK Hynix IPO to give US investors bigger bite of the memory pie as shortages persist
SK Hynix (000660.KS) is poised to set the final price for its US public trading debut on the…
Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade
Quick Read SK hynix launches on Nasdaq July 10 (SKHY) as the dominant HBM supplier with 58% global…
Micron Stock: Let’s Talk About Those Long-Term Contracts
Micron (MU) just reported blockbuster Q3 earnings. Revenue surged 4x year-over-year, earnings per share jumped 15x, and gross…
Micron Drops 7% as Broadcom’s Disappointing AI Outlook Triggers a Semiconductor Selloff
Quick Read Broadcom’s Q3 AI chip guidance of $16 billion missed the $17.2 billion estimate, sending AVGO down…
2 AI Infrastructure Stocks That Could Rise 25% and 80% Despite Overdone Spending Fears
Two of the hottest stocks in the market right now are Advanced Micro Devices (NASDAQ: AMD) and Micron…
Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Financial Advisor Won’t Tell You About
Quick Read Micron (MU) reported fiscal Q2 2026 revenue of $23.9B, up 196% year-over-year, with Q3 guidance for…
Why Sandisk (Not Micron) Could Be the Biggest Winner Of the AI Memory Era
The artificial intelligence (AI) memory boom has been kind to both Sandisk Corporation (NASDAQ: SNDK) and Micron Technology…