Elon Musk hints at Samsung charging too much for memory chips
Samsung has generated significant profit selling DRAM, high-bandwidth memory (HBM), and NAND flash chips to top AI firms…
Micron to report Q4 earnings as memory boom powers on
Memory giant Micron (MU) will report its fourth quarter earnings after the bell on Wednesday, providing investors with…
Everyone Is Watching Nvidia. But This Memory Stock Could Be the Next AI Winner
Quick Read Micron (MU) signed 16 take-or-pay customer agreements worth nearly $100 billion, with CEO Mehrotra pledging gross…
The S&P 500 Fell, but These 2 AI Memory Stocks Exploded Higher
Wall Street delivered a sharp split on September 4. The S&P 500 fell 0.4% after a stronger-than-expected jobs…
Elon Musk Says Memory Is Now AI’s Biggest Bottleneck. Here’s What That Means for Micron and Sandisk.
Listening to earnings calls can be a great way for investors to pick up information about the current…
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,…
Dell, Micron, SanDisk tumble as AI hardware rally hits reversal
A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a…
Wall Street analyst sets Micron stock price target
Micron Technology (NASDAQ: MU) has received another bullish endorsement from Wall Street, with TD Cowen reiterating its ‘Buy’…
Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes
Quick Read Bloomberg Intelligence’s Shuli Ren argues the global memory shortage peaked in Q2 2026 and could tip…
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…
Jim Cramer gets Micron CEO to reveal what’s next for AI chips
I have covered Micron more times lately than any other stock on my beat. The Q3 earnings beat…
Why Wall Street thinks US memory maker Micron is the next Nvidia
Micron, the Boise, Idaho-based memory chip maker, has captured Wall Street’s heart. Whether the love affair endures will…