Micron surges nearly 38% on week as memory chip rally goes parabolic
The Micron Technology offices in San Jose, California, Dec. 16, 2025. David Paul Morris | Bloomberg | Getty…
Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat…
Samsung hits $1 trillion valuation as AI rally lifts shares over 10%
Shares of Samsung Electronics surged more than 10% Wednesday, pushing the chip giant’s market capitalization past the $1…
Chip stocks surge in ‘historic’ month
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. After…
Samsung profit surges over eight-fold to beat estimates as AI boom fuels memory chip crunch
The Samsung exhibition stand features the prominent ”A new era of mobile agentic AI” slogan by the South…
Micron Technology may double thanks to AI boom, D.A. Davidson says
Micron Technology may see its shares nearly double as the artificial intelligence boom boosts demand for the company’s…
Nvidia stock closes at record, pushing market cap past $5 trillion
NVIDIA CEO Jensen Huang gestures during the NVIDIA GTC global AI conference in San Jose, California, U.S. March…
SK Hynix posts record first-quarter profit, in line with estimates as memory prices climb
A SK Hynix flag (R) and a South Korean national flag (L) flutter outside the company’s Bundang office…
We’re starting a position in a chip designer poised to roar in the era of AI agents
We’re initiating a position in Arm Holdings , buying 225 shares at roughly $169. Following Monday’s trade, Jim…
Nvidia AI chip rivals attract record funding as competition heats up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia…
TSMC posts record profits on continued AI demand
Taiwan Semiconductor Manufacturing Company’s logo is seen in the background beside a printed circuit board. Sopa Images |…
ASML raises 2026 guidance as AI chip demand stays strong
ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued…