D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was…
David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning. His tell is more clinical. “I think a bubble gets ready to…
Three times the current price would put Micron Technology (NASDAQ:MU | MU Price Prediction) somewhere around $3,000 a share. That is a number that sits above every published Wall Street target on…
Omor Ibne Ehsan Three things happened to OpenAI last week. The company went from being a model lab to something closer to a vertically integrated empire that wants to design its own silicon, own a…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%.…
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with…
Apple (NASDAQ:AAPL | AAPL Price Prediction) rarely raises prices. That has been a working assumption on Wall Street for roughly two decades. The company absorbs component costs, squeezes suppliers, redesigns around the problem,…
The AI boom has transformed one of the semiconductor industry’s most cyclical businesses into one of its tightest markets. Memory chips, once plagued by oversupply and collapsing prices, have become one of…
Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of…
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM | QCOM Price Prediction) Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by…
Omor Ibne Ehsan Apple (NASDAQ:AAPL | AAPL Price Prediction) shareholders woke up Thursday to find that the most valuable company in the world had been undone by something the size of a Tic Tac. A…
Memory chips are boring until they aren’t, and Wednesday afternoon they stopped being boring. Micron Technology (NASDAQ:MU | MU Price Prediction) guided fiscal fourth-quarter revenue to $50 billion, plus or minus $1…
Omor Ibne Ehsan The market has rarely seen a technological revolution like the one the artificial intelligence boom has unleashed. Semiconductor companies, in particular, have been rewarded at a pace few investors have ever witnessed. …
Rich Duprey Shares of ON Semiconductor (NASDAQ:ON | ON Price Prediction) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases…
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price…
