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Chip stocks are dragging Nasdaq futures lower while the Dow surges on strong blue-chip earnings, and with Big Tech reporting…
Memory stocks delivered some of the biggest gains in semiconductor history as AI demand swept through the sector, rewarding investors…
Jim Cramer issued one of his sharpest warnings of the year on Mad Money last night, and it lands at…
Samsung, SK Hynix, and Kioxia got destroyed overnight in Asia, and the shockwave hit US memory and storage stocks hard…
South Korea's KOSPI just suffered a historic overnight collapse, dragging Samsung and SK Hynix down double digits and sending shockwaves…
China's CXMT just pulled off the biggest semiconductor IPO in mainland history, and Micron shareholders felt the tremors almost immediately.…
Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it.…
Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory…
China's CXMT just pulled off one of the most explosive stock market debuts in history, and memory giants with triple-digit…
Micron just shed a quarter of its value and now flashes a valuation number that sounds almost too cheap to…
Oil's sharp drop gave bulls a reason to step back in Monday morning, but the rally hit a wall the…
Apple is lobbying Washington for permission to buy memory chips from a Chinese company blacklisted for military ties, and the…
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon…
Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits…
Rockefeller's CIO sees a dangerous gap forming between what Big Tech is spending on AI infrastructure and what markets are…
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