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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…
Palantir has been crushed year to date while the S&P 500 climbs, yet a single performance metric shared by only…
Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into…
Memory chip companies are supposed to live and die by cycles, which makes one number buried in Micron's latest earnings…
A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA…
Memory stocks have already handed early believers life-changing gains, but a structural supply shortage that analysts say widens through 2028…
Weeks of selling in data center stocks have opened a widening gap between price and fundamentals, and Wall Street's biggest…
Micron and Intel both crushed earnings, but one stock already tripled while the other gave back gains heading into summer.…
One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud…
Wall Street strategists are calling July's chip carnage a gift, and the reasoning comes down to a capital spending figure…
A leaked report about SK Hynix eyeing Intel's massive Ohio chip campus sent shares swinging, but a swift denial only…
Analysts are tripping over themselves to raise price targets on SanDisk, a stock that has surged over 3,700% in a…
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