The AI boom has created a market where good results are no longer good enough. Investors have rewarded companies tied to artificial intelligence with premium valuations, but they have also become far…
Rich Duprey D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
Gene Munster, Managing Partner of Deepwater Asset Management, used a CNBC segment on June 18, 2026 to tie together two critical semiconductor stories: Apple‘s willingness to raise iPhone prices and the parabolic…
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is surging in Thursday trading, up 11% to $2,170. Western Digital (NASDAQ:WDC) stock is also flying, up 7% to roughly $764. The catalyst landed before…
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is ripping higher again on Thursday morning, with shares up 7% to $1,120 after a wave of major Wall Street target hikes landed before…
David Moadel Live Updates Amazon's AI Chip Expansion12:20pm ETAmazon (NASDAQ:AMZN | AMZN Price Prediction) shares are climbing 2.1% after Bloomberg reported the company is in talks to sell its custom-built AI chips for use…
The U.S. government’s roughly 10% stake in Intel, acquired in 2025 at about $20.47 per share, has turned into one of the most lucrative trades on Uncle Sam’s books. Intel (NASDAQ:INTC |…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are climbing again Wednesday, with Micron stock up 4% in midday trading and changing hands near $1,060. Shares of the memory giant are…
Carter Worth, the founder of Worth Charting and a regular on CNBC’s Closing Bell, told viewers this week that the memory chip trade has gone too far, too fast. His call: trim,…
Shares hard to believe that shares of memory darling Micron (NASDAQ:MU | MU Price Prediction) still have any gas left in the tank after an explosive run that saw a 223% gain…
Joey Frenette Goldman just named its next-wave AI winners, and the picks go far beyond the usual chip suspects. Five stocks sit directly in the blast radius of a trillion-dollar infrastructure buildout, and the…
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion…
The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when…
Rich Duprey Few stocks have rewritten their own story in 2026 the way Micron Technology (NASDAQ:MU | MU Price Prediction) has. Shares closed at $1,087.99 on June 15, up 281% year to date and…
Vandita Jadeja Western Digital (NASDAQ:WDC | WDC Price Prediction) stock is up 7% in Tuesday morning trading, changing hands near $701 and setting a fresh all-time high. The catalyst is a Morgan Stanley note…
