Micron (NASDAQ: MU | MU Price Prediction) has been on an extraordinary run. Shares are up 64% year-to-date and have returned 572% over the past year, fueled by an AI memory supercycle…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are pulling back at midday Wednesday, with the stock down 2% to $209.40 after touching fresh all-time highs earlier this week. The bigger story,…
The memory stocks just keep finding new ways to defy the laws of gravity, with the SanDisk (NASDAQ:SNDK | SNDK Price Prediction), once again, leading the charge higher, with shares up more…
Reports on Tuesday morning that OpenAI missed internal goals on user targets and revenue have rattled the AI infrastructure complex. Per Bloomberg, as flagged in a BTIG morning note, investors are questioning…
An analyst firm just made one of the most aggressive memory calls of the year. DA Davidson initiated coverage of Micron Technology (NASDAQ:MU | MU Price Prediction) with a Buy rating and…
David Moadel The AI trade has been one of the most powerful market narratives in decades, but it’s also been one of the most narrowly defined. For the past two years, investors have largely…
Rich Duprey Pre-Market Stock Futures: Futures are trading mostly lower after a rather ho-hum start to the trading week on Monday. While the S&P 500 and the Nasdaq did print new highs before fading…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are surging 4% this Monday afternoon, breaking out to a fresh all-time high as the broader semiconductor rally finally pulls the AI bellwether higher.…
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are climbing again Monday morning, with SNDK stock up roughly 5% in early trading to about $1,046. This extends one of the most remarkable…
Semiconductor stocks have ridden the AI wave to eye-popping heights. Data centers now devour chips for training and running large language models, pushing the sector’s valuations sky-high. Yet smart investors know not…
In this article, I will explore the impressive FY25 growth of Micron and Applied Optoelectronics. These companies could extend during FY26 and beyond their bull run, due to their competitive advantages,…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed Thursday at $199.64, leaving the AI chip leader up just 7% year to date. NVIDIA shares trade only slightly above $200 on Friday…
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are trading near $930 in Thursday’s session, down roughly 5% on the day. The pullback cools an extraordinary 295% year-to-date (YTD) rally that has…
There’s an ETF that has been trouncing the S&P 500’s gains in the past year by an extremely large margin. The iShares MSCI USA Value Factor ETF (BATS:VLUE) has gained 64% in the…
Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast (EP.468): “People are like, oh, the memory story is overplayed. Everyone gets…
