Asia’s markets open a pivotal week with one question hanging over the semiconductor tape: how durable is the memory trade? On Bloomberg TV’s The Asia Trade this morning, analyst Anthony Stephens framed…
Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through…
SK Hynix, the world’s second-largest memory-chip maker, is coming to the NASDAQ on Friday with the largest stock sale anyone has priced in years, and the chip complex is already pricing it…
Micron Technology (NASDAQ:MU | MU Price Prediction) closed at $1,007.49 on July 6, 2026, up 3.27% on the day from Thursday’s $975.56 close. A year ago you could buy the same share…
DRAM makers have arguably been the in the hottest corner of the semi trade so far this year, and while a wave of increased volatility has made the names tough to buy…
Joey Frenette Memory names are ripping higher in early Monday trading. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is up 5% to $1,836, Western Digital (NASDAQ:WDC) shares are up 5% to $565.33, and Micron…
NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is up just 3.2% year to date, a striking laggard in a sector…
Artificial intelligence has created no shortage of investment opportunities, but it has also exposed one bottleneck after another. First it was GPUs. Then networking. Then power generation. Today, memory has become one…
Rich Duprey The market has a habit of rewarding investors who recognize when an old pattern no longer applies. Cyclical industries eventually boom and bust, but structural shifts can stretch those cycles far longer…
Rich Duprey Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike. NVIDIA sells…
Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor…
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2.…
On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. "Intel, currently my favorite stock. CEO Lip-Bu Tan has turned…
Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) is now the cheapest he has ever seen it. That is a striking…
