Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into…
Chip stocks are dragging Nasdaq futures lower while the Dow surges on strong blue-chip earnings, and with Big Tech reporting this week alongside a Fed decision, the market's split personality is about…
Memory stocks delivered some of the biggest gains in semiconductor history as AI demand swept through the sector, rewarding investors who got in early. Now those same stocks are cratering, and the…
Jim Cramer issued one of his sharpest warnings of the year on Mad Money last night, and it lands at a moment when leveraged AI positions are sitting in a minefield few…
Samsung, SK Hynix, and Kioxia got destroyed overnight in Asia, and the shockwave hit US memory and storage stocks hard in premarket trading Tuesday. Three overlapping catalysts are forcing traders to rethink…
South Korea's KOSPI just suffered a historic overnight collapse, dragging Samsung and SK Hynix down double digits and sending shockwaves straight into US chip stocks before Tuesday's open. Whether this sparks another…
China's CXMT just pulled off the biggest semiconductor IPO in mainland history, and Micron shareholders felt the tremors almost immediately. Whether that reaction is panic or opportunity depends on one critical gap…
AJ Tiarsmith Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite…
Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory chip demand surges. Find out whether the Big Short legend has spotted…
China's CXMT just pulled off one of the most explosive stock market debuts in history, and memory giants with triple-digit gains on the books are now facing a sector-wide reckoning that could…
Micron just shed a quarter of its value and now flashes a valuation number that sounds almost too cheap to ignore, but seasoned investors know that cyclical chip stocks can punish bargain…
Joey Frenette Oil's sharp drop gave bulls a reason to step back in Monday morning, but the rally hit a wall the moment a state-backed Chinese firm entered the chip equipment race, rattling Nvidia,…
Apple is lobbying Washington for permission to buy memory chips from a Chinese company blacklisted for military ties, and the reason it's willing to take that political risk reveals something uncomfortable about…
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is…
Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into three very different calls with very different risk profiles.
