One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.
Wall Street strategists are calling July's chip carnage a gift, and the reasoning comes down to a capital spending figure so large it dwarfs anything the semiconductor industry has absorbed before. The…
A leaked report about SK Hynix eyeing Intel's massive Ohio chip campus sent shares swinging, but a swift denial only tells part of the story behind today's volatile session.
Analysts are tripping over themselves to raise price targets on SanDisk, a stock that has surged over 3,700% in a year, yet retail investors have gone almost completely silent. Something about this…
Jim Cramer is sounding the alarm for investors still riding the AI wave, and his warning carries a specific body count. Here is where he says the smart money is quietly moving…
SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings either confirm or shatter the bullish memory narrative Micron just set.
Retail investors rode Micron's AI memory boom to stunning gains while Wall Street analysts were still doing the math. Now that the big banks are finally piling in, the real question is…
Rich Duprey SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
Rambus just shed nearly 30% from its June peak while two major Wall Street firms initiated coverage with aggressive buy ratings. Before the July 27 earnings report arrives, here is what the…
Wall Street's most bullish Micron analyst just raised his price target again after a quarter that shattered expectations, but the stock has already tumbled sharply from its post-earnings spike, raising the question…
Danielle Liverance Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the real question is whether today's bounce signals a genuine floor or just…
Micron's CEO just made a bold claim about memory supply staying tight well past 2027, and if he's even half right, a handful of ETFs could be sitting at the start of…
Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.
Hyperscale data centers are devouring DRAM capacity faster than chipmakers can build it, and the supply math is grimmer than most investors realize. The window for relief is narrower than Wall Street…
