SMH has handed long-term holders a staggering price run, yet the fund's annual payout tells a quietly unsettling story that most investors overlook when the share price keeps climbing.
AI servers are quietly driving up the cost of every laptop on the shelf, and the companies caught in the middle face a choice between shrinking margins and shrinking sales. How each…
SanDisk has shed a third of its value in a month even as its business posts record numbers and locks in nearly $94 billion in signed customer contracts. One top analyst sees…
SK Hynix just pulled the plug on a high-profile U.S. IPO for its Solidigm unit, and instead of punishing the stock, investors cheered. Here is what the scrapped listing reveals about the…
Selling in memory and storage stocks is running well ahead of the broader tech pullback, and a name with one of the year’s biggest gains is absorbing the worst of it. SanDisk…
Brad Gerstner says we are on the brink of superintelligence and whoever controls the most compute wins, but the company doing the heaviest spending may not be the one pocketing the profits.
Rambus sits 46% below its 52-week high despite posting record product revenue, and a major AI hyperscaler just handed it a design win that most investors have not noticed yet.
Micron just blew past Wall Street estimates by more than five percent and guided to its biggest quarter ever, yet its stock sits roughly 21 percent below its June peak. The gap…
Joel South On Oct. 19, 2026, President Trump thanked Elon Musk for giving SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock to millions of American children through Trump Accounts. Trump said the gift is what…
Memory and storage makers have delivered the best technology rally of this year, and the size of those gains now forces a hard choice on anyone holding them. Micron Technology (NASDAQ:MU |…
Micron just posted explosive revenue growth and locked in contracts stretching toward 2030, yet the stock tumbled hard last week. Whether that pullback is a buying opportunity or a warning sign depends…
Two chip stocks are now carrying much of the S&P 500’s earnings season. The Kobeissi Letter says Micron Technology (NASDAQ:MU | MU Price Prediction) and NVIDIA (NASDAQ:NVDA) are expected to account for…
Citadel founder Ken Griffin told the Future of Global Markets Conference in New York on October 20, 2026 that investors are “almost certainly” in an AI bubble. Griffin built his reputation as…
Micron's Taiwan workers voted 99% in favor of a strike after turning down what most employees would consider a life-changing offer, and the walkout lands on the same day the company faces…
Omor Ibne Ehsan CXMT is closing in on server memory, and Micron and Intel sit on opposite sides of the same threat. Their business models guarantee that one company sweats this far more than the…
