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…
Memory chip stocks are giving back ground as a selloff in Seoul revives worries about how long the AI spending boom can last. SK Hynix (NASDAQ:SKHY) stock is trading lower this morning,…
NVIDIA just doubled its revenue yet the stock keeps sliding, and Wall Street still refuses to budge its price target. Something in that gap between the business and the share price tells…
Micron crossed back into trillion-dollar territory without a single announcement or earnings update, leaving investors to figure out whether the violent swing between sessions reflects something real or just fund positioning that…
Memory chip makers are leading a rebound in technology stocks as fears about AI spending ease. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is at $916.43, up 4% in morning trading.…
Thirty-nine years after a single October Monday vaporized trillions and paralyzed markets worldwide, analysts are drawing uncomfortable parallels between 1987 and today's AI-fueled rally, and the math behind a repeat scenario is…
China's state-backed memory giant just flipped from billions in losses to a profit haul big enough to fund the factories that could end the AI chip boom Micron is banking on.
Micron's revenue surged nearly 380% in a year, analysts expect even tighter memory supply through 2028, and more than 75% of next year's output is already committed. So why are investors selling…
Semiconductor stocks just logged their longest losing streak in nearly two decades, and the cause this time has nothing to do with a credit crisis. What is actually driving the selloff puts…
Tech stocks shed over a trillion dollars in a single session while oil and Treasury yields climbed, yet Nvidia's CEO stood in Berlin projecting calm certainty about AI's future. Whether his confidence…
A memory shortage has sent smartphone shipments into historic freefall, but Apple and Samsung are locked in a near-dead heat at the top while smaller rivals collapse. The question is whether Apple's…
Memory chip stocks are under pressure again, and a supportive call from Goldman Sachs (NYSE:GS | GS Price Prediction) hasn’t reversed the selling. SK Hynix (NASDAQ:SKHY) shares are trading lower, down 3%…
