In this article, I will explore the impressive FY25 growth of Micron and Applied Optoelectronics. These companies could extend during FY26 and beyond their bull run, due to their competitive advantages,…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed Thursday at $199.64, leaving the AI chip leader up just 7% year to date. NVIDIA shares trade only slightly above $200 on Friday…
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are trading near $930 in Thursday’s session, down roughly 5% on the day. The pullback cools an extraordinary 295% year-to-date (YTD) rally that has…
There’s an ETF that has been trouncing the S&P 500’s gains in the past year by an extremely large margin. The iShares MSCI USA Value Factor ETF (BATS:VLUE) has gained 64% in the…
Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast (EP.468): “People are like, oh, the memory story is overplayed. Everyone gets…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are changing hands around $480 midday Thursday, off 2% on the session but still sitting near record territory. MU stock is up 68%…
Micron Technology (NASDAQ:MU | MU Price Prediction) shares are up 6% in midday trading, leading a broad-based rally across AI chip names. Advanced Micro Devices (NASDAQ:AMD) stock gained 4% and Broadcom (NASDAQ:AVGO)…
Growth investors walked into 2026 expecting more of the same with tech momentum, AI tailwinds, and another year of the Nasdaq leading the way. Instead, value has quietly taken the wheel, and…
The Nasdaq Composite (^IXIC) looks set to recapture gains on Tuesday with all eyes on Apple (Nasdaq: AAPL) after CEO Tim Cook announced he would be stepping down. Tech futures are rising…
The artificial-intelligence boom has supercharged demand for data-center chips, servers, and the high-bandwidth memory that makes it all run. Tech giants are pouring billions into infrastructure, yet memory supply remains tight. This…
Rich Duprey The artificial intelligence revolution runs on data, and data runs on memory. Companies building massive AI systems need faster, higher-capacity chips to train models and serve results in real time. Their insatiable…
Rich Duprey AI infrastructure spending has continued to accelerate into 2026. Bank of America recently raised its 2026 semiconductor market forecast to $1.3 trillion, highlighting NVIDIA, Broadcom, and Marvell as the primary beneficiaries. Capital…
Micron Technology (NASDAQ:MU | MU Price Prediction) at $445 and SanDisk (NASDAQ:SNDK) at $885 both carry analyst Buy consensus ratings, though one stock presents the stronger risk-reward case. The memory supercycle is…
Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing growth in the chip industry. The backdrop is hard to ignore: Deloitte…
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is down 5% in midday trading, while SanDisk (NASDAQ:SNDK) stock has fallen 6%, sliding from $944.46 to $883. Both names are pulling back together…
