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%…
Cathie Wood is steering ARK away from memory chips just as Micron and SanDisk post some of the fastest margin expansions in their histories, and her reasoning about Chinese rivals may explain…
Micron, Samsung and SK hynix are collecting extraordinary profits from soaring DRAM prices while customers face the consequences of a severe memory shortage. China’s CXMT is advancing DDR5, LPDDR5X and next-generation DRAM…
Bybit now lets you swap crypto for over 1,000 US stocks, but what you actually own depends on which version of the service you use, and the difference matters more than most…
Wall Street analysts are chasing Micron with targets that leave our model cold, and the gap between their optimism and our measured call comes down to one overlooked risk lurking beneath record-breaking…
Memory stocks are extending a multi-day slide as a Chinese rival’s server memory plans shake a group that had been riding AI infrastructure demand. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock has…
Seagate just shed more than 14% in a month after a rival made a move that rattled the entire hard-drive sector, yet the company's own numbers tell a completely different story about…
SK Hynix (NASDAQ:SKHY) stock is down 5% to $148.70 as China’s ChangXin Memory Technologies (CXMT) signals it’s aiming a denser chip design at server memory. That push targets the most profitable corner…
On the evening of Oct. 13, Elon Musk publicly praised Micron Technology (NASDAQ:MU | MU Price Prediction) for how it handles memory pricing. His comment came while Micron shares sit 25% below…
AJ Tiarsmith 
