Memory stocks have a clear leader in SK Hynix (NASDAQ:SKHY), and the fund built around that corner of the chip market is moving right along with it. SK Hynix stock is up…
JPMorgan sees multiple levers working in Micron's favor before its September 30 earnings report, but the stock has a troubling habit of selling off sharply even after big beats. Here is what…
Vandita Jadeja Micron (NASDAQ:MU | MU Price Prediction) reports fiscal fourth-quarter results tomorrow after the close. Shares are up 273.63% year to date, so the fiscal Q1 outlook will move the stock more than…
Rich Duprey SanDisk has already surged hundreds of percent this year on record earnings and massive long-term contracts, yet one critical risk lurking inside its revenue breakdown raises questions about whether the rally can…
The biggest profits in AI infrastructure hide in three chokepoints that most investors walk right past, and two of them are priced as if the boom is already over.
AI runs on memory, and one overlooked U.S. chipmaker just signed contracts that could make its notorious boom-and-bust cycle a thing of the past. The numbers behind those deals tell a story…
Memory stocks are sliding after a report that SK Hynix (NASDAQ:SKHY) could take its U.S. storage unit public as a separate company. SK Hynix stock is at $180.31, down 6% in early…
A potato empire built on frozen fries and handshake deals sounds like an unlikely launching pad for one of the most lucrative bets in American business history, yet a single $1 million…
The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
Wall Street analysts see 40% upside in Micron, yet the stock just dropped sharply after a blowout earnings beat. Something underneath the headline numbers explains why the bull case may be stronger…
Micron has handed investors a spectacular run, but concentrating that bet on one company's fab schedule carries risks that most MU bulls haven't fully priced in. A $26 billion fund quietly packages…
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 17% over the past month and trades at $1,066.01, a run that puts the memory maker near the front of the AI…
Jason Chen, the chairman of Taiwanese PC maker Acer, walked into a room of reporters this month and said out loud what almost nobody on the supply side of the memory chip…
Wall Street's consensus target already implies strong gains for NVIDIA, but one bull case pushes far beyond what analysts are willing to say publicly. The path there hinges on three catalysts that…
One analyst's initiation on SanDisk sent shockwaves through every memory stock at once, and the reason why suggests this may be a very different kind of NAND cycle than anything the market…
