Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the…
A semiconductor industry veteran who survived decades of brutal boom-and-bust cycles is calling an end to that era forever, but buried inside his optimism sits a warning about memory capacity that quietly…
NVIDIA, Micron, and SanDisk are dominating the AI trade in 2026, but each stock tells a completely different story about what it takes to beat Wall Street's targets over the next 12…
Micron just posted a productivity figure so extreme that analysts are scrambling to explain whether it reflects a structural shift in the memory business or a cycle that could turn just as…
Rich Duprey The memory cycle that crushed Micron shareholders for three decades may have just broken permanently, and the market still seems to be pricing the stock like nothing changed.
Trump is cheering on the AI data center boom as a golden goose, but the CEOs of Apple, Amazon, and Micron are quietly confirming what millions of families already sense at the…
VGT carries 324 holdings, but a closer look at its semiconductor sleeve reveals a fund that behaves nothing like the diversified tech vehicle most investors think they own, and the stakes heading…
Mac and iPad prices just jumped 20% because of a memory shortage, and someone in the supply chain is pocketing enormous profits. Tracing the money reveals a winner most Apple investors are…
Palantir just posted a 51% single-month surge and the kind of revenue guidance that has analysts scrambling to revise their models, yet the stock still trades near Wall Street's consensus target. Here…
Microsoft, Nvidia, and Google are quietly signing deals that stretch nearly a decade into the future, and the reason why tells you everything about where the AI memory market is actually headed.
Memory stocks quietly powered one of the steepest AI trades of the cycle, but Micron now sits at a crossroads where a blowout quarter and a $100 billion sales backlog collide with…
Jim Cramer thought Caterpillar gave a viewer's portfolio real diversification until he looked closer and realized one quiet shift in the company's business had turned it into something else entirely.
A Heritage Foundation economist is challenging the Trump administration's push for semiconductor tariffs, arguing that the timing could saddle chip buyers with higher costs before a single new American fab is ready…
AI has transformed memory from a boom-and-bust commodity into critical infrastructure, sending forecasts to levels that would have seemed absurd a few years ago. But a ghost from 2018 is lurking in…
Western Digital has surged 168% this year while peers in flash and DRAM keep climbing, yet WDC stock just shed 13% without a single company-specific headline to explain it. Something inside the…
