News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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 into 2027 are far higher than the label suggests.
Micron Technology will report its quarterly results in September, and recent results from AI chipmakers suggest it could easily exceed expectations.
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 not watching.
Micron stock was shrugging off CXMT's claimed advance in smartphone memory but investors might want to spread their bets.
Jim Cramer just went on record about Micron after visiting the company’s facilities.
History says you should buy the Micron stock pullback to a key trendline
The stock remains above long-term support, but weakening momentum raises the risk of another failed breakout.
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 is whether the math actually supports a path to $300 by 2027.
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 surging capex and insiders selling at a decade-high pace.
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]
Micron stock was shrugging off CXMT's claimed advance in smartphone memory but investors might want to spread their bets.
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 to ship product.
The global optical transceiver market is projected to experience robust growth, reaching $34.4 billion by 2031 with a compound annual growth rate of 14.3%. This expansion is primarily fueled by the escalating demand for high-bandwidth optical interconnects due to the proliferation of AI workloads and the rapid build-out of hyperscale data centers. As telecommunications operators and cloud providers upgrade their networks, the migration towards advanced optical connectivity, including 400G,...
President Donald Trump on Thursday celebrated wins for the U.S. chip industry, praising Nvidia Corp.‘s robust revenue guidance following strong second-quarter results and Micron Technology Inc.‘s new $10 billion research investment as proof that his policies are drawing in trillions...
Shareholders need to brace themselves for some potentially jarring price swings.
This exchange-traded fund invests exclusively in companies developing artificial intelligence hardware and software.
The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.
The “self-fulfilling prophecy” of betting on rising winners has suddenly turned into a losing game for investors who banked on its success.
Micron stock looks cheap heading into its Q4 earnings report.
Micron's diverse business gives it an edge over Sandisk.
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 the data, and it raises an uncomfortable question about where all this new capacity leads.
Nvidia guided for a lower gross margin over the next two quarters.
The chipmaker exited NAND memory in one of the semiconductor industry's biggest asset sales. Nearly six years later, the market has put a price on what it walked away from.