News

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.

Memory giant Micron Technology, Inc. (NASDAQ:MU)’s shares are among the top performers in the market. They are up by 664% over the year on the back of strong demand for memory chips which has left the market reeling from a historic shortage. Cramer has been one of Micron Technology, Inc. (NASDAQ:MU)’s biggest supporters and has […]

One striking market signal shows how much has changed

Micron stock can become a multibagger by the end of the decade.

A niche AI fund with almost no Nvidia is somehow lapping QQQ by a massive margin, and the reason why reveals a blind spot most investors have about where AI profits actually come from.

Past patterns suggest that investors are heading into a rough month, but holding steady and staying in the market pays off over the long run.

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 storage market is shifting, and the answer changes whether this dip is a gift or a warning.

Nvidia Breaks Away From the Chip Pack as Sector Correlation Falls Near Zero

The memory-chip giant is expanding research as AI demand reshapes the semiconductor industry.

Micron has crushed the S&P 500 this year. Its probably going to do it again in 2027.

On August 20, 2026, Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said artificial intelligence has fundamentally altered the memory industry’s historically volatile boom-and-bust cycle, telling CNBC’s “Mad Money” that “today there is no AI without memory.” Mehrotra said data-center customers currently want roughly 50% more supply than Micron can commit to delivering. The firm has […]

The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.

Intel's factories are still losing money on wafers they mostly sell to Intel, and the stock's multiple likely assumes that changes.

Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.

Trump praised Micron as one of the world's hottest companies the day after Nvidia revealed a staggering jump in memory purchase commitments, and the timing raises questions about who stands to benefit most from an AI-driven memory squeeze that insiders say will not ease for years.

The Chinese chipmaker posted net profit of 77.6 billion yuan in its first earnings report since going public in July

A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.

Supplies of memory chips aren't expected to catch up with demand for at least another year and a half.

Good news doesn’t seem to be doing much for Micron Technology lately. Micron shares were down 1.6% at $920.60 in premarket trading. The stock is down a little over 3% in the past five trading sessions, even after major customer Nvidia signaled it will be spending more than ever on memory components next year.

NVDA's strong second-quarter and AI demand could fuel further gains for MU, SNDK, STX and WDC.

The memory-chip maker has ridden the AI boom to become China’s most valuable company by total market cap.

Why did Micron and SK Hynix stock jump after Nvidia's earnings report? Because Nvidia's margin problem is their pricing power.

MU's record Q3 gross margin, sharp DRAM and NAND pricing gains, and tight AI-related demand set the stage for its 86% Q4 gross margin target.

The global chipset industry is experiencing a significant transformation as artificial intelligence (AI) integrates with 5G technology, leading to an unprecedented wave of investment and innovation. With AI spending surpassing $300 billion and projected to potentially reach $1 trillion annually by 2029, strategic investments in AI-native 5G chips and advanced process nodes are accelerating. These developments are causing shifts in supply chain dynamics and competitive positions, particularly...

Broadcom reports in days, Micron follows at month's end, and NVIDIA just printed numbers that rewrote expectations for the entire AI hardware trade. Three stocks sit at the center of a supply crunch that management teams say runs well past 2027.

Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU)’s shares are up by more than a whopping 700% over the past year. The firm is a key link in the AI supply chain as it provides memory chips that work with AI GPUs inside a data center. Cramer has discussed Micron Technology, Inc. (NASDAQ:MU) several times over […]

This fund has one-quarter of its assets parked in Nvidia, Micron Technology, and Advanced Micro Devices.

Retail sentiment on Stocktwits improved to ‘bullish’ on SPY and ‘neutral’ on QQQ.

“All supply constraints over time have to equate, when excess profits are made in a category all innovators arrive,” Arora said.