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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 the entire memory oligopoly into a single ticker, and it just got cheaper.
The Trump administration wants to spur U.S. chip-making, but tariffs on foreign imports could raise costs for American companies.
Investing.com -- Artificial intelligence and surging demand for memory chips have rapidly shifted emerging-market leadership toward Taiwan and South Korea, while surging company valuations have raised the question of whether the rally is fundamentally justified or increasingly speculative.
Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...
These days, SMRs are seen by many as excellent clean-energy power generation solutions.
Samsung Electronics has delivered an unusually strong multi‑year run, so the real question now is whether the current share price can still be explained by what the business earns. With the stock already pricing in a lot of optimism, investors are asking how far its earnings story can stretch. Over the past 3 years the stock has returned 339.1%, which puts a lot of pressure on the earnings profile to justify where the market now values Samsung Electronics. The group’s scale in memory chips,...
Investing.com -- Goldman Sachs believes South Korea's KOSPI index is set up for a near-term "tactical breakout," though analyst Chris Cha flagged headwinds building into October in a note on Wednesday.
Micron Technology (NASDAQ:MU) shares fell 0. 3% in pre-market trading, following a four-session advance that had contributed to a gain of approximately 14% during September.
Apple’s iPhones, for example, are projected by Wall Street analysts to generate 17% more revenue this calendar year, according to FactSet. The main reason for the disconnect between sales and revenue are memory chip prices, which are being driven higher by the AI race.
The Thornburg Investment Income Builder fund’s “nerdy” investment strategy has delivered a one-year return of 29%.
Barclays (NYSE:BCS) CFO Anna Cross said the bank continues to see resilient conditions among U.K. consumers and businesses, supporting loan growth across retail and corporate banking, while the company invests in technology, expands its U.S. consumer offering and works to reduce its structural cost
Micron revenue jumped to $41.46 billion last quarter from $9.3 billion a year earlier.
Sandisk stock is on an astronomical run over the past 12 months and shares could have even more upside.
Micron Technology stock is under pressure from its own employees. The memory-chip company could soon face strike action by workers at one of its Taiwanese plants. Micron shares were down 0.6% at $1,038 in premarket trading Tuesday.
Nasdaq futures were flat after a global rally in AI-linked stocks stalled in European trade, and oil prices reversed course to fall on rising hopes for a diplomatic settlement to reopen Hormuz.
Samsung is betting on in-house logic manufacturing to accelerate its HBM4 push as AI demand strains advanced chipmaking capacity.
Micron's order book is locked, its customers are desperate, and its margins are breaking records, yet the same forces that made memory a graveyard for investors for four decades have not disappeared.
Future Google supplier Kairos Power inked a deal with Samsung C&T to help build its first 50 megawatt nuclear power plant.
Google and Apple are both hiring for digital-asset roles, from tokenizing real-world assets in Asia to Apple Pay strategy, a sign that stablecoins and tokenization are becoming core expertise inside Big Tech. CoinDesk's Uyen Truong hosts "CoinDesk Daily."
ASML Holding stock: why fresh chip alliances are back in focus ASML Holding (ENXTAM:ASML) has landed a cluster of high profile partnerships with TSMC, Samsung, Intel and Xanadu that pushes its High NA EUV and quantum oriented lithography deeper into next generation chipmaking. These fresh agreements are landing after a powerful run in ASML Holding’s share price, with a year to date share price return of 46.61% and a 1 year total shareholder return of 79.51%. However, momentum has cooled over...
Three OCC Corporate Decisions in a single day. Bastion Platforms, Catena Trust Bank, and Agora National Trust Bank all received preliminary conditional approval for national trust bank charters on September 18, 2026. Bastion’s is a conversion from a New York state trust company; the other two are de novo applications. Each decision is a distinct […]
Big technology companies, including Apple (NASDAQ: $AAPL) and Google parent Alphabet (NASDAQ: $GOOGL), are hiring c...
AI hype just hit a fresh gear with talk of an Anthropic IPO at a potential multi trillion dollar valuation, and that kind of excitement can pull capital toward anything tied to data centers, chips and infrastructure. If you care about where the next wave of AI spending might land, this is the moment to pay attention. This article examines three stocks from our AI data center screener that appear particularly exposed to this news. The companies covered below are just a small sample, and the...
Apple’s foldable iPhone puts Samsung in an unusual position.
Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0.
Asian shares mostly advanced Monday as investors monitor updates ahead of the expected meeting between U.S. President Donald Trump and Chinese leader Xi Jinping this week in Washington which could cover trade, artificial intelligence and geopolitics. U.S. futures were higher, after Treasury Secretary Scott Bessent told reporters following talks Sunday with Chinese Vice Premier He Lifeng in New York ahead of the two leaders’ meeting that the U.S. had “a very successful engagement” with the Chinese side. Samsung Electronics jumped 5%, while memory chipmaker SK Hynix climbed 1%.
Chipmakers see their businesses expand multifold, fueling calls from workers for a larger share of the industry’s booming profits.
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