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Yahoo Finance Executive Editor Brian Sozzi goes 1-on-1 with EMJ Capital Founder and President Eric Jackson to discuss the next set of tech stocks after memory that can grow exponentially during the AI boom and why Jackson is willing to bet on Dell (DELL) and Micron (MU).
Micron Technology’s growth rate could moderate as memory-chip supply remains constrained, but Stifel says that should support higher prices and profit margins.
Dividend growth stocks have outperformed other types and have done so with significantly less risk.
The consistently strong spending on AI data center infrastructure and the ongoing supply shortage in the memory market will be a tailwind for Micron.
Nvidia and Micron headline a Q3 earnings season marked by broad-based growth, with both companies expected to deliver major year-over-year gains.
Micron is set to report earnings. Buy, sell, or hold before the release?
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
CXMT's latest DRAM expansion raises a longer-term question for two major beneficiaries of the AI memory boom.
Stock Market Today: The Dow Jones index rallies 450 points Monday as oil prices and Treasury yields drop. Nvidia stock continues to climb.
Einride AB has announced a strategic collaboration with NVIDIA to enhance its autonomous trucking capabilities by integrating the NVIDIA DRIVE Hyperion platform into its operations. This collaboration aims to adapt NVIDIA’s compute, sensor, software, and safety architecture for heavy-duty freight, facilitating the scaling of autonomous deployment across Einride’s extensive freight network. The integration of NVIDIA's platform is expected to advance the development and validation of Einride's...
On Sunday, China’s ChangXin Memory Technologies (CXMT) said it has begun mass production using a fifth-generation DRAM technology platform. This marks a potential step forward in Beijing’s effort to build a stronger domestic rival to Samsung Electronics Co. (OTC:SSNLF), SK Hynix (NASDAQ:SKHY) and Micron Technology (NASDAQ:MU). CXMT Advances DRAM Manufacturing The new platform aims to produce higher-performance memory chips while reducing manufacturing costs and power consumption, Reuters reporte
China’s memory push could eventually alter the global DRAM market, where Samsung Electronics, SK Hynix and Micron Technology dominate.
Four quarters at the memory maker's guided pace would surpass what the software giant earned in its record fiscal 2026. Whether the pace holds hinges on memory prices.
Amazon, Micron, and TSMC are Tepper's top holdings.
Market crashes happen. But you still can score an investing win.
Micron reports fiscal fourth-quarter earnings on Sept. 30.
The September Effect can sink stocks, but likely not these three.
A new White House “AI tsar,” an AI Force, and a clear pledge to avoid rules that could slow artificial intelligence have pushed this theme from niche talking point to front-page story for anyone watching US tech. Policy tailwinds can reshape expectations quickly. This piece walks through three stocks from our US AI Hyperscalers & Semiconductor Leaders screener that appear most exposed to this shift and explains what that might mean for your watchlist. The three stocks below are just a starter...
The market might seem bloated, but these stocks still have a long runway for growth.
By Che Pan and Eduardo Baptista BEIJING, Sept 20 (Reuters) - Chinese DRAM chipmaker CXMT said on Sunday its fifth-generation technology platform had entered mass production, a claimed breakthrough
In a major milestone in memory innovation, Micron Technology, Inc. (NASDAQ:MU) on September 15 announced the successful demonstration of a 512GB DDR5 RDIMM memory module for servers. This module is the first of its kind in the world, according to the company. The module can reach speeds of up to 9,200 MT/s. It can also […]
Nvidia and Micron are both great options for next year.
Industrywide concerns about AI development affected Micron this week.
A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.
These chipmakers trade anywhere from 6 to 33 times their expected earnings for this fiscal year or next -- and the cheapest one is the one I'd be most careful buying.
Investing.com -- UBS now expects artificial intelligence capital expenditure to reach nearly $1 trillion in 2026 before climbing to around $1.4 trillion in 2027, with surging memory costs accounting for most of the increase.
With Micron’s earnings report looming, competitors have weighed in on the same pressure they’re all feeling.
Micron Technology (NasdaqGS: MU) and Intel CEOs cautioned that memory chip shortages and higher prices could persist through 2027. Micron's leadership indicated on a recent call that supply constraints may only start to ease meaningfully from 2028 onward. Intel's CEO echoed the outlook for extended tightness in DRAM and NAND availability, pointing to heavy AI and data center demand. This warning from Micron and Intel about multi year memory shortages and rising prices is important context...
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