Micron Technology's 245TB 6600 ION SSD can replace eight nearline hard drives while drawing less power, freeing 120kW per 2,182 drives—enough to operate a complete GB200 NVL72—according to StorageRevi…
President Trump on Monday defended the U.S. data center buildout, posting 'let Data Reign' and warning that killing the 'Golden Goose' would leave critics 'backwards and poor,' even as rising utility …
Samsung Electronics unveiled a next-generation memory strategy called 'CUBE' at Semicon Taiwan 2026, betting on 3D architectures to boost capacity, bandwidth, and energy efficiency for AI workloads. T…
SK hynix formally launched its $3.87 billion advanced chip packaging project in Indiana, which will produce the first high bandwidth memory (HBM) made in the US, with mass production slated for the th…
SK Hynix broke ground Thursday on a $4 billion advanced chip packaging and research facility in West Lafayette, Indiana, with cleanroom operations slated for the second half of 2028, aiming to localiz…
Micron Technology, Broadcom, and CoreWeave are positioned as the next big AI stock winners, with Micron up 219.19% year to date and targeting $1,200 per share, Broadcom targeting $450 with AI revenue …
Seagate Technology (NASDAQ:STX) is positioned as a major AI infrastructure winner, with fiscal 2026 revenue up 34.06% to a record and free cash flow of $3.105 billion, driven by hyperscaler demand for…
Goldman Sachs projects DRAM undersupply of 5.0% in 2026 and 5.9% in 2027, the tightest since 2017, driven by AI server demand. Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion and n…
Micron Technology (NASDAQ:MU) trades at $910.43, up 674.9% over the past year, with 24/7 Wall St. setting a 12-month price target of $954.59 (4.85% upside) and a HOLD recommendation at 90% confidence …
The Roundhill Memory ETF (CBOE:DRAM), launched April 2, 2026, has become the fastest asset gatherer in ETF history, crossing $25 billion in assets in roughly four months, but its 73% concentration in …
Micron Technology CEO Sanjay Mehrotra announced Micron Research Labs, a $10 billion investment in basic research for next-generation AI memory, during a CNBC appearance in Boise, claiming memory is no…
Stanley Druckenmiller's Duquesne Family Office sold all of its Intel, Micron, and Broadcom shares in the second quarter, and used the proceeds to build a new 72,900-share stake in AMD and positions in…
Nvidia customers face AI server price hikes of more than 15% as memory chip costs soar, with increases taking effect on systems shipped in early 2027, including those with Vera Rubin and Grace Blackwe…
Micron Technology at Hot Chips 2026 detailed how high-bandwidth memory (HBM) and advanced packaging are central to AI system design, citing a widening gap where AI accelerator TFLOPS grow 3x every two…
Micron Technology (NASDAQ: MU) reported fiscal Q3 revenue of $41.46 billion, up 345.72% year-over-year, with non-GAAP EPS of $25.11, and guided Q4 FY2026 revenue to $50 billion with non-GAAP EPS of $3…
Citadel Advisors acquired much of the $16 billion public-equity book of Leopold Aschenbrenner's AI-focused fund Situational Awareness after its portfolio fell 67% in July, then shed more than 80% of t…
Michael Burry warned Friday that the AI data center boom mirrors the structural excesses preceding the 2008 financial crisis, citing circular financing, off-balance-sheet vehicles, and captive insurer…
Micron Technology announced a $10 billion investment to build a new data center in Iowa, continuing its expansion driven by AI demand. The facility underscores Micron's growing role in AI infrastructu…
CNBC reports that four memory stocks—Micron Technology, Samsung Electronics, SK Hynix, and Western Digital—are benefiting from the AI boom, but they differ in product focus and market positioning. CNB…
Micron Technology (NASDAQ:MU) trades at $937.11 with a 24/7 Wall St. 12-month price target of $966.70, implying 3.16% upside and a HOLD rating with 90% confidence. The stock has surged 228.54% year to…