Broadcom Inc. and Micron Technology Inc. reported blockbuster quarterly results driven by the shift from AI training to inference and agentic workloads, with Broadcom's fiscal Q2 revenue reaching $22.…
NVIDIA Corp., Apple Inc., and Amazon.com Inc. are raising prices as AI-driven memory chip shortages push server DRAM prices to double in Q1 2026 and overall memory costs up 80% to 90% quarter-over-qua…
Micron Technology Inc. (MU) shares fell 7%, raising questions about whether the AI memory trade has become too expensive. The decline follows a period of strong gains driven by demand for AI-related m…
Micron Technology Inc. shares returned to $1,000 as Wall Street investors bet that artificial intelligence demand has ended the memory chip industry's historical boom-and-bust cycle. The stock's resur…
Micron Technology Inc. (MU) shares crossed the $1,000 level in premarket trading on Monday, marking the first time since July 6, and are up 240% year to date. The rally is driven by strong demand for …
Lam Research Corp. announced plans to invest more than $3 billion over the next five years to expand its global lab network and increase innovation velocity in the AI era. The initiative is expected t…
Broadcom Inc. shares fell 6.85% to an intraday low on August 14, 2026, after investor concerns about its AI revenue trajectory and lower-margin custom chip mix, following a June 4, 2026 earnings miss …
Applied Materials Inc. reported third-quarter fiscal 2026 earnings of $3.50 per share on revenue of $9.12 billion, beating Wall Street estimates of $3.40 per share and $9 billion, but its stock fell m…
Applied Materials Inc. forecast fiscal fourth-quarter revenue of approximately $10.3 billion and earnings of $4.02 a share, beating analysts' average estimates of $9.62 billion and $3.72, but shares f…
SK Hynix Inc. and Samsung Electronics Co. are turning to shareholder returns as memory-chip pricing gains slow, with SK Hynix set to unveil details in the third quarter and Samsung expected to follow,…
Micron Technology Inc. is refusing to replace faulty Crucial memory and SSD products under lifetime warranties, offering refunds at original purchase prices that can be less than 20% of current market…
Micron Technology Inc.'s entire high-bandwidth memory output for 2026 is sold out under binding multi-year contracts, and the broader memory industry is expected to remain sold out through 2027, accor…
Microsoft Corp. shares surged 15.2% Thursday after reporting stronger-than-expected quarterly profit, leading a broad stock market rebound that lifted the S&P 500 0.9% and the Nasdaq composite 1.8%. T…
Samsung Electronics Co.'s semiconductor arm reported a more than 250-fold jump in operating profit to 89.2 trillion won ($62 billion) in the June quarter, driven by AI-driven demand for memory chips. …
Chinese chipmaker CXMT Corp. soared 466% on its market debut Monday, becoming the most valuable company listed in mainland China with a market capitalization of roughly US$490 billion. The state-backe…
Crypto traders are migrating from memecoins to AI and semiconductor stocks, bringing their 24/7 playbook of momentum trading, anonymous X accounts, and round-the-clock leverage. Contracts tracking SK …
CXMT Corp. can rally 1,239% from its IPO price as it wins market share, Nomura Holdings Inc. says, with analyst Donnie Teng assigning a buy rating and 116 yuan target. The stock surged as much as 535%…
Alphabet Inc. shares plunged more than 7% on Thursday after the company raised its 2026 capital expenditures to as much as $205 billion and reported negative free cash flow for the first time since it…
CXMT Corp., formerly ChangXin Memory Technologies, is set to become the biggest China-listed firm on its debut after raising 66.6 billion yuan ($9.8 billion) in a near-record IPO, tapping into investo…
Micron Technology Inc. has demonstrated that its AI-related repricing is real, but the market remains skeptical about its sustainability. The company's recent earnings report showed strong demand for …