Micron Technology announced on August 20 the launch of Micron Research Labs, a $10 billion, decade-long initiative to create the first dedicated AI memory research institution in the U.S., with a flag…
Coatue Management, founded by Philippe Laffont, has invested nearly 23% of its public equity portfolio in three AI-related stocks, with the fund's public equity value reaching $48.6 billion in Q2 2026…
NVIDIA reported Q1 FY27 revenue of $82 billion, up 85% year-over-year, with data center revenue at $75 billion, and guided Q2 revenue to $91 billion, while Micron Technology reported fiscal Q3 revenue…
Micron Technology announced a $10 billion investment to establish Micron Research Labs, a U.S.-based long-horizon innovation hub in Boise, Idaho, focused on advancing memory and AI technologies. The f…
Micron Technology CEO Sanjay Mehrotra said on Thursday that artificial intelligence has 'totally changed' the equation for the boom-and-bust memory industry, citing AI's role in driving sustained dema…
The Roundhill Memory ETF (DRAM), launched April 2, has surged to roughly $28 billion in assets, driven by approximately $27 billion in net inflows, making it one of the fastest-growing ETFs on record.…
The Roundhill Memory ETF (CBOE:DRAM) has roughly doubled since its April 2, 2026 inception, climbing about 107% to about $58, driven by an AI-driven memory upcycle. The fund, with 73% of assets in Sam…
The Roundhill Memory ETF (CBOE:DRAM) faces its biggest risk from structural concentration, with its top three holdings—Samsung Electronics at 24.99%, SK hynix at 24.22%, and Micron Technology at 23.83…
Micron Technology announced a $10 billion investment over the next decade to establish Micron Labs, an innovation hub at its Boise headquarters, with support from the U.S. government. The lab will foc…
Micron Technology is investing $50 billion in two advanced memory fabs in Boise, Idaho, which are expected to create about 3,500 direct jobs and turn some employees into millionaires, while straining …
Seagate Technology (NASDAQ:STX) shares have surged 980.57% over five years to $832.56, driven by AI data storage demand for its Mozaic HAMR platform, and 24/7 Wall St. sets a $946.08 price target with…
Micron Technology announced Thursday it will invest $10 billion in Micron Research Labs, a Boise-based hub focused on advanced memory technologies, memory and compute architectures, advanced packaging…
Micron Technology announced on Thursday it will spend $10 billion over the next decade on a new research lab in Boise, Idaho, to advance memory technologies and support future chip manufacturing. The …
Micron Technology is investing $50 billion to build two DRAM fabrication plants in Boise, Idaho, with equipment arrival slated for late 2026 and initial production by mid-2027, backed by $6.4 billion …
Micron Technology's $50 billion buildout in Boise, Idaho, is reshaping the city by creating jobs and wealth while adding pressure to housing, traffic, and its identity, according to CNBC. The expansio…
Primemas Inc. plans to begin mass production of its JBOM (just a bunch of memory) CXL pooled-memory system with Micron Technology in the second half of 2025, targeting AI data centers. The companies a…
Jim Cramer recommended four memory stocks on Monday, all up at least 188% year-to-date, citing AI-driven demand and disciplined supply as reasons for continued upside. Sandisk has surged 584%, Seagate…
SanDisk (NASDAQ:SNDK) shares have surged 3,911.79% over the past twelve months, from $44.54 in August 2025 to $1,629.67, driven by an AI-fueled NAND cycle, with 24/7 Wall St. setting a price target of…
SK Hynix shares rose 6% to $164.70 on Wednesday after the company approved a 40 trillion won ($28.6 billion) treasury share cancellation, the largest in South Korean history, lifting memory peers Micr…
SK Hynix announced a 40 trillion won ($28.6 billion) share buyback, the largest treasury share cancellation ever by a Korean company, targeting about 24.07 million shares (3.3% of total issued shares)…