Investors rotated out of semiconductor and AI hardware stocks into beaten-down software names on Monday, with the iShares Semiconductor ETF (SOXX) down about 5.4% while the iShares Expanded Tech-Softw…
Retail DDR5 prices in the U.S. have surged, with a 128GB DDR5-6400 kit listed at $3,399.99 on Newegg and a 64GB DDR5-6000 Corsair kit at $849.99 at Walmart, while Tom's Hardware's PCPartPicker-based a…
Chip stocks tumbled Tuesday in a broad reversal from Monday's gains, with the Philadelphia semiconductor index (SOX) falling more than 5% in afternoon trading. Decliners included Micron (MU) and other…
Swedish fintech Klarna AB plunged about 20% on the Nasdaq after its Q2 report showed revenue beat and an unexpected profit but cut full-year forecasts, while Swedish electric truck maker Einride AB su…
TrendForce reported that the combined revenue of the top five NAND Flash brands rose 77% quarter-over-quarter to US$68.87 billion in the second quarter of 2026, driven by steady AI server demand and s…
Leopold Aschenbrenner's hedge fund Situational Awareness lost 67% in July after its portfolio was 56% invested in SanDisk and Micron, which fell 56.5% and 39.1% respectively between June 25 and July 2…
Leopold Aschenbrenner's Situational Awareness AI hedge fund lost approximately 67% of its value in July 2026 after margin calls forced it to sell its public portfolio, despite having returned 439% in …
Stocks diverged at the open on Monday, with the Dow Jones Industrial Average and S&P 500 slipping while the tech-heavy Nasdaq Composite wavered, as a large revenue haul by AI startup Anthropic helped …
Leopold Aschenbrenner's hedge fund Situational Awareness held $5.7 billion in SanDisk and $5.6 billion in Micron at the end of June, accounting for 56% of its $20 billion US stock portfolio, before th…
Nasdaq and S&P 500 traded near the flatline while Dow Jones declined, as AI optimism lifted semiconductor stocks after Bloomberg reported Anthropic's second-quarter revenue surged 14-fold. Sandisk ros…
Micron launched a $250 million fund to invest in AI startups that buy its memory chips, aiming to gain early insight into future demand for DRAM, HBM, and NAND. The move follows Micron Ventures' earli…
SanDisk announced at its Investor Day on August 13 that eight customers have signed New Business Model agreements, locking in $16.5 billion in enforceable financial guarantees and a minimum of $93.9 b…
Apple Inc. is testing memory chips from China's ChangXin Memory Technologies (CXMT) across its product lines, including iPhones and MacBooks, and is seeking White House approval to use them in product…
Commerce Secretary Howard Lutnick said on August 14, 2026, that the Trump administration is 'not in favor' of Apple purchasing memory chips from Chinese manufacturers ChangXin Memory Technologies (CXM…
StorageReview's lab-tested leaderboard for enterprise SSDs in 2026 names the Micron 9550 MAX as the best overall drive, citing its 10,957.9 MB/s 128K sequential write and 182.2 microsecond write laten…
Leopold Aschenbrenner's Situational Awareness AI hedge fund lost 67% of its value in July 2026, after nearly 50% of its US equity portfolio was invested in SanDisk and Micron, according to SEC filings…
Bridgewater Associates, the macro hedge fund managing an estimated $150B to $170B in assets, disclosed a US equity portfolio worth approximately $22.4B in its Q1 2026 13F filing, with top positions in…
SanDisk shares jumped 5% after the company announced multi-year hyperscaler contracts, signaling a shift away from volatile memory cycles, as Yahoo Finance's Julie Hyman analyzed via Yahoo Finance's A…
Intel CEO Lip-Bu Tan signaled a return to memory chip innovation, saying memory is no longer a commodity and that Intel is exploring stacking DRAM on CPUs, amid industry expectations that memory short…
PCIe 6.0 SSDs have arrived, but today's buyers are AI data centers, with Micron's 9650 entering mass production on February 12, 2026, and Samsung's PM1763 announced on July 8, both enterprise drives o…