Nvidia's stock is up 14% year to date, trailing the S&P 500's 12% gain and significantly underperforming peers like Micron (up 225%), Intel (up 138%), and AMD (up 124%). Raymond James analyst Simon Le…
The memory market is projected to grow nearly four-fold to over $837 billion by 2026, driven by AI demand for high-bandwidth memory (HBM), according to a Gartner forecast cited in EE Times Japan. Japa…
Wall Street's main indexes closed higher on Tuesday, with the Dow Jones Industrial Average rising 160.24 points (0.30%) to 53,577.40, the S&P 500 gaining 24.38 points (0.32%) to 7,677.24, and the Nasd…
SanDisk (NASDAQ:SNDK) has a 24/7 Wall St. price target of $2,117.43 over the next 12 months, implying 41.81% upside from its current price of $1,493.12, driven by multi-year contracts that lock in rev…
U.S. stock index futures rose Tuesday as technology shares rebounded, with Dow E-minis up 176 points (0.33%), S&P 500 E-minis up 30.25 points (0.39%), and Nasdaq 100 E-minis up 219 points (0.75%) ahea…
Michael Burry, the investor known for 'The Big Short,' said on X that he sold his entire Alibaba stake and shifted capital to JD.com after Alibaba announced a $10.2 billion stock offering to fund AI p…
SK hynix detailed its advanced packaging roadmap for High-Bandwidth Memory (HBM) at Hot Chips 2026, focusing on HBM4 and beyond, with plans to double TSV counts, increase I/O speeds, and integrate log…
Samsung Electronics shares fell up to 10% on July 7 and over 13% on July 28, marking the stock's worst day in three weeks, as the broader memory chip sector slid on investor doubts about AI spending a…
Nvidia AI server prices are rising 15% due to a DRAM shortage caused by Samsung, SK Hynix, and Micron prioritizing high-bandwidth memory (HBM) production for AI clusters, tightening standard DRAM supp…
At Hot Chips 2026, startup d-Matrix unveiled Raptor, claiming it is the first 3D-DRAM accelerator for generative AI inference, delivering up to 10 times the memory bandwidth and energy efficiency of H…
Nvidia AI servers with Vera Rubin and Grace Blackwell chips are set to cost about 15 percent more due to an ongoing DRAM shortage from Samsung, SK Hynix, and Micron, Bloomberg reports. The price hikes…
The AI infrastructure supply chain is experiencing a multi-year bullwhip effect, with shortages cascading from GPUs to memory, CPUs, and storage, and data center construction costs soaring to over $20…
Nvidia has warned hyperscalers that AI server prices are rising more than 15%, driven by memory costs that have become a dominant component. TrendForce reported conventional DRAM contract prices jumpe…
Micron CEO Sanjay Mehrotra said artificial intelligence has changed the memory industry's traditional boom-and-bust cycle by creating sustained demand for high-bandwidth memory and other data-center p…
Samsung Electronics reported its HBM4 memory production yield reached 80% in early August, up from below 60% in February, four months ahead of schedule, according to TrendForce and Korean media. The y…
Ken Griffin said in a letter to clients Friday that Citadel has unwound more than 80% of the aggregate risk tied to its purchase of assets from AI hedge fund Situational Awareness, conducting over 100…
Yangtze Memory Technologies Co. Ltd (YMTC), China's sole NAND flash manufacturer, has completed pre-IPO advisory preparations to list on Shanghai's STAR market, following CXMT's IPO that raised nearly…
Stripe is acquiring OpenRouter, putting payments under every model call. Anthropic's annualized revenue run rate passed OpenAI in Q2, driven by Claude Code and enterprise tooling. Apple Music will add…
SK Hynix reported a 76% operating margin for Q2 2026, up from 41% a year earlier, with operating profit of 60.54 trillion won ($41.7 billion), a 557% year-over-year increase, driven by AI demand for h…
The First Trust Nasdaq Semiconductor ETF (FTXL) is up roughly 76% year to date and about 134% over the last year, closing at $228, but its modified-equal-weight construction has concentrated risk: the…