Dow Jones futures slid in after-hours trading Monday, with Broadcom, Micron, Nvidia, Sandisk, and Tesla emerging as major movers. AI stock Credo plunged following its earnings report.…
Short interest across AI-related stocks has risen 24% in the last quarter, with GPU data center and neocloud companies facing the heaviest bearish bets at a median 16.8% of float shorted. The skeptici…
Anthropic, a private AI firm, has secured $65 billion in funding amid a broader AI infrastructure boom that has pushed semiconductor companies Micron and SK Hynix to trillion-dollar valuations. The fu…
Micron Technology crossed $1 trillion in market value this week, joining Samsung and SK Hynix as memory-chip makers reach historic valuations amid surging AI demand. The industry's consolidation to th…
Micron and Sandisk shares surged to new all-time highs Monday after Susquehanna analyst Mehdi Hosseini issued Street-high price targets of $1,750 and $3,250, respectively, citing tight supply through …
Goldman Sachs projects that AI infrastructure spending will drive roughly 50% of S&P 500 earnings per share growth over the next two years, with Nvidia and Micron together accounting for about one-thi…
Micron Technology reached a $1 trillion market capitalization for the first time on Tuesday, May 26, 2026, after its shares surged 18% in a single trading session. The rally was driven by strong artif…
SK Hynix and Micron have joined the $1 trillion market valuation club, driven by surging demand for AI chips. Shares in SK Hynix, a key Nvidia supplier, jumped 10% on Wednesday, while Micron shares ro…
Korean stocks opened at a record high Wednesday, with the KOSPI surging 4.63 percent to 8,420.27, driven by a tech rally and renewed Middle East tensions. The index surpassed the 8,000-point threshold…
The S&P 500, Nasdaq 100, and Russell 2000 all closed at record highs after President Donald Trump said negotiations with Iran are “proceeding nicely” and reports emerged that the US Navy has restarted…
Micron Technology has joined the $1 trillion market capitalization club, driven by a surge in demand for memory chips used in artificial intelligence applications. The company's stock rally has outpac…
Micron Technology joined the $1 trillion market capitalization club as surging demand for memory chips fueled by the artificial intelligence race drove its stock to record highs. The Boise, Idaho-base…
Micron Technology shares surged after UBS tripled its price target on the stock, citing surging demand for the company's memory chips driven by artificial intelligence applications. The investment ban…
Chinese DRAM and NAND manufacturers are aggressively ramping production, potentially creating an oversupply that could lower prices for consumer memory and SSDs. The move challenges the AI-driven memo…
UBS analyst Timothy Arcuri more than tripled his price target on Micron to $1,625, predicting the memory chip maker could reach a valuation of nearly $2 trillion. Shares surged 8% in early trading, ri…
Gamers Nexus has published a three-hour investigation into the state of the PC industry, revealing that the consumer market is collapsing under the weight of AI demand, memory speculation, and tariff …
SK Group chairman Chey Tae-won said Monday at Nvidia's GTC conference that the global memory chip shortage will persist for another four to five years, with wafer supply lagging demand by over 20%. Ch…
Kioxia reported record quarterly revenue of ¥1.0029 trillion ($6.29 billion) for the fourth quarter of fiscal 2026, an 84.5 percent increase driven by surging AI demand for SSDs. The NAND flash manufa…
Huawei has developed proprietary Die-on-Board (DoB) packaging technology to produce 122 TB SSDs, circumventing its inability to access the latest 100+ layer 3D NAND from mainstream suppliers due to US…
Prices for DDR5 and DDR4 memory chips have more than tripled year-over-year as of March, driven by surging AI infrastructure demand and a global bidding war for high-bandwidth memory. Memory manufactu…