A global memory supply shortage driven by surging AI demand caught nearly all experts off guard, according to a post on Grey Enlightenment. The shortage, which began in 2025 and continues into 2026, h…
SanDisk, the S&P 500's best-performing stock in 2026, plunged nearly 11% on July 24 after reporting revenue of $5.95 billion, up 251% year-over-year, as the memory chip sector entered a bear market am…
Nvidia disclosed a $4B+ passive stake in neo-cloud startup Nebius, sending its stock up 18.8%, as the Nasdaq led a strong market session with a 1.9% gain driven by a semiconductor rally. Oracle faces …
Wall Street futures pointed higher Tuesday, with the S&P 500 up 0.4%, the Dow up 0.3%, and the Nasdaq climbing 1.3%, as AI-focused companies recovered some losses. Chipmakers Marvell Technology and In…
Micron Technology reported fiscal third-quarter revenue of $41.46 billion, up 346% from a year earlier and above analyst estimates of $35.6 billion, sending its stock up as much as 15%. The memory chi…
A punishing technology selloff erased billions in market value in the week ending July 17, with the technology sector tumbling 5.9% and the iShares Semiconductor ETF sinking 19% month to date, as inve…
The Philadelphia Semiconductor Index has fallen more than 20% from its late June high, entering bear market territory as the AI rally unravels. The index dropped 11% in a single week, its worst since …
The Philadelphia SE Semiconductor Index fell 11% this week, heading for its steepest weekly decline in over a year and down 24% from its late June high, as investors rotated out of AI-exposed stocks a…
Technology stocks led global markets lower Thursday, with the Nasdaq futures down 0.8% as chip and memory companies like Western Digital and SanDisk fell over 7%, amid investor concerns that AI-driven…
Micron Technology lost $110 billion in market value after its shares dropped 10%, extending a sector-wide selloff that also hit SK Hynix, Samsung Electronics, SanDisk, Western Digital, and Seagate. Th…
CoreWeave, the AI cloud infrastructure company listed on NASDAQ as CRWV, is exploring put options on memory-chip stocks to hedge against the risk that DRAM and storage chip prices fall below levels it…
CoreWeave is exploring financial derivatives to hedge against a potential drop in memory chip prices, which have roughly doubled this year, according to a Reuters report citing a person familiar with …
AI cloud provider CoreWeave is exploring financial derivatives, including put options, to hedge against a potential decline in memory and storage chip prices, according to a person familiar with the m…
SK Hynix suffered its biggest one-day share price fall on record, sliding more than 15% in Seoul and wiping billions from its market value, just one trading session after its Nasdaq debut. The decline…
Micron Technology shares fell 6% on July 13 after SK Hynix posted a second-quarter profit forecast 8% below analyst consensus, driven by delayed shipments of HBM4 chips. The miss triggered a 15% singl…
Meta is transitioning from an ad-driven giant to a vertically integrated AI hyperscaler with its custom 'Iris' AI chip scheduled for production in September 2026 and the launch of 'Meta Compute,' a ne…
Meta plans to start production of its Iris AI chip in September, according to an internal memo reviewed by Reuters. The chip, designed with Broadcom and manufactured by TSMC, will support generative A…
Taiwanese DRAM maker Nanya Technology plans to spend approximately $6 billion in 2027 to expand capacity amid an AI-driven memory shortage. The company's aggressive build-out, focused on a new fab tha…
Meta Platforms will begin manufacturing its in-house AI chip, code-named Iris, in September, according to an internal memo. The chip, designed with Broadcom and fabricated by TSMC, is part of Meta's M…
Skyrocketing memory prices driven by AI demand for large context windows and massive parameter counts are reshaping the memory stack, with high-bandwidth flash (HBF) emerging alongside traditional SRA…