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Dell stock jumped after Trump urged Americans to buy a Dell, but rich valuation and thin margins could stall the rally.

The AI infrastructure boom has rewritten the rules of the semiconductor industry. Over the past 18 months, memory chips transformed from commodity products into one of the world’s most valuable bottlenecks. High-bandwidth memory (HBM), DRAM, and enterprise NAND became indispensable for Nvidia‘s (NASDAQ:NVDA) AI accelerators, sending memory manufacturers into one of their strongest upcycles in ... Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes

Micron Technology Inc (NASDAQ:MU) and Ford Motor Company (NYSE:F) have entered into a long-term Strategic Customer Agreement aimed at strengthening the supply of memory and storage solutions for Ford’s future vehicle production, the companies said. The agreement is designed to support Ford’s...

The supply chain shortage in Dynamic Random Access Memory (DRAM), and more specifically, in High Bandwidth Memory (HBM) chips is a big reason why the memory chip “Big 3”: SK Hynix, Samsung, and Micron Technology – have all been soaring with triple digit 1-year returns in 2026. The fact that these three companies have ... TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs

Trump Accounts, the government-sponsored savings account for children, have officially launched. Watch the video above to hear President Trump's remarks.Go to TrumpAccounts.gov or download the Trump Accounts mobile app to get your child's account started.

The company's new long-term contracts are meant to tame its wild cycles, but they might also be putting a cap on its historic profitability.

You’d have to be on a field trip to the Strait of Hormuz to have missed Micron Technology (MU)’s latest roller coaster ride. In the lead-up to its June 24, 2026, earnings report, MU shares dropped 13% on concerns that the AI-driven memory boom might be peaking. But after the company reported ...

How much can Micron protect against the massive supply entering the market at the end of the decade?

Dell Technologies is rising sharply after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.

Micron said the spread of AI across data centre systems and edge computing is driving continued increases in demand for advanced DRAM and high-bandwidth memory.

Memory chipmaker Micron Technology (MU) may have shed its post-earnings stock gains, but its shares are still up nearly 250% year-to-date in 2026. Yahoo Finance Executive Editor Brian Sozzi is joined by Senior Markets Reporter Ines Ferré and EMJ Capital founder and president Eric Jackson to discuss Micron's performance and the momentum behind the memory chip trade.

Micron will expand production capacity to support Ford's vehicle programs as automakers compete for tightening chip supply

Micron hits an interesting level on the charts.

DRAM makers have arguably been the in the hottest corner of the semi trade so far this year, and while a wave of increased volatility has made the names tough to buy on weakness, there is a great debate surrounding whether or not DRAM is experiencing structural demand as AI compute demands continues going off ... Are DRAM Stocks Too Hot To Handle Yet or Is This Just the Start of a Bigger Move?

These stocks were up by more than 270% at the mid-point of the year.

Taiwan Semiconductor is one of the top AI stocks available.

Broadcom disclosed in an SEC filing that it will develop and supply the iPhone maker with a range of custom ASIC chips.

Micron Technology and Ford Motor on Monday signed a long-term agreement to ‌secure the supply for memory and storage ‌platforms used in the automaker's next-generation vehicle production. This comes days after ​Micron's similar agreement with General Motors, as part of the chipmaker's ongoing investments to expand manufacturing in the United States for automotive customers, including its expansion ‌of advanced DRAM production ⁠in Virginia. DRAM, or dynamic random-access memory, is a critical component for servers ⁠that power cloud computing, databases and AI workloads.

Partnership Aims to Strengthen Vehicle Supply ChainMicron Technology Inc. (NASDAQ:MU) and Ford Motor Company (NYSE:F) have entered into a long-term strategic customer agreement designed to secure the supply of memory and storage technologies for Ford’s future vehicle programmes.

SK Hynix filed to offer ADRs in the US as it seeks to raise roughly $28 billion amid the AI boom.

Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA) is up just 3.2% year to date, a striking laggard in a sector where money is flooding into almost everything else. That is the paradox: the company at the center of the AI buildout has become the black sheep of ... How Nvidia Became The Black Sheep Of The Chip Stock Rally

Intel was leading a chip-sector recovery, while memory storage stocks Sandisk and Western Digital were also climbing.

SK Hynix's US listing may improve investor access and narrow its valuation gap with Micron.

US equity futures were mostly higher pre-bell Monday as chip stocks rose after losing momentum in th

The benchmark US stock measures were mostly pointing higher before the opening bell Monday as trader

AI Demand and Pricing Outlook Lift Sector SentimentMemory and storage stocks moved higher in premarket trading on Monday after several analysts pointed to improving pricing trends and continued artificial intelligence demand as reasons for renewed optimism across the sector. Micron (NASDAQ:MU) rose 2.

Recent developments in the AI chip sector have led to a significant surge in demand for high-end multilayer ceramic capacitors (MLCCs), crucial components in AI server platform upgrades and custom ASIC development by cloud service providers. According to TrendForce, the book-to-bill ratios for leading Japanese and Korean MLCC suppliers have reached their highest levels since the pandemic, suggesting potential supply shortages. The AI-driven demand has caused a shift in production priorities...

Investing.com -- Memory and storage stocks are climbing in premarket trading on Monday, with Micron up 2.2%, SanDisk gaining 3.6%, Western Digital rising 3.4% and Seagate adding 1.8%, as bullish analyst notes pointed to pricing upside and durable AI-driven demand.