News

Nvidia and Micron are both great options for next year.

Investing.com -- UBS now expects artificial intelligence capital expenditure to reach nearly $1 trillion in 2026 before climbing to around $1.4 trillion in 2027, with surging memory costs accounting for most of the increase.

With Micron’s earnings report looming, competitors have weighed in on the same pressure they’re all feeling.

Micron Technology (NasdaqGS: MU) and Intel CEOs cautioned that memory chip shortages and higher prices could persist through 2027. Micron's leadership indicated on a recent call that supply constraints may only start to ease meaningfully from 2028 onward. Intel's CEO echoed the outlook for extended tightness in DRAM and NAND availability, pointing to heavy AI and data center demand. This warning from Micron and Intel about multi year memory shortages and rising prices is important context...

S&P 500 earnings in Q3 are expected to increase by +24% from the same period last year, reflecting the 8th consecutive quarter of double-digit earnings growth for the index. Earnings revisions have been positive, sustaining the favorable trend in place for almost a year now.

Nearly all of the gain arrived in the past 12 months. What was behind it is the same factor that cost the memory producer $5.8 billion three years ago.

Five-to-sevenfold price increases protect margins while testing customers' hardware budgets.

Jim Cramer put Intel Corporation (NASDAQ:INTC) and Micron Technology, Inc. (NASDAQ:MU) at the top of his technology stock list during the September 17 episode of Mad Money, as he said: Yesterday, I said that people would buy tech. We got that in spades today. I continue to recommend the cybersecurity stocks, and I’d add Okta […]

Component inflation supports AI scarcity while raising the cost of systems carrying Intel processors.

XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.

Nvidia just raised its dividend by 2,400%. Is Micron next?

Micron just delivered the most jaw-dropping quarter any US semiconductor company has posted this cycle, yet the stock is sliding and analysts are at war over what comes next. Where the smart money lands may surprise you.

How much higher can Micron stock climb by the end of the decade?

Micron (MU) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Intel's CEO just warned that memory prices have surged to levels that could reshape the economics of everything from budget smartphones to AI servers, and the worst may still be two years away.

Hard drives look like a relic next to the glamorous AI chip trade, yet Seagate shareholders have watched the stock surge nearly 300% in a single year. The real question is whether the forces driving that run have staying power or whether the easy money is already gone.

Micron Technology's (MU) AI-driven memory demand continues to outpace supply, supporting a potential

China’s CXMT Corp. is reportedly preparing to enter NAND flash memory after capturing nearly 10% of global DRAM revenue, a move that could eventually pressure Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK) in a fast-growing part of the AI...

Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.

Micron has already posted five-year returns that most stocks never see in a lifetime, and Wall Street analysts are nearly unanimous that the run is not over. Here is what it would actually take to get the stock to $1,600 by 2027.

According to RBC Capital, Micron trades at roughly 6.5 times expected forward earnings, which gives limited credit to its Strategic Customer Agreements and floor pricing agreements.

Memory supply constraints could intensify in 2027, potentially benefiting memory chipmakers and ETFs such as DRAM and DISK.

Micron (MU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Some of the market's strongest large-cap performers are clustering around chips, memory and AI infrastructure.

Warren Buffett steps down as Berkshire chairman, tech stocks and crypto assets are rising, oil prices fall, and more news to start your day.

BrainChip Holdings Ltd. has launched the AKD1500 PCIe development card, designed to facilitate edge AI evaluation by enabling installation in standard PCIe slots of desktops and industrial PCs. This development offers broad accessibility for developers, allowing them to validate AI models using existing frameworks, and seamlessly transition from evaluation to deployment across various hardware forms. The AKD1500 card, part of BrainChip’s diverse product line, supports the rising demand for...

CXMT—which is a specialist in dynamic random-access memory (DRAM)— intends to establish a NAND flash memory research-and-development production line at a new factory in Beijing, Reuters reported Friday, citing people familiar with the matter. DRAM is short-term working memory that computers and AI hardware use to manage active data and running processes. NAND flash memory is used for longer-term storage.

Intel's warning that the memory shortage could worsen next year reminded investors why Micron's pricing power has been so extraordinary.

Sandisk and Micron are undervalued relative to their expected growth.

QQQ turned $100,000 into a million dollars faster than most retirement plans dare to model, but the math depends entirely on which decade you believe comes next.