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↗️ Alibaba (BABA, HK:9988): Shares in the Chinese internet giant rose after it previewed its new AI model, which it said is second only to Anthropic’s Fable 5. ↘️ Ryanair (IR:RYA): Shares in the budget airline fell after it reported a drop in first-quarter profit, hit by lower fares and rising fuel costs because of the conflict in the Middle East.
Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.
The artificial intelligence trade just hit some turbulence, and chip stocks are plunging.
While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.
Demand for memory chips to power AI workflows has led to surging prices in memory chip stocks like Micron.
Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.
The fundamentals say boom. The stock price says the boom is ending. One of them is wrong.
Micron Technology (NasdaqGS:MU) reached a US$1t market capitalization for the first time in its history. The company recently completed multiple long-term Strategic Customer Agreements with key Tier 1 automotive suppliers, including Qualcomm, DENSO, and Hyundai Mobis. These agreements aim to secure demand for Micron's memory and storage products in AI-focused automotive platforms. Micron Technology sits at the center of memory and storage used in data centers, consumer electronics, and...
Tech companies are on the hunt for more efficient technologies to reduce memory costs.
The AI race is far from over.
Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.
The fund that tracks the 30 biggest U.S.-listed chip companies no longer has the biggest one on top.
The AI boom has transformed the memory chip market into one of technology’s hottest — and tightest — segments. As hyperscale data centers race to build AI infrastructure, demand for high-bandwidth memory (HBM) has exploded, driving DRAM revenue sharply higher while keeping supply under intense pressure. That imbalance isn’t likely to disappear anytime soon. TrendForce ... AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz
A week of tech stock crashes!
Nvidia's GPUs keep getting faster, but a deeper problem is quietly throttling AI's progress and reshaping where the next wave of infrastructure spending lands. Three stocks are positioned to profit from the shift.
The market is busy arguing about which AI chip designer wins. I'd rather own the company that gets paid either way.
Memory and data storage manufacturers can't keep up with AI-driven demand.
Has the memory chip industry undergone a significant change over the past few years?
Micron Technology recently announced it has completed Strategic Customer Agreements with key automotive technology suppliers including Visteon, aiming to secure long-term access to advanced memory and storage for AI-enabled vehicles. For Visteon, participation in these long-horizon supply agreements highlights its role in increasingly complex digital cockpit platforms just as analysts grow more optimistic about an upcoming earnings report despite expectations for lower quarterly revenue and...
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.
Among the 14 S&P 500 stocks that have surged more than 100% so far this year, Micron stands out as my top pick.
Micron is expanding its automotive footprint with a string of strategic deals. Could this latest move add more fuel to MU stock’s remarkable rally?
Micron's top competitor is now trading on a U.S. exchange.
These Wall Street analysts recommend selling SpaceX and buying Micron.
Visteon (VC) is back in focus after joining Micron’s new Strategic Customer Agreements for automotive memory and storage, as investors watch for an expected year over year earnings and revenue decline. See our latest analysis for Visteon. Despite Visteon’s new role in Micron’s long-term automotive memory agreements and the upcoming earnings report, the stock’s share price return has been mixed. There has been a 30 day share price decline of 5.03% but a 90 day share price gain of 6.28%, while...
ChangXin Memory Technologies is expected to raise 57.9 billion yuan, or about $8.6 billion, in its Shanghai offering.
Micron and Nvidia look like great deals now -- and despite its recent stellar gains, so does Sandisk.
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