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4 days ago

AI Stocks

Is the AI Chip Rally Getting Stretched? What Samsung’s Record Profit Means for Nvidia, AMD and Micron

AI chip stocks have been the market's biggest winners in 2026, and Samsung just gave the bulls more ammunition. The Korean giant posted a record US$58 billion quarterly profit, proof…

ByUjjwal Maheshwari

Jul 2026

AI Stocks

AI Chip Stocks Just Wiped Out Billions: Buying Opportunity or the Top of the AI Trade?

AI chip stocks just had one of their ugliest sessions in months, erasing tens of billions of dollars in value in hours. It leaves investors with one urgent question: buy…

ByUjjwal Maheshwari

Jul 2026

AI Stocks

AMD, Micron and Marvell Just Had a Blockbuster Quarter: Is It Too Late to Buy AI Chip Stocks?

The AI chip trade just delivered one of the most staggering quarters in market history. In the three months to June, Micron, Intel and AMD added roughly US$2 trillion in…

ByUjjwal Maheshwari

Jun 2026

AI Stocks

Cerebras (NASDAQ: CBRS) Debut Says AI Chip Trade Isn’t Over: What It Means for ASX

KEY POINTS AI chip stocks sold off hard late last week amid AI spending jitters, but the move looks overdone, and the sector rebounded on Monday. Cerebras (NASDAQ:…

ByUjjwal Maheshwari

Jun 2026

AI Stocks

Micron (NASDAQ: MU) Hits US$1 Trillion: Are AI Chip Stocks in a Bubble or Just Getting Started?

Micron Hits US$1 Trillion: AI Chip Bubble or Boom? Micron Technology (NASDAQ: MU) has done something almost no one imagined a year ago: it crossed US$1 trillion in market value…

ByUjjwal Maheshwari

Jun 2026

AI Stocks

Nvidia, Broadcom and Micron Shares on the Move: What COMPUTEX 2026 Means for AI Chip Stocks

AI chip stocks are back in the spotlight this week, and for good reason. COMPUTEX 2026, one of the world's biggest technology shows, is underway in Taipei, with Nvidia (NASDAQ:…

ByUjjwal Maheshwari

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Is the AI Chip Rally Getting Stretched? What Samsung’s Record Profit Means for Nvidia, AMD and Micron

AI Chip Stocks Just Wiped Out Billions: Buying Opportunity or the Top of the AI Trade?

AMD, Micron and Marvell Just Had a Blockbuster Quarter: Is It Too Late to Buy AI Chip Stocks?

Cerebras (NASDAQ: CBRS) Debut Says AI Chip Trade Isn’t Over: What It Means for ASX

Micron (NASDAQ: MU) Hits US$1 Trillion: Are AI Chip Stocks in a Bubble or Just Getting Started?

Nvidia, Broadcom and Micron Shares on the Move: What COMPUTEX 2026 Means for AI Chip Stocks

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