Memory stocks are crashing today, and the speed of the reversal is striking. On Tuesday, these were the hottest names on the market. On Wednesday, they are among the worst.…
ASML just raised its 2026 revenue guidance...again!
If you want to know whether the AI boom is real money or just a good story, don't listen to the chip designers…
Micron (NASDAQ:MU) jumped about 6% to above US$1,000 a share on Thursday and led a broad rebound in chip stocks, alongside gainers like SanDisk and other AI-memory names, after the…
The Trillion Dollar Club (i.e. stocks valued at over US$1tn) now boasts 16 members. When Apple became the first to crack the US$1tn mark in 2018, it was a major…
Micron (NASDAQ:MU) fell about 10% on Wednesday, 1 July, closing near US$1,032, even though it had reported the best quarter in its history just a week earlier. That is the…
KEY POINTS
Micron just posted a record quarter: US$41.5 billion in sales, US$25.11 in earnings per share, and gross margins near 85%, smashing Wall Street's forecasts.
It then…
Micron Surges as 84% Margins Keep the AI Memory Trade Alive
Micron is currently showing no signs of slowing down after its Q3 result, with the stock surging 8.5% in…
Micron Technologies' latest results have forced the market to confront a simple reality: memory has become the defining bottleneck of the AI era, and the company that solves that bottleneck…
AI and semiconductor stocks came under pressure in the US market overnight, with major names such as Micron falling 13% following its Q3 result.
It appears investors are now beginning…
The Most Expensive Group Project in History
Are we currently witnessing the beginning of the end of the AI boom? Let's start with a number so large it loses all…