DRAM surged 150% YTD since its April 2026 launch, as HBM chip demand powers AI's leap from theory into real-world applications. DRAM's 150% gain dwarfs SMH and SOXX, but its concentration in just 15 ...

Shares of data storage maker Seagate slipped, leading a wider chip sell-off, after comments from its CEO raised concerns about memory supply and demand. Micron shares sank, along with both SanDisk and ...

Three major producers — Micron, Samsung and SK Hynix — are now trillion-dollar companies. Politicians and Wall Street have taken notice. By Andrew Ross Sorkin Bernhard Warner Sarah Kessler Michael J.

Every time you ask ChatGPT a question, your request triggers a data relay race. Information leaves memory, passes through a CPU for preprocessing, travels to a GPU for heavy computation, and then ...

Markets have been on edge about the AI investment boom, but earnings from the biggest U.S. memory chip maker, Micron, signal no end in sight to demand for the microchips at the heart of it all.

Although 2026 has been a roller coaster year for the markets so far, certain sectors have remained strong. Ironically, while the Magnificent 7 stocks have been volatile due to mixed perception about ...