Michael Burry Says the AI Buildout Is Repeating 2008: ‘The Shenanigans Are Apparent Today’
Quick Read Burry warns NVDA revenue is majority circularly financed, while ORCL plans to raise $40B in debt…
US futures nearly unchanged as AI-related stocks hit by heavy selling, oil prices rise
U.S. futures are flat as artificial intelligence-related stocks continue to sell off, while oil prices jetted higher again.…
Micron Technology (MU) Gains as AI Boom Reshapes the Memory Industry
Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy…
Prediction: These 3 Artificial Intelligence (AI) Stocks Will Rise More than 30% Before 2026 Is Over
Before 2026 is over, I think a handful of artificial intelligence (AI)-related stocks will have a very strong…
Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.
The artificial intelligence (AI) revolution started with a scramble for processing power, as graphics processing units (GPUs) from…
Opinion: The Best AI Memory Stock to Buy Isn’t Micron or Sandisk — It’s This Korean Giant
The artificial intelligence (AI) memory supercycle has transformed semiconductor investing, fueled by explosive demand for high-bandwidth memory (HBM)…
Nvidia CEO Jensen Huang Said the Semiconductor Industry Could Grow to $7.9 Trillion to Support the Agentic AI Boom. Here Are 2 Stocks That Could Benefit
The artificial intelligence (AI) revolution has so far defied the bears’ prophecies of doom, and there are reasons…
Here’s What Morgan Stanley Says About Buying the AI Infrastructure Dip
The rout in artificial intelligence (AI)-related stocks is ongoing. Stocks of companies that provide major inputs into AI…
What History Reveals About the Road Ahead for Memory Sector Giants
Here’s a paradox worth sitting with: The memory chip business is enjoying arguably the strongest fundamentals in its…
A Hidden Threat for Micron? Apple Is Eyeing a Fix for AI Memory Demands
Apple (NASDAQ: AAPL) recently raised prices on many of its devices to offset rising memory prices, but it…
Here Are My Top 3 Artificial Intelligence Stocks to Buy Right Now
The artificial intelligence (AI) race is far from over, and plenty of cloud computing capacity still needs to…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…