BOK sees AI-driven chip supercycle continuing, dismisses 'peak-out' concerns

Micron, Intel and other chip stocks fall up to 11% after record rally

Chip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck Semiconductor ETF plunged over 5, led by Micron, Intel, and AMD. Concerns over potential AI computing oversupply, fueled by Meta's plans, prompted investors to re-evaluate lofty valuations. Despite the sell-off, some remain optimistic about AI-focused tech giants.

Marvell Stock is Soaring. Is It Too Late to Buy?

Marvell's AI opportunity is bigger than one chip cycle. Its custom silicon and networking businesses could make the stock one of the market's most fascinating growth stories.

Samsung shares fall despite third straight quarter of record profit

High memory chip prices fuel April-to-June earnings but investors concerned about returns on massive AI investment

SK Hynix Is Surging: 3 AI Chip Stocks Still Poised To Run

SK Hynix Is Surging: 3 AI Chip Stocks Still Poised To Run

Stocks Waver at End of Bruising Week for AI Trade: Markets Wrap

Another burst of selling pummeled chipmakers, whipsawing stocks once again amid concerns over whether vast investments in artificial intelligence will justify the industry’s hefty valuations.

Software-hardware loop fuelling all new AI super cycle

Software-hardware loop fuelling all new AI super cycle

BTIG starts DLR, EQIX at Buy, calls data center demand a multi-decade supercycle

BTIG starts DLR, EQIX at Buy, calls data center demand a multi-decade supercycle

Chip Stocks Rout: SanDisk, Micron, AMD, Intel, Other Wall Street Hot Bets Slump Up To 14%

AI-Fuelled Chip Rally Pauses As Investors Book Profits, Sparking Broad Sell-Off Across Semiconductor Stocks

AI investment cycle enters new phase as memory chip demand soars - Generate Wealth Weekly

AI investment cycle enters new phase as memory chip demand soars - Generate Wealth Weekly

The ‘loopification’ of AI is making me dizzy

The era of loopification has arrived as AI giants lock themselves into circular partnerships—investing in, supplying, and buying from one another.

Tesla’s arch rival has already won at charging tech. Now, it’s testing a self-driving breakthrough

BYD may be building its own powerful AI chip, but it's not abandoning outside partners just yet. That delay could make its next wave of smart driving features cheaper and easier to roll out.

FOR INSIDERS | How the AI boom is making MacBooks, Xboxes more expensive

The AI boom is fueling massive demand for memory chips, forcing electronics manufacturers to grapple with rising prices that are starting to trickle down to consumers. Memory chips, which are responsible for storing and processing data, are a key component in everything from smartphones to laptops to cars. But the massive data center buildout is...

Micron's Blockbuster, AI-Fueled Results Ignite Huge Rally for Memory Stocks

Micron's Blockbuster, AI-Fueled Results Ignite Huge Rally for Memory Stocks

Qualcomm Buys Buzzy Chip Startup Modular for Nearly $4 Billion

Modular, one of the most promising chip software startups of the AI era, heads for a multibillion-dollar exit.