Meta to put AI chip into production in September as it looks to double computing capacity, memo shows

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.

Micron Faces Its Biggest AI Test Yet as Wall Street Braces for Explosive Earnings Surge

Micron Technology is heading into one of the most closely watched earnings events of 2026, with investors betting that the memory-chip maker can once again prove it is one of the biggest beneficiaries of the artificial intelligence boom. The company is scheduled to report fiscal third-quarter results on June 24, and expectations have reached extraordinary levels. Analysts are forecasting triple-digit revenue growth, profit expansion approaching 1,000 year over year, and another quarter of robust demand for high-bandwidth memory (HBM), the critical component powering AI accelerators and data center infrastructure. Demand for these products has exploded as hyperscalers and cloud providers

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

This Week's Market Wrap: AI Memory Shock, Crude Cracks, And Data Boxes In The Fed

This Week's Market Wrap: AI Memory Shock, Crude Cracks, And Data Boxes In The Fed

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

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...

The AI memory squeeze is about to hit Europe’s shopping baskets

The AI memory squeeze has been an industry story for months. Now it is heading for the till. Currys, Britain’s biggest consumer electricals retailer, has warned that phones, laptops and TVs will cost more later this year. Chief executive Alex Baldock delivered the warning to reporters after the company posted its annual results, as Reuters [] This story continues at The Next Web

Companies spending the most on AI are growing jobs, Ramp study finds

Companies spending the most on AI are growing jobs, Ramp study finds

As new tech shines, market takes rest on old cushions: Devina Mehra

Forget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks like transportation surging. While semiconductors are booming due to AI investments, history warns of their cyclical nature. Investors should look beyond popular narratives, as market themes constantly evolve, making diversification crucial.

AI Coding Dominance Raises $8 Trillion Demand Questions As OpenAI And Anthropic Eye Public Markets (NYSE: UBER, NASDAQ: WMT, GOOGL, AMZN, MSFT, BABA)

Investors are beginning to question whether the artificial intelligence boom can sustain its expansion as OpenAI and Anthropic prepare to enter public markets. The central concern is that corporate AI spending remains heavily concentrated in coding, which may signal slower-than-expected adoption across broader business functions. Estimates suggest software development accounts for between a third and [] The post AI Coding Dominance Raises 8 Trillion Demand Questions As OpenAI And Anthropic Eye Public Markets (NYSE: UBER, NASDAQ: WMT, GOOGL, AMZN, MSFT, BABA) appeared first on Foreign Policy Journal.

Software-hardware loop fuelling all new AI super cycle

Software-hardware loop fuelling all new AI super cycle

AI stock slump raises the question if investors are just taking profits or getting very nervous

Tech companies are spending big on AI, but investors might be getting nervous.

Memory giants race to expand AI chip capacity

Samsung Electronics, SK hynix and Micron Technology, the world's three largest memory chipmakers, are racing to expand production capacity as demand for artificial intelligence infrastructure continues to outpace supply. According to World Semiconductor Trade Statistics, the global semiconductor market is expected to grow 90 percent this year to 1.51 trillion. The memory market alone is forecast to surge 250 percent to 803.9 billion. The three rivals are accelerating investment in new fabricat

Micron Leads AI Trade Higher. Expectations Are Rising Ahead of the Memory Chipmaker's Earnings.

Micron Leads AI Trade Higher. Expectations Are Rising Ahead of the Memory Chipmaker's Earnings.

A Solution to A.I.’s Growing Power Demand: Homes

The artificial intelligence boom has a big problem. Technology companies say they need to quickly build lots of new power-hungry data centers to develop A.I., but the energy industry typically needs years to construct power plants, solar farms and battery installations. Three companies involved in installing and managing rooftop solar panels, home batteries, smart thermostats []

Building tomorrow’s industries requires building tomorrow’s workforce

Artificial intelligence is transforming the economy at a remarkable speed. Advanced manufacturing is returning to the United States. Biotechnology, quantum computing, and other emerging technologies are creating the industries that will shape the next generation of economic growth. Recent tax reforms encouraging capital investment, restoring research and development expensing, and strengthening advanced manufacturing will help []

The AI Arms Race Is Replacing Globalization

Everyone is talking about artificial intelligence as though it is simply the next technology boom. They are missing the bigger picture. The country that controls the chips, the data centers, the electricity, and the manufacturing capacity will hold the strategic advantage for decades. This is no different than steel before World War I or oil []