Sandisk Stock Plunged 14% in a Day. Is the AI Memory Boom Cracking?

The AI Memory Boom Is Finally Cracking

The AI Memory Boom Is Finally Cracking

The AI memory crisis just hit DDR2, a standard from 2003, with 60% price hikes

The AI-driven memory shortage has now reached the oldest DRAM standard still in production. DDR2 contract prices rose 55 to 60 percent in the second quarter of 2026, according to Taiwanese market intelligence firm TrendForce, with a further 35 to 40 percent increase forecast for the third quarter. The price surge is being driven by [] This story continues at The Next Web

Why Advanced Micro Devices Stock Slipped on Friday

Even if OpenAI delays its IPO, AMD stock should be fine.

Memory Stock Rout Hits Popular DRAM ETF

The Fund Is Heavily Exposed to Korean Stocks That Plunged Tuesday

The Capital Dispatch Week of Jul 7, 2026

THIS WEEK’S STORY The AI trade that carried markets through four months of war is showing its first real cracks, and this week it picked the worst possible moment to wobble. Samsung posted a 19-fold profit jump and still sent Korean stocks into circuit breakers. Gold is hovering near record highs while JPMorgan quietly trims [] The post The Capital Dispatch Week of Jul 7, 2026 appeared first on Modern Diplomacy.

Info Edge shares jump 4% as AI portfolio doubles to Rs 1,268 crore; total holdings at Rs 41,300 crore

Info Edge's stock surged over 4 as its artificial intelligence investments more than doubled in value, reaching Rs 1,268 crore. The company's AI startup portfolio has yielded a 2.1x multiple and a 31 internal rate of return. Overall, Info Edge's startup investments are now valued at Rs 41,300 crore, reflecting strong growth across its technology ventures.

MacBook, iPad Price Hikes Only The Beginning: Here's What You May Pay Next

An unprecedented AI data centre boom is triggering a massive 670 billion surge in the global memory market, expanding it to 890 billion by 2026, according to Morgan Stanley.

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

AI memory crunch takes a bite out of PC shipments

IDC warns smaller players may struggle as DRAM drought drags on

Global tech rout intensifies as shares extend losses, Nasdaq down over 2%

New York [US], June 23 (ANI): The sell-off in global tech stocks intensified on Tuesday as investors became wary of the frenzy around AI, adopting a more cautious approach and evaluating the next steps on how to navigate the technology's soaring costs.Nasdaq 100 extended the selloff opening more than 2 per cent lower on Tuesday, with memory chip heavyweight Micron down more than 11 per cent. The SP 500 fell

AI Bubble Fears Trigger Tech Rout As (NASDAQ: NVDA) Nvidia, (NASDAQ: MU) Micron And Chip Stocks Slide

A wave of selling across technology stocks is intensifying fears that the artificial intelligence spending boom may not deliver the returns investors have been counting on. The tech-heavy Nasdaq Composite fell approximately 2 on Tuesday afternoon as major AI-related names continued their decline for a second consecutive session. Nvidia and Alphabet, two of the most [] The post AI Bubble Fears Trigger Tech Rout As (NASDAQ: NVDA) Nvidia, (NASDAQ: MU) Micron And Chip Stocks Slide appeared first on Foreign Policy Journal.

Memory chip makers reap AI windfall as prices surge, WSJ reports

Memory chip makers reap AI windfall as prices surge, WSJ reports

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

The S&P 500 Just Packed a Year of Returns Into 6 Months—and 1 Surprising AI Stock Is Up 700 Percent

Stocks are crushing their own history by this time of year.

सामसुङको नाफामा ऐतिहासिक छलाङ

काठमाडौँ। कृत्रिम बौद्धिकता (एआई) प्रविधिसँग सम्बन्धित मेमोरी चिपको विश्वव्यापी माग तीव्र रूपमा बढेसँगै दक्षिण कोरियाली प्रविधि कम्पनी सामसुङ इलेक्ट्रोनिक्सले दोस्रो त्रैमासिक परिचालन नाफामा ऐतिहासिक उछाल आउने प्रक्षेपण गरेको छ। कम्पनीले मङ्गलबार सार्वजनिक गरेको प्रारम्भिक विवरणअनुसार अप्रिल–जुन अवधिमा परिचालन नाफा ८९४ खर्ब वोन (५८ अर्ब ४० करोड अमेरिकी डलर) पुग्ने अनुमान गरिएको छ। जुन गत वर्षको []

Micron Just Bet $9.3 Billion That It Can Catch SK Hynix

Micron broke ground on a 9.3 billion Hiroshima fab built entirely for AI memory chips, with Tokyo covering a third of the bill. The wager: that by 2028, it can take real share from SK Hynix in the one memory market actually growing.

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...

Wall Street drifts to a mixed finish after Micron soars and Apple drops

The U.S. stock market drifted to a mixed finish after several AI stocks veered back up the roller coaster, while Apple shares dropped after hiking prices on many of its products.

Apple just raised the price of its products by hundreds of dollars

Apple held out longer than any other brand. Today, the memory crisis finally won, and Mac and iPad prices are going up across the board.

How SK Hynix just pulled off the second-largest U.S. share sale by quietly powering the AI boom

With a 26.5 billion Nasdaq debut, the South Korean manufacturer caps off a long, strange path from memory-chip also-ran to AI powerhouse