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Micron’s Rally Pushes It Past $1 Trillion as AI Memory Shortage Drives a Narrow Market Surge

The run-up reflects sold‑out high‑bandwidth memory and fast DRAM ramping that could prove a structural shift for AI infrastructure or spark sharp reversals when Micron reports on June 24.

177 ARTICLES

4mo ago

AI-Fueled Rally Sets Records as AMD Guides Higher and Alphabet Nears Nvidia

69 ARTICLES

4mo ago

Alphabet Hits Record Value After AI-Led Beat Fuels Cloud Boom and Massive Capex

58 ARTICLES

6mo ago

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

134 ARTICLES

7mo ago

Markets Slide as AI Jitters, Hot Inflation and Iran Risk Jolt Investors

36 ARTICLES

7mo ago

Amazon’s $200 Billion AI Push Draws Analyst Backing Even as Shares Lag

36 ARTICLES

7mo ago

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

181 ARTICLES

7mo ago

AI Jitters and US Data Extend Indian IT Stock Rout as Benchmarks Slide

13 ARTICLES

7mo ago

Dominion and Duke Post New Dividends as Court Revives Offshore Wind, RBC Cuts Duke Target

180 ARTICLES

8mo ago

Chips Lift S&P 500 Past 7,000 as Investors Eye Microsoft, Meta and Tesla Results

155 ARTICLES

8mo ago

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

96 ARTICLES

8mo ago

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

34 ARTICLES

11mo ago

OpenAI–AMD Deal Spurs Target Hikes as Nvidia’s Dominance and AI Capex Wave Intensify

37 ARTICLES

this yr.

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

Stock Picks

Micron’s Rally Pushes It Past $1 Trillion as AI Memory Shortage Drives a Narrow Market Surge

AI-Fueled Rally Sets Records as AMD Guides Higher and Alphabet Nears Nvidia

Alphabet Hits Record Value After AI-Led Beat Fuels Cloud Boom and Massive Capex

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

Markets Slide as AI Jitters, Hot Inflation and Iran Risk Jolt Investors

Amazon’s $200 Billion AI Push Draws Analyst Backing Even as Shares Lag

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

AI Jitters and US Data Extend Indian IT Stock Rout as Benchmarks Slide

Dominion and Duke Post New Dividends as Court Revives Offshore Wind, RBC Cuts Duke Target

Chips Lift S&P 500 Past 7,000 as Investors Eye Microsoft, Meta and Tesla Results

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U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

Alphabet Overtakes Apple to Become No. 2 by Market Value

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

AI Stock Jitters Deepen Before Nvidia’s Earnings Test

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Dominion and Duke Land on Dividend List as Analysts Lift Price Targets

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

OpenAI–AMD Deal Spurs Target Hikes as Nvidia’s Dominance and AI Capex Wave Intensify

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

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