Although 2026 has been a roller coaster year for the markets so far, certain sectors have remained strong. Ironically, while the Magnificent 7 stocks have been volatile due to mixed perception about ...

Every time you ask ChatGPT a question, your request triggers a data relay race. Information leaves memory, passes through a CPU for preprocessing, travels to a GPU for heavy computation, and then ...

Three major producers — Micron, Samsung and SK Hynix — are now trillion-dollar companies. Politicians and Wall Street have taken notice. By Andrew Ross Sorkin Bernhard Warner Sarah Kessler Michael J.

A coalition of nine trade associations sent a letter to Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick on June 3, 2026, warning that a memory chip shortage due to AI data ...

The AI boom has fueled dozens of new startups and minted a new class of billionaires. It has also produced a serious shortage of memory chips — a critical component for compute-hungry AI models — ...

DRAM surged 150% YTD since its April 2026 launch, as HBM chip demand powers AI's leap from theory into real-world applications. DRAM's 150% gain dwarfs SMH and SOXX, but its concentration in just 15 ...