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NVIDIA's AI GPUs need more HBM, DRAM and storage. Micron is feeding that demand, and its Q2 numbers show why MU has become an AI profit pool.
Alphabet stock hits a new record high of $210.50, fueled by AI partnerships and a potential Fed rate cut. Investors weigh the sustainability of the rally.
Explore the comparison between Lam Research (LRCX) and TSMC (TSM) in 2025. Which semiconductor stock offers better value? Dive into their business models, growth potential, and risks amid AI-driven demand.
Artificial intelligence has been the most important market theme for the past few years, and among the companies, Nvidia has embraced that shift the notable.
Amazon stock has cratered 18% in February alone, shedding $450 billion in market value amid the "SaaSpocalypse" hammering software giants. Shares closed
The share of Micron Technology has risen more than 300% over the last fiscal year; it is currently at about $408.50, having dropped to less than $100,
The blistering growth of the share price and the growing e-commerce base of Shopify represents a huge potential in the long run, but the valuation already
AWS raised reserved GPU prices about 20% effective July 1 — the day Meta's cloud plan leaked. What the hike says about Amazon stock, margins and AI scarcity.
CoreWeave (CRWV) surges 13% on a multi-year Anthropic Claude AI deal — the second major AI infrastructure contract in 48 hours.
Lam Research closed July 9 at $353.17, up 6%, as four banks raised targets to $400–$475. Up 154% in H1, LRCX sells the tools every memory fab must buy.
PLTR at $128 (100x P/E) vs ORCL at $138 (21x P/E). Compare AI software vs cloud infrastructure, Golden Dome vs Stargate, and decide.
Samsung stock rises 6.8% as Tesla signs a $16.5B AI6 chip deal. The Texas-based fab win could revive Samsung’s foundry unit and boost AI chip ambitions.
