Morgan Stanley identified seven semiconductor and AI infrastructure stocks, including Micron, Nvidia, and Broadcom, as attractive buys after a recent selloff in memory-related shares. Despite weakness in consumer tech markets, demand from AI data centers remains strong, driving expectations for rising memory prices and shortages extending into 2027-2028. The bank favors Nvidia and Broadcom for their strong AI exposure but sees value in memory stocks due to their growth potential. This outlook contrasts with broader semiconductor sector concerns amid a market pullback, highlighting AI spending as a key long-term growth driver.
A low-cost AI model from China, Moonshot AI's Kimi K3, has sparked renewed discussion about spending on memory and compute power. Despite concerns that cheaper AI could reduce demand for expensive hardware, analysts suggest that U.S. chip makers like...
Micron Technology has been upgraded to a Buy rating as it shifts into a key infrastructure role, supported by an $18 billion zero-cost float and leadership in SOCAMM2 architecture. The company’s over $100 billion in guaranteed revenue backlog and an ...
Micron's CEO announced that supply constraints for DRAM and NAND memory chips are expected to continue beyond 2027, supporting strong pricing power and growth in the memory sector. This outlook has driven Micron's stock up 176% year-to-date, despite ...
The Invesco Nasdaq 100 ETF (QQQM) recently reached $100 billion in assets under management, maintaining its popularity as a low-cost, growth-focused index fund. Despite new competition from iShares and State Street offering slightly cheaper alternati...
JP Morgan reports that the recent sell-off in AI and momentum stocks is entering a mature phase and should not cause prolonged market weakness. Despite significant drops in key AI-linked stocks like Samsung and Micron, the broader MSCI World index re...
