Memory and storage stocks like Micron and Western Digital dropped 5-6% amid a broad chip selloff, driven by profit-taking after huge year-to-date gains. SanDisk, however, held steady thanks to strong Q3 earnings, a major shift to high-value markets like datacenters, and a structural NAND shortage expected to last until 2028. Analysts see SanDisk's resilience as a sign of where investment is focusing within the AI hardware sector. Investors should watch if SanDisk maintains strength as the chip market stabilizes, though caution is advised due to potential volatility.
The current AI investment wave is compared to the transformative internet buildout of the 1990s, with broad market exposure and risks of speculative bubbles. Vistra Energy is highlighted as an attractive investment, trading at a low forward earnings ...
AI-related capital expenditures by major U.S. tech companies reached $400 billion in 2025 and are expected to hit $700 billion in 2026, driving stock market gains and economic growth. Despite concerns about a potential AI bubble, CoBank's report high...
Retail investors are selling shares in leading AI-related semiconductor companies such as Micron Technology and Advanced Micro Devices to raise cash for the upcoming SpaceX IPO, which is set to be the largest in history at $75 billion. This selling p...
The Nasdaq Composite and semiconductor stocks have declined following a strong rally driven by AI optimism. Technical indicators show negative momentum, crowded positioning, and rising volatility, suggesting caution among investors. The selloff may c...
Shares of SanDisk rose 14% and Western Digital climbed 6% following SK Hynix's announcement to double wafer capacity in five years and triple it by 2034 to meet growing AI memory demand. This plan supports a positive outlook for NAND, DRAM, and HDD s...
