Jefferies chief global strategist Chris Wood advises investors to focus on memory chip makers like Micron, Samsung Electronics, and SK Hynix instead of AI hyperscalers such as Meta, Microsoft, Amazon, and Alphabet. This recommendation comes amid growing concerns about the heavy capital commitments hyperscalers are making toward AI development, which may pose financial risks. Memory chip makers, seen as essential suppliers in the AI ecosystem, have been outperforming hyperscalers recently. Investors are encouraged to bet on these 'picks and shovels' companies ahead of a critical stress test in the AI sector.
The global silicon interposer market, valued at $4 billion in 2025, is projected to grow to $14.04 billion by 2035 with a CAGR of 13.38%. Growth is fueled by rising adoption of AI, chiplet architectures, and advanced semiconductor packaging technolog...
Backpack has introduced the first-ever 24/7 trading platform for real U.S. equities, allowing international investors to buy and sell stocks like SpaceX, Micron, and SanDisk around the clock. Unlike synthetic derivatives, these are actual equities wi...
Micron Technology received a Buy rating due to its adoption of HBM4 memory technology and strategic customer agreements that secure about 40% of its revenue at fixed prices through 2028–2030. This approach reduces revenue volatility and supports gros...
Nvidia's stock price has dropped 15% since May despite growing revenue, as GPU prices fall due to eased shortages and increased competition from custom chips by major tech firms. Meanwhile, memory chip maker Micron has nearly tripled in value, driven...
Micron announced a $3 billion investment plan to strengthen its U.S. semiconductor supply chain, including a $500 million financing deal with GlobalWafers to expand a silicon wafer facility in Texas. The companies also signed a 10-year supply agreeme...
