Micron CEO Sanjay Mehrotra has committed over $250 billion to U.S. fab expansion. Here is what that means for valuation, momentum and yield at current price levels.
Christina Shaw3 min read
SK Hynix will spend 80 trillion won on a new NAND fab and 20 trillion won on a packaging plant to meet AI driven memory demand through 2029.
Bobby Cook3 min read
Micron shares dropped 5.49% to 975.56 dollars as a new DRAM price fixing lawsuit against Micron, Samsung and SK Hynix collides with the company's record breaking quarter.
Christina Shaw3 min read
SK Hynix is raising up to $29.43 billion through a Nasdaq ADR listing to fund AI chip factories and EUV equipment purchases. Here is what the capital raise means for…
Franklin Gonzales6 min read
Micron Technology heads into its fiscal Q3 earnings report with its shares down sharply, a 269% year-to-date gain under pressure, and the market demanding clarity on whether the AI memory…
Christina Shaw6 min read
Nvidia shares fell 1.17% to $197.66 as the broader AI chip sector came under pressure. With RSI at 40.88 and a P/E of 30.13, markets are weighing a rising interest…
Christina Shaw6 min read
Micron Technology heads into its fiscal Q3 earnings report with Wall Street price targets as high as $1,550, a 750% twelve-month gain behind it, and a $1.19 trillion market cap…
Franklin Gonzales6 min read
Micron Technology heads into its third quarter earnings report as a $1.19 trillion company, up roughly 761% in a year. With analysts expecting 1,000% profit growth, the stakes for Wednesday's…
Roberto Anderson6 min read
Cerebras Systems stock fell nearly 18% on June 21 after the company guided full year 2026 gross margins well below Q1 levels. With shares near a 52 week low and…
Franklin Gonzales6 min read
Qualcomm is acquiring AI inference startup Modular in an all-stock deal worth roughly $3.92 billion, issuing up to 19.2 million shares. The move puts the chipmaker in direct competition with…
Bobby Cook6 min read
SK Hynix filed to raise approximately $29.65 billion through a Nasdaq ADR listing, a deal that would surpass both Alibaba's 2014 U.S. IPO and Saudi Aramco's 2019 offering. Trading is…
Christina Shaw6 min read
NXP Semiconductors dropped nearly 7% on June 21, 2026, as an SK Hynix HBM headline rattled the AI-chip sector. Here's what the numbers actually say — and how much of…
Bobby Cook5 min read