Risks include the cyclical nature of the semiconductor market and potential AI CapEx overbuild, but current valuations ...

Although the euphoria surrounding AI seems to have lessened by now, the allure of high-quality and fundamentally strong AI-powered stocks is still strong -- on the back of strong demand for AI ...

We recently compiled a list of the 10 Best Semiconductor Stocks to Buy for the AI Boom. In this article, we are going to take ...

Arm Holdings Plc. (ARM), and chipmaking companies like Taiwan Semiconductor Manufacturing Co. (TSM), Micron Technology Inc.

We recently compiled a list of the Billionaire Prem Watsa’s Top 15 Long-Term Stock Picks. In this article, we are going to ...

Micron's data center revenue should grow 91% and 38% in FY2025 and FY2026, driven by cloud server DRAM and HBM. Read why I remain bullish on MU stock.

Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.

We recently compiled a list of the 20 Best Artificial Intelligence (AI) Stocks to Buy According to Analysts. In this article, ...

SK Hynix Inc., a major supplier of memory chips, has announced record quarterly earnings. However, investors have reacted ...

South Korea's SK Hynix forecast sales of its high-end semiconductors used in generative artificial intelligence chipsets ...

In January 2016, Micron was in the midst of another industry pullback. However, it proved to be a fortuitous time to buy.

Digital storage and memory capability play a crucial role in modern computing, including AI. The 2025 CES show showed ...