What happened: Micron (MU) stock rose on Friday, putting the memory chip maker on track for its seventh consecutive intraday record, adding to its weekly gain of more than 30%. What’s behind the measure: The rally is tied to the AI ​​memory boom, where demand for high-bandwidth memory and other advanced chips has made Micron…
We’re just a month away from 2026 and it already looks like artificial intelligence (AI) stocks are poised for another year of strong gains. As hyperscalers continue to expand their data center capacity, investors understand that semiconductor stocks in particular will benefit. However, smarter investors are realizing that AI budgets are no longer limited to…
The rise of artificial intelligence (AI) infrastructure continues to advance, and if the recent decision by Semiconductor manufacturing in Taiwan (NYSE: TSM) Significantly increasing your capital expenditure (capex) budget is one indication, we are still in the early stages. Perhaps no company is more at risk of overbuilding than TSMC, because if it builds a…
