Artificial intelligence is inspiring companies to make huge capital investments. Much of that money is planned to go to companies that produce essential components for hardware to run AI-powered applications and leverage the data needed to produce the most valuable insights. For companies that specialize in producing those components, every news story boasting another multibillion-dollar…
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…
With inflation hitting everyone’s pockets, $1,000 may not seem like a lot of money anymore. That said, it could still help lay the groundwork for huge long-term returns in the stock market if you invest in the right companies at the right time. Let’s dig deeper to find out why stocks Rivian Automotive (NASDAQ:RIVN) and…
Recent information strongly indicates that Micron Technology (MU) is well positioned to continue benefiting greatly from the explosive growth of artificial intelligence (AI) for at least the next two years. Meanwhile, the Street is clearly quite bullish on the name, and despite the stock’s huge rise, its valuation remains low. Finally, board member Teyin Liu…
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…
Micron Technology has begun construction of its $100 billion memory manufacturing facility (megafab) in Onondaga County, New York. The site, designated to house up to four manufacturing plants, will become the largest semiconductor complex in the U.S. It is expected to create 50,000 jobs statewide. Company executives, including President and CEO Sanjay Mehrotra, were joined…
By Shashwat Chauhan Jan 14 (Reuters) – Retail investors increased purchases of U.S. memory chip and data storage makers in January, following strong momentum in 2025 on expectations that growing demand for artificial intelligence infrastructure will tighten supply and lift prices. An acute global shortage of memory chips is forcing artificial intelligence and consumer electronics…
Tech stocks have quietly returned to bargain territory, and if Wedbush stock Daniel Ives is right about a possible 25% rise for the sector this year, some well-known names may be preparing for a revaluation rather than a relief rally. Looking at the low forward P/E technology names within the NASDAQ-100, a small but telling…
bernstein just released a bold take on Micron Technology (MU), raising its price target to $330 from $270, and the stock is already trading near $315 (near record levels). The update comes at a time when Micron stock has been on a remarkable run, generating a staggering 262% return last year. Clearly, the memory bellwether…
Artificial intelligence (AI) stocks delivered another year of impressive returns for investors in 2025, as evident from the 30% jump in the Global X Technology and AI ETF — the largest AI-focused exchange-traded fund. The sector fared well despite starting 2025 on the wrong foot for reasons that included trade wars induced by President Donald…
