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1211 articles
Trending Companies
NVIDIA274 Micron Technology132 SK Hynix114 TSMC89 Micron66 Samsung62 Samsung Electronics55 Apple44 Intel44 Microsoft34 AMD34 Infineon33 Broadcom28 Applied Materials28 SK hynix28
Trending Technologies
EUV225 3nm199 AI103 HBM92 DRAM88 AI chips80 memory chips69 GPU64 semiconductor31 NAND flash21 AI infrastructure20 data center19 NAND17 GaN17 memory16
2026-05-12
Nvidia Looks Powerful Heading Into Q1 FY27 (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-12 Seeking Alpha
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2026-05-11
Nvidia Stock: Reasons For Short-Term Caution Into Earnings (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-11 Seeking Alpha
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2026-05-11
Micron Looks Surprisingly Cheap For An AI Leader (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-05-11 Seeking Alpha
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2026-05-11
Nvidia appoints former Goldman Sachs vice chairman to its board of directors - Seeking Alpha
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seekingalpha.com 2026-05-11 Seeking Alpha
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2026-05-11
Micron Exploded From $97 To $747: Here's Why It's Not Over "Yet" (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-05-11 Seeking Alpha
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2026-05-11
IREN Drops 9% After Friday Rip: NVIDIA AI Cloud Excitement Cools as Profit-Taking Hits - 24/7 Wall St.
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247wallst.com 2026-05-11 24/7 Wall St.
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2026-05-11
AMD, Intel, Qualcomm likely to benefit from server CPU super cycle, GF says (AMD:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-11 Seeking Alpha
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2026-05-11
Applied Materials in focus as Cantor Fitzgerald ups price target ahead of earnings (AMAT:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-11 Seeking Alpha
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2026-05-11
indie Semiconductor announces €40M CMOS acquisition from ams OSRAM (INDI:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-11 Seeking Alpha
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2026-05-11
Investor who spied Nvidia AI thesis in '16 has a new conviction call - Seeking Alpha
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seekingalpha.com 2026-05-11 Seeking Alpha
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2026-05-11
Hosking Partners LLP Has $7.64 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-05-11 MarketBeat
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2026-05-11
SK Hynix Surges 15% to New High: HBM Shortage Until 2028, How Much Longer Can AI Memory King Rise? - TradingKey
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www.tradingkey.com 2026-05-11 TradingKey
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2026-05-11
Breaking: KOSPI Surges Past 7,800 on Semiconductor Stock Rally - 조선일보
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www.chosun.com 2026-05-11 조선일보
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2026-05-10
Alphabet Approaches Overtaking Nvidia in Market Value - Let's Data Science
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letsdatascience.com 2026-05-10 Let's Data Science
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2026-05-10
This Chip Stock Is Absolutely Skyrocketing. And No, I'm Not Talking About Intel or Nvidia. - The Motley Fool
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www.fool.com 2026-05-10 The Motley Fool
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2026-05-10
Qualcomm CEO Says OpenAI, Meta Are Working On AI Wearables That Could Replace Smartphones - Benzinga
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www.benzinga.com 2026-05-10 Benzinga
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2026-05-10
Micron stock reviewed post-record weekly rally (MU:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-10 Seeking Alpha
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2026-05-10
Applied Materials Stock: Supplying Intel Comes With Its Perks (NASDAQ:AMAT) - Seeking Alpha
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seekingalpha.com 2026-05-10 Seeking Alpha
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2026-05-09
Micron Has The Better Scarcity, Sandisk Has The Hotter Trade (NASDAQ:SNDK) - Seeking Alpha
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seekingalpha.com 2026-05-09 Seeking Alpha
Home Stock Ideas Long Ideas Tech  Micron Has The Better Scarcity, Sandisk Has The Hotter Trade May 09, 2026, 6:51 AM ETSandisk Corporation (SNDK) Stock, MU Stock, MU:CA Stock, SNDK:CA Stock The Alpha Analyst 3.97K Followers Follow 5 Share Save Play (14min) Comments (6) Follow Seeking Alpha on Google for the latest stock news Summary Micron benefits more directly from AI-driven HBM and DRAM scarcit
Micron TechnologySanDiskDRAMHBMAI chipSemiconductor industryMemory marketSupply and demand
2026-05-09
Qualcomm’s CEO is working with ‘pretty much all’ major AI players on top-secret devices - Fortune
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fortune.com 2026-05-09 Fortune
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