Semiconductor News & Analysis Feed
238 articles
2026-05-13
www.benzinga.com
2026-05-13
Benzinga
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2026-05-13
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2026-05-13
TradingView
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2026-05-13
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2026-05-13
24/7 Wall St.
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2026-05-12
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2026-05-12
Investing.com
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2026-05-12
247wallst.com
2026-05-12
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2026-05-12
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2026-05-12
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2026-05-12
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2026-05-12
The Motley Fool
The artificial intelligence (AI) data center boom has driven strong demand for memory. As a result, memory chip stocks, most notablyMicron Technology(MU+6.49%)andSandisk(SNDK1.02%), have both made major moves higher, rising 770% and 4,000%, respectively, over the past year.Which of these two top-performingtech stocksis the better buy moving forward? Interestingly, there could be a case for owning
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
Theartificial intelligence (AI)memory boom has been kind to bothSandisk Corporation(SNDK5.30%)andMicron Technology(MU5.81%). Sandisk shares are up about 560% year to date, while Micron has risen more than 180%. Further, both companies recently posted quarterly results showing record revenue and significant margin expansion.But the two sit in different corners of the memory market. Micron sells the
2026-05-11
www.zacks.com
2026-05-11
Zacks Investment Research
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2026-05-11
www.benzinga.com
2026-05-11
Benzinga
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2026-05-11
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2026-05-11
TipRanks
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2026-05-10
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2026-05-10
The Globe and Mail
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2026-05-10
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2026-05-10
The Globe and Mail
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2026-05-10
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2026-05-10
The Globe and Mail
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2026-05-10
finance.yahoo.com
2026-05-10
Yahoo Finance
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2026-05-10
www.fool.com
2026-05-10
The Motley Fool
The explosive growth of artificial intelligence (AI) is rewriting the rules for semiconductor demand, with memory and storage chips emerging as the next pillars deployed across data centers, model training, and real-time inference.Companies likeMicron Technology(MU+15.40%)andSanDisk(SNDK+16.40%)have delivered jaw-dropping financial results and stock gains as AI systems become increasingly memory-h
2026-05-09
seekingalpha.com
2026-05-09
Seeking Alpha
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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
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Summary
Micron benefits more directly from AI-driven HBM and DRAM scarcit
2026-05-09
www.cnbc.com
2026-05-09
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2026-05-09
www.benzinga.com
2026-05-09
Benzinga
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2026-05-09
www.msn.com
2026-05-09
MSN
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