At CES 2026, Nvidia Corp. Chief Executive Jensen Huang once again reset the economics of artificial intelligence factories.
Super Micro expands liquid-cooled AI racks for Nvidia chips to 5,000 by FY26 as margins compress, costs rise, and concerns ...
As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...
The memory chip stocks have been really heating up to start the year, thanks in part to the AI-driven RAM shortage, which ...
The global memory shortage is beginning to spill beyond smartphones, as combined with panel supply constraints and inventory ...
Micron—which recently decided to exit the consumer RAM and storage markets but is still selling its products to other ...
Micron stock trades at all-time highs after jumping 21% in December 2025. Here's why the memory-chip maker's best days may ...
There is a bit more nuance to be gleaned beyond that eye-watering figure, though. To begin with, Samsung's full earnings ...
Semiconductors are a cyclical business, prone to swing from surplus to shortage. Yet this cycle may be different, as demand ...
Investor's Business Daily on MSN
IBD stock of the day: Seagate breaks out to new highs after AI-fueled 219% 2025 rally
Seagate stock is breaking out Tuesday, picking up where the hard-drive stock left off from its chart-topping 2025 rally.
As for the PC market, several of the leading vendors have already warned of cost increases for the second half of 2026, IDC said. Lenovo, Dell, HP, Acer, and ASUS have all pointed to 15-20% price ...
The global semiconductor industry is poised to enter the "angstrom era" by 2040 as circuit dimensions shrink to one-tenth of ...
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