Memory has become vital to the AI boom, sending shares of Sandisk, Seagate and Western Digital soaring in 2026 after ...

Overview: The AI boom is driving massive spending across chips, cloud, software, and energy, creating a powerful multi-sector growth cycle.Leaders like NVIDIA, ...

Celestica (CLS) has been one of the hottest artificial intelligence (AI) stocks, rising 116% over the past year. Moreover, it ...

Micron Technology surged 294% over the past year, driven by acute DRAM and NAND supply constraints, etc. Click here to read why MU is a Hold.

Chipmaker’s quarterly earnings surpassed Wall Street’s expectations every quarter for multiple years now ...

A report by Citrini Research, a small US research firm, warning about the disruption caused by artificial intelligence, has spooked investors. The Substack post explores the long-term impact of the AI ...

The S&P 500 delivered an above-average return last year, and the info tech sector was the standout performer. This sector includes many of the companies driving the AI boom, including Nvidia and ...

Big tech capex spending is rising to record levels, but everything isn't what it seems. There's a way for investors to profit ...

Tech leaders are beginning to worry about the public’s underwhelming enthusiasm for their plans to remake the world with artificial intelligence. Will that burst the bubble?