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BIZARRE: 9 - You Need To See This

Hot on the heels of Micron bailing out of the consumer RAM market, SK hynix is apparently committing over $500 billion to build four new memory fabs, with the first to be finished by 2027

No guesses as to what customer all this money is really for.

Amidst a pricing apocalypse, one of gaming's best memory and storage brands "has made the difficult decision" to abandon its consumers

Amidst a pricing apocalypse, one of gaming's best memory and storage brands "has made the difficult decision" to abandon its consumers

AI is predicted to steal all of our jobs, but today it's caused the closure of one of the best gaming memory and storage brands there is.

RAM prices are exploding — here's why and everything you need to know about surviving RAMageddon

RAM prices are exploding — here's why and everything you need to know about surviving RAMageddon

The RAM pricing crisis continues to get worse. Here's everything you need to know about what's happening, why it's happening and how you will be affected.

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RAM crisis continues to worsen — Micron kills Crucial consumer memory in favor of AI data centers

Micron announced that it will no longer sell Crucial-branded memory products to consumers in favor of business from AI data centers.

We just lost a huge RAM and SSD manufacturer to AI — Micron is killing Crucial after nearly 30 years to support "larger, strategic customers"

As the AI market's demand for RAM continues to swell, manufacturer Micron is axing its consumer brand Crucial in order to supply it.

Windows Central

The RAM crisis is just getting started: Micron makes the 'difficult decision' to abandon the consumer memory business to focus on supplying AI data centers

Micron's Crucial brand will no longer offer DDR for PC users starting in February 2026.

Micron is killing Crucial SSDs and memory in AI pivot — company refocuses on HBM and enterprise customers

After 29 years, Micron decided to wind down its Crucial consumer business amid switching resources to HBM memory and enterprise-grade hardware.

Tom’s Hardware

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How Micron Stock Could Be an Even Bigger Winner Than GOOGL from a Google-Meta Deal

How Micron Stock Could Be an Even Bigger Winner Than GOOGL from a Google-Meta Deal

Micron's shares look poised to boom over the longer term as the AI revolution continues.

These Are the Hottest Upgrades From the Q3 Reporting Cycle

These Are the Hottest Upgrades From the Q3 Reporting Cycle

Analysts are upgrading and lifting price targets for critical tech players and AI infrastructure providers, setting a high bar for 2026 price action.

The RAM pricing crisis has only just started, Team Group GM warns — says problem will get worse in 2026 as DRAM and NAND prices double in one month

The RAM pricing crisis has only just started, Team Group GM warns — says problem will get worse in 2026 as DRAM and NAND prices double in one month

The diversion of DRAM capacity into HBM for AI has already doubled memory prices, pushed DDR5 above $27 per 16 Gb, and, according to Gerry Chen of TeamGroup, will leave the market short through at least 2027–2028 as new fabs come too late to relieve supply.

Tom’s Hardware

Micron's $338 Target: The AI Memory Supercycle Is Just Starting

Micron's $338 Target: The AI Memory Supercycle Is Just Starting

The AI memory supercycle creates supply shortages and pricing power, fueling Micron’s record profits and providing a clear, multi-year runway for growth.

Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates

Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates

Micron is preparing a major expansion of its Hiroshima operations to build a dedicated high-bandwidth memory facility, according to a report by Nikkei Asia.

Tom’s Hardware

Micron Technology Stock: Is MU Outperforming the Technology Sector?

Micron Technology Stock: Is MU Outperforming the Technology Sector?

Having outperformed the broader technology sector over the past year, Micron Technology continues to attract a bullish outlook from analysts, who remain confident in its growth potential.

Micron’s Monster 161% YTD Rally Isn’t a Reason to Sell

Micron’s Monster 161% YTD Rally Isn’t a Reason to Sell

Micron is witnessing strong demand for its highest-value products, especially in the data center end market. Tight supply will drive pricing and margins.

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Windows Central

Epic CEO: "RAM price increases will be a real problem" — as OpenAI et al. blow up RAM prices, threatening affordability of everything from Xbox to TVs and laptops

Microsoft, OpenAI, and other artificial intelligence proponents are using tax payer subsidies to blow up the price of RAM, and by extension, practically all consumer tech.

He went from teenage cabinet member to Congress - Roll Call

For Russ Fulcher, a week in mock government made a world of difference. "It was a life-changer for me,” the Idaho Republican says.

Micron Stock Jumped 24% in a Month: Should You Buy, Sell, or Hold MU?

The tightening supply conditions in the memory market have led to increased pricing across the board, providing Micron with a meaningful runway for revenue and margin growth.

Micron, Nvidia, Apple Among Q3's 'Hot List' As Hedge Funds Load Up On Tech All Over Again

If you want to know where hedge funds pointed their biggest third-quarter bets within the tech sector, the 13F Heat Map just handed over a cheat sheet — and it's basically a semiconductor roll call.

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If You Wait for the Dip, Micron Technology Could Leave You Behind

Micron Technology is in the early stages of a significant demand boom and DRAM supercycle driven by AI and a shortage of capable memory.

OpenAI May Be Exciting, But Real Money In AI Is In These Stocks, Says I/O Fund's Beth Kindig

While OpenAI may be the “straw that stirs the AI drink” and dominates daily headlines, investors should focus on the “picks and shovels” of the artificial intelligence boom, according to Beth Kindig, lead tech analyst at I/O Fund.

Tom’s Hardware

Micron says New York chipmaking fabs still on track according to its latest timelines — accelerates second fab in Idaho and reallocates CHIPS Act funding (Updated)

Micron’s latest Environmental Impact Statement confirms that its New York DRAM fab complex remains on schedule, with Fab 1 construction beginning in late 2026 and production expected around 2030, even as the company reallocates part of its CHIPS Act funding to accelerate its Idaho facilities in a broader U.S. manufacturing…

Nvidia, AMD Lead Semiconductor Rally After Taiwan Semiconductor's Strong October Sales

Semiconductor stocks including Nvidia Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology Inc. (NASDAQ:MRVL), Super Micro Computer Inc. (NASDAQ:SMCI), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM) and ON Semiconductor Corp. (NASDAQ:ON) advanced on Monday as investors responded to strong sector fundamentals and accelerating artificial intelligence…

A rumour that Nvidia will cancel the RTX 50 Super cards because of RAM is almost certainly nonsense but everything won't be fine, either

Let's go to the Winchester, have a nice cold pint, and wait for this all to blow over.

Follow the Money: 3 Stocks With High Institutional Ownership

Professional investors have access to superior research and loads of data. While everyday investors don't, they can track institutional ownership for insights.

Samsung and other memory manufacturers reportedly leave DDR5 buyers hanging as prices expected to surge 30–50% every quarter from the end of 2025 through the first half of 2026

The biggest rise in recent memory.

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