FOUND: 6 - What They Never Told You

Chipmakers Are Soaring After a Days-Long Rout. Micron, Lam And Sandisk Jump

Chip stocks are soaring on Thursday as they rebound from a days-long rout.

International Business Times · Jul 30

SanDisk Leads Memory Stock Rally — Here's What's Fueling the Bounce Back

Memory stocks are rallying Thursday, clawing back a chunk of Wednesday’s steep losses. Sandisk Corp. (NASDAQ:SNDK), Micron (NASDAQ:MU), Seagate (NASDAQ:STX), Western Digital (NASDAQ:WDC), SK Hynix Inc. (NASDAQ:SKHY) and the Roundhill Memory ETF (NASDAQ:DRAM) are all higher in early trading, reversing course after a sharp selloff a day earlier.

Benzinga · Jul 30

Why SK hynix Could Be the Best AI Chip Stock to Buy Now

SK hynix's Q2 revenue missed estimates, but analysts remain bullish on HBM demand, margin gains, and an NVIDIA deal, citing significant upside for the stock.

MarketBeat · Jul 29

State of play: SSD pricing one year into the AI component crisis — 220% price increases are crippling the DIY market

We look at the state of SSD pricing one year into the AI apocalypse.

Tom’s Hardware · Jul 29

SK Hynix Earnings Could Decide Whether Wall Street Has Misread The AI Memory Selloff

Since last month, when memory stocks hit their highs, SK Hynix Inc. (NASDAQ:SKHY) has plunged nearly 47%, and SanDisk Corp. (NASDAQ:SNDK) has lost more than 50%. Micron Technology Inc. (NASDAQ:MU) and Western Digital Corp. (NASDAQ:WDC) have each fallen roughly 33%.

Benzinga · Jul 28

Explained: The $400 million ASML 'printers' key for the AI chip boom

Advances in AI ​and a global buildout of data centres have led chipmakers to expand capacity rapidly. ASML supplies tools to TSMC, which makes chips for Nvidia, as well as to memory chip makers like SK Hynix, Samsung and Micron.

The Economic Times · Jul 28

Chips & Clips: Memory Tariffs Rewire Tech Supply Chains

Potential U.S. tariffs on Chinese memory chips could boost Micron's pricing power and margins, while Apple faces rising component costs that threaten its hardware margins and premium valuation.

MarketBeat · Jul 28

The AI Memory Trade Is Crumbling: SanDisk, Micron and Western Digital Extend Brutal Selloff

Just a month ago, memory was Wall Street’s favorite AI trade. Today, it has become one of the market’s biggest casualties.

Benzinga · Jul 28

One year into the AI-induced RAM apocalypse — how much does memory actually cost, and is there hope for a more affordable future?

We look at the state of the DIY RAM market over the last 12 months.

Tom’s Hardware · Jul 28

Micron, Nvidia, AMD on Watch as Asia's Chip Selloff Sends Warning to Wall Street

The chip-stock bloodbath that started in Seoul overnight is crossing the Pacific — and Wall Street’s premarket screens are flashing red.

Benzinga · Jul 28