In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA), Arm Holdings (NASDAQ: ARM), ASML (NASDAQ: ...
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Shares of Micron (NASDAQ:MU) are down about 3.5% on the day. About This Article  Shares of Micron are down about $4.50 on the ...
Looking for the next big thing in AI and tech stocks? Check out why one supporting player might be a better pick than the ...
Shares of memory chips maker Micron (NYSE:MU) fell 5.3% in the morning session after peer, SK Hynix, raised concerns about ...
Despite news of a new artificial intelligence (AI) initiative from the Trump administration, Micron shares were hurt by its ...
In this video, I will talk about SK Hynix's latest earnings report and how it affects companies like Micron ( MU -5.06%) and Nvidia. Watch the short video to learn more, consider subscribing, and ...
Risks include the cyclical nature of the semiconductor market and potential AI CapEx overbuild, but current valuations ...
My bearish view on Micron has been ill-timed, as the stock has rallied hard since, prompting me to revisit my views. Explore ...
In today's video, I discuss Taiwan Semiconductor Manufacturing (NYSE: TSM) and recent updates impacting the semiconductor industry. To learn more, check out the short video, consider subscribing ...
Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.