Bernstein Loves This 1 Lesser-Known Chip Stock for 2026 Bernstein named Applied Materials as one of its top five chip stock picks. Barchart · Jan 13
'DRAM shortages could persist for quite some time now': Micron on RAM crisis lasting until 2028 with high AI demand, 'we are still servicing the consumer market' Micron VP Christopher Moore explains the ongoing RAM crisis and how memory shortages could persist until 2028 in light of high AI demand, but the company is 'still servicing the consumer market.' Tom’s Guide · Jan 13
Jeff Bezos said the quiet part out loud — hopes that you'll give up your PC to rent one from the cloud Amazon's Jeff Bezos once revealed how he thinks of local PC hardware as antiquated, ready to be replaced by cloud options. Will DRAM prices make it come true? Windows Central · Jan 13
In a bid to meet the memory supply crisis head on, SK Hynix announces it will invest nearly $13 billion into fresh AI packaging facility But shortages still won't be alleviated any time soon. PC Gamer · Jan 13
Micron says it's not to blame for its high memory prices: 'There's just not enough supply to go around' I can't say I disagree, really. The problem is AI. PC Gamer · Jan 12
Micron addresses Crucial exit backlash: 'We are trying to help consumers around the world' — company warns that DRAM drought could last until at least 2028 Micron has responded to criticism over its decision to exit the consumer memory business and warns that shortages may last until 2028. Tom’s Hardware · Jan 12
Micron announces a QLC SSD just weeks after killing its beloved Crucial brand — the 3610 is a basic Gen5 SSD that's somehow faster than Gen4 TLC Micron 3610 PCIe Gen5 NVMe SSD offers high-speed QLC storage, low latency, AI readiness, compact form, and strong endurance. TechRadar · Jan 11
Micron isn't done with consumer SSDs after all, unveiling a PCIe 5.0 QLC drive that should be both affordable *and* fast QLC, not QVC. PC Gamer · Jan 7
CES 2026 Day 1: Lenovo debuts wild rollable OLED laptop concepts, Asus laptops galore, PCIe 5.0 SSDs stretch into the value market CES 2026 is in full swing with a flood of announcements from key players in the tech industry Tom’s Hardware · Jan 7
Micron announces 3610 SSD, the industry-first PCIe 5.0 QLC SSD available to OEMs — offers 4TB storage in a tiny single-sided M.2 2230 and 11,000 MB/s of performance Micron just announced the 3610 SSD, which is the first QLC chip to be offered in a compact single-sided M.2 2230 form factor. Tom’s Hardware · Jan 6
5 Stocks Wall Street Repriced Higher Heading Into 2026 Bullish analyst trends were continued in Q4 as upgrades and revisions provided support and lift for critical tech stocks; double-digit upsides forecast for 2026 MarketBeat · Jan 6
The S&P 500's Top-Performing Sectors: 3 Lead the Pack in 2025 The S&P 500 put up a strong performance in 2025. These sectors delivered the highest returns, all benefiting from the year's most prevalent investment theme. MarketBeat · Jan 5
3 AI Stocks That Crushed Nvidia’s 2025 Returns and Still Look Attractive Despite Nvidia’s dominance, it wasn’t the best-performing stock in the S&P 500. Barchart · Jan 5
These 3 Stocks Trade at Discounts the Market Won’t Ignore Forever With the S&P 500 trading at 26 times forward earnings, valuations are a concern entering 2026. Consider these 3 discounted stocks to insulate your portfolio. MarketBeat · Jan 5
Barchart · Jan 2 Micron Stock Just Moved Into Overbought Territory After Massive 2025 Run. Is It Too Late to Buy MU Shares? Micron shares rally as Bernstein’s senior analyst issues a positive note. Here’s why Stacy Rasgon believes MU shares will push higher in 2026.
MarketBeat · Jan 2 Find the Next NVIDIA With This Semiconductor ETF AI continues to drive tech gains. For investors searching for the next big semiconductor stock, a thematic ETF that provides broad exposure is a good bet.
MarketBeat · Dec 31, 2025 The 3 Stocks That Crushed the S&P 500 in 2025 SNDK, WDC, and MU dominated performance as shortages in NAND, HDD, and high-bandwidth memory collided with surging demand for AI infrastructure.
Barchart · Dec 31, 2025 Memory Stocks Could Dominate (Again) in 2026. Should You Buy Micron Stock Now? Memory stocks are on the rise again with high bandwidth memory demand.
Tom’s Hardware · Dec 31, 2025 Chinese memory maker CXMT prepares $4.2 billion USD IPO to take advantage of tight memory market — company lays out path to profitability as DRAM demand skyrockets worldwide Chinese memory maker CXMT prepares to file for IPO in Beijing, aiming to raise $4.2 billion USD in order to expand production and fund next-gen DRAM development.
MarketBeat · Dec 30, 2025 Micron Gains Momentum, Again—30% to 80% Upside in 2026 Micron is on track for robust stock price increases as HBM demand and pricing drive a ballooning revenue and earnings growth outlook.
International Business Times UK · Dec 30, 2025 PS6 Faces Release Delay as RAM Shortages Threaten Sony's Next Console Plans Sony's hardware roadmap faces fresh scrutiny as global supply chain pressures mount. Reports of critical component shortages have sparked discussions about a potential postponement for the next-gen console.
Barchart · Dec 29, 2025 Micron Stock Stole the Show in 2025. Options Data Says It Will Trade at These Levels in 2026. Micron stock outperformed its larger AI peer Nvidia in 2025 – and options data suggests MU shares will rally further over the next few months.
MarketBeat · Dec 29, 2025 5 Stocks Set to Start Strong in January and Lead Through 2026 AI bubbles are the talk of Wall Street despite evidence to the contrary. AI spending trends continue to grow, driving a robust outlook for critical stocks.
Barchart · Dec 29, 2025 Micron Technology Bear Put Spread Could Return 197% in this Down Move Micron Technology stock was a bearish candidate that came up on one of my screeners for being 96% above its 200-day moving average. Today, we’re going to look at a Bear Put spread trade that assumes Micron will experience a pullback from these overbought levels.
TechRadar · Dec 27, 2025 10 storage technologies that want to replace hard drives From enterprise flash to experimental archival media, these are ten technologies looking to replace traditional hard drives... one day.