Memory chip stocks have soared lately due to shortages related to AI. The subsector is highly cyclical. According to conventional metrics, Micron looks cheap at a forward P/E of 12. 10 stocks we like ...

Big Tech's 2026 capex guidance — led by AMZN, GOOGL, META — signals another aggressive investment cycle, driving bullish prospects for semiconductors. Memory remains in a super cycle: HBM demand is ...

This year, there won't be enough memory to meet worldwide demand because powerful AI chips made by the likes of Nvidia, AMD and Google need so much of it. Prices for computer memory, or RAM, are ...

Micron Technology is benefiting from surging DRAM demand and prices, and is looking to lock in longer-term contracts. Sandisk is the best pure play for the NAND cycle and has a big new opportunity ...