Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 ...
Surging demand for artificial intelligence chips is straining global semiconductor supply chains Chipmakers are prioritizing ...
The change from current price to fair value is due to three key industry inefficiencies. The Wall Street models extrapolate ...
Nvidia is well known for its best-in-class graphics processing units (GPUs), chips used to speed up compute-intensive data ...
The chip giant says Vera Rubin will sharply cut the cost of training and running AI models, strengthening the appeal of its ...
The semiconductor maker is rolling out faster artificial-intelligence chips sooner than expected. The company’s newest AI ...
As memory stocks like Micron trade at a steep discount to the S&P 500, analysts debate whether a historic "bottleneck" in AI ...
Investors might be well served to look beyond semiconductor makers to take part in the AI boom — and more toward the ...
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Roundhill’s AI ETF Rips 45% Higher As The AI Buildout Continues In 2026
The Roundhill Generative AI & Technology ETF (NYSEARCA:CHAT) soared just over 45% in 2025, outpacing the S&P 500’s 17% gain ...
Samsung Electronics is expected to flag a 160% jump in its fourth-quarter operating profit spurred by a severe chip shortage ...
Both companies dominate their specific niches in the AI value chain.
Researchers have created a new kind of 3D computer chip that stacks memory and computing elements vertically, dramatically ...
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