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Bank of America issued a Buy rating on SK hynix, noting severe memory supply shortages and strong demand for high-end applications. While low-end PCs and smartphones face memory de-specing, high-end …
Nvidia reported strong earnings and guidance, confirming robust AI demand. However, persistent memory shortages present a supply constraint, which is bullish for memory suppliers like Samsung and SK …
Memory stocks (SK Hynix, SanDisk, Micron) surged 6-8% on Temasek's AI-semiconductor investment plans and Micron's warning that 2027 supply will be even tighter, signaling a structural AI-driven short…
Sandisk (SNDK) stock fell ~49% from highs despite 372% revenue growth, due to weaker-than-expected guidance. Memory shortage persists long-term, but investor concerns about slowdown and overreaction …
Apple beat Q3 estimates but guided soft on margins and revenue growth, citing memory costs and chip shortages, sending shares down 7-8%. Nvidia also slid amid financing risk concerns despite dominant…
Apple is testing memory chips from China's CXMT for iPhones and MacBooks to address AI-driven component shortages, per WSJ. Talks focus on China-sold devices, potentially easing supply constraints.
Apple is reportedly evaluating China's CXMT for memory chips to diversify supply amid an AI-driven memory shortage raising costs. Deal faces political, regulatory and capacity hurdles, with limited n…
Apple shares fell 10% despite record EPS and revenue beat, as memory chip shortages squeeze margins and Q4 guidance missed expectations. Strong iPhone demand offset by rising DRAM/NAND costs and slow…
Apple stock fell 10% despite record EPS due to services revenue miss and weak Q4 guidance (9-11% vs 12% expected), driven by DRAM/NAND memory shortage raising costs. Long-term outlook remains healthy.
Cook's final earnings call revealed a '100-year flood' in memory pricing squeezing Apple's margins, with iPhone 18 DRAM costs up 272%. Q3 beat estimates but Q4 guidance disappointed, sending shares l…
SK Hynix (not a tracked symbol) stock surges on memory shortage optimism, with EPS forecasts implying a possible $1,000 price target by end of 2027 amid AI-driven DRAM/NAND demand.
Alphabet raised 2026 CapEx guidance to $195-205B, boosting memory and chip suppliers like Micron and Nvidia, but GOOGL fell 2.3% overnight as negative free cash flow overshadowed strong Q2 sales and …
Micron's AI-driven HBM demand surges, margins hit 83%, BofA sets $1,550 target. Reflects broader AI memory shortage benefiting chip ecosystem including NVIDIA, AMD, and Broadcom.