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Jim Cramer recommends buying Micron (MU) stock, alongside Seagate, Western Digital, and Sandisk, citing unprecedented AI-driven demand for memory chips. While acknowledging the historically cyclical …
Jensen Investment Management's Q2 2026 letter discusses new CTAS purchase, noting AI/semiconductor rally outperformed quality stocks. S&P 500 posted strongest quarter in six years, driven by eased Ir…
The U.S. tech sector faces turmoil as AI-driven divergence grows; Microsoft suffers from investor concerns over heavy AI spending while Meta's AI investments elicit mixed market reactions, signaling …