Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand.

Being a Micron Technology (MU +1.93%) or Sandisk (SNDK +2.52%) shareholder was fantastic from Jan. 1 to June 30 this year.

Memory stocks rebounded on Monday after sliding last week amid concerns about the durability of AI spending and efforts by ...

Sandisk stock is still cyclical, but the end of this cycle looks a long way off.

For much of the AI boom, soaring memory prices have been viewed as an unqualified win for chipmakers like SK Hynix Inc. SKHY.

South Korean retail investors suffer heavy losses after Samsung and SK Hynix shares reverse sharply.

Microsoft to ramp AMD Helios™ at scale on Azure to power frontier model inference for Microsoft, its AI customers and Azure AI services. Azure will add two new VMs powered by 6th Gen AMD EPYC™ "Venice ...

AI deskilling could be quietly eroding our ability to write, code, think and make decisions as we become increasingly reliant ...

According to a CNBC report, Morgan Stanley analyst Joseph Moore said in a note on Monday the firm's preferred AI investments ...

Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...

As AI fuels unprecedented chip spending, the memory industry faces growing fears of repeating its boom-and-bust past.

AI-driven spending is boosting demand, adding to inflation concerns and fueling debate over whether the Federal Reserve may need higher interest rates.