You don't need to know all 200+ AWS services to build AI products. You need these 5. Here's the complete beginner's guide to ...

Over the past 10 months, memory chip stocks have gone from being solid beneficiaries of the AI boom to capturing a massively outsized piece of the return pie. The inflection in Micron Technology’s (MU ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. OpenAI said it has resolved issues that caused some users of its coding agent, Codex, to hit usage ...

WSJ’s Jonathan Weil breaks down the historical performance of the semiconductor sector and what it says about current volatility in chip and tech stocks. Photo: Josh Loock It’s the metric giving Wall ...

The memory crunch that forced Apple to hike prices of its MacBooks and iPads has reportedly driven the company to look at a cheaper China alternative that some say could turn into a major competitor ...

CXMT signed multi-year contract to supply server DRAM chips Also in talks with other major Chinese internet companies Memory maker building a new Shanghai plant focused on DRAM Tencent deal comes ...

Micron, SK Hynix and Samsung still dominate for AI applications, says Silicon Valley investor Apple reportedly is seeking out a cheaper China alternative in face of memory-cost pressures that caused ...

Jeremy Grantham, known for his frequent warnings about the stock market, is a big investor in the tech industry through his venture-capital holdings. Jeremy Grantham, the 87-year-old co-founder of ...

Micron, the Boise, Idaho-based memory chip maker, has captured Wall Street’s heart. Whether the love affair endures will heavily depend on how long the AI-driven supply crunch for memory chips lasts.

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday’s selloff is putting a damper on that momentum. Shares of Lumentum LITE and Coherent COHR were down ...

Micron Technology, Inc. (MU) is a name I have continued to be wrong on. While bears scream bubble, I’m not sure that’s quite the right word to describe what is more like a bubbly hurricane. MU is now ...