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Tag: Memory chips

Why AI Stocks Got Hammered Wednesday

Avatar photo Bob Byrne on October 15, 2026

CoreWeave (CRWV)

Three things went wrong at once.

Here’s Why the Simple Explanation for the Chip Selloff Makes No Sense

Avatar photo Alex Frew McMillan on October 13, 2026

CXMT

Chip stocks have sold down hard in the last couple of days. While Chinese competition is often cited as the motive, that’s a simplification that doesn’t add up.

Meet the Chips Behind Every AI Answer

Avatar photo Bob Byrne on September 29, 2026

Chatbot

You asked AI a question. These are the companies and chips that went to work.

Will the World’s Most Successful Stock List U.S. Shares?

Avatar photo Alex Frew McMillan on September 15, 2026

Kioxia

This Japanese chipmaker, which has produced world-leading stock performance since its debut in late 2024, would be following the example of Hynix in seeking a U.S. listing.

Asia’s Response to ‘Nvidia Effect’ May Surprise You

Avatar photo Alex Frew McMillan on August 27, 2026

TSMC chip

It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.

Korean Flash Crash Shows Perils of Out-of-Hours Trading

Avatar photo Alex Frew McMillan on August 6, 2026

SK Hynix

A single sale of 11 shares caused a maximum 30% selldown in Korean heavyweight SK Hynix. Here’s why volatility is so severe during the Asian trading day.

Buying More Sandisk After Outstanding Results

Avatar photo Stephen Guilfoyle on August 6, 2026

SanDisk (SNDK)

The memory and storage firm has an excellent balance sheet.

Is China Really to Blame for the Chip-Driven Tech Wreck?

Avatar photo Alex Frew McMillan on July 28, 2026

AI, tech stocks

Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?

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