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Micron’s Mega Move; Banks’ Clean Bill of Health; Wendy’s … Wow!

Avatar photo Stephen Guilfoyle on June 25, 2026

Micron blows away expectations, boosting storage trade; banks pass stress test, Lockheed locks up defense deal and, wow, Wendy’s!

Korea’s ‘Black Tuesday’ Spills Over to Memory Makers Worldwide

Avatar photo Alex Frew McMillan on June 23, 2026

SK Hynix Chips

This year’s top-performing stock markets are today’s heaviest decliners. How close to an end of the chipmaker and AI bull market do we stand?

Google Likes Intel. Nvidia Appears to as Well. And So Do I

Avatar photo Stephen Guilfoyle on June 9, 2026

Here’s how I’m going to handle this tech name as Alphabet and Nvidia reportedly eye INTC as backup to Taiwan Semiconductor.

Bionic Micron! Memory Stocks Surge; 10K Portfolio Blasts Off

Avatar photo Stephen Guilfoyle on May 27, 2026

Micron’s now a $1T market-cap stock; $10K Portfolio rockets up 25.7% since its start; memory basket names make big gains.

The Déjà Vu Trade, Memory Stocks Lapse, Cybersecurity Surge

Avatar photo Stephen Guilfoyle on May 19, 2026

Markets move yet again on Trump’s words on Iran, my plan as storage stocks stumble, and what I’m eyeing on the S&P’s chart.

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