Sandisk is a pure-play NAND stock, and NAND has historically been more cyclical than DRAM, the other major memory category.

Based on Meta Platforms' growth rate, its stock is looking cheap.

Later in April, Aehr announced that it had received a $41 million contract from a major hyperscaler client, boosting its ...

The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in ...

Cerebras has seen tremendous demand for its IPO, leading it to raise its target price. The company's backlog indicates a ton of growth is on the horizon. The business faces significantly more risks ...

Broadcom is set to see explosive growth with its custom AI chip solutions. Micron is set to continue to ride the memory wave for a long time. The first wave of artificial intelligence (AI) undoubtedly ...

In the logic chip world, there is no bigger manufacturer than Taiwan Semiconductor ( TSM +0.65%). In the memory world, it's a ...

Two chip designers are pulling hard on the AI build-out, but one looks like a far more dependable long-term bet.

Alphabet is also benefiting from the SpaceX IPO thanks to the increased hype around aerospace stocks. It holds substantial ...

One billionaire fund manager is sounding the alarm on a potential market correction -- and history points to one stock that ...

Integer operates in a limited but profitable niche, and it tends to post top-line growth and high net margins. It's a ...

Nvidia ( NVDA +2.33%), Taiwan Semiconductor Manufacturing ( TSM +0.65%) (TSMC), and Amazon ( AMZN +1.61%) are great examples.