Nvidia’s revenue-share program increases the number of AI training/inference runs, which lifts demand for high-bandwidth memory and DRAM used in AI data centers. That’s the cleanest “AI compute → ...
GF Securities says Nvidia may cut AI server memory specs to curb soaring LPDDR5X costs, boosting shipments into 4Q26—get the ...
Memory stocks are surging as AI fuels HBM/DRAM/NAND shortages and pricing power at Micron, Samsung, SK Hynix. Click for more.
Apple's fall announcements will include the iPhone 18 Pro and iPhone Ultra. Here's what to expect from the chip that will ...
AMD Advancing AI 2026 keynote on July 23 arrives as Cantor Fitzgerald raised AMD’s price target to $700 today. AMD Helios packs 31 TB of HBM4 memory versus Vera Rubin’s 20.7 TB — but trails Nvidia on ...
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