The AI Memory Crunch Is Creating Winners and Losers. Here Are the Stocks to Buy
Micron publicly stated the company is “sold out” of memory for all of 2026. Western Digital recently authorized a $4 billion stock buyback.
Micron publicly stated the company is “sold out” of memory for all of 2026. Western Digital recently authorized a $4 billion stock buyback.
Artificial intelligence remains the defining investment theme of this cycle, and few developments reinforce that view more clearly than the latest …
Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.
New NATO commitments are pushing European defense spending up. Hostilities in the Middle East are expected to push new spending in the region.
Marijuana stocks are still facing a battle in the stock market.
Nvidia and Broadcom are each vying for AI computing unit market share. Taiwan Semiconductor fabricates most chips used in AI.
Micron is benefiting from the need for high-bandwidth memory. Sandisk is a pure-play way to play the shortage in flash memory created by AI.
I downgrade iShares MSCI USA Momentum Factor ETF to hold as momentum underperforms and technicals deteriorate.
AI has become a prominent investment cycle and is no longer just hype. Nvidia is the crucial enabler of the global AI infrastructure build-out.
TMC is aiming to harvest rocks containing critical metals from the seabed of the Pacific Ocean.