The robust pace of Alphabet’s spending is a positive signal for its vendors and partners, particularly chipmakers.
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MU, SNDK, WDC Stocks Rise Sharply For Second Day: Retail Feels Memory Pullback Is Over
The stocks were the top three gainers in the S&P 500 on Tuesday.
Stocktwits
MU, SNDK, STX, WDC: Beaten-Down Memory Stocks Extend AI Rebound Ahead Of Tech Earnings
The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.
Stocktwits
MU, SNDK Shake Off 3-Day Memory Slump: Retail Says Demand Narrative Is Intact
The rebound follows weeks of heavy selling in high-flying memory stocks and the broader semiconductor sector.
Stocktwits
AI-Driven Chip Rally Hits a Speed Bump: Buy the Dip in ETFs?
AI chip stocks hit a sharp correction, but strong earnings and AI demand suggest the pullback may be a dip-buying opportunity for semiconductor ETFs.