Buy Micron and This Other Chip Stock. There Are ‘Intensifying Shortages.’

Morgan Stanley analyst Joseph Moore says reports that supplies of memory are tightening point to “very strong earnings.” ...

Alphabet’s stock rises as possible Meta chip deal highlights new twist in the AI trade

Meta reportedly is considering using Alphabet’s custom chips for its data centers. Nvidia and AMD shares are falling on the ...

Alphabet Stocks Hits New Highs As Meta Mulls Deploying Google AI Chips In Data Centers

Alphabet shares are hitting new highs in Monday's after-hours session following reports that Meta could use its AI chips for ...

Stock Market Today: Nasdaq Rises More Than 2%; Google, Chip Stocks Rally

Follow along for live updates on the Dow, S&P 500, Nasdaq and other markets.

The Real AI Battle Isn't in Chips -- It's in Compute Efficiency. Here's the Stock Positioned to Win.

The Real AI Battle Isn't in Chips -- It's in Compute Efficiency. Here's the Stock Positioned to Win. The company's structural ...