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1.
Micron Unveils $10 Billion AI Memory Research Lab In Boise (slashdot.org)
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4 memory stocks are darlings of the AI boom. How they differ and why we own Micron (cnbc.com)
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Micron commits $10 billion to new US-based Research Labs — Boise hub to target post-DRAM and NAND technologies and packaging (tomshardware.com)
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DDR5 scalper bots now outnumber shoppers 10 to 1 — automated scraping hits listings every 6.5 seconds as 32GB kits surge from $72 to $392, DataDome researcher says (tomshardware.com)
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Micron announces $10B research hub in Boise (news.ycombinator.com)
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Micron CEO: AI has 'totally changed' the equation for the boom-and-bust memory industry (cnbc.com)
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Jim Cramer says there's an 'incredibly jarring gulf between stock prices and reality' (cnbc.com)
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How Micron's $50 billion Boise buildout is reshaping its hometown (cnbc.com)
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Jim Cramer says it’s not too late to own any one of these 4 soaring memory stocks (cnbc.com)
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France's court just blocked Macron's plan to ban kids from social media (techspot.com)
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France's top court strikes down social media ban for children under 15 (engadget.com)
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This U.S. university just launched a major in content creation, as critics question the ‘influencer’ degree (feeds.feedburner.com)
13.
Here's a rapid-fire update on our 32-stock portfolio, including Cramer's 5 favorites to buy (cnbc.com)
14.
The current state of PCIe 6.0 SSDs and controllers — Marvell, Phison, and SMI prepare controllers as drives finally come to market following years of delays (tomshardware.com)
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An inside look at SK Hynix $720 billion AI-fueled buildout that's taking over South Korea (cnbc.com)
16.
We're encouraged by Wednesday's benign inflation data and strong neocloud earnings (cnbc.com)
17.
Micron reportedly offers pennies on the dollar for Crucial RAM return, offers to reimburse original MSRP despite it being only 37% of market value — chipmaker later reverses course with a better solution (tomshardware.com)
18.
Micron reportedly offers pennies on the dollar for Crucial RAM return, only offers to reimburse original MSRP despite it being only 37% of market value — chipmaker later reverses course with a better solution (tomshardware.com)
19.
The Valley of Webhooks (news.ycombinator.com)
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Lawsuit claims Micron's $100 billion New York chip fab could discharge "forever chemicals" into the Oneida River (techspot.com)
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New Micron lawsuit reignites fight over New York fab — complaint alleges 'forever chemicals' will flow into Oneida River (tomshardware.com)
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Why memory chip stocks are rallying again: Micron and Sandisk surge as AI optimism returns (feeds.feedburner.com)
23.
The World Is Too Hot. El Niño Is Partly to Blame (wired.com)
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Jim Cramer says this hedge fund's blowup reveals the hidden risks of leverage (cnbc.com)
25.
AMD and Micron surge, Lam Research climbs 17% as chip stocks rip higher (cnbc.com)
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AMD and Micron surge, Lam Research climbs 20% as chip stocks rip higher (cnbc.com)
27.
Planning to buy a new phone? Samsung says the RAM crisis is only getting worse (androidauthority.com)
28.
CipherX applies painless permanent tattoos with dissolving microneedle patches (news.ycombinator.com)
29.
State of play: SSD pricing one year into the AI component crisis — 220% price increases are crippling the DIY market (tomshardware.com)
30.
Chip stocks down: Micron, Sandisk, Intel shares get hammered as AI uncertainty infects global markets (feeds.feedburner.com)
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