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1.
Here's a rapid-fire update on our 32-stock portfolio, including Cramer's 5 favorites to buy (cnbc.com)
2.
An inside look at SK Hynix $720 billion AI-fueled buildout that's taking over South Korea (cnbc.com)
3.
We're encouraged by Wednesday's benign inflation data and strong neocloud earnings (cnbc.com)
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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)
5.
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)
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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)
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Jim Cramer says this hedge fund's blowup reveals the hidden risks of leverage (cnbc.com)
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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)
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Planning to buy a new phone? Samsung says the RAM crisis is only getting worse (androidauthority.com)
13.
CipherX applies painless permanent tattoos with dissolving microneedle patches (news.ycombinator.com)
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State of play: SSD pricing one year into the AI component crisis — 220% price increases are crippling the DIY market (tomshardware.com)
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Chip stocks down: Micron, Sandisk, Intel shares get hammered as AI uncertainty infects global markets (feeds.feedburner.com)
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Apple ends day as world's most valuable company, passing Nvidia (cnbc.com)
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CXMT stock soars in China IPO as investors pile into the memory boom (feeds.feedburner.com)
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Chinese RAM company CXMT makes a $484 billion stock market debut (theverge.com)
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Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three (tomshardware.com)
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Report: Apple and Micron clash before Trump over Chinese memory chips (9to5mac.com)
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Trump Caught Between Apple and Micron in Fight Over Chinese Chips (feeds.content.dowjones.io)
22.
This applicator claims to do away with the worst part of getting tattoos (feeds.feedburner.com)
23.
Jim Cramer says this old-school investing concept still wins — even in the AI boom (cnbc.com)
24.
AI-driven memory crunch jolts India’s smartphone market (techcrunch.com)
25.
Chinese memory maker CXMT's output has grown from 40,000 to 720,000 wafers in a few years, and it's closing in on Micron (techspot.com)
26.
SoftBank sinks over 9% as Asia chip stocks track Wall Street AI sell-off (cnbc.com)
27.
Micron commits $500 million to GlobalWafers' Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the US by 2035 (tomshardware.com)
28.
Micron lifts U.S. spending to $250 billion — company takes $500 million position in America's only 300 mm wafer plant (tomshardware.com)
29.
Will SK Hynix’s Wall Street debut narrow its 'Korea discount'? (cnbc.com)
30.
Micron shares rise almost 5% after company announces billions more in U.S. chipmaking investments (cnbc.com)
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