Meet The Nvidia HALO Trade: 6 Stocks That May Rise Every Time Jensen Huang Scales AI

These 6 stocks are emerging as the "Nvidia Halo Trade" as AI demand boosts spending on memory, packaging, cooling and servers.

Assessing Micron Technology's Performance Against Competitors In Semiconductors & Semiconductor Equipment Industry

Michael Burry's Chip Short Just Got Wilder: SOXX Went From 43% Above Trend To 60%

SOXX trades 60% above its 200-day average — a record since 2001. Nine chip stocks are even more stretched. Burry's puts now look early.

S&P 500, Nasdaq 100 Smash Records As AMD Jumps 16% On AI Hype: Stock Market Today

U.S. stocks hit records as Trump's Iran memo sinks oil 6%, AMD soars 17% on data-center beat.

Is Semi Mania Leading To A 2000-Style Crash? US-Iran Proposal Lifts Market, Pressures Oil

Semiconductor Mania Grows

SanDisk Back In The Spotlight As $42B In AI Deals Drive Stock Higher

SanDisk benefits from rising AI memory demand, long-term supply deals and strong analyst optimism around future growth.

Forget Nvidia, This 9-Stock Memory ETF Just Rallied Over 70% In A Month

Roundhill's DRAM ETF rallied 70% in one month and crossed $2.5B in inflows. CEO Dave Mazza explains the structural memory thesis.

You Just Missed The SanDisk And Micron Memory Trade: These 10 Stocks Could Ride The Next AI Wave

Memory is yesterday's trade. Liquid cooling is the next AI backlog story — Carrier orders up 500%, Trane lead times doubled. Here are 10 stocks.

Stock Market Today: S&P 500, Dow, Nasdaq Futures Rise As Trump Pauses 'Project Freedom'— Super Micro Computer, AMD, Intel In Focus (UPDATED)

(Editor’s note: The future prices of benchmark tracking ETFs, and the headline, the lede and the economic were updated in the story.)

Micron Stock Climbs On Cramer's Bullish Take: AI Storage Demand Secular, Not Cyclical

Micron (MU) stock pushes past $674 in premarket trading. Discover why CNBC's Jim Cramer believes the AI storage boom is a structural shift, and why analysts are targeting $1,000.