Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.
Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.
Workers in the building 51 fab clean room at Micron Technology Inc. headquarters in Boise, Idaho, US, on Monday, June 10, 2024. The US announced in April its plans to award Micron Technology Inc. $6.1 billion in grants and as much as $7.5 billion in loans to help the memory-chip maker build new American factories, rounding out a slew of major federal awards for advanced semiconductor manufacturing. Photographer: Kyle Green/Bloomberg
The breakneck surge in memory-chip stocks is intensifying, sending the market capitalizations of SK Hynix Inc. and Micron Technology Inc. above $1 trillion for the first time, as investors bet the AI boom will lead to a sustained revaluation of the industry.
The breakneck surge in memory-chip stocks is intensifying, sending the market capitalizations of SK Hynix Inc. and Micron Technology Inc. above $1 trillion for the first time, as investors bet the AI boom will lead to a sustained revaluation of the industry.
A top-performing technology fund plans to own SK Hynix Inc.’s shares, betting that tighter supply will further benefit the South Korean AI memory chipmaker after a 1,000% rally in the past year.
A top-performing technology fund plans to own SK Hynix Inc.’s shares, betting that tighter supply will further benefit the South Korean AI memory chipmaker after a 1,000% rally in the past year.
Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.
Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.
Micron Technology Inc.’s incredible rally this year has launched the memory-chip firm into an elite group of stocks worth at least $1 trillion, setting at least one record along the way.
Micron Technology Inc.’s incredible rally this year has launched the memory-chip firm into an elite group of stocks worth at least $1 trillion, setting at least one record along the way.
The Micron Technology offices in San Jose, California. Photographer: David Paul Morris/Bloomberg
Login
