The sector, which was battered this week by new details of Google’s TurboQuant algorithm, is holding up better on Friday.

Unlike earlier this week, markets are attuned to facts on the ground, troop movements, and the continued closure of the strait.

The Nasdaq joins the Russell 2000, which slipped into a correction last week.

Sometimes there’s only one story in the markets. This is one of those times.

Will this blog post mark the end of the memory stock boom?

One of the banner names in the space, Lumentum, just hit an all-time high, up 44% off the post-war low that happened just 19 days…

The AI build-out is going to take a lot more chips.

Shares are up more than 300% over the last 12 months.

Investors are betting the great AI buildout continues, headlines be damned.

This bureaucratic designation signals a long-term budgetary commitment to the technology.