AI memory demand supercycle pricing in decades of upside
Memory chip makers (MU, SNDK, WDC) are seeing margin expansion and price increases on AI data center demand. Analysts expect supply shortages to stretch for years, supporting a 'supercycle' narrative through 2027. Stocks surged ~30% in one week on this thesis, though extreme valuations raise sustainability questions.
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Nvidia Corp. shares rose on Thursday, extending a 20% rally over the past seven days as investors plow into the chipmakers profiting from a flood of investment spending on artificial intelligence.
1h ago - MarketWatchTrump discloses big buys of shares in Boeing and Nvidia as the companies look set to gain from his China trip
President Donald Trump has filed a disclosure showing massive buying and selling of U.S. stocks, index funds and other securities, including purchasing at least $1 million in shares of Boeing and Nvidia as those companies expect to score new business during his trip to China.
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.