Trump's Tariffs Were Built to Close the Trade Gap. The AI Buildout Is Keeping It Open
The July goods gap widened to $118.8B as capital goods imports hit a record $140.1B and Korean chip shipments to the US surged 68.7%
Read original at benzingaStocks · News reference
Why Micron, Sandisk, and SK Hynix Are Surging—And How to Play It
Memory stocks rise as AI demand drives chip shortages. Morgan Stanley sees a multi-year tailwind for top memory makers.
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Read original at zacks-investment-researchNvidia Stock Soars After Q2 Earnings: Is NVDA Still a Buy?
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Read original at zacks-investment-research