AI Memory Crunch Is About to Hit ‘10 Out of 10’ Craziness

SCHD ETF Officially Becomes Biggest Dividend Fund as Price and Inflows Jump

The SCHD ETF has officially become the biggest dividend ETF after overtaking VIG, helped by its strong inflows and price performance.

Why ASML Holding Stock Bumped 4% Higher Today

ASML Holding stock rose 4% following a bullish analyst report from Lynx Equity Strategies on memory chipmakers Micron Technology and Sandisk. The report cited strong prospects for these chipmakers as they ramp up production to meet AI-driven demand for computing power. ASML, which supplies essential lithography systems to chipmakers, is positioned to benefit from this industry expansion.

Jensen Huang Said This Word Exactly 1 Time During Nvidia's Earnings Call, and That Was Enough to Put Artificial Intelligence (AI) Bubble Fears to Rest

Nvidia CEO Jensen Huang's single use of the word 'visibility' during earnings signals the company's unprecedented insight into AI infrastructure demand across land, power, and supply chains. With top hyperscalers expected to spend $800 billion on capex in 2026 and $1.3 trillion in 2027, Nvidia's 70% revenue growth guidance and strategic equity stakes in networking and optical companies position it as the architect of AI factories rather than just a chip vendor, suggesting secular demand rather than a bubble.

The Nasdaq, S&P 500, and Dow All Fell Slightly Friday. The Jobs Report Wasn't Really Why.

Major U.S. stock indexes fell modestly on Friday despite a stronger-than-expected August jobs report showing 162,000 payroll additions versus consensus of 53,000. The strong jobs data raised Fed rate hike odds to 60% for the September meeting, causing short-term Treasury yields to spike. Apple weighed on the market due to production issues with foldable devices, while Tesla dropped 6% following disappointing early reviews of its Cybercab service. Micron Technology surged on plans to double AI memory chip production by 2027.

Shares of memory and storage-related stocks are trading higher as yields flatten, and the global NAND market grew 70% quarter over quarter. Peers: Micron, Sandisk and SK Hynix own part of the global NAND market.

South Korea Lands $2 Billion From 4 US Companies as Trump Turns Up Pressure on Foreign Chipmakers: GLW, APD, ACLS Among Stocks in Focus

Four U.S. companies filed investment reports totaling $2 billion for projects in South Korea's semiconductor and clean energy sectors.