TechInvesting

Intel Just Rejoined the Memory Race for the First Time Since the 1980s. Here's What Semiconductor ETF Holders Need to Know

Intel Just Rejoined the Memory Race for the First Time Since the 1980s. Here's What Semiconductor ETF Holders Need to Know

Taiwan, US and Japan Just Formed an AI Memory Alliance. Samsung, SK Hynix, and Micron Are the Target

Semiconductors

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Samsung Secures Exclusive NVIDIA Rubin Contract as HBM Shortage Deepens

Samsung Secures Exclusive NVIDIA Rubin Contract as HBM Shortage Deepens

All capacity sold out through 2026

AI

+11

Tesla Optimus vs. Figure 01: The $1 Trillion Humanoid Robot Bet

Tesla Optimus vs. Figure 01: The $1 Trillion Humanoid Robot Bet

Tesla's 3 Structural Advantages Stack Up

Optimus

+10