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Absolute Gestao de Investimentos Ltda.
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Situations
AI memory boom fuels chip growth, stock swings
85 clusters · 311 sources · last updated
Latest: Micron Technology stock dips as memory boom drives investor reshuffling
AI‑driven memory demand continues to dominate the semiconductor sector. Micron’s $250 billion U.S. fab plan, a six‑quarter backlog and full allocation of 2026 high‑bandwidth memory capacity underpin its outlook, while SK
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UniFirst Shares Reach 52‑Week High as Investors Add Stakes
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