Alphabet stock dropped roughly 10% on June 22 as investors balked at a $180 billion AI capex program with no clear FCF ...

Netlist (NLST) is back in the kind of fight that can move a stock fast. The company just opened fresh legal fronts against ...

Memory stocks got hammered this week after Google dropped a research paper that has investors questioning the entire thesis for the AI-driven memory bull run. Alphabet's ((GOOGL Quick Quote GOOGL - ...

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Generative AI requires a ton of memory capacity. As models are trained on more and more information, accessing some of the training data or previous conversations requires a ton of memory capacity.