The AI supercycle isn't just holding steady — it's getting a massive second wind. In a new note to clients, Morgan Stanley research analyst Shane Brett raised his forecast for semiconductor capital ...
Philippe Laffont is looking beyond the big chipmakers to find opportunities in artificial intelligence. These three companies all provide essential tools and services supporting the AI boom. Philippe ...
Micron’s hulking worksite warps the scale of every building in Southeast Boise. Spired with cranes and framed in steel, its rising semiconductor factory defies all local proportions, both in its size ...
Micron’s memory-chip demand fuels record revenue and stock surge. Company plans about $200B domestic spend to boost U.S. DRAM capacity. Expansion spurs jobs, suppliers and shifts in Boise, Idaho, real ...
Norfolk’s long-running Fourth of July tradition is aiming higher than ever in 2026. Big Bang Boom will celebrate its 50th anniversary this summer, coinciding with the nation’s 250th birthday.
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