AI Market Movers · GPUs, accelerators & foundries
Micron
MU
Micron makes HBM, the memory stacked on training GPUs. In this cycle, memory is the other scarce chip.
- Site
- micron.com
- Product
- HBM
In the Daily
· Morning Brief
The tape heard the slowdownAI stocks sold off as Altman, Amodei, and Musk backed pacing the frontier — plus Congress still cannot agree who drives, and Watch.
· Morning Brief
The fluids problem just blew upOpenAI claims a Millennium Prize breakthrough, Samsung deepens chip ties, and Anthropic’s safety team is openly scared.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.
· Closing Time
Closing Time: The chatbot opened a storefrontChatGPT started selling ads at scale, Nvidia bought the custom-chip hallway, the Pentagon logged in, and the financial-stability watchdog named the next crash risk.
· Closing Time
Closing Time: The model ran on Chinese chipsZ.ai served GLM-5.3-Flash on home-grown silicon. Labs asked for a cyber shield. Indiana broke ground on HBM packaging.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.