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cyclical business

5 articles
The Motley FoolThe Motley Fool··Keithen Drury

Memory vs. Processing: Why Both Micron and Nvidia Deserve Your AI Portfolio

Micron surges 150% in six months amid chip shortage, while Nvidia leads long-term with 1,240% gains since 2023. Both essential to AI infrastructure.
NVDAMUvaluationAI stocks
The Motley FoolThe Motley Fool··Daniel Sparks

Memory Chip Boom Masks Cyclical Risk: Why $MU Stock Could Face 30-50% Decline

$MU reports stellar Q2 results with 196% revenue growth, but analysts warn stock faces 30-50% downside risk if memory cycle turns despite cheap 8x forward P/E valuation.
MUstock declineearnings guidance
The Motley FoolThe Motley Fool··Keithen Drury

Micron's AI Boom Masks Cyclical Risks as Memory Chip Demand Surges

Micron's quarterly revenue surges 76% to $23.9B amid AI data center demand, with $33.5B guidance. However, memory chip cyclicality poses risks for long-term investors.
MUsupply constraintsrevenue growth
The Motley FoolThe Motley Fool··Neil Patel

Upstart's Lost Decade: How $1,000 Became $214 in Five Years

$UPST investors lost 79% in five years despite 2025 revenue growth. AI innovation alone cannot overcome lending cycle dependency and profitability challenges.
UPSTfintechartificial intelligence
The Motley FoolThe Motley Fool··Eric Trie

GeoSphere Capital Bets on Offshore Drilling Recovery with Borr Investment

GeoSphere Capital invests $5.58 million in offshore driller Borr, betting on sector recovery as contract activity improves and utilization rates rise.
CCJBORRNESRcapital spendingoffshore drilling