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GPU shortage

2 articles
The Motley FoolThe Motley Fool··Adam Spatacco

Micron Surges 300% on AI Chip Boom, but Falls Short of Nvidia's Moat

Micron stock soared 300% over a year amid surging HBM chip demand. While poised for growth, structural weaknesses limit its potential to match Nvidia's dominance.
NVDAMETAMSFTMUAMZN+2data center buildoutAI infrastructure
The Motley FoolThe Motley Fool··Geoffrey Seiler

CoreWeave Stock Plunges Despite 110% Revenue Surge—Capex Concerns Weigh

CoreWeave's stock fell despite 110% Q4 revenue growth and $66.8B backlog, as $30-35B 2026 capex spending and debt concerns overshadow near-term guidance miss.
NVDAMSFTAMZNGOOGGOOGL+1capital expenditurecloud computing