David Engle, Author at MarketWise

Memory Capacity Is Sold Out Through 2027. Why Have Micron, SK Hynix, and Samsung Shares Tumbled?

Micron, Samsung, and SK Hynix memory are sold out through 2027, yet the stocks have dropped by double digits over the past month or so. Here's why.

By David Engle | August 7, 2026

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Big Tech Earnings: The AI Boom’s Biggest Winners and Losers

Recent Big Tech earnings revealed a clear trend: Investors are rewarding companies that successfully monetize AI today. See why Alphabet, Microsoft, and Amazon outperformed Meta, Apple, and Tesla.

By David Engle | August 6, 2026

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Bloom Energy’s Recent Mega Sell-Off Could Be a Buying Opportunity After a Blowout Earnings Report

Bloom Energy crushed second-quarter earnings, raised guidance, and is benefiting from booming AI data-center demand. Here's whether the stock looks like a buying opportunity despite recent risks.

By David Engle | July 31, 2026

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Meta’s ‘Clean Energy’ Exit Signals These AI-Power Stocks Could Surge on Demand Boom

Meta has exited the RE100 renewable energy initiative as AI data centers drive demand for reliable power. Learn why natural gas stocks could see explosive growth from Big Tech's energy shift.

By David Engle | July 30, 2026

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AMD vs. Nvidia: What AMD’s Major $5 Billion AI-Chip Deal With Anthropic Means for Investors

AMD's new partnership with Anthropic strengthens its AI-chip business, expands Claude's compute capacity, and increases pressure on Nvidia's dominance in AI infrastructure.

By David Engle | July 28, 2026

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TSMC Takes a Big Shot at AI Rivals with Boosted $265 Billion US Chipmaking Investment

TSMC is investing $265 billion in U.S. chip manufacturing as AI demand drives record revenue, soaring profits, and a booming semiconductor backlog. See what it means for investors.

By David Engle | July 24, 2026

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