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Micron's Powerful AI Shift Could Rewrite the Memory Cycle

Micron (MU -4.19%) is testing whether AI demand, HBM bottlenecks, and multi-year customer contracts can make its next memory downturn less severe than past cycles. If the earnings floor rises, the market may have to rethink how it values the company.

The Motley Fool • Sep 10, 2026
Nvidia's Critical Shift Beyond GPUs Could Fuel a New Growth Phase

Nvidia (NVDA +0.84%) is moving beyond selling GPUs by helping build the infrastructure that its clients could depend on for decades. Just one AI factory project, for example, creates an intriguing possibility: long-lived facilities that can be upgraded with new generations of Nvidia technology, potentially extending demand far beyond a single chip cycle.

The Motley Fool • Sep 6, 2026
Metallium: A Paradigm Shift In E-Waste Precious Metal Recovery

Metallium leverages an exclusive Flash Joule Heating technology for the rapid recovery of precious metals from e-waste and industrial residues. MTLMY is transitioning from pilot scale to commercial scale, with its Texas facility demonstrating multi-reactor operation and securing its first revenue-generating contract. Despite significant dilution and pre-revenue status, MTLMY's strong balance sheet and upcoming…

Seeking Alpha • Sep 3, 2026

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