iShares Edge MSCI USA Val Fac ETF $ Acc(ISVUF.US)

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iShares Edge MSCI USA Val Fac ETF $ Acc
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Micron And 6 Chip Stocks Surge As AI Data Explosion Breaks The Memory Market

The global memory chip shortage is worsening in early 2026 due to AI-driven demand, according to Oxford Economics. This demand is reshaping the market, benefiting memory chipmakers while squeezing traditional manufacturers reliant on DRAM and NAND chips. Prices for conventional DRAM and NAND have surged, with major chipmakers like Samsung and SK Hynix reporting significant profit increases. Seven memory-related stocks have seen substantial gains, reflecting expectations of a prolonged shortage. The imbalance is expected to persist as AI investments continue, creating a divide between thriving chipmakers and struggling electronics producers.

benzinga_article·
US
MU
+5.10%
US
SOXL
+4.12%
benzinga_article·
US
MU
+5.10%
US
SOXL
+4.12%

California set to approve Verizon acquisition of Frontier

The California Public Utilities Commission is poised to approve Verizon's $20 billion acquisition of Frontier Communications. This follows Verizon's agreement to certain conditions, including the termination of its diversity programs, which had raised concerns. The deal, initially announced in September 2024, involves Verizon purchasing Frontier for approximately $9.6 billion and taking on $10 billion in debt. Verizon plans to enhance Frontier's network across 25 states and aims to deploy fiber to over 1 million homes annually.

fidelity·
US
VZ
-0.84%
fidelity·
US
VZ
-0.84%

Verizon and Frontier Receive All Required Regulatory Approvals to Complete Transaction | VZ Stock News

Verizon and Frontier have received all necessary regulatory approvals to finalize their acquisition, expected to close on January 20, 2026. This transaction will enhance fiber access to nearly 30 million homes and businesses, aligning with Verizon's strategy to improve mobility and broadband services. New offers for customers are anticipated post-closing, and Frontier's stock will be delisted from Nasdaq. Verizon aims to leverage this acquisition to expand its market presence and provide better services to customers across the U.S.

StockTitan·
US
VZ
-0.84%
StockTitan·
US
VZ
-0.84%

Verizon Outage Hits Customers, Phones Showing 'SOS': VZ Stock Trades Higher

A Verizon outage affecting customers across the U.S. has led to emergency alerts and service interruptions. The company is working to resolve the issue, which has sparked discussions about its potential impact on VZ stock. Despite the outage, Verizon shares rose 2.1% to $39.84. Analysts expect the company to report fourth-quarter revenue of $36.06 billion, with earnings per share projected at $1.06. The outage may be a key topic during the upcoming earnings report on January 30.

fidelity·
US
VZ
-0.84%
fidelity·
US
VZ
-0.84%

What does NVIDIA's inference context memory storage mean for NAND?

Citigroup's report points out that NVIDIA's newly launched AI inference context memory storage (ICMS) architecture is expected to significantly exacerbate the global NAND flash supply shortage. Each server requires an additional 1152TB SSD, which is expected to bring an additional demand equivalent to 2.8% and 9.3% of the global NAND total demand in 2026 and 2027, respectively. This move will not only drive up NAND prices but also provide clear structural growth opportunities for leading memory chip manufacturers such as Samsung, SK Hynix, and Micron

Wallstreetcn·
US
NVDA
+0.54%
US
MU
+5.10%
Wallstreetcn·
US
NVDA
+0.54%
US
MU
+5.10%
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