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October 25, 2026

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Investing in memory chip stocks throughout 2026 has proven to be a lucrative venture, with SanDisk and Micron Technology emerging as standout performers. A perfect storm of skyrocketing demand and depleted supplies has pushed chip prices upward, allowing both companies to report record breaking profit margins. While both firms are capitalizing on the current shortage, they operate with slightly different focuses. SanDisk remains centered on NAND memory for long term data storage, while Micron maintains a broader footprint by producing both NAND and DRAM memory.

The deciding factor in this competition is Micron’s strategic pivot toward high bandwidth memory, known as HBM. Unlike standard DRAM, HBM is essential for graphics processing units and is expected to grow at a much faster clip than traditional memory segments. Micron has further solidified its position through a landmark partnership with Nvidia to develop custom HBM chips. By moving away from generic off the shelf products and toward tailored solutions, Micron is creating more stable, contractual revenue streams that shield it from some of the volatility inherent in the semiconductor industry.

To combat the notorious boom and bust cycles of the memory market, both companies are aggressively pursuing long term supply agreements. These contracts essentially trade the possibility of extreme short term price spikes for guaranteed income floors. SanDisk has already locked in roughly half of its clients under such deals, while Micron has secured about thirty five percent of its revenue through 2030. This shift represents a fundamental change in how these businesses operate, potentially making them more attractive to investors who previously feared sudden downturns.

Despite these improvements, many analysts believe both stocks remain undervalued because the market still views them through a cyclical lens rather than as stable tech giants. However, between the two contenders, Micron appears to be the superior bet. With its direct exposure to the explosive growth of AI hardware via HBM and a currently lower valuation compared to SanDisk, Micron offers significantly more upside for those looking to ride the wave of next generation computing.

Shares of Space Exploration Technologies jumped following a series of bold financial forecasts from CEO Elon Musk, who suggested the company could generate annual recurring revenue between 500 billion and 1 trillion dollars by 2027. While such figures seem astronomical compared to current analyst expectations, they are fueled by an aggressive plan to expand compute capacity and drastically increase the frequency of Starship launches. Investors reacted positively to the vision, pushing the stock well above its initial public offering price as the company pivots toward becoming a powerhouse in both orbital logistics and artificial intelligence infrastructure.

The optimism follows a stellar third quarter where SpaceX reported revenue of 14.6 billion dollars, crushing analyst estimates. Much of this growth was driven by the company’s shift into providing high-demand compute services, which saw revenues skyrocket from under a billion dollars last year to over seven billion. Simultaneously, Starlink continues to prove itself as a cash cow, boasting an eighty nine percent year over year increase in subscribers and doubling its operating income. Musk even hinted that the company is positioning itself to challenge traditional telecommunications giants by becoming a major U.S. mobile carrier by 2028.

Despite the euphoria on Wall Street, seasoned observers suggest caution when weighing these long term projections against reality. Reaching those revenue milestones depends heavily on the successful full reuse of Starship rockets and a massive investment in hardware that could cost tens of billions of dollars in capital expenditures alone. Furthermore, while SpaceX currently benefits from a global shortage of computing power, there is a risk that their own rapid expansion—alongside competitors—could eventually saturate the market and erode current profit margins.

For investors wondering if now is still the time to buy, the answer lies in how much faith they place in Musk’s timeline. If even half of these predictions materialize, the company’s valuation could potentially double or triple relative to today’s prices. However, given Musk’s history of setting overly optimistic deadlines, many analysts view these numbers as aspirational rather than guaranteed. For now, SpaceX remains a high reward play with significant upside potential balanced against the inherent volatility of deep space exploration and AI infrastructure scaling.

Wall Street is currently grappling with a growing sense of anxiety over whether the massive capital injections into artificial intelligence have finally hit a ceiling. For months, investors poured billions into chipmakers and cloud infrastructure providers with an almost religious faith that productivity gains would materialize instantly. However, recent earnings reports suggest a widening gap between the staggering costs of building these systems and the actual revenue they are generating, leading many traders to wonder if the sector has entered a classic bubble phase.

This shift in sentiment has forced fund managers to rethink their strategies as the era of blind optimism fades. Rather than abandoning technology altogether, savvy portfolios are shifting away from high priced speculative plays and moving toward companies that can demonstrate tangible integration of AI into their existing business models. This means focusing on software firms that are already charging premiums for AI features rather than those promising revolutionary breakthroughs five years down the road.

Risk management has become the primary directive for analysts who spent last year chasing growth at any cost. There is now a concerted effort to diversify holdings by hedging against tech volatility through increased exposure to value stocks and defensive sectors like healthcare or utilities. By balancing high risk innovation with stable cash flow generators, investors hope to weather the storm while still keeping a foot in the door should AI eventually deliver on its grand promises.

Torsten Slok, the chief economist at Apollo, has sparked a wave of concern across Wall Street by arguing that the artificial intelligence boom is built on a fundamental economic contradiction. According to Slok, the current surge in investment ignores a simple reality: the cost of building massive data centers and generating computing power is currently outweighing the actual financial benefits these tools bring to businesses. He suggests that while investors have bet on unlimited demand for AI infrastructure, most companies are finding that AI acts more like an expensive cost center than a catalyst for growth.

The warning comes as market sentiment shifts away from AI chips and hardware, leaving traders questioning whether the industry can sustain its staggering spending habits. With some giants planning expenditures reaching toward a trillion dollars annually, Slok points out a troubling circularity in how this growth is funded. He argues that many AI startups aren’t paying for their computing needs through real profits, but are instead recycling venture capital funds to keep the lights on, creating an illusion of demand that lacks organic stability.

Beyond the balance sheets, Slok believes there is a deeper conceptual failure in assuming AI can automatically drive corporate revenue. He contends that while AI excels as a sophisticated calculator, it cannot replace human judgment, which relies on nuance, ethics, and cultural context. Because these intangible elements are what truly drive business success and manage reputational risk, mainstream corporations may never find a reason to pay premium prices for increasingly commoditized AI models.

This skepticism is coinciding with visible cracks in the financial foundation of several key players. From widening credit default swaps at Meta to crashing valuations for neocloud providers like CoreWeave, the cost of borrowing is rising just as doubt grows. Adding to the anxiety, analysts from S&P Global warn that there may be hidden debts tied to interconnected financing deals between tech titans and smaller data center projects, suggesting that the true level of risk in the sector remains obscured from public view.

SharkNinja is emerging as a frontrunner among several key stocks currently positioned near critical buy points. The home appliance manufacturer has seen its shares jump back into an actionable range, leading a small group of companies that are benefiting from powerful sector tailwinds. While most of these tracked stocks have already cleared their entry markers, they collectively represent a growing trend of strength outside the traditional tech sphere.

This surge comes at a strategic moment as market participants begin to shift their capital away from high volatility artificial intelligence plays. Many traders are rotating out of overextended AI stocks in search of safer havens where value and growth intersect more predictably. By moving toward established consumer goods and appliances, investors appear to be hedging their bets against the unpredictability of the current software boom.

The movement suggests a broader diversification strategy taking hold across portfolios this week. With SharkNinja spearheading this particular wave, analysts see it as a sign that fundamental household brands can still command significant momentum when paired with favorable industry conditions. This rotation underscores a shifting appetite for stability without sacrificing the potential for steady gains in the mid term.

Another member of the Bush family dynasty, Neil Bush, is throwing his weight behind Texas Democratic Senate hopeful James Talarico, saying he voted against a political style he believes has “damaged our country.”

“I have never posted a political message on Facebook, not wanting to offend friends whose views may be very different than mine. I’m breaking that tradition because I voted early today, and I voted for James Talarico for the United States Senate,” Neil Bush wrote on Facebook Tuesday.

“My vote was motivated by two things: deep concern about Ken Paxton’s record and genuine admiration for the character and principles I see in James Talarico.”

BUSH FAMILY ROYALTY BACKS DEMOCRAT IN BATTLE TO FLIP TEXAS BLUE

Bush, the son of former President George H.W. Bush and brother of former President George W. Bush , broke with his family’s longstanding Republican political tradition in backing the Democrat.

Former President George W. Bush has maintained friendly relationships with Democratic former presidents, but his relationship with President Donald Trump has been strained since the 2016 Republican presidential primary, when Trump repeatedly attacked his brother Jeb Bush and mocked their mother, former first lady Barbara Bush.

“I believe Donald Trump and those who have enabled him have done enormous damage to the Republican Party. I worry about a political culture in which loyalty to an individual takes precedence over loyalty to principle, and where those who hold power begin to believe they are no longer accountable,” he added. “But my vote today was about much more than opposition to Ken Paxton.”

Neil is the second member of the Bush family to recently throw his support behind Talarico. Barbara Bush, daughter of former President George W. Bush, contributed $2,500 on Sept. 23 to Lone Star Rising PAC, a super PAC supporting the Democrat, according to federal campaign finance records reviewed by Fox News Digital.

TRUMP-LINKED MAGA INC POURS $10M INTO KEN PAXTON’S TEXAS SENATE RACE AGAINST JAMES TALARICO

Lone Star Rising PAC is one of the major outside groups spending to support Talarico and oppose Paxton in the closely contested Texas Senate race, according to federal campaign finance records.

The younger Bush’s support for a Democrat comes as his brother, former President George W. Bush, has increasingly embraced bipartisan relationships in his post-presidency, most recently attending the opening of former President Barack Obama’s presidential center in Chicago in June.

RNC CHAIR SAYS TALARICO’S GOP CROSSOVER HOPES ARE A ‘PIPE DREAM’: ‘NOBODY IS GOING TO FOLLOW HIM’

Bush and Michelle Obama have repeatedly spoken warmly about their friendship despite their political differences.

At the Obama Center opening, Bush even gave Michelle Obama Altoids, recreating their famous mint/cough-drop exchange from John McCain’s 2018 funeral.

Fox News Digital reached out to the White House, representatives for Neil Bush and the Paxton campaign for comment.

A deleted 2013 social media post in which Rep. Ilhan Omar, D-Minn., appeared to refer to her father by a different name has resurfaced as federal investigators examine questions surrounding her identity and immigration records.

“Happy Father’s Day to my aabo Nur Said, I am forever grateful to Allah for giving me the best father …,” Omar wrote in the June 2013 post, which was deleted in 2019.

Several records, including a memorial post by the Congressional Black Caucus marking his death in 2020, refer to Omar’s father as “Nur Omar Mohamed.” But the now-deleted X post has Omar calling him “Nur Said,” a name that also appears similar to the name of her former husband, Ahmed Nur Said Elmi.

REP ILHAN OMAR’S IMMIGRATION HISTORY FACES NEW SCRUTINY AS FEDERAL INVESTIGATORS SUBPOENA RELATIVES

The congresswoman deleted the social media post the morning of Sept. 19, 2019.

An archived version of the post, first reported on by the Daily Caller in 2019, resurfaced after federal agents searched Omar’s Washington, D.C., residence on Oct. 12 as part of an ongoing criminal investigation into possible false statements on immigration and naturalization documents. Omar and her office have repeatedly denied allegations that her former husband, Ahmed Nur Said Elmi, is her brother.

She has also denied wrongdoing amid the federal probe, which she has called a political attack.

Somali names generally consist of a person’s given name, their father’s given name and their paternal grandfather’s given name. The similarity between names alone does not establish a familial relationship.

A statement allegedly attributed to Omar’s spokesperson and recirculated online said “Nur Said” was her father’s childhood nickname and that he maintained a public page using the name. The statement also said the tweet was deleted because Omar and her family had received threats.

FEDERAL AGENTS SEIZE PHONE OF REP ILHAN OMAR IN RAID TIED TO IMMIGRATION FRAUD PROBE

Omar’s office did not respond Friday to Fox News Digital’s request for comment on the now-deleted social media post.

Omar’s father is referred to as “Nur Said” in some reports. For example, a New York Post story on his alleged military experience quoted Oxford University historian Mohamed Haji Ingiriis as calling Omar’s father “Nur Said.”

Fox News has not independently verified that Omar’s father’s name is Nur Said Elmi Mohamed, his alleged name, not Nur Omar Mohamed.

In a statement to Fox News Digital on Thursday, a spokesperson for the congresswoman said Omar has “repeatedly and unequivocally denied” the “baseless, disgusting conspiracy theory” that she married her brother.

The spokesperson pointed to Omar’s interview Wednesday on MS NOW, in which she was asked whether her one-time husband may have been a “distant relative.”

“Not to my knowledge,” Omar replied.

Recent court documents related to the search warrant for Omar’s Washington, D.C. residence, first obtained by Fox News Digital, connected to the federal investigation identify Omar as “Ilhan Nur Said Elmi, a.k.a. Ilhan Abdullahi Omar.” The filing does not explain why the name appears in the document or establish that Omar used a false identity.

ILHAN OMAR CALLS TRUMP ‘CREEP’ AS PRESIDENT REVIVES ‘FAKE NAME,’ MARRIAGE ALLEGATIONS

Omar told Fox News Digital on Friday that her “real name” is “Ilhan Abdullahi Omar” and not “Ilhan Nur Said Elmi.”

“Ilhan Abdullahi Omar, you know it,” Omar told Fox News Digital when asked about her name. “It’s Ilhan Abdullahi Omar.”

Omar’s marriage to Elmi ended in divorce in 2017. She later legally married Ahmed Hirsi in 2018.

Two people familiar with the investigation told Fox News Digital that “Ilhan Nur Said Elmi” may be Omar’s legal name. Omar’s office has disputed that characterization.

A former Minnesota federal immigration judge told Fox News Digital that if investigators prove Omar knowingly used a false name on federal forms, the conduct could be brought into question under the federal false-statements statute, 18 U.S.C. § 1001. Whether the statute applies would depend on the specific documents, the materiality of any alleged misstatement and the evidence of intent.

The Justice Department did not respond to Fox News Digital’s request for comment.

Hannah Brennan contributed to this report.

The Trump administration is targeting testosterone deficiency as a potential threat to military readiness, rolling out new screening guidelines for male service members amid growing concerns about the health of American men and the shrinking pool of young people qualified to serve.

“There is absolutely national defense readiness ramifications for [low testosterone],” Adm. Brian Christine, a senior Department of Health and Human Services official, told Fox News Digital in an interview.

Christine also pointed to broader health challenges facing the military’s recruiting pool, warning that 77% of Americans ages 17 to 24 do not qualify for service without a waiver, with obesity, chronic disease and other barriers contributing to the problem. 

THE REAL REASON BEHIND HEGSETH’S VIRAL MILITARY TESTOSTERONE SCREENING ORDER

Among young men, he said, more than 70% are ineligible, while only about 3% of young Americans express interest in serving.

The warning comes as the Trump administration places a renewed emphasis on military readiness, with Christine helping shape an initiative that led the Pentagon to issue testosterone deficiency screening guidelines for male service members ages 30 and older in September.

Trump entered his second term with an aggressive approach to rebuilding the American military, tightening fitness requirements, axing DEI policies, overhauling weapons acquisition, building up recruitment and refocusing the force on combat readiness and lethality.

Christine, a urologist who spent more than 35 years specializing in men’s health, said testosterone levels have been declining for decades, raising concerns about the long-term health of American men and the physical demands placed on those serving in uniform.

“I think it’s incredibly important, incredibly timely,” Christine said of the screening guidance.

Under the Pentagon’s guidelines, male service members ages 30 and older undergo mandatory screening for testosterone deficiency, beginning with an assessment of symptoms and risk factors, with further testing and potential treatment available when medically appropriate.

‘WOKE’ MILITARY ACADEMIES TARGETED IN NEW BLUEPRINT FOR SWEEPING WARFIGHTING OVERHAUL

“We’re not forcing testosterone on anybody,” Christine said. “But what we are doing is screening, taking those men who are symptomatic and have low numbers and offering them a pathway forward.”

The HHS official pointed to obesity and chronic disease as established factors associated with low testosterone, while raising concerns that environmental exposures, including microplastics and other toxins, could also be contributing to the decline, a possibility researchers are still investigating.

“In the mid-1970s, the average testosterone level for men in this country … was well over 650. Now it’s approaching 350,” Christine said.

POPULAR WEIGHT LOSS DRUGS LINKED TO UNEXPECTED MALE FERTILITY BENEFIT

National Institutes of Health Director Jay Bhattacharya echoed those concerns in a separate interview with Fox News Digital, warning that some testosterone deficiency may be going undiagnosed even as medical guidelines stress that a diagnosis requires both symptoms and consistently low hormone levels.

“It’s interesting because if you look at the epidemiological trends, testosterone levels in the American male population have been declining over the last decades. And, again, we don’t know why. We don’t have an answer,” Bhattacharya said.

Bhattacharya said researchers must determine not only why testosterone levels are declining, but also what medical guidance should follow for men diagnosed with a deficiency. 

“There are under-diagnosed testosterone deficiencies,” he said.

“The question of what to do about it, how to prevent it, that’s at the top of my mind.”

LONGER LIVES, WORSE HEALTH? SCIENTISTS UNCOVER TROUBLING TREND ACROSS GENERATIONS

The NIH director also pointed to declining sperm counts as another area requiring further scientific investigation, suggesting that environmental exposures could be contributing to broader reproductive health concerns.

“But even more importantly, what are the factors, probably environmental factors, that have led to the decline in sperm counts, for instance? We need an answer to those questions,” Bhattacharya said.

Bhattacharya said the NIH is investing in research to better understand the potential causes of those trends and determine how doctors should advise American men.

Christine said that testosterone is about more than muscle growth or physical appearance, arguing that hormone levels play an important role in men’s overall health.

DEMS ROASTED FOR COMPARING HEGSETH’S TESTOSTERONE INITIATIVE TO ‘GENDER-AFFIRMING CARE’

“Testosterone levels in men are absolutely related to their overall well-being, to their lifespan, to their health span and to their wellness,” Christine said.

He also noted that men with low testosterone tend to experience higher rates of anxiety and depression.

The administration is also developing separate hormonal health guidance for female service members, which the Defense Health Agency said would follow the September guidelines issued for male troops, with women’s health specialists contributing to the recommendations, Christine said.

Christine said the goal is ensuring that service members are equipped to perform their duties while addressing broader health challenges affecting American men.

“If we truly want our men who are in uniform to be at their best,” Christine said, the focus must be on their ability to function and perform their jobs.

President Donald Trump’s escalating trade fight with Canada is squeezing the economy north of the border, threatening jobs and adding to families’ financial strain as steep U.S. tariffs on roughly $20 billion in goods remain in place.

U.S. tariffs have hammered the country’s steel, aluminum, lumber and automobile producers that depend heavily on the American market. Steel exports have fallen by roughly half since the tariffs took effect, while lumber exports were about 20% below 2024 levels earlier this year, according to the Bank of Canada. 

Production and jobs have also declined in some of the hardest-hit industries.

Canadian families are feeling the squeeze, too. Consumer prices were 3% higher in August than a year earlier, with grocery prices up 2.8% and transportation costs jumping 7.5%, according to the government’s own data.

A MUST-WIN MIDTERM STATE IS THE REAL LOSER OF TRUMP’S CANADA TRADE WAR

Retaliatory tariffs on American products have also added to those costs.

Prices of affected goods, which include groceries, household products, furniture, electronics and appliances, rose roughly 6% more than comparable products that were not hit by the tariffs, according to the country’s central bank.

But while Canada is feeling the economic pain, the disputes driving Trump’s trade fight are not new.

“The Trump administration is complaining about dairy access and, generally speaking, those complaints are completely valid,” David Clement, North American affairs manager at the Consumer Choice Center, told Fox News Digital.

“Canada has exorbitant tariffs on imports from the United States and really from everywhere around the world when it comes to chicken, turkey, eggs, cheese and milk.”

THE OVERLOOKED WAY THE IRAN WAR IS MAKING GROCERIES, AMAZON PACKAGES AND NEW HOMES MORE EXPENSIVE

Clement noted, however, that differences between American and European access to Canada’s market reflect terms negotiated under separate trade agreements, including the USMCA struck during Trump’s first term.

But dairy represents just a fraction of the broader U.S.-Canada trading relationship.

Scott Lincicome, vice president of general economics at the Cato Institute and the Herbert A. Stiefel Center for Trade Policy Studies, said more than 99% of U.S.-Canada trade was duty-free before 2025, with negotiators historically willing to tolerate disputes over politically sensitive products like dairy to preserve the broader relationship.

“The Trump administration has so far refused to make the deal,” he said.

Lincicome said free trade in products including fertilizer, energy and lumber helps keep costs down for American farmers, homebuilders and consumers.

With the midterm elections just weeks away and the cost of living in focus, the trade dispute is unfolding as higher energy prices add another layer of pressure on consumers.

Lincicome called the combination a “double whammy.”

“First you had the tariffs, which increased the prices of a lot of products. And then you had energy prices spike because of the Iran war,” he said.

Higher diesel prices can ripple through the economy because they fuel tractors, trucks and trains, Lincicome said, acting “as kind of another tariff” by raising the cost of getting products to consumers.

Despite the escalating tensions, Clement cautioned against allowing the dispute to undermine the broader relationship.

“The partnership between Canada and the United States is one of the greatest trading relationships the world has ever known,” he said. “That should be embraced. It should be enhanced, and it shouldn’t be torn down by either side.”

LEWISTON, Maine — A New England city transformed by an influx of refugees and immigrants is now grappling with a youth gun violence crisis after police reported 35 gun-related incidents this year, 22 involving juveniles.

“I don’t feel safe. I fear for my life,” Mohamed Muhumed, a Lewiston teenager, told Fox News Digital. “I saw someone get punched in the middle of the sidewalk over there. It’s crazy.”

The city, Maine’s second most populous and home to a large population of refugees from Somali and other African nations, is experiencing a serious youth gun violence problem. 

Lewiston Police Chief Carly Conley called gun violence “one of the most serious public safety challenges” facing the city.

EXPLOSIVE SLEEPER ISSUE RAGING IN THIS MAINE CITY COULD FUEL MIDTERM SHAKEUPS

Jon Fetherston, a reporter for the conservative-leaning The Maine Wire who has reported extensively on the issue, told Fox News Digital that “the gun violence in Lewiston is very concerning. The majority … has been committed by teenagers. … Multiple times teenagers have been arrested and immediately released by the courts back out on the streets.

“The court systems are being tapped. The DA is frustrated that the courts aren’t putting these kids away in jail. … Residents are scared. Residents are very, very frustrated, and you’ve got kids shooting kids, and it’s almost become commonplace here in Lewiston.”

City officials have responded by approving $200,000 in additional police overtime funding to expand patrols and enforcement. They have also urged changes to Maine’s juvenile justice system, including more options for handling repeat violent offenders and greater scrutiny before high-risk juveniles are released.

Mayor Carl Sheline said in a statement last month that the increased resources are “sending a strong message to those perpetrating gun violence: We will find you.”

But he added, “Parental involvement and accountability are key to reducing youth gun violence in our city.”

MAINE NONPROFIT WITH SOMALI TIES LOSING STATE FUNDING

Republican Rick LaChapelle, a former city council president who is now running for mayor, told Fox News Digital, “Our biggest problem is the system itself. The police department is doing an excellent job catching these people. We have one young man that’s been arrested five times, I believe, for the same thing. He gets arrested, gets brought down to the youth center … gets released.

“It’s been a one-party rule forever that has instilled the rules that there’s no accountability,” LaChapelle argued. “We need to change the rules of the system.”

Fox News Digital reached out to Sheline to discuss his efforts to combat the gun violence, but the mayor didn’t respond by the time this story was published.

No official city or police data indicates that Somali residents as a group are behind the violence nor establishes a connection to the increase. 

But, LaChapelle said, “That seems to be who’s being arrested right now.”

Mohamed Adbei, a teenager who spoke with Fox News Digital on the streets of Lewiston, pushed back on any ethnic connection.

“I wouldn’t just say it’s the Somali kids. It’s youth in general,” Adbei said. 

Ifraax Saciid, a Somali native who lived in Atlanta before moving to Lewiston, agreed.

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