Sean Michael Cummings, Author at MarketWise

SanDisk, Micron, and Seagate Surge as White House Flames Apple Over Chinese Memory Chips

Memory stocks jumped this week following a White House directive to Apple challenging the iPhone maker to stop buying memory chips from China. Prices have surged 500% over the past year.

By Sean Michael Cummings | August 21, 2026

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Fox’s $22 Billion Roku Deal – Here’s the Big Thing Most Investors Are Missing

Fox agreed to buy streaming-device maker Roku for roughly $22 billion. Investors gave the deal a chilly reception, but Fox has much to gain. Here's what investors are missing.

By Sean Michael Cummings | June 24, 2026

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What Is Terafab? Musk’s Plan to Build at a Planetary Scale

Elon Musk is planning a $25B chip factory to solve the AI computing crisis. Learn how Terafab could transform tech, energy, and space exploration.

By Sean Michael Cummings | March 27, 2026

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Palo Alto Networks Plunges After Earnings – This De-Risked Security Titan Deserves Your Attention

Palo Alto Networks fell 8% after earnings amid an AI-driven selloff. But rising cybercrime could make PANW a long-term winner.

By Sean Michael Cummings | February 20, 2026

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Three Reasons Amazon Can Soar as it Mashes the AI Accelerator

AWS dominance, proprietary AI chips, and massive infrastructure investments could position Amazon for a strong AI-driven rally next year.

By Sean Michael Cummings | December 19, 2025

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Rare Earth Metals Spike Amid Global Tension

Rare earth metals spike amid global tension — explore the forces driving the surge and what investors should know about this critical materials market.

By Sean Michael Cummings | October 16, 2025

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