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The firm expects NAND prices to become stable by the end of the year.

Micron reports fiscal fourth-quarter earnings on Sept. 30.

The memory-shortage thesis assumes AI usage and memory demand rise together. DeepSeek just supplied a reason that relationship may be weaker. Its September 10 release says V4.1-Flash needs one-quarter as much HBM and one-eighth as much SSD capacity for its KV cache as the previous generation. That matters to Micron Technology, Inc. (NASDAQ:MU) and Sandisk […]

This company is already greatly benefiting from AI.

Broadcom commands a premium valuation on its diversified reach, while Micron offers a bargain on pure memory exposure. Customer concentration and geopolitical risks complicate both bets.

Jim Cramer spotted gigantic flex-call buying across a basket of tech and energy names on live television and openly asked who was behind it. A House disclosure filed weeks earlier quietly named two of those same stocks.

Micron has produced staggering results in recent years. How long can it possibly last?

Nvidia and Micron have benefited greatly from the artificial intelligence boom.

This player is well-positioned to benefit in the next big AI growth phase.

Shares of semiconductor designer Power Integrations (NASDAQ:POWI) jumped 6.3% in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

David Tepper is moving beyond chips with two surprising AI bets

Reuters reported that Micron Technology, Inc. (NASDAQ:MU) labor unions in Taiwan said on September 1 that they are moving toward possible strike action unless the company overhauls its bonus system and shares more profit with employees. The unions, representing workers in Taoyuan and Taichung, told Reuters they have nearly 10,000 members among Micron’s roughly 15,000 […]

Micron Technology, Inc. (NASDAQ:MU) has become one of the AI boom’s biggest beneficiaries because high-bandwidth memory has turned into a scarce strategic resource. An Intel Corporation (NASDAQ:INTC)-backed startup now wants to challenge that scarcity. Barron’s reported September 10 that Kepler Computing emerged from stealth with a new memory architecture using ferroelectric materials and 3D stacking. […]

One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory. Reuters reported September 10 that Chinese AI-chip makers including Huawei and Cambricon are raising accelerator prices because high-bandwidth memory has become increasingly scarce. Huawei’s upcoming Ascend 950DT has reportedly been quoted at more than 250,000 yuan, representing increases of roughly 20% […]

Micron trades at a fraction of Applied Materials' valuation, but its heavy data center exposure and intense competition paint a riskier picture.

A workforce dispute could test Micron's powerful earnings cycle

Record memory profits produced extraordinary rewards, but approximately 10,000 Taiwanese workers remain represented by unions threatening action.

Seagate just gave back a chunk of its monster year-to-date run with no news attached, and the reason Micron is doing the opposite tells you everything about where the smart money actually sits in memory right now.

Micron just posted the highest revenue guidance in its history while the shortage fueling its growth gets worse, yet Wall Street wiped out tens of billions in market cap anyway. The signal hiding inside that contradiction is worth understanding before the next move.

Three companies control the world's DRAM supply, AI is burning through memory faster than fabs can build it, and one of those three just signed contracts that could permanently rewire what a chip cycle looks like.

Record profits are giving Micron's engineers more leverage over what they get paid.

Micron has already stunned Wall Street with a historic surge, but a fresh competitive threat just knocked shares down and reignited the debate over whether the AI memory trade still has legs or has finally run out of road.

Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year. The question is how much of that a market shock could take back, and on average Intel has fallen harder than the S&P 500 when shocks hit.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Goldman Sachs Group Inc.’s latest 13F filing shows the bank raised its stakes in Micron Technology, Inc. (NASDAQ:MU) and Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter of 2026. Goldman added 5.53 million shares of Micron and closed the quarter with 18.1 million shares worth $20.9 billion. In Amazon, Goldman added over 465,000 shares and ended […]

MU's long-term customer deals lock in volumes and pricing, improving demand visibility and softening earnings swings through future memory cycles.

The AI buildout is shifting gears, and the companies supplying its memory and compute are sitting on multi-year contracted revenue that Wall Street may still be underestimating. Three chipmakers stand at the center of a spending wave that Jensen Huang calls the largest infrastructure expansion in human history.