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SK Hynix plans to double wafer capacity in next five years, group chairman says
Reuters116d agoneutral
SK Hynix plans to double wafer capacity in next five years, group chairman says

The chairman of South Korea's SK Group said on Tuesday its memory chip ‌unit SK Hynix aims to double wafer capacity ‌over the next five years. Chey Tae-won was speaking at the Computex conference ​in Taipei, where executives from some of the world's top technology companies, including Nvidia, are gathering. He added that he hopes his company can be a major high-bandwidth memory (HBM) supplier for Nvidia's Vera Rubin system.

Jim Cramer Discusses Why Micron’s (MU) Important
Insider Monkey116d agoneutral
Jim Cramer Discusses Why Micron’s (MU) Important

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks discussed by Jim Cramer. Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU) is one of the hottest stocks on Wall Street. Its shares are up by an unbelievable 927% over the past year […]

Mizuho Raises Micron (MU) Price Target to $1,150, Keeps Outperform Rating
Insider Monkey116d agobullish
Mizuho Raises Micron (MU) Price Target to $1,150, Keeps Outperform Rating

Micron Technology, Inc. (NASDAQ:MU) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 27, Mizuho lifted its price target on Micron Technology, Inc. (NASDAQ:MU) from $800 to $1,150 while keeping an Outperform rating. The new price target represents 5.3 times Mizuho’s fiscal 2027 price-to-book estimate, compared with the […]

Micron Rises 7%, Western Digital Climbs and SanDisk Climb 4% as Memory Stocks Extend Parabolic Run
24/7 Wall St.117d agobullish
Micron Rises 7%, Western Digital Climbs and SanDisk Climb 4% as Memory Stocks Extend Parabolic Run

Memory and storage stocks are catching another strong bid at midday Monday as the AI memory supercycle extends one of the most extraordinary runs in semiconductors. Micron Technology (NASDAQ:MU) stock is up 7% to around $1,041, Western Digital (NASDAQ:WDC) stock is gaining 4% to $554, and SanDisk (NASDAQ:SNDK) stock is adding 4% to around $1,758 ... Micron Rises 7%, Western Digital Climbs and SanDisk Climb 4% as Memory Stocks Extend Parabolic Run

Jim Cramer on Micron: “Unlike the Dot-Coms, It’s Insanely Profitable”
Insider Monkey117d agoneutral
Jim Cramer on Micron: “Unlike the Dot-Coms, It’s Insanely Profitable”

Micron Technology, Inc. (NASDAQ:MU) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer discussed the “bubble” concerns around the stock and its peers, as he said: I think it’s an insult to group this market’s winners […]

SanDisk Stock Near $1,700: Two Risks That Could Break the Momentum
Trefis117d agoneutral
SanDisk Stock Near $1,700: Two Risks That Could Break the Momentum

When a stock goes vertical, climbing 167% in three months and a staggering 669% in six, it is easy to assume the move is driven by pure momentum. But if you look closely at SanDisk (NASDAQ: SNDK) as it hovers near $1,700, the reality is far more calculated than a typical trend. While institutional allocators have spent weeks confirming management's latest guidance raise, buying at these levels requires balancing that fundamental execution against two looming structural traps. The strategic wager

Chip Stocks Soar; Bitcoin Price Falters
The Wall Street Journal117d agobullish
Chip Stocks Soar; Bitcoin Price Falters

Bitcoin and chip stocks have dramatically diverged over the past six months. Bitcoin traded at around $71,000 Monday, down more than 40% since its peak above $126,000 in early October. Meanwhile, the PHLX Semiconductor Index, stuffed with high-fliers like Nvidia, Intel and Micron, just posted its strongest performance through the first 100 trading days of any year on record.

Are AI stocks getting too expensive?
Yahoo Finance Video117d agoneutralVIDEO
Are AI stocks getting too expensive?

Yahoo Finance Executive Editor Brian Sozzi and the Opening Bid panel — Sevens Report Research Founder Tom Essaye, Yahoo Finance Senior Business Reporter Ines Ferre, and Markets & Data Editor Jared Blikre discuss the state of the AI trade and whether soaring valuations have left AI stocks overpriced.

2 Value Stocks on Our Buy List and 1 We Find Risky
StockStory117d agobullish
2 Value Stocks on Our Buy List and 1 We Find Risky

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

This Niche 3X Korea Fund Rode the Memory Chip Boom to a 2,108% One-Year Gain, but Don’t Expect a Repeat
24/7 Wall St.117d agoneutral
This Niche 3X Korea Fund Rode the Memory Chip Boom to a 2,108% One-Year Gain, but Don’t Expect a Repeat

Korea has gone mad for AI. Capital-M Mad, the kind that turns a niche 3x leveraged country fund into the most-watched ticker on Korean retail brokerage screens. Direxion Daily MSCI South Korea Bull 3X Shares (NYSEARCA:KORU) opened 2026 at $181.55 and closed today at $1,014.98, a year-to-date move of 459.06% in under five months. Today ... This Niche 3X Korea Fund Rode the Memory Chip Boom to a 2,108% One-Year Gain, but Don’t Expect a Repeat

Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory
24/7 Wall St.117d agoneutral
Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory

CNBC’s Dominic Chu confirmed this morning that Nvidia’s new PC chip lands in Dell and Lenovo laptops and desktops starting fall 2026, runs on Microsoft Windows, and targets thin-and-light form factors capable of running large AI models and higher-end games. That is a frontal assault on Intel’s last fortress in mainstream computing. Five US-listed stocks ... Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory

The Hidden AI Trade Already up 31% in Just One Month
24/7 Wall St.117d agoneutral
The Hidden AI Trade Already up 31% in Just One Month

The AI trade is hot, and it could stay hot for quite some time. Undoubtedly, much of the strength has been concentrated in the storage and memory stocks. The AI revolution is moving into that leftmost fast lane, and it feels like there’s not enough DRAM, NAND, or SSDs to go around. Just because the ... The Hidden AI Trade Already up 31% in Just One Month