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August was supposed to test whether Burry’s AI bet had merit. The market gave him a very clear answer.
Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK) fell Thursday even as technology stocks rallied, after new data showed Chinese memory manufacturers rapidly gaining global market share.Both badly lagged a rally in high-growth technology stocks, with Palantir, SpaceX and Tesla...
DRAM, HBM and NAND exposure gives Micron a broader memory bet than SanDisk
Micron's financial numbers look powerful, but the Federal Reserve may decide how much investors are willing to pay for them.
A semiconductor industry veteran who survived decades of brutal boom-and-bust cycles is calling an end to that era forever, but buried inside his optimism sits a warning about memory capacity that quietly cuts against the very stocks his words are lifting.
Penguin Solutions' Integrated Memory surge, CXL offerings and MemoryAI performance gains are sharpening its competitive position in AI infrastructure.
SKHY rides surging AI data-center demand, expands HBM capacity and U.S. production, and deepens its NVIDIA partnership as memory shortages persist.
Micron stock was reacting to the newest figures showing shifting market share in the memory-chip industry.
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index’s 16.7% gain. U.S. large-cap growth equities […]
S&P 500 Q3 earnings are expected to surge 23%, with broad sector growth and Alphabet, Micron and Nvidia driving Tech gains.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
These two chip stocks have different businesses entirely.
The AI build-out is still going strong, and these three stocks are a great way to cash in.
Micron stock was reacting to the newest figures showing shifting market share in the memory-chip industry.
The artificial intelligence infrastructure spending boom has run into some turbulence.
China’s memory-chip ambitions are gaining momentum as CXMT expands in DRAM and YMTC prepares for IPO.
During their recent earnings calls, big tech CEOs spoke extensively about the rising cost of memory.
Soros Fund Management made a dramatic percentage increase in Micron during Q2. The firm reported 22,422 shares at June 30, up from 2,824 shares one quarter earlier, an increase of about 694%. The position’s reported value rose from roughly $954,000 to $25.9 million as both the share count and Micron Technology, Inc. (NASDAQ:MU) stock price […]
Leopold Aschenbrenner’s Situational Awareness fund disclosed an extraordinary concentration in AI infrastructure by June 30, according to a Form 13F filed on August 14. Then,it reportedly sold its public-equity portfolio to Citadel after severe July losses and margin pressure. Axios attributed the sale to an unnamed source. Its Q2 Form 13F showed approximately 2.5 million […]
The demand sounds enormous. A walkout could cost the memory maker far more.
A U.S. appeals court on Wednesday backed Micron, leaving in place Patent Office rulings that invalidated five Netlist memory patents.
Billionaire David Tepper used the second quarter to make a striking trade within the AI hardware chain. Appaloosa Management cut its Micron Technology, Inc. (NASDAQ:MU) share count by 41.4%, while increasing Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) for a sixth consecutive quarter. The filing does not disclose Tepper’s rationale. The positions instead contrast a cyclical […]
Micron (MU) closed the most recent trading day at $956.08, moving +2.43% from the previous trading session.
For 2026 Q3, the expectation is that total S&P 500 earnings will increase +23.0% from the same period last year on +11.1% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and 6 sectors producing double-digit growth.
Micron is a popular holding in the portfolios of billionaire investors.
PwC sees the AI buildout topping a cumulative $31 trillion globally by 2050. That’s about the size of the U.S. economy.
A threatened strike turns record AI-memory profits into a compensation and supply-continuity test.