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Bernstein Lifts PT on Sandisk Corporation (SNDK)
Insider Monkey81d agoneutral
Bernstein Lifts PT on Sandisk Corporation (SNDK)

Sandisk Corporation (NASDAQ:SNDK) is one of the best stocks on the rise to invest in. Bernstein lifted the price target on Sandisk Corporation (NASDAQ:SNDK) to $3,000 from $1,700 on June 29 and maintained an Outperform rating on the shares. The firm told investors in a research note that the new memory long-term agreements, or LTAs, are […]

Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes
24/7 Wall St.81d agoneutral
Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes

The AI infrastructure boom has rewritten the rules of the semiconductor industry. Over the past 18 months, memory chips transformed from commodity products into one of the world’s most valuable bottlenecks. High-bandwidth memory (HBM), DRAM, and enterprise NAND became indispensable for Nvidia‘s (NASDAQ:NVDA) AI accelerators, sending memory manufacturers into one of their strongest upcycles in ... Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes

TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs
24/7 Wall St.81d agoneutral
TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs

The supply chain shortage in Dynamic Random Access Memory (DRAM), and more specifically, in High Bandwidth Memory (HBM) chips is a big reason why the memory chip “Big 3”: SK Hynix, Samsung, and Micron Technology – have all been soaring with triple digit 1-year returns in 2026. The fact that these three companies have ... TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs

Is Micron a good long-term investment? What buy-and-hold investors should know
TheStreet81d agobullish
Is Micron a good long-term investment? What buy-and-hold investors should know

You’d have to be on a field trip to the Strait of Hormuz to have missed Micron Technology (MU)’s latest roller coaster ride. In the lead-up to its June 24, 2026, earnings report, MU shares dropped 13% on concerns that the AI-driven memory boom might be peaking. But after the company reported ...

Micron starts Japanese chip plant expansion
Investment Monitor81d agoneutral
Micron starts Japanese chip plant expansion

Micron said the spread of AI across data centre systems and edge computing is driving continued increases in demand for advanced DRAM and high-bandwidth memory.

Micron is like the 'bottleneck within the bottleneck' of memory trade
Yahoo Finance Video81d agoneutralVIDEO
Micron is like the 'bottleneck within the bottleneck' of memory trade

Memory chipmaker Micron Technology (MU) may have shed its post-earnings stock gains, but its shares are still up nearly 250% year-to-date in 2026. Yahoo Finance Executive Editor Brian Sozzi is joined by Senior Markets Reporter Ines Ferré and EMJ Capital founder and president Eric Jackson to discuss Micron's performance and the momentum behind the memory chip trade.

Are DRAM Stocks Too Hot To Handle Yet or Is This Just the Start of a Bigger Move?
24/7 Wall St.81d agoneutral
Are DRAM Stocks Too Hot To Handle Yet or Is This Just the Start of a Bigger Move?

DRAM makers have arguably been the in the hottest corner of the semi trade so far this year, and while a wave of increased volatility has made the names tough to buy on weakness, there is a great debate surrounding whether or not DRAM is experiencing structural demand as AI compute demands continues going off ... Are DRAM Stocks Too Hot To Handle Yet or Is This Just the Start of a Bigger Move?

Micron, Ford sign semiconductor supply agreement for vehicles
Reuters81d agoneutral
Micron, Ford sign semiconductor supply agreement for vehicles

Micron Technology and Ford Motor on Monday signed a long-term agreement to ‌secure the supply for memory and storage ‌platforms used in the automaker's next-generation vehicle production. This comes days after ​Micron's similar agreement with General Motors, as part of the chipmaker's ongoing investments to expand manufacturing in the United States for automotive customers, including its expansion ‌of advanced DRAM production ⁠in Virginia. DRAM, or dynamic random-access memory, is a critical component for servers ⁠that power cloud computing, databases and AI workloads.

Micron and Ford Sign Long-Term Automotive Memory Supply Agreement (MU)
InvestorsHub81d agoneutral
Micron and Ford Sign Long-Term Automotive Memory Supply Agreement (MU)

Partnership Aims to Strengthen Vehicle Supply ChainMicron Technology Inc. (NASDAQ:MU) and Ford Motor Company (NYSE:F) have entered into a long-term strategic customer agreement designed to secure the supply of memory and storage technologies for Ford’s future vehicle programmes.

How Nvidia Became The Black Sheep Of The Chip Stock Rally
24/7 Wall St.81d agobullish
How Nvidia Became The Black Sheep Of The Chip Stock Rally

NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA) is up just 3.2% year to date, a striking laggard in a sector where money is flooding into almost everything else. That is the paradox: the company at the center of the AI buildout has become the black sheep of ... How Nvidia Became The Black Sheep Of The Chip Stock Rally