News

AI demand is driving strong growth across HBM, DRAM and NAND.

HSBC Backs Micron, Says AI Demand Remains a Powerful Growth Driver

The investor says Micron's rally reflects FOMO and expands semiconductor bearish bets.

Trump expects Musk may join Micron and Dell in backing child investment accounts launching July 4.

Micron just reported blowout earnings, but there's one detail from the report investors should not overlook.

Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 ... Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks

Big Short investor warns chip surge looks stretched

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Micron Technology (NASDAQ:MU) ranks #3 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 154 Redditors are dismissing space stocks as today’s hype cycle. What’s actually happening right now is an AI revolution, and every major tech company is […]

MU's memory pricing surge, AI-led demand and tighter supply fuel record profits, with margins projected to expand further in Q4.

MU still trades at a steep discount to the sector despite its 242.6% YTD rally, as AI memory demand, HBM strength and margins fuel growth.

Micron could be on track to reach an incredible milestone next year.

Micron just unveiled a new business model that promises to end its historic boom-and-bust cycles, but analysts on its latest call kept testing one critical question it leaves open.

Micron stock hit a new all-time high last month, but it's seen a significant pullback in subsequent trading.

Recent developments in the AI chip sector have seen a significant shift towards onchain tokenization of real-world assets, as evidenced by a new partnership between Bitget Wallet and Robinhood Crypto. This collaboration enables the integration of Robinhood Chain, an Ethereum Layer 2 solution, within Bitget Wallet, allowing users to trade Stock Tokens representing major companies like NVIDIA, Google, and Apple. The initiative demonstrates the growing trend of incorporating traditional finance...

Micron stock had a bad end to the holiday-shortened week but there are already signs it could rebound once the Fourth of July celebrations end. The memory-chip maker fell 5.5% on Thursday after a 10.6% slump in the previous session, taking the shares to $975.56–the first time it’s closed below $1,000 since June 12. While U.S. stock markets are closed Friday, markets were open as normal in South Korea.

It followed a brutal tech rout in the previous session, which mimicked the chip-stocks selloff in U.S. markets where the tech-heavy finished 0.8% lower to end a holiday-shortened week. Trading was halted on the KOSPI Thursday as the slump triggered a sell-side regulatory halt, or “circuit breaker,” very early in the morning session for 15 minutes. The Seoul market is a hostage to the benchmark index’s two largest constituents—memory-chip titans SK Hynix and Samsung Electronics —and the pair again drove the recovery Friday, surging 10.9%, and 8.2%, respectively.

Micron Technology, Inc. (NASDAQ:MU) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted the company’s “blowout quarter,” as he stated: We need to talk about the biggest story in this market: the memory chip shortage that’s propelled Micron into […]

Sandisk Corporation (NASDAQ:SNDK) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer mentioned the stock during the episode, as he remarked: Alright, now let’s talk about the winners… The winners for the quarter, the biggest gainers are the exact opposite […]

General Motors (NYSE:GM) has entered a long-term supply agreement with Micron Technology for advanced memory and storage components. The deal focuses on securing key semiconductor content for GM’s future vehicle platforms, including software-defined and AI-supported models. The agreement includes technology collaboration intended to support GM’s plans for intelligent, connected vehicles. For investors watching General Motors, this agreement with Micron speaks directly to how central...

SanDisk Stock Falls Hard. Wall Street Says the Long-Term Story Hasn't Changed

This semiconductor specialist has soared more than sevenfold over the past year with no end in sight.

Micron Technology just delivered the best quarter in its history. However, three days later, a federal courtroom in California turned that story upside down. A class-action lawsuit filed on June 25 accuses Micron (MU), Samsung, and SK Hynix of secretly restricting memory chip supply to inflate ...

SanDisk sinks 14%, Micron falls 5%, and Seagate drops 10% as investors price in a looming AI memory and storage supply glut.

Micron's latest earnings report will tell us a great deal about the future of memory and compute demand.

Shares of memory chips maker Micron (NASDAQ:MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take profits.

(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U

Software used to be the safe bet in artificial intelligence. Buy the companies writing the code, sit back, and let subscription revenue do the work. That trade has come undone. While the iShares Expanded Tech-Software Sector ETF sits about 20% below its record high, the chipmakers building the AI ...

I do not want investors to worry about the selloff in AI and data center-related stocks that commenced in late June. If you decided to sell the AI and data center stocks, you literally have nowhere to go, since spectacular returns are forecasted. As an example, Micron Technology now ...

US equity indexes rose this week as gains in communication services and consumer cyclicals helped of

Another day of weak price action for chip stocks weighed on the Nasdaq, but the Dow headed into the long holiday weekend at new highs.