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Micron (MU) Stock Looks Cheap. But Is AI Growth Already Priced In?
Insider Monkey5h agoneutral
Micron (MU) Stock Looks Cheap. But Is AI Growth Already Priced In?

Micron Technology, Inc. (NASDAQ:MU) has been on a tear this year. The stock has surged by 250% since March 30 and is now valued well above a trillion dollars. Micron’s stock has skyrocketed on the back of the artificial intelligence boom, with surging demand for DRAM, NAND, and high-bandwidth memory (HBM), which has driven an […]

9-24-2026: Trump-Xi Summit, Surging Yields + AI Disruption Trade Fears
NYSE7h agoneutralVIDEO
9-24-2026: Trump-Xi Summit, Surging Yields + AI Disruption Trade Fears

Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth managers, brokerages, and travel names. Oil prices swung sharply on shifting Middle East diplomacy headlines all week. President Trump and Xi Jinping met at the White House extending their trade truce through January while easing broader market jitters. Looking ahead, next week brings PCE inflation data, key earnings from Nike and Micron, and OpenAI's anticipated Dev Day.

Several Factors Supports Micron Technology’s (MU) Strengthening Earnings Outlook
Insider Monkey13h agoneutral
Several Factors Supports Micron Technology’s (MU) Strengthening Earnings Outlook

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]

SpaceX Is One of the ‘Most Hyped’ Stocks. It’s a Double-Edged Sword.
Barrons.com13h agoneutral
SpaceX Is One of the ‘Most Hyped’ Stocks. It’s a Double-Edged Sword.

A recent JPMorgan report helped quantify just how much. Wednesday evening, JPMorgan analyst Arun Jain published his list of “most hyped stocks on social media.” SpaceX checked in at number four, behind Lithium Americas Boyd Gaming and Advanced Micro Devices Insight Digital Partners II Rocket Lab Meta Platforms Kodiak AI, Atlas Energy Solutions and Micron Technology rounded out the top 10.

How Micron Stock Could Rise Another 50%
Barrons.com15h agoneutral
How Micron Stock Could Rise Another 50%

Micron Technology stock has plenty left in the tank after its nearly-600% gain in the past 12 months. Micron shares were down 2.4% at $1,046.37 in premarket trading Thursday. UBS’s Arcuri reiterated his target price of $1,625 and a Buy rating on the stock in a research note Wednesday.

Own ON Semiconductor For AI Power, Or Own Micron's Contracts?
Trefis1d agoneutral
Own ON Semiconductor For AI Power, Or Own Micron's Contracts?

ON Semiconductor (ON) and Micron Technology (MU) are owned for the same reason. AI data centers need more silicon than the industry can make, and both sell into that shortage. The resemblance stops there. Micron has signed part of its peak pricing into multiyear contracts. ON Semiconductor is climbing out of a trough, still rationing parts between its AI customers and its car customers. Same shortage, opposite ends of a cycle.

Is SanDisk Stock Amplifying A Risk You Already Own?
Trefis1d agoneutral
Is SanDisk Stock Amplifying A Risk You Already Own?

SanDisk (SNDK) has run up 23.3% over the last five trading days, while the S&P 500 added 2.4%. A move like that in a NAND maker pulls money in. But next week's price is not the question. What matters is what owning the stock does to your money when the market moves, because SanDisk travels much further than the index in both directions.