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AI's insatiable appetite for memory has crowned two companies as gatekeepers of the entire compute stack, but a retirement portfolio and a growth portfolio should not own the same one.
Dell Technologies has delivered stunning gains in 2026, and the good news is that it can continue soaring.
While investors pile into Nvidia, a quieter memory supplier has already outpaced it with gains topping 700% in a year, and analysts think the run is nowhere near finished.
Micron shares have already rewritten what investors thought possible for a memory stock, but the next leg higher hinges on a single question about contract pricing that the upcoming earnings report will either answer or obliterate.
SIMO reaches an initial EU Cyber Resilience Act compliance milestone, strengthening product security and vulnerability management.
FEATURE Micron Technology has pushed back above $1,000 a share. The memory-chip maker could be set for further gains in the run up to its earnings report late this month. Micron closed up 6.1% at $1,016.
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2026 investor letter. The letter can be downloaded here. The letter discusses the challenges of AI-driven market concentration and emphasizes the potential for long-term investors. It notes that the best companies are currently underperforming due to market returns being concentrated in […]
Micron (MU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
The stock closed at $1,739.02 as investors piled back into memory and storage names.
Shares closed at $1,016.59 as chip stocks rallied and investors continued to bet on tight AI-memory supply
Micron's earnings report is the catalyst the stock needs to kick-start its rise.
Wall Street remains bullish on Micron, although a prolonged labor dispute could disrupt production and put pressure on the company’s AI growth story.
Strong US jobs data has kept the prospect of further Federal Reserve rate hikes firmly on the table, which keeps pressure on companies that rely too heavily on cheap borrowing. That is exactly why investors are paying closer attention to businesses that combine solid balance sheets with strong earnings growth potential. This article highlights three stocks from a high quality US growth list that screen well on both fronts. The three stocks in this article are just a starting sample, since the...
With inflation data guiding expectations for future central bank moves, many investors are looking for companies that can hold their own if borrowing costs stay high for longer than hoped. Solid profitability, strong returns on shareholder equity and sensible use of debt can help cushion portfolio shocks. This article highlights three stocks from a quality focused screener that filters for robust balance sheets and resilient business performance. The three stocks below are only a sample from...
Wall Street delivered a sharp split on September 4. The S&P 500 fell 0.4% after a stronger-than-expected jobs report lifted rate concerns, but Sandisk jumped 11.9% and Micron gained 6.1%. The divergence matters because it was not a broad risk-on move. The pattern was consistent with investors rotating toward memory and storage suppliers that help […]
Micron Technology (NasdaqGS:MU) President and CEO Sanjay Mehrotra received Taiwan's Medal of Economic Contribution at the Semicon Network Summit 2026. The award from Taiwan's President highlights Micron's role in strengthening U.S.-Taiwan semiconductor cooperation. The recognition focuses on Micron's involvement in global chip supply chains and advanced technologies linked to AI infrastructure. To put Micron in context, consider exploring other chip and infrastructure stocks connected to AI...
The market is full of high-upside opportunities.
Economist James Thorne said his risk capital was in Bitcoin, though he flagged that a socialist-aligned Congress after the 2026 midterms could change his bullish thesis.
CFO Colette Kress noted "extreme pricing conditions in memory" on the Q2 earnings call.
Dell's huge beat-and-raise quarter signals broad data-center demand for DDR5 and NAND, strengthening Micron's memory-cycle thesis beyond the AI-driven HBM boom.
Two big AI companies shared positive news; here's what Micron stock did.
Micron's fat profit margin is CXMT's opportunity -- and China is coming for it.
Investing.com -- South Korea’s exports have reached $709.4 billion so far this year, already surpassing the country’s full-year record set in 2025 as booming global demand for artificial intelligence chips fuels semiconductor shipments, Reuters reported on Saturday.
A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1
A glowing analyst report on a pair of chipmakers lifted associated stocks.
The hedge fund manager sold into a 242% quarter. The more telling number is the size of the stake he kept.
Two memory stocks may finally be ready for their breakout
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