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July 1 () - Micron Technology and General Motors have signed a supply agreement for memory and storage platforms used in vehicle production, the companies said on Wednesday. The agreement comes at a time when automakers are looking to bolster their semiconductor supply chains to help with growing computing needs on modern vehicles.
Micron and Sandisk are still great buys.
MU's AI-driven memory surge fuels a historic rally, making semiconductor ETFs a diversified way to tap the industry's broad-based momentum.
FEATURE Micron Technology stock was falling early Wednesday amid a wider selloff in technology stocks. However, prices for its memory chips are only heading upward. The shares were down 3.2% in premarket trading.
Concern is growing as investors pour money into "leveraged" ETFs that use debt to amp up returns.
The three chipmakers are now the 10th, 11th, and 12th most valuable U.S. tech companies as investors broaden AI bets
The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask a violent rotation inside MTUM’s portfolio. The AI/cloud mega-caps that powered the momentum trade through 2025 have stumbled, while one AI-memory name has ... MTUM Investors: Watch Micron’s Weight at the November Reconstitution
Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. The stock jumped 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion.
Etched has emerged from stealth mode, unveiling its working AI chip alongside securing over $1 billion in customer contracts. The company announced the raising of $800 million in funding, highlighting significant support from notable investors and thought leaders in the AI field. Etched has achieved first-pass silicon success and is validating its rack-scale inference systems with clients, aiming to make AI inference significantly faster, cheaper, and more efficient. With production ramping...
U.S. futures are in the red Wednesday as investors await Fed Chair Kevin Warsh's remarks on interest rates at an ECB forum in Portugal
Technology stocks were getting off to a stuttering start to the third quarter, with shares slipping in Wednesday's premarket. Memory-chip maker Micron Technology—an AI trade darling that has more than quadrupled this year so far—was down 3.
Micron and Apple trade blame, extreme heat is here, Strategy’s Bitcoin plan shifts, and more news to start your day.
FEATURE Micron Technology stock was falling early Wednesday amid a wider selloff in technology stocks. However, prices for its memory chips are only heading upward. The shares were down 3.2% in premarket trading.
The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a single week, closing near $590. That whipsaw, triggered by Broadcom’s softer AI chip sales forecast and ... This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question
Stocktwits data showed retail sentiment around SPY was ‘bearish’, while QQQ sentiment remained ‘bullish.’
Micron stock might be more expensive than it appears.
Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. The stock jumped 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion.
Micron shares increased four times in the first half of 2026.
Micron Technology’s share price has moved very sharply in recent years, yet its valuation checks paint a more mixed picture, with some multiples still screening as supportive while broader signals are less clear cut. Micron has returned roughly 17x over the past 3 years, which sets a very high bar for any further upside from today’s valuation. The current market value leans heavily on continued demand for AI related memory. At the same time, heightened competition and the cyclicality of...
The most consequential parts of your portfolio are usually the ones you never think about. Not the flashy name everyone argues about at dinner, but the boring component buried three layers down that quietly decides whether the whole thing works. For years, memory chips were exactly that kind of ...
Memory chip maker Micron Technology (MU) has been making headlines for its red-hot earnings, reflecting surging demand for AI infrastructure. But while the company has been obliterating Wall Street’s estimates with its blockbuster revenue growth and profits, something else has been happening in the ...
Shares of fiber laser manufacturer IPG Photonics (NASDAQ:IPGP) jumped 5.3% in the afternoon session after Stifel reiterated its Buy rating and $125 price target on the stock, with the move also supported by a broader rebound in the semiconductor sector.
Shares of computer processor maker Intel (NASDAQ:INTC) jumped 7.2% in the afternoon session after a wave of positive sentiment swept through the semiconductor sector, fueled by analyst price target increases and optimism about artificial intelligence (AI) infrastructure spending.
Investing.com -- Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.
Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Robust revenue/ ARR beats in its fiscal Q3 2026 results have recently led Wall Street to reaffirm its positive rating on Palo Alto Networks. On June 26, Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated an […]
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