Description: SK Hynix, Samsung Electronics Co. Ltd. (OTC:SSNLF), and global rivals, including Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) and Micron Technology Inc. (NASDAQ:MU), are accelerating investments as competition intensifies to supply high-bandwidth memory and advanced chips for the artificial intelligence boom. SK Hynix Commits $13 Billion To Expand AI Memory Capacity SK Hynix is ramping up investment to strengthen its position in the global AI chip supply chain as demand for high-ba

Description: Micron (MU) apparently has little interest in softening the blow for consumers after its shocking decision to close down Crucial. One of its executives warned that DRAM shortages could stretch through 2028, as the business continues to aggressively pursue AI and enterprise customers. I guess you'd ...

Description: A number of stocks fell in the afternoon session after markets pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after markets pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after markets pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after markets pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: Micron and Palantir both rode AI-driven rallies in 2025, but differing growth drivers, valuations and risks now set up a clear contrast for investors.

Description: Transcript: Caroline Woods Here with his top tech picks for 2026 is Daniel Newman, the CEO of the Futurum Group. Daniel, great to have you. Good to be with you. So let's get right into it. Not in any particular order, but Micron top pick up 20% in 2026 already and still undervalued. Daniel Newman ...

Description: 24/7 Wall St. Analysts Eric Bleeker and Austin Smith are kicking the New Year off in style with 12 trends for AI investors to watch in 2026. Over the course of 12 videos, the two will share their thoughts on everything from the memory explosion to software stocks to robotics. In this video we'll discuss why memory stocks like SanDisk (Nasdaq: SNDK), Micron (Nasdaq: MU), and SK Hynix took off in 2025 and why their stocks are continuing to run in 2026. We'll also discuss some strategies for investing in the trend in 2026 such as buying semiconductor equipment companies in the space like Camtek (Nasdaq: CAMT).

Description: Micron Technology's AI-driven HBM demand, surging revenue and discounted valuation fuel debate on whether its 2025 triple still has room to run.

Description: Windows 11 migration propels Sandisk's edge segment. Higher NAND content per PC and BiCS8 efficiency create sustained competitive positioning.

Description: Demand for high-bandwidth memory is increasing exponentially, and Micron's investors will reap the reward.

Description: Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Description: Tata Consultancy Services (TCS) and Advanced Micro Devices (AMD) have announced a strategic collaboration aimed at enhancing AI accessibility and adoption across enterprises. This partnership focuses on co-developing industry-specific AI and GenAI solutions, leveraging TCS's systems integration capabilities and AMD’s high-performance computing technologies. The collaboration aims to modernize hybrid cloud and edge environments, deploy AI-powered solutions, and enhance AI performance for...

Description: TSMC, Micron, Samsung, Lilly and others are set to break ground on or open new facilities this year.

Description: Investors should look for value and diversification in a very hype-driven industry.

Description: MU shares surged over 200% in 2025 on booming HBM demand, record revenues and cash flow, and upbeat guidance that suggests the rally may still run.

Description: Bernstein named Applied Materials as one of its top five chip stock picks.

Description: AI is creating unprecedented demand for high-performance memory chips.

Description: Does Micron (MU) have what it takes to be a top stock pick for momentum investors? Let's find out.

Description: Investing.com -- Bank of America raised its price target on Micron to $400 from $300 per share in a note this week, citing stronger DRAM pricing and a favourable supply backdrop.

Description: Sandisk hits 52-week high as AI infrastructure boom drives demand. BiCS8 technology and expanding hyperscaler partnerships position SNDK for sustained growth ahead.

Description: Nvidia has been the biggest beneficiary of the artificial intelligence revolution so far, but another chip stock may be about to kick into a new gear.

Description: SK Hynix said Tuesday it will build an advanced facility for packaging and testing artificial-intelligence chips in Cheongju, south of Seoul. Memory chips have become an increasingly important component of AI accelerators. Micron is the chief rival of Samsung Electronics and SK Hynix in making HBM chips.

Description: Bertram Capital ("Bertram"), a middle market private equity firm, today announced the promotion of Chris Brown to Partner. Mr. Brown has been a member of Bertram's investment team since rejoining the firm in 2019, having previously served at Bertram from 2010 through 2015. He focuses on executing and managing investments within the firm's Industrials vertical.

Description: 1. Fed Independence Under Fire The Justice Department’s criminal investigation into Fed Chair Jerome Powell escalated into an unprecedented institutional crisis, drawing condemnation from former Fed chairs Janet Yellen, Ben Bernanke, and Alan Greenspan. Powell called the probe, ostensibly focused on comments about a building renovation project, a “pretext” to win presidential influence over interest ... What You Need to Know for January 13, 2026

Description: Investing.com -- Wolfe Research named its top artificial intelligence pick for 2026 in a note Tuesday, arguing the chipmaker’s relative underperformance leaves room for further upside.

Description: Micron Is Riding the AI Memory Boom, and Bulls See Another Leg Higher

Description: It's hard to find an AI stock with a forward P/E ratio of 10 and a revenue growth rate above 50%, but memory leader Micron has those qualities.

Description: Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks on Jim Cramer’s game plan for this week. Cramer noted that he expects a “monster quarter” from the company, as he said: “Taiwan Semi reports, yes, and that’s the manufacturing partner of both AMD and NVIDIA. It should be a monster quarter, but I […]

Description: Shares are up 680% since August because the NAND memory shortage nightmare is an SSD dream come true

Description: Don't wait too long to make a decision on these three stocks.

Description: AI chip surge from CES 2026 highlights growing strain on semiconductor supply.

Description: Investors in Micron just got a clear, high-signal "read-through" from the other side of the Pacific. It doesn't look like a warning shot; it appears more like a plan for how the AI memory boom will translate into substantial profits. Samsung recently released early guidance for the fourth quarter ...

Description: Wedbush flags tight DRAM and storage supply, rising prices, and shifting demand after CES announcements from major semiconductor players.

Description: Investing.com -- The staggering run for one stock may not be over, according to Lynx Equity Strategy, which argues that the memory supplier is entering its “wonder years” as demand from AI infrastructure accelerates.

Description: NVIDIA headlines four top-ranked chip stocks as record semiconductor sales and AI demand keep the rally powering ahead.

Description: Micron Technology Inc. (NASDAQ:MU) is one of the cheap stocks to buy for the next 3 years. On January 9, Mizuho analyst Vijay Rakesh raised the firm’s price target on Micron to $390 from $290 with an Outperform rating on the shares. In its 2026 semiconductor outlook, Mizuho broadly revised price targets across the sector, […]

Description: Array Technologies is named Bull of the Day for strong solar demand and value, while TAT Technologies lands Bear of the Day after a sharp rally.

Description: Storage Demand Is Surging as AI Expands. Some Chipmakers Stand to Gain

Description: At CES 2026, AMC Robotics Corporation unveiled Kyro™, a quadruped robotic platform designed to harness advanced artificial intelligence capabilities, echoing NVIDIA CEO Jensen Huang's proclamation of a "ChatGPT moment for physical AI." This event marks a notable development in the AI Chips industry as Kyro™ integrates cutting-edge AI-driven mobility and perception to address operational challenges in varied environments. With the ability to autonomously navigate and undertake complex tasks,...

Description: Micron has quickly become one of the hottest AI stocks on the market.

Description: We recently published 10 Stocks Jim Cramer Talked About. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer talked about. Micron Technology, Inc. (NASDAQ:MU) is one of the top-performing stocks in the semiconductor sector. Its shares are up by a whopping 247% over the past year. Micron Technology, Inc. (NASDAQ:MU)’s importance in the […]

Description: Micron (MU) has always been prone to cyclical booms and busts, making it a high-risk, yet popular stock among traders. The company's volatile nature has been on full display over the past month, as breakneck sales and profit growth driven by AI demand have led to its shares surging 45%. Investors ...

Description: Which stock is the best artificial intelligence (AI) play for investors: Nvidia (NVDA), Intel (INTC), or AMD (AMD)? D.A. Davidson head of technology research Gil Luria, Wedbush Securities managing director and global head of technology research Dan Ives, and Yahoo Finance Senior Reporter Ines Ferré join Opening Bid host Brian Sozzi to share their takes on the names. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: These growth stocks soared between 198% and 559% last year.

Description: These stocks should be good bets in the new year.

Description: The world needs a lot more memory chips and hard drives. The boom-and-bust memory business has been enjoying its biggest boom in years—perhaps ever. The rapid build-out of infrastructure for artificial intelligence is consuming a large portion of available supply of NAND flash memory, DRAM memory and hard drives.

Description: Micron Technology, Inc. (NASDAQ:MU) is among the 20 Best Performing Stocks in 2025. On January 7, 2026, TheFly reported that UBS maintained a Buy rating and boosted its price goal for ​​Micron Technology, Inc. (NASDAQ:MU) from $300 to $400. According to the firm, the corporation management stressed the memory cycle’s longevity, pointing out that artificial […]

Description: Artificial intelligence has become the defining investment theme of the decade, but most investors face a dilemma: concentrate in a handful of chip makers or spread across hundreds of tech stocks and dilute exposure? Invesco AI and Next Gen Software ETF (NYSE:IGPT) threads this needle with a focused portfolio capturing the full AI value chain ... This Tiny ETF Is One Of The Best Ways To Bet On AI Stocks Right Now

Description: Shares of Micron Technology (NASDAQ:MU) have surged dramatically, coinciding with a shift in retail investor sentiment on platforms like Reddit and X from moderate to extremely bullish. The stock is up 462% from its 52-week low of $61.42, currently trading near $345. Reddit sentiment scores have risen sharply over the past week, with mentions spiking ... Micron Technology Stock Can Do No Wrong Right Now | MU Stock

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Gaining Attention on Wall Street. On January 7, Piper Sandler maintained its Overweight rating on the stock and increased its price target to $400 from $275. Analysts are strongly positive on Micron as they see strong pricing power ahead, driven by tight supply and high-value […]

Description: Investing.com – With the first week of full trading in 2026 in the bag, there has been much to assess, with various big-name stocks making strong moves.

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Analysts Are Watching Closely. On January 7, UBS analyst Timothy Arcuri raised the price target on the stock to $400.00 (from $300.00) while maintaining a “Buy” rating. The firm sees Micron as structurally revalued driven by AI demand and improved EPS durability. UBS’s price target […]

Description: ROUND ROCK, Texas, January 09, 2026--The OpenAccess Coalition is pleased to announce its 2026 Board of Directors, now representing 16 member companies. In 2025, the Coalition welcomed new representatives from Google and NVIDIA, further strengthening its leadership and commitment to advancing open standards in the semiconductor industry.

Description: Micron surged past Nvidia last year as AI-driven HBM chip demand lifted revenue and profits. Can it keep the edge in 2026 as Nvidia scales Blackwell?

Description: We recently published 11 Stocks on Jim Cramer’s Radar. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer radar. Micron Technology, Inc. (NASDAQ:MU) is one of the top-performing semiconductor stocks on the market. Over the year, the shares have gained 236%. It is the only American company capable of manufacturing high-end memory chips […]

Description: Micron shares sell for a tiny P/E ratio -- but a gigantic valuation on P/FCF.

Description: S&P 500 and Nasdaq Rise as December Jobs Data Surprises Investors

Description: Mizuho Sees AI-Focused Semiconductors Outperforming Broader Market

Description: Micron makes hardware components that are critical for AI data centers, and demand is exceeding supply, yet its stock is one of the best values in the space right now.

Description: Shares of memory chips maker Micron (NYSE:MU) jumped 4.5% in the morning session after a wave of positive developments, including a credit rating upgrade from Moody's and plans for a new $100 billion manufacturing plant in New York.

Description: For the first time ever, Micron and other cyclical memory makers could see sustained sales growth, giving the stocks another year of gains.

Description: Here’s a quiz question for you. Which S&P 500 company delivered the highest stock gains, percentage-wise, in 2025? The correct answer isn’t NVIDIA (NASDAQ:NVDA), believe it or not. In actuality, the winner is a company that most investors don’t think about very often. At the same time, it’s a technology hardware firm that’s benefiting from ... You’ll Never Guess Which Tech Hardware Stock Gained 600% Last Year

Description: Tech stocks look poised to lead the market again in 2026.

Description: Semiconductor sales hit a record in November, with NVDA, MU, CRDO and ASYS set to gain from booming AI demand.

Description: MU is riding on an AI-fueled DRAM boom as higher memory content, pricing gains and tight supply drive revenue growth.

Description: Micron’s megafab in New York aims to strengthen US chip supply, create jobs, and drive tech growth.

Description: Stock sale follows credit upgrade and bullish outlook from major firms.

Description: U.S. artificial-intelligence-related stocks regained momentum premarket after largely falling Thursday, following a better-than-expected revenue report from Taiwan Semiconductor Manufacturing. The world's largest contract chip maker announced a 32% increase in revenue, beating consensus expectations.

Description: The deployment of NVIDIA B300 Blackwell GPUs by Eleveight AI in Armenia marks a significant step in advancing the country's AI infrastructure capabilities. This deployment at Eleveight AI's dedicated data center will support various AI workloads, including generative AI and enterprise applications, leveraging the B300 GPUs' enhanced performance and scaling capabilities. The strategic implementation underscores a focus on infrastructure readiness, emphasizing power stability and operational...

Description: When it comes to outperformance, several factors, including robust sales growth, margin expansion, innovation, and favorable earnings estimate revisions, are all contributing factors.

Description: You don't have to buy risky stocks to invest in the AI boom.

Description: Today, Jan. 8, 2026, defense names power the Dow as investors react to President Trump’s $1.5 trillion Pentagon push.

Description: US equity indexes were mixed on Thursday as a technology sell-off hit the Nasdaq Composite, offsetti

Description: Samsung Electronics forecast a record quarterly profit on the back of surging memory-chip prices. Samsung said its operating profit for the final quarter of last year likely reached 20 trillion won ($13.81 billion), in preliminary results Thursday—more than triple the year earlier figure. Samsung will release full quarterly results, including an earnings breakdown for each of its business segments, later this month.

Description: US equity indexes were mixed ahead of Thursday's close as a sell-off in technology shares pushed the

Description: US equity indexes were mixed in midday trading on Thursday as a technology sell-off hit the S&P 500

Description: Shares of Micron Technology traded slightly higher over the past month amid explosive AI memory demand and memory cycle recovery. Traders focus on high-bandwidth memory shipments as a key driver for sustained pricing momentum. Against that backdrop, we ran Micron...

Description: A top-rated analyst at Piper Sandler has made a massive bet on Micron Technology (MU), slapping a $400 price target on the stock with unusual confidence. That’s a steep 45% climb from the previous $275 target, an eyebrow-raising $125 increase, and it matters a ton because Micron has been ...

Description: The memory specialist's growth rate is likely to accelerate as the year progresses, thanks to improving memory prices.

Description: The tech company received a greenlight to proceed after obtaining the necessary permit approvals and undergoing a “rigorous environmental review,” according to a news release.

Description: Shares of memory chips maker Micron (NYSE:MU) fell 4.3% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally.

Description: Growth investing has changed monumentally over the past 4 years, because the bulk of the gains are being driven by AI. If you want to bet on that megatrend and have some satellite picks that can perform independent of AI, look into First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL), Procure Space ETF (NASDAQ:UFO), and iShares US ... 3 Growth ETFs That Can Trounce the QQQ Again Next Year

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the must-buy AI stocks to invest in. On December 22, Rosenblatt Securities’ Kevin Cassidy stated that Micron Technology’s upbeat outlook during their earnings call aligned perfectly with Advanced Micro Devices, Inc.’s (NASDAQ:AMD) own ambitions in the server CPU space. According to Cassidy, Micron’s comments point to a […]

Description: Memory and storage companies were the leading performers in the S&P 500 Index last year, as the massive amounts of cash being spent on building out AI infrastructure trickled down to some traditionally staid parts of the tech sector. Sandisk popped 16% on the first trading day of the year and then soared 28% on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang highlighted the need for more memory and storage in the AI ecosystem. Meanwhile, Western Digital, Seagate and Micron have all posted double-digit percentage gains to start 2026, although all three stocks fell on Wednesday.

Description: Micron Technology, Roche and UnitedHealth highlight diverging opportunities across technology, pharmaceuticals and managed care.

Description: The memory chip stocks have been really heating up to start the year, thanks in part to the AI-driven RAM shortage, which could last well into the year’s end and perhaps beyond. Undoubtedly, AI demand is showing no signs of slowing down, and as the high-performance memory needs continue to blast off, questions linger as ... Memory Chip Stocks are Red-Hot. Is it Too Late to Buy?

Description: Traders are jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks.

Description: Micron stock trades at all-time highs after jumping 21% in December 2025. Here's why the memory-chip maker's best days may still be ahead.

Description: Memory Supply Is Sold Out for 2026. Micron Could Be One of the Biggest Winners

Description: A disappointing earnings report from Oracle weighed on the stock.

Description: Rival SK Hynix Inc.’s shares rose 6.2%. Memory makers like Samsung are diverting production away from everyday tech to build more lucrative high-end chips for AI giants like Nvidia Corp. amid a global rush to rollout massive data centers. “Hyperscalers and cloud providers are buying a lot of DRAM and they are willing to pay a price premium,” said Sanjeev Rana, head of research at CLSA Securities Korea.

Description: Tesla's share price has dipped, but is it likely to outperform these AI favorites?

Description: MU leads today's Zacks Research Daily, with AI-driven memory demand, strong DRAM pricing recovery and solid cash flow powering recent outperformance.

Description: Traders are jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks.

Description: Micron received a series of price target hikes as analysts doubled down on shares of the memory chip maker.

Description: Big Tech has been flat since October, held down by Wall Street’s AI worries. Now iis the time to be brave.

Description: UBS cites stronger earnings outlook and reduced cyclicality in DRAM market.

Description: Investing.com -- The Micron share price target was raised by UBS on Wednesday after a series of upbeat investor meetings with the company’s management, where the chipmaker struck what analysts called a “positive tone” on the durability of the memory cycle and the growing strategic role of DRAM in AI systems.

Description: According to the average brokerage recommendation (ABR), one should invest in Micron (MU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Description: Robinhood Markets and Starbucks have been highlighted as Zacks Bull and Bear of the Day

Description: Marking the start of construction on the largest semiconductor manufacturing facility in U.S. history, Micron executives to join federal, state and local leaders to celebrate the $100 billion project in Central New YorkSYRACUSE, N.Y., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced that on Jan. 16, 2026, it will officially break ground on its megafab in Onondaga County, New York. Following rigorous environmental review and necessary permit approvals, Micron

Description: The gold miner performed well, but you can strike it rich with this hidden gem instead.

Description: Tech stocks have quietly slipped back into bargain territory — and if Wedbush's Dan Ives is right about a potential 25% upside for the sector this year, some familiar names may be setting up for a rerating rather than a relief rally. Looking at low forward P/E technology names inside the NASDAQ-100 surfaces a small but telling group of stocks where valuation, earnings visibility, and positioning appear misaligned. Micron Technology Inc‘s (NASDAQ:MU) latest surge is drawing the spotlight, but it'

Description: Check out the companies making headlines yesterday:

Description: Missed Sandisk's giant 560% gain last year — putting it at top of the year's IBD rankings? Looks like you've another shot.

Description: The main US stock measures were mostly tracking in the red in Wednesday's premarket activity as trad

Description: Recent developments in the AI chip industry highlight significant advancements in in-car AI experiences, as Cerence, NVIDIA, and Microsoft deepen their collaboration. Cerence xUI, a hybrid, agentic AI platform, now leverages NVIDIA AI Enterprise and runs on Microsoft Azure, garnering strong traction with automakers worldwide. This partnership aims to meet the demand for natural, in-car experiences powered by large language models, with multiple global automakers set to deploy these solutions...

Description: The latest investor updates on stocks that are trending on Wednesday.

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Making Waves on Wall Street. On January 2, Bernstein SocGen Group analyst Mark Li raised the price target on the stock to $330.00 (from $270.00) while maintaining an “Outperform” rating. Analysts view sustained pricing strength for MU through 2026 driven by a structural supply lag […]

Description: Buying these tech giants and holding for years could be a very wise move.

Description: We recently published 10 Stocks With Eye-Popping Double-Digit Gains; 4 Hit All-Time Highs. Sandisk Corporation (NASDAQ:SNDK) was one of the top performers on Tuesday. Sandisk jumped to a new all-time high on Tuesday, as investors cheered Nvidia Corp. President and CEO Jensen Huang’s bullish outlook for the memory storage market, saying that the sector stands […]

Description: AI data centers, tight supply, and bullish analyst targets put this chipmaker in focus, today, Jan. 6, 2026.

Description: US equity indexes closed higher on Tuesday as consumer discretionary and technology shares added to

Description: Sandisk, a maker of NAND flash memory, surged nearly 28% by the closing bell while hard-drive makers Seagate and Western Digital jumped 14% and 17% respectively. Micron, which produces primarily DRAM memory chips, shot up 10%. In a report Monday, market research firm Trendforce projected that contact prices for NAND flash memory will jump 30%-35% just in the first quarter of this year.

Description: Investing.com -- Sandisk stock surged 27% Tuesday after Nvidia CEO Jensen Huang described the memory storage chip market as an "unserved market" with massive growth potential. Other memory and storage stocks also rallied, with Western Digital jumping 17%, Seagate Technology rising 14%, and Micron gaining 9%.

Description: Seagate stock is breaking out Tuesday, picking up where the hard-drive stock left off from its chart-topping 2025 rally.

Description: US stocks rose on Tuesday as investors eyed fresh records for the Dow and S&P 500.

Description: A number of stocks jumped in the afternoon session after investors shrugged off geopolitical tensions in Venezuela to push the S&P 500 and Dow Jones Industrial Average to new all-time highs.

Description: Shares of memory chips maker Micron (NYSE:MU) jumped 8.6% in the afternoon session after a broader market rally drove investor optimism in artificial intelligence and big tech stocks.

Description: US equity indexes rose in a broad-based rally ahead of the close on Tuesday, with materials and heal

Description: As memory stocks like Micron trade at a steep discount to the S&P 500, analysts debate whether a historic "bottleneck" in AI hardware has created the ultimate value play or a classic commodity trap.

Description: Companies that are deeply embedded in the AI value chain can prove exceptional picks in the long run.

Description: US equity indexes rose as consumer discretionary and technology added to sector-topping gains from m

Description: Micron Technology (MU) has drawn fresh attention after recent trading left the stock with a 1-day return of about a 1% decline but a gain of roughly 32% over the past month. See our latest analysis for Micron Technology. That pullback comes after a 6.7% 7 day share price return and a 31.6% 30 day share price return, while the 1 year total shareholder return is very large at just over 3x. This suggests momentum has been strong rather than fading. If Micron has caught your eye, this could be a...

Description: Buy Micron stock. Sell Western Digital into today's rally.

Description: Western Digital and Seagate Gain as Data Center Memory Shortages Intensify

Description: Micron and Intel will benefit from soaring demand for servers.

Description: Samsung and SK Hynix stock prices are already up -- and now it's Micron's turn.

Description: In recent weeks, Micron Technology has reported record revenue growth, sharp margin expansion, and fully booked high-bandwidth memory capacity for 2026 as AI-driven demand and supply constraints reshape the global memory market. A key development is Micron’s decision to lift its fiscal 2026 capital expenditure plan to US$20.00 billion, signaling how aggressively the company is building out capacity to meet this surge in high-value AI memory demand. Next, we’ll explore how Micron’s expanded...

Description: SAN JOSÉ, Calif., January 05, 2026--Chris Jacobs has joined Power Integrations as senior vice president for marketing and product strategy.

Description: Demand for chips isn’t likely to subside any time soon, and the Dutch semiconductor equipment company ASML Holding is poised to benefit, said analysts at Bernstein. The firm upgraded ASML to Outperform from Market Perform and boosted its price target on the stock to $1,528 from $935 in a research note Sunday. ASML is the firm’s top pick in European semiconductors for 2026.

Description: As artificial intelligence is implemented across more industries, this company stands to benefit.

Description: Palantir Rebounds, but Analysts Warn Premium May Bite

Description: This article first appeared on GuruFocus. Micron Technology Inc. (MU, Financials) is once again in the spotlight. The chipmaker's shares rose about 2% Monday, leading a broader rally across the memory sector as investors bet that the world's growing appetite for artificial intelligence will keep pushing chip prices higher.

Description: Quarterly revenue hits NT$2.6 trillion, beating estimates as AI server demand and US capacity expansion drive growth.

Description: Major tech conference CES 2026 kicks off today with presentations from Nvidia (NVDA) CEO Jensen Huang and Advanced Micro Devices (AMD) CEO Lisa Su. As the first full trading week of the new year gets underway, what new tech themes should investors be watching for at this year's CES and beyond? Defiance ETFs CEO and CIO Sylvia Jablonski explains how she is watching how Big Tech's massive AI infrastructure CapEx spending and buildout could expand into other industries and sectors. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: Shares of the world's top memory chip providers rose on Monday as investors bet on further ​price gains due to a global supply crunch driven by ‌surging demand for artificial-intelligence infrastructure. Samsung co-CEO TM Roh described the shortage as "unprecedented" in ‌an interview with Reuters, echoing peers who have warned that constraints could persist for months, if not years, as the race to build AI infrastructure consumes supply. Micron CEO Sanjay Mehrotra said last month he expects memory markets to remain tight past 2026.

Description: As the AI trade becomes "fractured," 2026 could see other stocks finally outshine the "Magnificent Seven."

Description: The new year is young: Only one trading day has elapsed. But investors picked their favorite S&P 500 stocks.

Description: The most-talked-about stocks in the Reddit subforum Wallstreetbets were advancing hours before Monda

Description: Recent developments in AI chip technology highlight significant advances expected over the coming years, according to Juniper Research's latest report on emerging tech trends for 2026. Notable among these are commercial chipsets designed to overcome AI bottlenecks, set to launch within the year, and increased interest in microfluidics as a next-generation cooling system for AI chips. The report underscores the importance of these technologies for enterprises as they consider deployment to...

Description: March S&P 500 E-Mini futures (ESH26) are up +0.27%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.64% this morning, pointing to a higher open on Wall Street despite fresh geopolitical tensions following the U.S. military operation that captured Venezuelan President Nicolas Maduro.

Description: Wall Street futures pointed higher pre-bell Monday on Wall Street, as oil issues surged on prospects

Description: NVIDIA leads three AI stocks set to benefit from the January Effect as renewed buying, easing trade tensions and AI demand fuel momentum.

Description: The AI-driven surge in demand for memory and storage drove some of 2025’s biggest stock market winners, including hard-drive maker Western Digital and chip maker Micron. What awaits in the year ahead? For the first WSJ's Take On the Week episode of 2026, we discuss what to expect for both individual companies and the broader U.

Description: President Trump said the U.S. will "run" Venezuela after capturing Nicolas Maduro, but left his regime in charge. Nvidia, AMD CEOs speak at CES Monday.

Description: If you are wondering whether Micron Technology is still a buy after its huge run, you are not alone. This article will break down what that share price really implies about its value. The stock has rocketed, up 10.8% over the last week, 33.0% in a month, and an eye‑catching 252.1% over the past year. This naturally raises the question of how much upside is actually left from here. Micron has been riding a wave of optimism around AI infrastructure and high bandwidth memory, with investors...

Description: Bernstein has just dropped a bold take on Micron Technology (MU), bumping its price target to $330 from $270, with the stock already trading near $315 (near record highs). The upgrade comes at a time when Micron stock has been on a remarkable run, delivering a staggering 262% return last ...

Description: Many of the 100 best stocks of 2025 have exceptional fundamentals. They hail from a variety of industry groups. Here's what investors should know.

Description: These three AI winners appear to be safer bets than Palantir in the new year.

Description: Sandisk led the S&P 500 higher last year as the artificial intelligence boom drove strong demand for data storage solutions.

Description: Management sees its addressable market expanding at a rapid clip.

Description: President Trump said the U.S. will "run" Venezuela after capturing Nicolas Maduro. How will markets react? Nvidia, AMD will headline CES this week.

Description: The stock market fell last week, with Nasdaq just below a critical level. Tesla, Palantir, AppLovin triggered sell signals. Nvidia and AMD are CES headliners.

Description: Micron Technology, Inc. (NASDAQ:MU) is included among the 20 Best Performing Dividend Stocks in 2025. Micron Technology, Inc. (NASDAQ:MU) operates in a corner of the tech market that rarely gets the spotlight. AI discussions usually center on software models or data center scale. The memory chips that make those systems work tend to get overlooked, […]

Description: Today, Jan. 2, 2026, Micron surges into 2026 as Bernstein points to AI-fueled memory demand.

Description: US equity indexes traded mixed on Friday as consumer discretionary and communication services helped

Description: ↗️ Wayfair (W), RH (RH), Williams-Sonoma (WSM): President Trump delayed by a year tariff increases on upholstered furniture, kitchen cabinets and vanities. Shares in furniture sellers rallied Friday. ↘️ Tesla (TSLA): The car maker reported an 8.

Description: Tesla falls after the electric-vehicle maker’s disappointing fourth-quarter delivery numbers, while Baidu jumps as it plans to list its AI chip unit.

Description: Major US equity indexes closed higher Friday as semiconductor stocks rebounded strongly while health

Description: Wall Street is kicking off trading in 2026 after its third consecutive year of double-digit percentage gains.

Description: US equity indexes traded mixed ahead of Friday's close as consumer discretionary and communication s

Description: Micron shares rally as Bernstein’s senior analyst issues a positive note. Here’s why Stacy Rasgon believes MU shares will push higher in 2026.

Description: NVDA and other AI stocks could benefit from the January Effect as easing trade tensions, booming AI demand and strong outlooks fuel momentum.

Description: Data-Center Expansion Drives Micron Stock Higher Into 2026

Description: Robust spending by memory manufacturers to meet AI-fueled demand is going to be a tailwind for this company.

Description: US equity indexes traded mixed as declines in consumer discretionary and communication services help

Description: Micron Technology, Inc. (MU) is up 2,692% since first Big Money outlier inflow signal in 1994.

Description: The big three memory makers have long suffered from booms and busts. Now they’re recipients of one of the biggest surges in demand yet. Wall Street thinks they have room to run.

Description: The Magnificent Seven companies were the talk of Wall Street in 2025 as investors speculated how much further these tech stocks could run in the AI trade. Are there any companies outside the Mag 7 that investors should consider in 2026? Roundhill Investments Chief Executive Officer Dave Mazza shares his outlook for the AI trade in 2026 on the first trading day of the new year. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: Particularly hard-hit in 2025's final sessions, crypto-related stocks are bouncing in this year's first trading day.

Description: Shares of memory chips maker Micron (NYSE:MU) jumped 8.1% in the morning session after Bernstein SocGen Group raised its price target on the company to $330 from $270, citing strong demand for artificial intelligence applications.

Description: The costs of memory chips — especially those used in consumer devices — are expected to see a sharp rise in 2026 as more mega-cap tech companies ramp up their CapEx spending into AI infrastructure and data center projects. Yahoo Finance tech editor Dan Howley discusses the pricing pressures and demand surrounding these memory chip manufacturers and DRAM (Dynamic Random Access Memory). Also catch Dan Howley lay out what to expect in Nvidia CEO Jensen Huang's keynote address at the 2026 Consumer Electronics Show (CES) event on Monday, January 5. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: Artificial intelligence (AI) will continue to be a key pillar of market gains in 2026, Sevens Report research founder Tom Essaye tells Market Domination host Josh Lipton. Essaye says the AI trade could become more fractured, highlighting which AI stocks he expects to be winners and losers. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: How the first entries frame mispricing, valuation, and catalysts as the contest gets underway

Description: Micron Technology stock has surged by 250% in the past year, and it could soar even higher.

Description: Notable profits for the buyer who lifted the $2.10 offer for 1,908 Micron (MU) 1/2 weekly 290 puts yesterday at 14:33ET when underlying shares were trading at $295.18. Shares closed at $292.63, and the puts at $2.92 for a mark-to-market profit of 39%, or $157K, on the $401K outlay.Claim 70% Off TipRanks This Holiday SeasonUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio'

Description: Morgan Stanley analysts selected Micron Technology as their top semiconductor pick for 2026.

Description: Many of the 100 best stocks of 2025 have exceptional fundamentals. They hail from a variety of industry groups. Here's what investors should know.

Description: With gross domestic product per capita on par with Japan and a stagnant population, South Korea’s tigerish growth days are behind it.

Description: Artificial intelligence was the foremost theme dominating 2025. Western Digital dominated the benchmark index this year. Western Digital is best known as a major supplier of traditional hard disk drives, used for high-capacity data storage.

Description: Missed your shot at owning the top-performing stocks of 2025? Perhaps you held ETFs that owned these winners.

Description: Memory stocks are on the rise again with high bandwidth memory demand.

Description: Micron Technology Inc. (NASDAQ:MU) is one of the best stocks for the next decade. As of December 26, Micron Technology Inc. (NASDAQ:MU) is currently on analysts’ watchlists. Earlier on December 18, Lynx Equity raised the price target on Micron Technology to $325 from $180, as the firm maintains a constructive long-term outlook as the memory […]

Description: ↘️ Trade Desk (TTD): The advertising-technology company is poised to be the S&P 500's biggest loser in 2025. Shares have slid around two-thirds so far, their worst year on record. The company missed revenue estimates in February, and the stock was downgraded by analysts in August.

Description: The 3 top performers this year make up just 0.7% of the S&P 500 index weight combined.

Description: MU's NAND revenues hit $2.7B, now 20% of sales, as tight supply, rising prices and G9 demand fuel AI and data center growth.

Description: Believe it or not, the S&P 500 notched another gain in December. That puts together the eighth straight monthly gain.

Description: Robinhood Markets headlines four stocks pitched as better 2026 bets than crypto, backed by strong growth drivers and rising earnings estimates.

Description: Micron Technology and Palantir are outpacing NVIDIA in 2025, driven by booming AI demand, surging revenues and strong earnings outlooks.

Description: The AI data center industry is rapidly expanding from niche buildouts into a highly capital-intensive sector, driven by the need for advanced infrastructure to support macro model training and inference. This shift is characterized by competition for GPUs, energy capacity, cooling systems, and long-term power contracts, as these requirements push AI infrastructure spending to new heights. With an investment prediction reaching up to $5.2 trillion by 2030, according to McKinsey & Co., public...

Description: The “AI trade”—investing in companies linked to the artificial-intelligence data-center buildout—is about to enter its fourth year, and that brings questions of durability to the fore. Yes, 2026 is a make-or-break year, and in the end, power supply may be what applies the brakes. For now, demand for data center hardware from the likes of Nvidia and Micron Technology remains high, and that will continue at least through the first half of 2026.

Description: China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to ​raise 29.5 billion yuan ($4.22 billion) through an initial public offering of 10.6 ‌billion shares in Shanghai. The company, which directly challenged South Korean and U.S. rivals by unveiling its latest DDR5 ‌DRAM chips last month, will use the listing proceeds to upgrade production lines and technologies, it said in a prospectus on Tuesday. Founded with state backing in 2016, CXMT ⁠spearheads China's efforts to gain ‌a foothold in the global DRAM market, dominated by South Korea's Samsung Electronics and SK Hynix, and U.S.-based Micron Technology.

Description: The 2025 slowdown foreseen by many on Wall Street never materialized in full. Tariff exemptions and a slew of trade deals have limited the inflationary effects of the highest import taxes in decades. And an artificial-intelligence arms race has triggered a capital-spending boom, propelling growth, minting millionaires—and leaving the U.

Description: NVDA surged 40% on AI demand, but Micron and Palantir outpaced it as HBM memory and AI platforms drive faster growth in 2025.

Description: The past year has been a continuation of an unceasing tech rally, one that may continue well into 2026 and beyond. If you are a strong believer in that, looking into Micron Technology (NASDAQ:MU), Western Digital (NASDAQ:WDC), and ACM Research (NASDAQ:ACMR) can help you outperform the broader market significantly. All three are riding the AI ... 3 Top Tech Stocks to Buy if You Want to Outperform Next Year

Description: We recently published 10 Stocks Quietly Climbing Toward 2026. Micron Technology Inc. (NASDAQ:MU) is one of the best performers on Monday. Micron Technology bounced back on Monday to hit a new all-time high, as investors resorted to last-minute buying to qualify for the next dividend payout. At intra-day trading, the stock surged to its highest […]

Description: Micron (MU) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Description: As AI Capex rises, stocks in the AI infrastructure space, including NVIDIA, MU, MRVL and peers, stand to gain

Description: With gold rebounding about $55 this morning, mining stocks, like Newmont Corp. (NYSE: NEM), are up about $1.85. All after the overbought stock lost nearly $6 of value yesterday, with gold’s 4.5% pullback. Shares of SSR Mining (NASDAQ: SSRM) are up about 50 cents on the rebound. Even shares of Freeport-McMoRan (NYSE: FCX) are up ... Premarket Movers: Miners Bouncing Back with Gold Prices

Description: Memory Prices Surge, Lifting Micron's 2025 Gains Above 250%

Description: Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. One word may explain the market’s next big move: productivity.In this episode of Stocks in Translation, Fundstrat economic strategist Hardika Singh joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss productivity in the AI era. Singh explains why the Federal Reserve is increasingly confident that AI is boosting output without stoking inflation, lifting growth expectations for 2026. The group also breaks down what productivity means for corporate profits, the labor market, and high-beta AI winners like Micron (MU), where rapid gains come with elevated risk.Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service. This post was written by Lauren Pokedoff

Description: Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast.Investors can’t stop talking about Micron (MU), and here’s why…In this episode of Stocks in Translation, Fundstrat economic strategist Hardika Singh joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss to discuss Micron in relation to the concept of beta. The memory chipmaker’s stock has more than tripled this year, reflecting its high-beta status and exposure to AI demand. Singh explains how Micron’s DRAM and high-bandwidth memory for AI data centers are driving prices and revenue, while highlighting the risks of volatile swings in this niche, fast-growing market. Check out the full episode here. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service. This post was written by Lauren Pokedoff

Description: The semiconductor industry looks set for further gains thanks to the artificial intelligence boom.

Description: MU, CMC and ALL made it to the Zacks Rank #1 (Strong Buy) growth stocks list on December 30, 2025.

Description: These ten large-cap stocks were top performers last week. Are they a part of your portfolio? Rocket Lab Corporation (NASDAQ:RKLB) gained 15.5% this week after the company announced it launched its 21st Electron rocket of the year to deploy the latest satellite to space for multi-launch customer Institute for Q-shu Pioneers of Space. Also, Needham analyst Ryan Koontz maintained a Buy rating, raising the price forecast from $63 to $90. Lumentum Holdings Inc. (NASDAQ:LITE) gained 14.76% this week B

Description: Micron stock outperformed its larger AI peer Nvidia in 2025 – and options data suggests MU shares will rally further over the next few months.

Description: In an overvalued market, this artificial intelligence (AI) stock is trading at an incredibly low valuation relative to its earnings and is well-positioned to capitalize on the AI-driven memory shortage.

Description: Looking backward and forward.

Description: Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Description: Western Digital and Seagate Technology are set to finish the year as two of the top three stocks in the S&P 500.

Description: Micron Technology stock was a bearish candidate that came up on one of my screeners for being 96% above its 200-day moving average. Today, we’re going to look at a Bear Put spread trade that assumes Micron will experience a pullback from these overbought levels.

Description: Micron emerges as a standout undervalued tech play, as AI-driven memory demand and data center expansion set the stage for 2026 growth.

Description: Recent developments in the AI chips sector spotlight Synopsys, Inc., a provider of design automation software for integrated circuits, which has been impacted by significant financial turbulence. Synopsys disclosed a downturn in its Design IP segment, which experienced a 7.7% revenue decline and a substantial 43% drop in net income year-over-year, largely due to increased customization demands from clients. This underperformance has led to a class action lawsuit alleging securities fraud...

Description: A small group of US megacap tech stocks drove 2025 gains, fueling $1 trillion in active fund outflows.

Description: We recently published Big Winners: 10 Stocks Refusing to take a Holiday. Micron Technology Inc. (NASDAQ:MU) is one of the last week’s best performers. Micron managed to eke out a 7.1 percent gain week-on-week despite dipping in the red on Friday, amid a combination of Christmas rush and strong investor confidence, supported by its strong […]

Description: We recently published 10 Stocks Jim Cramer Discussed. Micron Technology Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer discussed. Memory chip manufacturer Micron Technology Inc. (NASDAQ:MU) has shaped up to be one of the most important firms on the stock market in today’s AI-driven era of investing. Its importance stems from the fact […]

Description: Semiconductor stocks have been some of the biggest beneficiaries throughout the artificial intelligence (AI) revolution.

Description: Micron Technology Inc. (NASDAQ:MU) is one of the best performing S&P 500 stocks in 2025. On December 18, Deutsche Bank raised the firm’s price target on Micron to $300 from $280 while keeping a Buy rating on the shares. Following another stunning earnings report and outlook, Deutsche Bank noted that Micron has exceeded even the […]

Description: Micron stock has more than tripled in 2025, and it could deliver significant gains to investors in the new year.

Description: Micron Technology Inc (NASDAQ:MU) shares jumped to a fresh all-time high on Wednesday before pulling back slightly. Trading up more than 220% year-to-date as of Christmas Eve, Micron’s momentum was fueled by an outlook that shattered Wall Street expectations, according to Benzinga Pro. The company reported first-quarter revenue of $13.64 billion and adjusted earnings of $4.78 per share on Dec. 17, well above analyst estimates. The primary catalyst for the 2025 surge is Micron’s role in artificia

Description: These companies will play a crucial role in supporting the AI era.

Description: Technology stocks, joined by Nike, and silver were up and Michigan based automakers looked to end the year strong in equity markets.

Description: We recently published 9 Stocks Jim Cramer Talked About. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer talked about. Micron Technology, Inc. (NASDAQ:MU) is one of the most important firms in the AI ecosystem. It makes and sells memory chips that are used in NVIDIA’s and other AI GPUs. As a […]

Description: The Standard & Poor's 500 index rose 1.4% and hit fresh record highs this week amid a stronger-than-

Description: Explosive Options technical analyst, Bob Lang, joins Market Domination host Josh Lipton to explain how investors can use options to play the market's (^DJI, ^GSPC, ^IXIC) Santa Claus rally, highlighting two names he thinks are worthy of consideration. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Nvidia is rising after reaching an agreement with AI start-up Groq, while Lam Research stock is on track for a record high.

Description: Firms with great fundamentals, including Palantir and Micron, made 2025's list of 100 best stocks. Gold miners also sparkled.

Description: Many of the 100 best stocks of 2025 have exceptional fundamentals. They hail from a variety of industry groups. Here's what investors should know.

Description: Nvidia inked a licensing deal with AI chip startup Groq and hired key executives.

Description: Doing some postgame analysis of your winning and losing trades in 2025 will help you become a more profitable investor.

Description: Wedbush flags AI-driven strength

Description: The stock has gained 241% in 2025, making it one of 2025’s big winners as investors finally realized that AI requires huge amounts of its memory chips. Its stock was up 1.7%, at $291.67 in premarket trading on Friday as investors looked set to press those bets heading into the end of the year, but was off 0.4% in morning trading. Lam Research, however, was up 1.1% at $179.28, making it the group’s top gainer.

Description: After finding strong support at $170, Nvidia (NASDAQ: NVDA) continues to ramp higher. Last trading at $190 in premarket, NVDA is up on news that it agreed to pay $20 billion to acquire assets from Groq, an AI startup. From here, given the strength of the AI boom, we’d like to see NVDA closer to ... Market Movers: Nvidia Could See $200 Before Year End

Description: Yahoo Finance Executive Editor Brian Sozzi takes a look at some of Friday morning's trending tickers and stories. Nvidia (NVDA) is acquiring the assets of artificial intelligence (AI) chip startup Groq (GROQ.PVT) for $20 billion, Nvidia's biggest deal yet. Micron (MU) stock is extending its post-earnings rally, on track for a new record. Airline stocks, including Delta (DAL), United (UAL), JetBlue (JBLU), Southwest (LUV), and American (AAL), are in focus as severe winter weather threatens to disrupt holiday travel. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: Micron investors got some fantastic news recently.

Description: In a recent development in the AI chips sector, Richtech Robotics showcased its mobile humanoid robot, Dex, at CES 2026. Dex features advanced operational capabilities powered by NVIDIA's Jetson Thor, enabling it to adapt to dynamic environments with real-time reasoning and precision. The robot has undergone training through NVIDIA’s open-source frameworks, Isaac Sim and Isaac Lab, emphasizing its capability in performing complex tasks. This demonstration highlights the integration of...

Description: March S&P 500 E-Mini futures (ESH26) are trending down -0.03% this morning as trading resumed after the Christmas holiday, with activity subdued and volumes expected to remain light ahead of a shortened New Year’s week.

Description: This chip stock could become a multibagger investment in the next five years.

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Making Waves on Wall Street. On December 18, Lynx Equity raised the price target on the stock to $325 from $180, citing a constructive long-term outlook as memory cycle enters its next phase, supported by AI-driven demand. The firm acknowledged that the recent strength in […]

Description: U.S. stock markets closed higher on Wednesday.

Description: The Morning Bull - US Market Morning Update Thursday, Dec, 25 2025 US stock futures are pointing higher this morning, with contracts linked to the S and P 500 up about 0.3 percent, as investors juggle strong US jobs signals against shifting interest rate hopes. Weekly jobless claims dropped to 214,000, meaning fewer people are filing for unemployment and the job market is still running warm, which can keep wages and prices firm. At the same time, the 10 year Treasury yield has eased to around...

Description: Nike rises after Apple CEO Tim Cook snaps up shares, while Tesla stock drops amid door safety investigation.

Description: I started investing in the 1990s and joined Wall Street on the sell side in 1997. One of the first things my mentor taught me was that "semiconductors are cyclical." Like most good advice, I ignored it. And paid a stiff tuition learning for myself how semiconductor booms and busts impact stocks, ...

Description: Zacks' Analyst Blog says investors may look past NVIDIA as Micron and BigBear.ai outperform in 2025 and offer more upside from AI demand.

Description: Zacks' Analyst Blog spotlights Mastercard, GE Aerospace, Micron and Value Line, highlighting strong performance drivers and key risks shaping outlooks.

Description: Analysts see explosive growth, but the market still discounts it.

Description: EdgeMode Inc., in partnership with Blackberry Alternative Investment Fund, has reached a pivotal milestone in the development of Europe's largest AI data center pipeline by securing the necessary power supply for their ambitious project in Spain. This development advances five campus-style AI and high-performance computing data centers with a combined capacity of over 1.5 GW of IT power. In addition to power, land rights, dark fiber connectivity, and construction permits have been secured,...

Description: Nvidia isn't the only chip company benefiting from the artificial intelligence hardware boom.

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Making Waves on Wall Street. On December 18, Morgan Stanley analyst Joseph Moore raised the price target on the stock to $325 from $180, citing a constructive long-term outlook as memory cycle enters its next phase, supported by AI-driven demand. The firm acknowledged that the […]

Description: Micron’s fourth quarter performance was met with a significant positive market reaction, as its results exceeded Wall Street expectations for both revenue and non-GAAP earnings. Management attributed the quarter’s outperformance mainly to surging demand for advanced memory products across data center, AI, and automotive applications. CEO Sanjay Mehrotra pointed to record results across all business units and highlighted that both DRAM and NAND sales benefitted from tight supply and higher pricin

Description: Investment bank Citi named Microchip as its top pick among chip stocks as it forecasts a resurgence for analog semiconductors in 2026.

Description: Novo Nordisk surges after U.S. regulators approve the first GLP-1 pill, while shares of rival pharma giant Eli Lilly decline.

Description: Mastercard leads today's top research as analysts spotlight solid revenue growth, digital payment tailwinds, and rising costs to watch.

Description: NVIDIA is up 36.6% this year as AI demand powers CUDA, Blackwell and H200 chips, but trade tensions and rivals push investors toward other AI winners.

Description: Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 3.4% in the afternoon session after investment firm Citi issued a positive catalyst watch for the stock ahead of the upcoming Consumer Electronics Show (CES), contributing to a broader rally in the chip sector.

Description: A $500 price target almost always grabs attention, regardless of which analyst makes that call. However, it carries a lot more weight when it comes from someone who has covered the stock for years, with a solid track record to back it up. That’s the case with Kevin Cassidy of Rosenblatt ...

Description: Top analyst sees 81% upside as memory prices and margins surge.

Description: NVIDIA tops a screen of profitable S&P 500 stocks, with Micron Technology and Seagate Technology also standing out for strong net income ratios.

Description: Zacks.com users have recently been watching Micron (MU) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Description: Retail investors talked up five hot stocks this week (Dec. 15 to Dec. 19) on X and Reddit's r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow. The stocks, PayPal Holdings Inc. (NASDAQ:PYPL), Trump Media & Technology Group Corp. (NASDAQ:DJT), Micron Technology Inc. (NASDAQ:MU), Rivian Automotive Inc. (NASDAQ:RIVN), and Nike Inc. (NYSE:NKE), spanning finance, crypto, semiconductors, AI, automotive, and sports, reflected diverse retail interests. Don't Miss: If the

Description: March S&P 500 E-Mini futures (ESH26) are trending down -0.04% this morning, steadying after a three-day rally as investors await a trio of reports delayed by the government shutdown, with a particular focus on the initial estimate of third-quarter GDP.

Description: In December 2025, global markets are navigating a complex landscape marked by mixed economic signals and varied performances across major indices. While the Russell 2000 Index saw a decline of 0.86%, reflecting challenges in the small-cap sector, broader market sentiment was buoyed by positive inflation data and strong earnings reports from key players like Micron Technology. In this environment, identifying promising small-cap stocks involves looking for companies that demonstrate resilience...

Description: Sandisk Corporation (NASDAQ:SNDK) is one of the Best Young Tech Stocks to Buy. On December 19, Asiya Merchant from Citi reiterated a Buy rating on the stock without disclosing any price targets. A day earlier, on December 18, Mark Miller from Benchmark Co. reiterated a Buy rating on the stock with a price target of […]

Description: On Dec. 22, 2025, AI and semiconductor leaders lifted U.S. stocks as a holiday-week rally extended across major indexes

Description: The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.64%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.46%. March E-mini S&P futures (ESH26 ) rose +0.63%, and March E-mini Nasdaq futures...

Description: US equity indexes rose in a broad-based rally on Monday, with materials and financials leading secto

Description: Tesla shares rise after a Delaware Supreme Court ruling officially restores CEO Elon Musk’s 2018 pay package.

Description: The Dow Jones Industrial Average and other major stock indexes finished higher Monday, brightening prospects for a so-called Santa Claus rally to wrap up the year. AppLovin, Nvidia, and Tesla were among the winners on the stock market today, but a utility slumped following a policy pause by the Trump administration. The Dow closed up 0.5%.

Description: Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 2.6% in the afternoon session after investor enthusiasm for the artificial intelligence sector regained momentum, fueled by gains in industry leaders like Nvidia and Micron.

Description: NVDA stands out among S&P 500 stocks as a top profitability pick, boasting a 53% net income ratio that highlights its strong bottom-line performance.

Description: Does Micron (MU) have what it takes to be a top stock pick for momentum investors? Let's find out.

Description: The S&P 500 Index ($SPX ) (SPY ) today is up +0.59%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.51%. March E-mini S&P futures (ESH26 ) are up +0.58%, and March E-mini Nasdaq futures...

Description: Micron Technology is among the AI winners funds may chase into the year-end window dressing as institutional investors load up on 2025's top performers.

Description: AI Boom Powers Nvidia and Micron Higher After Bullish Analyst Call

Description: Micron and Palantir remain standout AI winners, with strong earnings momentum supporting further upside into 2026.

Description: Investing.com -- Rosenblatt told investors in a note on Monday that Micron’s latest earnings and guidance have reinvigorated the AI trade, with management commentary pointing to improving conditions across the semiconductor supply chain and positive read-throughs for several stocks under its coverage.

Description: Investing.com -- Bank of America (BofA) upgraded credit ratings of Intel and Micron in its latest semiconductor update, pointing to improving balance sheets, strong AI-driven demand, and more attractive relative value across parts of the sector.

Description: According to the average brokerage recommendation (ABR), one should invest in Micron (MU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Description: Traders re-embraced popular tech companies pre-bell Monday, shrugging off concerns about a possible

Description: NVDA, MU and MRVL are three AI chip giants, with booming data center demand and heavy hyperscaler spending setting the stage for 2026.

Description: Robust sales growth has been driven by increasing demand for AI services, with the company forecasting record results for its upcoming period.

Description: After gaining $6.85 on Friday, Nvidia (NASDAQ: NVDA) is up another $3.25 in premarket. The tech giant is still riding the AI story, and a recent Barclays upgrade to a buy rating, thanks to the likelihood of more AI spending. “We are OW as the company has long-term sustainable growth led by a large lead ... Premarket Movers: Nvidia is Still Pushing Aggressively Higher

Description: Micron, Credo and Coca-Cola headline Zacks' latest wins, with select portfolios and focus lists posting sharp gains despite a mixed market week.

Description: Bearish conditions on Wednesday turned bullish by Friday's close, with the S&P 500 and Nasdaq back above their 50-day lines. Palantir and GE lead a slew of new buys.

Description: Micron's revenue growth has been astounding, but is this momentum sustainable?

Description: Micron Technology trounced the market's returns in 2025, and it's poised to do the same next year.

Description: Micron’s stock has gained a whopping 215.97% year to date. The company’s earnings report for fiscal Q1 2026, released on December 17, helped alleviate the gloomy atmosphere created by Nvidia and Broadcom, which both faced a decline in stock value despite posting very strong earnings reports. ...

Description: Is this 46-year-old computer memory giant a good buy?

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks on the Market’s Radar. On December 18, Rosenblatt raised its price target on the stock to $500 from $300 on Thursday, maintaining a Buy rating. The firm is strongly bullish on Micron as it views memory and storage demand accelerating in the AI era. Micron’s […]

Description: In the AI trade, you "can't just bet on one company," Wedbush Securities managing director and global head of technology research, Dan Ives, tells Yahoo Finance, highlighting the importance of diversification for AI investors. Watch the video above to hear more about Ives' AI thesis and the 30 stocks in the Dan IVES Wedbush AI Revolution ETF (IVES). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: The AI trade isn't over. Investors have just become choosier about which players might emerge as winners.

Description: Apple Inc. (NASDAQ:AAPL) is one of the tech and consumer sector stocks that Jim Cramer talked about. Cramer mentioned the company during the stock, as he said: “Apple might be hurt by higher memory prices from Micron, as we heard just last night… but a wealthier consumer may also buy more phones.” Apple Inc. (NASDAQ:AAPL) […]

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the Best Stocks to Invest in for the Next 3 Years. On December 17, the company released its results for Q1 2026, with revenue coming at $13.64 billion compared to $11.32 billion for Q4 2025 and $8.71 billion for Q1 2025. Micron Technology, Inc. (NASDAQ:MU)’s revenue increased 57% mainly because […]

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer offered insights on. Cramer mentioned the company while discussing two of his “favorite” stocks. He remarked: “The rest of tech took its cue from Micron and broke the recent downtrend, even though the supply-demand situation for most of these companies, quite different from Micron. For […]

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer offered insights on. Cramer noted that it makes sense for the company to “blow away the estimates,” as he commented: “Yes, it makes sense for Micron… to blow away the estimates and see its stock fly 10% today. This may be the second-largest beat […]

Description: Consumer spending data and employment numbers from ADP will headline a quiet holiday week as investors look for signs of a 'Santa rally.'

Description: As 2026 approaches, Nvidia stock is sliding.

Description: 2026 could see a bifurcation in the stock market.

Description: This trend could break Micron's historical patterns.

Description: Sandisk’s first year back on the stock market couldn’t have gone any better. Shares of the flash memory company have climbed 560% to $237.61 since they began trading on Feb. 13 at $36 apiece. The stock rose 15% across Thursday and Friday alone after peer Micron Technology  crushed earnings expectations.

Description: Applied Digital (NASDAQ:APLD) shares surged 16.5% on Friday, recovering from a sharp 17.5% decline just two days prior. The Wednesday plunge stemmed from growing investor concerns over rising debt levels in the artificial intelligence (AI) data center sector, with Applied particularly exposed due to its capital-intensive expansion. The rebound was primarily fueled by Micron Technology ... Everyone Loves Applied Digital Again. Here’s Why You Should Remain Skeptical

Description: Bearish conditions on Wednesday turned bullish by Friday's close, with the S&P 500 and Nasdaq back above their 50-day lines. Palantir and GE lead a slew of new buys.

Description: Recently, FormFactor gained attention as easing US inflation and strong AI-related earnings from Micron Technology lifted sentiment across semiconductor testing and equipment providers. In parallel, FormFactor’s move to acquire Keystone Photonics highlights how silicon photonics and co-packaged optics are becoming increasingly important to its test portfolio and long-term positioning. We’ll now explore how the Keystone Photonics acquisition could influence FormFactor’s existing investment...

Description: The November consumer price index showed annual inflation easing to 2.7%, below expectations.

Description: Investing.com -- It’s been a mixed week for equities, with the rise so far in Friday’s session putting the S&P on track to close flat for the week, while the Nasdaq would post a 0.2% increase.

Description: Bearish conditions on Wednesday turned bullish by Friday's close, with the S&P 500 and Nasdaq back above their 50-day lines. Palantir and GE lead a slew of new buys.

Description: RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.

Description: The data center developer announced new funding right as an AI rally kicked off.

Description: <body><p>STORY: U.S. stocks closed higher Friday with the Dow rising about four-tenths of one percent, the S&P 500 advancing roughly nine tenths and the Nasdaq climbing one point three percent.</p><p>Technology stocks extended gains from Thursday, helping the S&P 500 and Nasdaq finish the week higher.</p><p>Chipmaker Micron Technology's strong forecasts re-ignited optimism around AI-related shares, which had recently come under pressure over lofty valuations and funding concerns.</p><p>Micron shares rose 7% to reach a record high on Friday and Nvidia added roughly four percent as the U.S. launched a review that could allow the first shipments to China of Nvidia’s second-most powerful AI chip.</p><p>Anna Rathbun, founder and CEO of Grenadilla Advisory, says she understands the day-to-day focus on these companies and their stocks as they continue to shovel billions of dollars into data centers, but she encourages investors to have a much longer time horizon.</p><p>"Now, the markets are asking to see some of that return on investment. I don't think we're going to see that for a while because I think the runway to AI and getting all the way to AI actually being relevant in our lives, day-to-day lives, is a little bit further out. So it's going to be a little bit rocky still, finishing out 2025 and certainly into 2026. </p><p>This is a long-term play, AI, not a short-term play."</p><p>Other stocks on the move included Nike which plunged 10.5% after the sportswear giant reported a drop in gross margins for the second consecutive quarter, hurt by poor sales in China and efforts to reset its product mix.</p><p>And shares of frozen French fry maker Lamb Weston lost a quarter of their value to close at the lowest level in more than 8 years after the company signaled muted demand for its products for the rest of the fiscal year. </p></body>

Description: CoreWeave shares roared back to life today.

Description: On Dec. 19, 2025, upbeat AI sentiment helped lift major U.S. indexes even as quad‑witching volatility kept trading choppy.

Description: Medline made a splash in its trading debut Wednesday—the biggest American IPO of the year. The Blackstone- and Carlyle -backed company sold 216 million shares at $29 each, giving it a valuation of over $50 billion. Medline’s IPO dethroned Chinese battery maker Contemporary Amperex Technology as this year’s top debut.

Description: US equity indexes rose on Friday as technology topped sector charts in a broad-based rally, aided by

Description: Resurgent artificial intelligence shares lifted the Nasdaq Friday for a second straight session while the yen retreated despite a Bank of Japan interest rate hike. Also Friday, the Bank of Japan hiked interest rates to a 30-year high.

Description: Oracle shares jump following a joint venture agreement with TikTok, while Nike stock plummets following lackluster sales in China.

Description: US equity benchmarks rose for a second straight session on Friday, with the Nasdaq Composite leading

Description: Micron’s blowout earnings report shows memory chips are in hot demand. The coming crunch could exceed the Covid-era chip shortage.

Description: US equity indexes ended mixed as a cooler inflation print and Micron Technology's (MU) solid fiscal

Description: Shares of memory chips maker Micron (NYSE:MU) jumped 7.3% in the afternoon session after the stock's positive momentum continued as the company reported record-breaking first-quarter fiscal 2026 results and provided a significantly stronger-than-expected forecast for the second quarter, fueled by soaring demand for its artificial intelligence (AI) memory chips.

Description: US stocks rose as 2025's last full week of trading drew to a close, with Wall Street weighing catch-up jobs and inflation data.

Description: Micron just delivered a massive earnings beat.

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer talked about recently. Cramer noted that storage stocks like Micron have an “immense amount of demand.” He commented: “Honestly, it does seem pretty hopeless for the data center stocks. Consider, four out of the five top-performing in the S&P 500 this year are tech… […]

Description: AI-driven demand has fueled explosive gains for Micron Technology and Palantir Technologies, and analysts see further upside as revenues, profits and forecasts climb.

Description: Tech stocks led the major indexes higher Friday, with several AI investor favorites among the biggest gainers after a string of positive news.

Description: Christmas has gotten more expensive this year due to inflation and tariffs. Americans of all stripes can use a break. These six unusually active put options from Thursday trading could boost your wallet the day after Christmas. Ho. Ho. Ho!

Description: Asian markets rose Friday as a below-forecast read on US inflation boosted hopes for another interest rate cut next month, while blockbuster earnings from chip firm Micron helped soothe nerves over a tech bubble.Those concerns, though, were tempered Thursday after blowout earnings from chip company Micron Technology, which said quarterly profits nearly tripled to $5.2 billion as it benefits from the AI boom.

Description: Asian shares were moderately higher and U.S. futures were mixed after the Bank of Japan raised its key policy rate Friday to its highest level in 30 years. It took the benchmark rate to 0.75%, which is still low compared with other major economies. Regional shares advanced after stocks on Wall Street rose Thursday following an encouraging report on inflation that could help the Federal Reserve keep cutting interest rates next year.

Description: Dow Jones futures were little changed overnight, along with S&P 500 futures and Nasdaq futures. FedEx and Nike reported after the close. The stock market rallied Thursday on a surprisingly tame CPI inflation report and strong Micron Technology earnings and blowout guidance.

Description: Investors can cross one item off their holiday wish list: a lukewarm CPI. The consumer price index, released this morning, showed a 2.7% year-over-year rise in November. Stocks rallied on the news, since the report could give the Federal Reserve breathing room to fight a potentially slowing economy with additional rate cuts.

Description: <body><p>STORY: Wall Street's main indexes climbed on Thursday with the Dow edging up marginally, the S&P 500 adding eight tenths of one percent and the Nasdaq advancing about one point four percent.</p><p>A soft inflation report fueled expectations for more interest rate cuts by the Federal Reserve.</p><p>The Consumer Price Index report showed that consumer prices increased less than expected from a year earlier in November.</p><p>The moderation is likely due to technical reasons related to the government shutdown which prevented the collection of some data.</p><p>Meanwhile, a blowout forecast from chipmaker Micron Technology helped lift tech stocks on Thursday.</p><p>Micron shares jumped 10% after the company forecast quarterly profit at nearly double what analysts were expecting on strong AI demand.</p><p>It comes as massive debt-backed AI spending and unclear paths to profits have dampened risk-taking this quarter.</p><p>But Rob Sluymer, technical strategist with RBC Wealth Management, says he thinks AI-related stocks will continue to rise.</p><p>"So I think people are a little bit more nervous around some of the gains in these high momentum, expensive technology stocks. And I think that's why we've seen some volatility in some of the names, some of the data center stocks and software names that have pulled back very, very sharply. People are taking some of that risk down. Now, again, this is just the first pullback in an otherwise strong uptrend. I think it's pretty early to be making a case that these tech stocks are putting in a big top."</p><p>:: TAE Technologies</p><p>Other stocks on the move included Trump Media & Technology which surged roughly 42% after the company announced a merger with fusion power firm TAE Technologies in an all-stock deal valued at more than $6 billion.</p></body>

Description: Record results, surging AI memory demand, and fresh analyst upgrades are resetting expectations for this chipmaker, today, Dec. 18, 2025.

Description: 2025's last full week of trading draws to a close with Wall Street weighing catch-up jobs and inflation data.

Description: When parallels are drawn between a company and Nvidia, investors pay attention. That’s exactly how Morgan Stanley framed Micron Technology’s (MU) latest quarter, calling it one of the biggest revenue and profit surprises in the history of the U.S. chip space, second only to Nvidia’s AI-powered ...

Description: Positive CPI data and Micron’s upbeat AI-memory outlook went some way to fuel a tech recovery today, Dec. 18, 2025.

Description: US stocks (^DJI, ^IXIC, ^GSPC) closed Thursday's session higher, led by the Nasdaq Composite's gain of 1.38% (or 313 points) coming off of the November Consumer Price Index (CPI) report released this morning. November's consumer price data showed that inflation rose by 2.7% year-over-year, according to the US Bureau of Labor Statistics (BLS), below economists' forecasts of 3.1%. Yahoo Finance markets and data editor Jared Blikre breaks down the biggest market themes from today’s trading day, including trends in chip stocks, AI use cases, and gold pricing (GC=F). To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.

Description: Find insight on Micron Technology, TAE Technologies’ merger with Trump Media and more in the latest Market Talks covering Technology, Media and Telecom.

Description: US equity indexes advanced on Thursday as a surprise retreat in the inflation rate boosted the odds

Description: The S&P 500 and the Dow Jones Industrial Average snapped a four-day slump on Thursday after data sho

Description: As the AI boom continues, investors hedge their bets on what's next for the AI trade as companies spend trillions building out AI infrastructure. Pence Capital Management CIO Dryden Pence sits down with Market Domination Host Josh Lipton to talk about his expectations for the AI space. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: The report, which was released later than normal because of the shutdown, said that consumer prices rose 2.7% in November from a year earlier. Micron led the S&P 500 with a 10% jump for the day, while Sandisk and chip equipment maker Lam Research were the other top gainers on the index by the close.

Description: The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up by +0.79%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +1.51%. December E-mini S&P futures (ESZ25 ) rose +0.74%, and December...

Description: Equity markets mostly rose on Thursday as investors welcomed cool US inflation data while tech stocks bounced and central banks avoided monetary policy surprises.Asian stock markets mostly sank Thursday after Wednesday's sell-off on Wall Street as worries over the tech sector's colossal spending on artificial intelligence continued to dog investor sentiment.

Description: The memory chip leader is a prime beneficiary of the artificial intelligence (AI) boom.

Description: AI stocks soared Thursday after memory chip maker Micron reported far stronger-than-expected quarterly results, offering tech investors a glimmer of hope after weeks of disappointing performance for AI stocks.

Description: ↗️ Trump Media (DJT): President Trump’s company agreed to merge with fusion-power company TAE Technologies in an all-stock deal worth over $6 billion. Shares jumped by 42%. ↗️ Micron Technology (MU): The semiconductor maker raised its outlook for key products and gave revenue guidance well above expectations.

Description: Micron Technology has already reported fiscal first-quarter 2026 results, posting record sales of US$13.64 billion and net income of US$5.24 billion, with earnings per share from continuing operations rising sharply year on year. The company’s performance was powered by surging demand and tight supply in AI-focused memory, particularly high-bandwidth memory for data centers, which supported stronger pricing and margins across its portfolio. Next, we’ll examine how Micron’s record AI-driven...

Description: Oracle and AI stocks drove damaging market losses Wednesday. Micron jumped late on strong earnings and blowout guidance.

Description: Although the revenue and EPS for Micron (MU) give a sense of how its business performed in the quarter ended November 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Description: This marks the fourth-straight down-day for the blue-chip Dow and the comprehensive S&P 500.

Description: Satya Kumar: Thank you, and welcome to Micron Technology, Inc.'s fiscal first quarter 2026 Financial Conference Call. On the call with me today are Sanjay Mehrotra, our Chairman, President and CEO, and Mark Murphy, our CFO.

Description: The wait is on for the latest reading on consumer inflation that could help set expectations for the path of interest rates.

Description: Micron expects growth to soar higher in the coming months as AI developers scramble for a tight supply of memory-storage products.

Description: ↘️️ Warner Bros. Discovery (WBD): The conglomerate recommended shareholders reject Paramount (PSKY)’s hostile bid, saying the Netflix (NFLX) deal is better. Warner shares slipped 2.4% Wednesday, while Paramount dropped 5.

Description: A record quarter has a funny way of sparking investors' enthusiasm.

Description: AI stocks stumbled as investors questioned valuations and rising market concentration, today, Dec. 17, 2025.

Description: Micron Technology posted quarterly earnings that topped analysts' estimates, sending shares higher in extended trading Wednesday.

Description: Micron said fiscal second-quarter revenue will be $18.3 billion to $19.1 billion, the company said in a statement Wednesday. Analysts had estimated $14.4 billion on average for the period. Jake Silverman has more on "Bloomberg The Close."

Description: Micron (MU) delivered earnings and revenue surprises of +22.25% and +7.26%, respectively, for the quarter ended November 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Micron (MU) reported first quarter earnings results that beat Wall Street's estimates on the top and bottom lines. Morningstar Research services equity analyst, William Kerwin, joins Market Domination Overtime host Josh Lipton to discuss the company's print and forecast. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Micron Technology reported better-than-expected earnings results Wednesday afternoon. For the November quarter, the chip company reported earnings per share of $4.78, compared to Wall Street’s consensus estimate of $3.96, according to FactSet. Revenue came in at $13.6 billion, which was above analysts’ expectations of $12.9 billion.

Description: Investing.com -- Micron Technology forecasts a sharp jump in revenue and earnings for the current quarter as higher memory prices, demand tied to AI workloads drove record first-quarter results. Shares of Micron were up about 6% in extended trading.

Description: Micron Technology's (MU) fiscal Q1 results surpassed Wall Street's estimates as the semiconductor ma

Description: Memory-chip maker Micron crushed analyst estimates for its fiscal first quarter and with its guidance. Micron stock jumped on the news.

Description: Micron Technology Inc (NASDAQ:MU) looks to continue a streak of beating analyst estimates when the company reports first-quarter financial results Wednesday after market close. Here are the earnings estimates, what analysts are saying ahead of the ...

Description: Tesla drops after setting a record closing high, while Lennar tumbles following weak earnings for the home builder.

Description: Market Domination Overtime host Josh Lipton previews several of the biggest stories to come tomorrow, Wednesday, December 17, including commentary from top Federal Reserve officials and earnings results from companies like Micron Technology (MU), General Mills (GIS), and Worthington Steel (WS). To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: The November jobs and consumer inflation reports will continue to set expectations for interest rate cuts in 2026.

Description: Analysts are bullish on prospects for Micron stock, given a tight supply of memory chips and associated rising prices.

Description: Semiconductors have accounted for three of the nine industry groups that met the bubble criteria going back to 1991, according to Ned Davis Research Chief Thematic Strategist Pat Tschosik.

Description: Micron’s upcoming first-quarter results are likely to reflect the strong tailwinds from AI workloads and improving pricing dynamics.

Description: The rise in memory-chip prices will last for several quarters, which bodes well for Micron shareholders, according to Needham. On Tuesday, analyst N. Quinn Bolton raised his price target for Micron Technology stock to $300 from $200. Micron is a leader in the markets for dynamic random-access memory, or DRAM, which is used in desktop computers and servers, and for flash memory, found in smartphones and solid-state hard drives.

Description: Analysts see Micron’s earnings momentum as a key catalyst, with price targets climbing after Stifel’s upgrade.

Description: David Tepper is one of the most successful hedge fund managers in history, with a net worth of ~$23.7 billion. He’s been selling UnitedHealth (NYSE:UNH), Intel (NASDAQ:INTC), Alibaba (NYSE:BABA), Vistra (NYSE:VST), and Micron (NASDAQ:MU). He’s piling into a lesser-known stock instead called Whirlpool (NYSE:WHR), and we’ll look into why in a bit. Tepper is the ... Billionaire David Tepper Sells These 5 Stocks to Buy This 1 Stock

Description: In Monday’s trading, Micron Technology jumped 14 spots in Barchart’s Top 100 Stocks to Buy, into 36th position. Of the top 100, Micron’s price volume was the highest at 6.53 million, nearly four times higher than the runner-up.

Description: Micron has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date.

Description: STX shares are up 118% in six months as AI-driven data center demand, new Exos systems, and HAMR advances power results and capital returns.

Description: Analysts Expect Strong Data Center Demand to Support Micron in 2026

Description: WDC's margin momentum is accelerating as high-capacity HDD demand, rising ASPs and steady cost cuts power stronger profitability into fiscal 2026.

Description: MU, SANM and PAHC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Dec. 16, 2025.

Description: Ultimately, Micron represents a high-risk, high-reward investment proposition.

Description: The last full trading week before Christmas is looking busy. Key economic data that was delayed by the shutdown is due, including the jobs report and the consumer-price index for November. Some Federal Reserve policymakers are due to speak, after the central bank's latest rate cut last week, and a reasonably busy earnings calendar includes earnings from Nike, FedEx and Micron.

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the best affordable AI stocks to buy now. On December 12, Stifel raised its price target on Micron (NASDAQ:MU) to $300, up sharply from $195, and reiterated its Buy rating. The firm pointed to accelerating demand for AI infrastructure as a key inflection point for the industry, noting […]

Description: Memory chips maker Micron (NYSE:MU) will be reporting results this Wednesday after market close. Here’s what you need to know.

Description: Micron Technology's fair value estimate has been lifted sharply to about $249.31 per share, while the discount rate has nudged higher to roughly 10.67%, reflecting a more demanding return hurdle even as long term growth expectations climb. Behind these moves is a growing view that Micron sits at the heart of an AI driven memory supercycle, with rising demand for high bandwidth memory and DRAM in data centers supporting stronger revenue growth assumptions near 24.21%. Stay tuned to see how you...

Description: ↘️ iRobot (IRBT): The Roomba maker declared bankruptcy over the weekend. It said customer service and app functionality would continue normally during the restructuring. Shares tumbled 73%. 🔎Micron Technology (MU): The artificial-intelligence chip stock outperformed rivals after Wedbush raised its price target, but then shares edged down 1.

Description: Micron Technology is set to report earnings after the market closes Wednesday, with traders expecting a big move in the memory chip maker's stock.

Description: US stocks started the week lower as investors awaited key economic data to be released later this we

Description: US benchmark equity indexes were lower intraday ahead of this week's key economic data, including re

Description: WDC's investment in Qolab gives it early exposure to quantum hardware, pairing nanofabrication expertise with superconducting tech for long-term growth.

Description: Companies in The News Are: LULU,MITK,NX,MU

Description: Wall Street expects Micron to report earnings per share between $3.77 and $3.94, representing more than double the $1.79 posted in the same period last year.

Description: Cannabis, space, nat gas & auto led last week's leveraged ETF winners. MSOX, RKLX, KOLD, VOYX and CVNX posted outsized gains despite tech weakness.

Description: MU's DRAM revenues are likely to surge 58% year over year in Q1 as AI workloads boost demand for high-performance memory.

Description: The benchmark US stock measures were pointing higher before the opening bell Monday, ahead of a busy

Description: Recent developments in the realm of AI Chips have seen WELLE Environmental Group and Primech Holdings enter a strategic agreement to advance innovation in industrial robotics and sustainable operations. The partnership focuses on the creation and deployment of specialized industrial robots for challenging environments and aims to integrate robotics with environmental engineering for improved efficiency and sustainability. By leveraging WELLE’s expertise in environmental governance and Primech...

Description: Call reflects improving memory pricing and rising AI-driven demand.

Description: US equity investors will focus on labor market and inflation data while tuning in to the Federal Res

Description: Gold Fields and Diageo have been highlighted as Zacks Bull and Bear of the Day

Description: Earnings preview of key companies reporting this week and what to look out for.

Description: Bitcoin rose slightly but remained below the key $90,000 level as it struggled to recover meaningfully after hitting a near two-week low overnight. The cryptocurrency has been hit by a rotation away from artificial intelligence-related stocks after results from Oracle and Broadcom last week failed to meet lofty expectations.

Description: The last full trading week before Christmas could be a busy one. Key economic data that was delayed by the shutdown is due, including the jobs report and the consumer-price index for November. A series of Federal Reserve policymakers are due to speak, days after the central bank's latest rate cut, and a reasonably busy earnings calendar includes earnings from Nike, FedEx and Micron.

Description: This week brings delayed November jobs and consumer-price data, as well as earnings reports from FedEx, Darden, Accenture, and more.

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks in the Spotlight for Investors. On December 11, UBS analyst Timothy Arcuri raised the price target on the stock to $295.00 (from $275.00) while maintaining a “Buy” rating. Firm analyst sees stronger DRAM/NAND pricing, tightening supply, and pre-purchase orders supporting long-term margin expansion. Arcuri anticipates fourth-quarter […]

Description: Markets enter a critical week still reeling from Friday's sharp selloff in technology and AI stocks following disappointing reactions to Oracle and Broadcom earnings that raised questions about AI infrastructure spending sustainability and return on massive capital investments. Here are 5 things to watch this week in the Market.

Description: Nasdaq Slides as Broadcom Forecasts Shake AI Trade

Description: With the December Fed meeting in the rear view, investor attention will turn toward Fed chair nomination drama and the potential for a Santa rally (or not)

Description: Coming up: November employment, inflation reports, key Fed speakers, October retail sales data, earnings from Micron, Nike, FedEx, and more.

Description: Micron Technology (MU) is riding a powerful AI memory wave right now, with tight DRAM and high bandwidth supply, rising prices, and a strategic exit from its Crucial consumer line sharpening investor focus. See our latest analysis for Micron Technology. That AI driven story is showing up clearly in the tape. Despite a recent 6.7% one day pullback, Micron still carries a roughly 53% 3 month share price return and a powerful 136% one year total shareholder return, signaling strong momentum...

Description: Revenue is booming from surging memory prices.

Description: Micron and Nike are among the week's big earnings reports. But economic news may steal the show, as the flow of federal attempts to recover.

Description: One of the first market truths I learned over my 30 years navigating Wall Street was that semiconductor demand is cyclical. When times are good, orders and prices surge, driving suppliers to ramp up capacity too quickly, which contributes to oversupply when demand softens. Rinse. Repeat. Get the ...

Description: Market Domination Overtime host Jared Blikre previews several of the biggest stories to come throughout next week, including the November jobs report — which will include some labor data for the month of October — the latest Consumer Price Index (CPI) data, and earnings results from companies like Micron Technology (MU), FedEx (FDX), and Nike (NKE). To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Shares of the memory specialist have tripled this year, but can they continue to rise following its upcoming quarterly report?

Description: Micron Technology (MU) is reporting first quarter earnings on Wednesday, Dec. 17. Yahoo Finance Tech Editor Dan Howley sits down with Yahoo Finance Markets and Data Editor Jared Blikre to explain what investors should expect. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.

Description: Stock Market Today: The Dow Jones index turned lower Friday, and AI stocks faltered as Broadcom stock plunged on earnings.

Description: A number of stocks fell in the afternoon session after investors grew concerned over the profitability timeline of artificial intelligence (AI) investments following financial reports from industry giants.

Description: Micron rides booming AI demand as HBM-fueled revenues surge, while Palantir and NVIDIA post strong growth heading into 2026.

Description: Rivian shares soared Friday, a day after the electric vehicle maker held an "Autonomy & AI Day" where it announced a custom AI chip and plans to roll out enhanced self-driving software.

Description: Nasdaq Slides as Broadcom Forecasts Shake AI Trade

Description: Stifel Turns More Bullish on Micron. The Market Isn't Buying It--Yet.

Description: Micron stock and Jabil are in new growth phases thanks to booming AI and data center demand for memory, storage, and hardware.

Description: Direxion Daily Semiconductor Bear 3x Shares (NYSEARCA:SOXS) offers a contrarian bet against the AI boom, delivering three times the inverse daily performance of semiconductor stocks. While the ETF has attracted attention for its dividend distributions, understanding how this fund generates income reveals why it’s fundamentally different from traditional dividend investments. How SOXS Generates Such High ... SOXS May Pay a 20% Dividend, But It Lost 87% Betting Against Nvidia | SOXS NVDA Pays a 20

Description: Broadcom led AI hardware stocks lower Friday, extending Thursday's losses despite a stronger-than-expected earnings report from the chipmaker.

Description: Earnings preview of key companies reporting in the coming week and what to look out for.

Description: Get a deeper insight into the potential performance of Micron (MU) for the quarter ended November 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Description: Stock rally raises questions about near-term upside before results

Description: Zacks.com users have recently been watching Micron (MU) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Description: Stock market leader Micron Technology gave a crystal-clear buy signal from a common technical pattern. Did you recognize it?

Description: The last full trading week before Christmas could be a busy one. Key economic data that was delayed by the shutdown is due, including the jobs report and the consumer-price index for November. A series of Federal Reserve policymakers are due to speak, days after the central bank's latest rate cut, and a reasonably busy earnings calendar includes earnings from Nike, FedEx and Micron.

Description: MU eyes strong Q1 gains as AI-driven memory demand, better pricing and new chip ramps set the stage for a robust earnings update.

Description: US stock futures climbed as Wall Street diversified out of AI tech stocks, as bubble fears dominate sentiment.

Description: Micron’s upcoming earnings report is drawing intense attention as Wall Street turns increasingly bullish. Is now the time to buy its shares?

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the Hot AI Stocks on Wall Street’s Radar. On December 9, HSBC initiated coverage of the stock with a “Buy” rating and a $330 price target. The firm believes that Micron enjoys tech leadership and benefits from robust AI-related memory tailwinds. “Micron’s share price is up 172% [year-to-date], outperforming […]

Description: Oracle led tech stocks lower Thursday after the cloud computing provider's quarterly sales missed analysts' estimates.

Description: Just yesterday, markets celebrated the latest quarter-point cut from the Federal Reserve, which lowered rates to a range of 3.5% to 3.75%. The central bank also announced that it would again purchase short-term bonds, thereby driving down short-term yields. It also removed language that the labor market “remained low.” That could mean the central bank ... Wall Street Just Upgraded Oracle, Despite Earnings Disappointment

Description: Micron (MU) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Description: Micron Stock Climbs After Analysts Boost Targets Across the Board

Description: Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Description: -The '608 Patent Asserted in the ITC and Part of $118 Million Damages Award Against Samsung- IRVINE, CA / ACCESS Newswire / December 11, 2025 / Netlist, Inc. (OTCQB:NLST) today announced that the U.S. Court of Appeals for the Federal Circuit (CAFC) ...

Description: MU, CMC and ALL made it to the Zacks Rank #1 (Strong Buy) growth stocks list on December 11, 2025.

Description: Shares of Micron Technology have surged to record highs this week as analysts continue to raise their targets for the memory chip maker ahead of next week's earnings report

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the Trending AI Stocks on Wall Street. On December 8, UBS reiterated a “Buy” rating on the stock with a $275.00 price target. The rating affirmation comes ahead of the company’s upcoming earnings report on December 16th, with analysts noting robust AI-driven tailwinds for the stock. Analyst Timothy Arcuri […]

Description: NVDA leads a trio of AI names spotlighted for strong profitability as Zacks highlights firms with high net income ratios for 2026.

Description: Shares of memory chips maker Micron (NYSE:MU) jumped 4.1% in the afternoon session after the Federal Reserve cut its key interest rate, boosting investor confidence across the market.

Description: The semiconductor sector delivered extraordinary performance in 2025, with AI-driven demand reshaping the competitive landscape. After analyzing recent quarterly results, profitability metrics, and strategic positioning across major chip stocks, five companies emerged as the sector’s dominant performers that defined this transformative year. Intel Corporation (INTC) Intel executed a credible turnaround under challenging conditions. The company ... 2025’s Winning Semiconductor Play: How One Chipm

Description: Micron’s upcoming report will show if tight supply and soaring AI demand can support another breakout quarter.

Description: NVIDIA, Micron, and Vertiv emerge as top AI picks for next year, backed by strong net income ratios and solid 12-month growth metrics.

Description: Micron Technology is set to report fiscal first-quarter earnings next week, and many on Wall Street have high expectations for the chip maker that has reaped the benefits of the artificial-intelligence boom. One of those bulls is Citi Research analyst Christopher Danely, who lifted his price target on Micron shares to $300 from $275 and reiterated a Buy rating in a note published Tuesday. Danely expects Micron to report quarterly revenue of $14 billion, handily above the $12.59 billion Wall Street is anticipating, “due to unprecedented increases in DRAM pricing.”

Description: Micron (MU) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Description: The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly.Claim 50% Off TipRanks Premium and Invest with Confidence Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential Top 5 Upgrades: Rosenblatt upgr

Description: Investing.com -- Citi analysts highlighted one stock they believe will post results “significantly above Consensus” when it reports fiscal first-quarter earnings on Dec. 17 after the close.

Description: Recent developments in AI-integrated cybersecurity solutions have intensified as enterprises face a surge in AI-weaponized cyberattacks, up 156% by late 2025. Many companies are urgently enhancing security frameworks with quantum-resistant cryptography and zero trust architectures to address this evolved threat landscape. Highlighted solutions include Quantum Secure Encryption Corp's (QSE) launch of the qREK Software Development Kit, which empowers developers with tools for quantum-resilient...

Description: A big production capacity bet and a low valuation offer upside.

Description: The rare move by a South Korean company also aligns with President Lee Jae Myung administration’s broader push to boost corporate value. SK Hynix is “reviewing various measures to enhance corporate value, including a potential listing on the US stock market using treasury shares, but nothing has been finalized at this time,” it said in a regulatory filing.

Description: The line between investing and gambling is blurring further as leveraged single-stock ETFs take off. Some worry that naive investors don’t know what they’re getting into.

Description: Deutsche Bank Lifts Micron Price Target to $280 as Demand Tightens

Description: The move also aligns with President Lee Jae Myung administration’s broader push to boost corporate transparency and governance. SK Hynix is “reviewing various measures to enhance corporate value, including a potential listing on the US stock market using treasury shares, but nothing has been finalized at this time,” it said in a regulatory filing.

Description: Micron is garnering a lot more attention in 2025 because memory prices are rising, and the market is tightening more quickly than many people had anticipated. Wall Street is paying attention to the company's sharp rise, since memory is one of the most cyclical parts of the semiconductor world, and ...

Description: Micron (MU) closed at $252.42 in the latest trading session, marking a +2.23% move from the prior day.

Description: Analyst sees multiyear upcycle driven by AI, cloud spending and tight supply

Description: Deutsche Bank Lifts Micron Price Target to $280 as Demand Tightens

Description: Nvidia (NASDAQ: NVDA) is pushing higher on a report from Truth Social that the tech giant could ship its H200 chips to “approved customers” in China and other high-demand areas. All under the condition that a quarter of sales be paid to the U.S. government. As a result, analysts at Bernstein just initiated an outperform ... Wall Street is Still Pounding the Table Over Nvidia, Micron, and Netflix

Description: Synopsys upgraded, Warner Bros. downgraded: Wall Street's top analyst calls

Description: Pre-Market Stock Futures: The futures are trading flat on Tuesday after we opened the week on the downside, with all major indices finishing the day lower. With the Federal Reserve meeting this week, investors are playing a wait-and-see game before bidding stocks higher to ensure there will indeed be a 25-basis-point cut. Wall Street will ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: Agilent, Alibaba, Delta Air Lines, Intel, JD.com, Micron Technology, Reddit and More

Description: The artificial-intelligence trade that has fueled the market’s rally can swing in either direction this week, with earnings from Oracle being the pivotal event. The market’s focus on AI growth has widened from just looking at Nvidia’s chip demand. Wall Street is rightly concerned about how sustainable the growth in data center demand is, and investors are becoming increasingly vigilant of demand signals from a host of key companies.

Description: Stocks drifted lower as the battle for Warner Bros. Discovery went hostile and investors expected a Fed rate cut this week. The Dow fell 0.4% and the S&P 500 shed 0.3%.

Description: ↗️ Boeing (BA): The plane maker said Monday it had completed its long-awaited acquisition of Spirit AeroSystems. The stock rose 2.2%. ↗️ Confluent (CFLT): Tech stalwart IBM (IBM) is buying the data-infrastructure company for about $11 billion, confirming a Wall Street Journal report.

Description: DAKT's Q2 results are likely to reflect strong live events demand and margin gains, offset by digital transformation costs.

Description: The artificial-intelligence trade that has fueled the market’s rally can swing in either direction this week, with earnings from Oracle being the pivotal event. The market’s focus on AI growth has widened from just looking at Nvidia’s chip demand. Wall Street is rightly concerned about how sustainable the growth in data center demand is, and investors are becoming increasingly vigilant of demand signals from a host of key companies.

Description: Shares of memory chips maker Micron (NYSE:MU) jumped 2.4% in the morning session after several investment firms raised their price targets on the stock, citing strong demand for artificial intelligence (AI) chips and the company's recent strategic shift.

Description: DRAM demand is booming, and it's driving Micron's profits higher.

Description: Micron Technology is stepping back from the consumer memory business, and it is not just a cost-cutting move. In a statement posted on its investor site, the company confirmed it would “exit the Crucial consumer product line” to better support “larger, strategic customers in faster-growing ...

Description: MU, GLDD and ALRM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on December 8, 2025.

Description: MU's faster growth estimates, stronger AI momentum and lower valuation than LRCX point to clearer upside.

Description: Synopsys, Inc., a provider of design automation software for integrated circuits, has recently faced legal challenges following a significant stock decline. The company’s Design IP segment, which includes AI-driven silicon components, reported a 7.7% year-over-year decline in revenue and a 43% drop in net income for the third quarter of 2025. This downturn is attributed to increased customization demands from customers, impacting profitability and prompting considerations for a change in...

Description: December S&P 500 E-Mini futures (ESZ25) are up +0.12%, and December Nasdaq 100 E-Mini futures (NQZ25) are up +0.23% this morning, pointing to a higher open on Wall Street as investors look ahead to the Federal Reserve’s final monetary policy committee meeting of the year, where another rate cut is widely expected.

Description: MU leads a December shortlist of growth picks as AI-driven memory demand and strong multiyear earnings momentum fuel its appeal.

Description: Micron Technology Inc. (NASDAQ:MU) is one of the most profitable tech stocks to buy. On December 3, Micron Technology announced that it will exit its consumer memory business, including the sale of products under its Crucial brand. This is being done to double down on advanced memory chips used in AI data centers, which is […]

Description: Stranger things were seen this week. From an acquisition announcement that could result in one of the largest entertainment houses to new IPO possibilities in 2026, this week presented numerous opportunities that impacted the market. Overall, the S&P 500 experienced a positive turn ...

Description: Will Micron's Q1 2026 earnings justify its sky-high valuation? The memory chip giant reports on Dec. 17, with analysts expecting a blockbuster quarter.

Description: Investors may consider putting these reasonably priced, growth-value hybrid companies under their tree.

Description: We came across a bullish thesis on Micron Technology, Inc. on Techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.’s share was trading at $240.46 as of December 1st. MU’s trailing and forward P/E were 31.68 and 15.11 respectively according to Yahoo Finance. Micron Technology, Inc. designs, develops, […]

Description: Upcoming hikes reflect tight memory markets and growing AI-related demand.

Description: Here's the next industry to benefit from strong demand being created by the continued growth of the AI industry.

Description: Micron earnings could boom in 2026 and 2027, belying its currently expensive-seeming P/E ratio.

Description: We recently published 10 Stocks Losing Their Fire. Micron Technology Inc. (NASDAQ:MU) is one of the worst performers on Thursday. Micron Technology dropped for a third straight session on Thursday, shedding 3.21 percent to close at $226.65 apiece, as investors digested plans to officially drop its consumer memory brand, Crucial, after 29 years in business. […]

Description: The soaring investment in data center infrastructure to enable artificial intelligence has created a shortage of memory, causing prices to spike and offering support for Micron Technology's upcoming quarterly earnings report. The memory bottleneck has been called out as a growing problem for ...

Description: MU, FIX, KGC, ONON and MDB are five growth picks showing strong revenue and earnings growth heading into December.

Description: Coherent Corp. has introduced an advanced 300mm silicon carbide platform to meet the growing thermal efficiency requirements of AI-driven datacenter infrastructure. This development utilizes Coherent's expertise in 200mm SiC technology to create a platform that enhances power density, switching speed, and thermal management. By transitioning to larger diameter SiC wafers, the platform significantly improves energy efficiency and thermal performance, benefiting not only datacenters but also...

Description: ALRM, MU and GLDD made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Dec.5, 2025.

Description: Shares of memory chips maker Micron (NYSE:MU) fell 3.3% in the afternoon session after the company announced its decision to exit the crucial consumer memory business to focus on more strategic growth areas. This move involved shutting down its well-known "Crucial" brand, which sold products like RAM and SSDs. The company stated it would redirect resources toward the rapidly growing demand for advanced memory chips used in artificial intelligence (AI) and data centers. While the company planned

Description: Micron Technology is exiting its consumer memory-chip business and putting all its bets on artificial intelligence. Micron stock ended 3.2% lower on Thursday, at $226.65 after it said said Wednesday that it would stop selling Crucial-branded consumer memory products at the end of February 2026. The move comes as Micron works to ramp up supply of memory-chip components for AI hardware.

Description: Stocks wavered Thursday ahead of the release Friday of the personal consumption expenditures price index, the Federal Reserve’s preferred inflation gauge, and the central bank’s decision on interest rates next week. Separately, the company was hit by an antitrust investigation from the European Union on Thursday, though a Meta representative told Barron’s that regulators’ claims were “baseless.” The software company beat analysts’ third-quarter earnings estimates, though revenue narrowly missed expectations.

Description: Investing.com -- Micron’s guide and earnings could see a boost from a sharp rebound in conventional DRAM pricing and growing demand for high speed NAND tied to generative AI workloads. Co reports quarterly results on December 17.

Description: According to the average brokerage recommendation (ABR), one should invest in Micron (MU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Description: Wondering if Micron Technology is still a smart buy after its huge run, or if the easy money has already been made? You are not alone. That is exactly what this valuation deep dive will unpack. The stock has climbed 1.7% over the last week, 7.4% over the past month, and an eye catching 168.1% year to date, with a 133.1% gain over the last year and a massive 331.2% over three years. Those moves have come as investors crowd into AI related chipmakers, pushing memory and storage names like...

Description: Strong financial performance, AI-driven momentum and low valuation multiples spark fresh interest in MU stock despite a YTD surge of 178%.

Description: Micron Technologies and Taiwan Semiconductor should be on your investment radar this month.

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks in Focus This Week. On December 2nd, Wolfe Research raised its price target on the stock to $300 from $200 while maintaining an “Outperform” rating. The firm sees Micron on path to higher earnings price through 2027 and continued stock upside. Micron is experiencing better-than-expected […]

Description: In the latest trading session, Micron (MU) closed at $234.16, marking a -2.23% move from the previous day.

Description: Micron Technology, Inc. (NASDAQ:MU) is included among the 15 Dividend Stocks that Outperform the S&P 500. On⁠ November​ 24, Morgan‌ Stanley​ raised its pr‍ice target o​n Micron Technology, Inc. (NASDAQ:MU) to $338 from $325 while main‌t⁠aining a⁠n‌ Overweig⁠ht rati‍ng. The⁠ analyst noted that whi‌le memory⁠ sto‍cks‌ have r⁠e⁠c​ent‌ly⁠ declined amid concerns about higher capital spending […]

Description: US equity indexes rose in midday trading on Wednesday as the odds of an interest rate cut next week

Description: US equity indexes rose in midday trading on Wednesday as a surprise drop in private sector jobs sent

Description: Micron Technology is shutting down its Crucial consumer business, a move that would allow the company to redirect resources toward large artificial-intelligence and data-center customers demanding more of its memory and storage products.

Description: Memory chipmaker Micron Technology said on Wednesday it will exit its consumer business, as it doubles down on ​advanced memory chips used in artificial intelligence data centers amid a ‌global supply shortage of the essential semiconductors. Micron's move to dissolve its consumer business comes against a backdrop of worldwide strain in memory supply chains, with tight availability of semiconductors ranging from flash chips used in smartphones to advanced high-bandwidth memory, or HBM, employed in ⁠AI data centers.

Description: BOISE, Idaho, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), a leader in innovative memory and storage solutions, today announced its decision to exit the Crucial consumer business, including the sale of Crucial consumer-branded products at key retailers, e-tailers and distributors worldwide. Micron will continue Crucial consumer product shipments through the consumer channel until the end of fiscal Q2 (February 2026). The company will work closely with partners and cust

Description: Apple, Tesla, Micron, Hamilton Beach Brands and Key Tronic headline today's Zacks Analyst Blog, with analysts highlighting strong Services growth at Apple, AI-driven momentum at Micron, and selective opportunities across autos and micro-caps.

Description: The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

Description: MU rides on the surging HBM-fueled DRAM demand as AI workloads boost shipments, pricing strength and growth momentum into 2026.

Description: Astera Labs, Inc. has announced the expansion of its connectivity solutions with a focus on custom offerings to support the growing complexity of next-generation AI infrastructure. By leveraging NVIDIA's NVLink Fusion ecosystem, Astera Labs aims to provide hyperscalers with custom solutions to optimize performance, energy efficiency, and cost for varied AI workloads. The company's initiative highlights the need for tailored connectivity in heterogeneous systems, enabling infrastructure...

Description: MU, GLDD and UHS made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Dec. 3, 2025

Description: An acute global shortage of memory chips is forcing artificial intelligence and consumer-electronics companies to fight for dwindling supplies, as prices soar for the unglamorous but essential components that allow devices to store data. Tech giants including Microsoft, Google and ByteDance are scrambling to secure supplies from memory-chip makers such as Micron, Samsung Electronics and SK Hynix, according to three people familiar with the discussions.

Description: Apple's strong Services growth, over 1B paid subscribers and the new iPhone 17 lineup shape upbeat sales expectations despite margin pressures.

Description: In late November 2025, Micron Technology filed a proxy statement and urged shareholders to vote against a proposal allowing holders of 10% of its common stock to call special meetings, while also announcing a government-backed US$9.6 billion investment for a new advanced memory chip plant in Hiroshima, Japan. This plant, set to begin mass production in 2027, marks a major expansion in response to growing AI-driven demand for high-performance memory chips, with the Japanese government...

Description: Micron's shares look poised to boom over the longer term as the AI revolution continues.

Description: MDB posts double-digit Q3 growth as revenues and EPS beat estimates, driven by strong Atlas momentum and an expanding high-value customer base.

Description: GWRE eyes Q1 results with rising cloud demand, stronger subscription growth and a healthy pipeline shaping expectations for the quarter.

Description: Palantir's surging AIP demand and MU's HBM-fueled momentum put both stocks in focus as AI growth continues to reshape the tech landscape.

Description: HLIT's open block-building tech now powers DeFi Development's Solana validators, boosting revenue potential, control and long-term network resilience.

Description: Micron Technology’s stock has seen its Fair Value Estimate rise from $212.92 to $220.50, marking a notable increase in analyst consensus regarding the company’s intrinsic worth. This upward adjustment comes as revenue growth projections trend higher, and major Wall Street firms continue to highlight Micron’s strong position in key memory markets. For investors interested in how evolving analyst sentiment shapes these targets, stay tuned for insights on tracking ongoing shifts in Micron’s...

Description: Palantir's soaring AIP demand and Micron's HBM momentum spotlight two AI players outpacing NVIDIA's stunning 2025 rally.

Description: Micron (MU) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Description: Micron (MU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Description: The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.7% and the actively tr

Description: Black Forest Labs has announced a $300 million Series B investment led by AMP and Salesforce Ventures, positioning the company to further its advancements in the realm of visual intelligence through its FLUX model family. Founded in 2024, Black Forest Labs has quickly established itself as a leader in this field, offering state-of-the-art multimodal systems that integrate perception, generation, and reasoning. Their models, which rank as leading text-to-image generators on platforms like...

Description: Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.

Description: ALRM, MU and GLDD made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Dec. 1, 2025

Description: Construction of the planned factory is set to begin in May 2026, with shipments expected to start in 2028.

Description: This AI stock has shot up phenomenally in 2025, and it could soar even higher next year.

Description: Micron Technology (MU) has drawn fresh attention from investors after analysts cited a surge in demand for its high-bandwidth memory and DRAM. This demand is supported by accelerated spending on AI-driven data center infrastructure. Momentum appears to be building as the memory market tightens and long-term contract volumes remain locked in. See our latest analysis for Micron Technology. Micron Technology’s share price has staged an impressive rebound after a short-lived selloff, jumping...

Description: Micron Technology will invest 1.5 trillion yen (​$9.6 billion) to build a new ‌plant in Hiroshima in western Japan to produce advanced high-bandwidth memory ‌(HBM) chips, the Nikkei reported on Saturday, citing people familiar with the matter. The U.S. chipmaker aims to start construction at an existing site ⁠in May next year ‌and begin shipments around 2028, with Japan's Ministry of Economy, Trade and ‍Industry providing up to 500 billion yen for the project, the Nikkei said. To revive ​its aging semiconductor industry, Japan's government is ‌offering generous subsidies to lure investment from foreign chip makers such as Micron and Taiwan Semiconductor Manufacturing Co (TSMC).

Description: Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best Performing AI Stocks Heading into 2026. On November 24, Morgan Stanley reiterated its Buy rating on Micron Technology, Inc. (NASDAQ:MU) and raised the price target from $325 to $338. In other news, on November 17, Rosenblatt increased its price target on Micron Technology, Inc. (NASDAQ:MU) […]

Description: The S 500 and Dow both rose for a seventh consecutive month.

Description: Memory Pricing Frenzy Lifts Micron (MU) Shares

Description: Here, we have picked three AI stocks, NVDA, MU and ADI, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

Description: Dell and HP are paying more for memory chips. That is good news for Micron and other memory and data-storage players.

Description: Meta Billion-Dollar AI Talks With Google Send Ripples Through Chip Stocks

Description: AlphaTON Capital has announced a strategic investment of $82.5 million to acquire and deploy a high-performance GPU cluster featuring over 1,000 Nvidia B200 GPUs. This initiative supports Telegram's Cocoon AI, a privacy-preserving decentralized AI network, and positions AlphaTON as a significant compute provider. The investment aligns with efforts to foster user data sovereignty and environmentally responsible AI development. This move highlights a broader trend toward democratizing AI access...

Description: NVIDIA and Micron Technology have been highlighted in this Screen of The Week article.

Description: MongoDB is poised for strong fiscal Q3 results driven by Atlas growth, new search capabilities and AI adoption.

Description: AMZN, NVDA, PLTR and MU emerge as top large-cap tech picks as markets rebound and December rate cut hopes lift sentiment.

Description: Having outperformed the broader technology sector over the past year, Micron Technology continues to attract a bullish outlook from analysts, who remain confident in its growth potential.

Description: Dell Technologies is one of the world's biggest makers of personal computers. It's also a major player in servers used in data networks, and that means it's one of the big beneficiaries from surging artificial intelligence spending. On November 25, the strength associated with AI was on full ...

Description: Micron (MU) closed the most recent trading day at $230.26, moving +2.55% from the previous trading session.

Description: Consumer electronics makers including Xiaomi Corp. have sounded the alarm about potential price increases, while others including Lenovo Group Ltd. have begun stockpiling memory chips in anticipation of rising costs. Counterpoint Research this month forecast a 50% price rise for memory modules through the second quarter of next year.

Description: NVIDIA stands out among profitable AI picks as strong net income ratios help spotlight leaders positioned for 2026 momentum.

Description: Soaring AI-driven storage demand lifts both Seagate and Micron. However, MU's valuation keeps it in the spotlight.

Description: Applied Digital has announced the successful completion of its second phase, a 50 MW expansion, at their Polaris Forge 1 AI Factory Campus in North Dakota, bringing the total capacity of Building 1 to 100 MW. This development is part of a larger 400 MW deployment under contract with CoreWeave, highlighting Applied Digital's capability to rapidly deliver AI infrastructure. The on-time delivery of this capacity reflects Applied Digital's expertise in meeting the increasing demand for...