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Burry is betting market leadership may soon change

Micron stock is finally showing signs of life following a significant pullback from its 52-week high.

Michael Burry Targets Nvidia, Micron With Bigger AI Downside Bets

Intel swung from an operating loss to an operating profit with the costly part of its turnaround still running, and that swing is what the spending debate keeps drowning out.

Memory chip stocks are bleeding out and panic is spreading fast, but a counterintuitive case is forming for why the carnage might actually be creating the most compelling setup AI investors have seen all year.

Apple just posted record quarterly results and watched nearly $350 billion in market value vanish overnight. The culprit is a supply crisis Tim Cook once called a hundred-year flood, and it may define the final chapter of his tenure.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. MU, STX, WDC, SNDK and VRT could benefit as valuations remain attractive.

Memory chip supply constraints remain a problem for Apple.

Tesla stock gained 3.5% on Thursday after earnings from tech giants Amazon and Microsoft gave investors hope the AI trade wasn't over.

IDACORP (NYSE:IDA) raised the lower end of its 2026 earnings guidance after reporting higher second-quarter profit, supported by January rate changes, customer growth and an early ramp in revenue from large industrial customers. The utility holding company reported second-quarter diluted earnings p

Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.

How big a threat is the competition after receiving billions in fresh capital?

Micron stock was building on huge gains from the previous day as Apple and Amazon confirmed there’s no end in sight to the memory-chip shortage.

For most of its existence, CXMT bled cash. Today, it’s the king of Chinese chip makers. Learn just how big some analysts think this DRAM darling could grow.

↗️ SK Hynix (KR:000660), Samsung (KR:005930): Shares of both chipmakers surged over 25% in Asian trading, staging a strong recovery after a turbulent week. Peers Marvell (MRVL), Intel (INTC), Micron (MU), also moved higher.

The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.

Micron stands out among profitable stocks to watch before August, backed by a strong net income ratio and robust earnings growth expectations.

Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.

Meta Platforms sits at the center of an AI trade reset as leverage fueled a sharp rally, then a steep unwind driven by margin washouts and forced selling.

Most memory chipmakers extended Thursday’s gain after-hours as tech bigwigs flag continued rise in memory prices.

Despite the recent selloff among chip stocks, the long-term demand drivers supporting advanced GPUs and AI memory solutions remain firmly in place.

Micron Technology’s fair value estimate has shifted from about US$1,457.68 to roughly US$1,507.38, signaling a modest reset in how analysts are framing the stock. This move lines up with Street research that highlights contract changes, product mix and AI driven demand as key parts of the current story, alongside a mix of bullish and more neutral views. As you read on, you will see how this evolving narrative fits together and what signals to watch next. Stay updated as the Fair Value for...

Apple CEO Tim Cook says memory costs are likely to keep rising. Apple paid significantly more for memory in the June quarter than in the March quarter, Cook said on the earnings call. Cook's comments on Thursday signal that Apple doesn't expect a slowdown in these headwinds for some time.

Michael Burry reveals fresh portfolio moves, adding to existing holdings while expanding short positions tied to AI and semiconductor stocks.

In mid-July 2026, Micron Technology said it had completed multi‑year Strategic Customer Agreements with major automotive ecosystem suppliers including Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis to secure long-term access to advanced memory and storage for AI‑enabled vehicles. These agreements give Micron and its partners clearer visibility on future technology and supply needs, supporting investment decisions as automotive platforms adopt more complex AI workloads...

(Updates with market moves at the end of the day.) The Nasdaq Composite surged Thursday, reboundi

US equity indexes ended higher Thursday after Microsoft (MSFT) posted AI-backed gains and semiconduc

Samsung's memory-supply warning strengthened expectations that tight industry capacity could continue supporting chip prices.

One rival's results rapidly changed the market's outlook.