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J.R. Simplot never dealt with small potatoes. This is a man who dropped out of school in the eighth grade and went on to found the Boise, Idaho-based J.R. Simplot Company, one of the world’s largest potato businesses. His wealth soared during World War II when he secured military contracts to ...
Nvidia Corp. CEO Jensen Huang dismissed reports of delays in the rollout of the company’s Vera Rubin AI hardware and affirmed that production remains on track. On Wednesday, during a talk on how the company could help Japan’s AI ambitions...
Nearly 700 miles from Silicon Valley, in the arid foothills of Boise, Idaho, you’ll find the headquarters of Micron Technology (MU), a global manufacturer of semiconductor chips and one of the world’s leading technology companies. It's also nearly 2,500 miles from Wall Street. Yet despite its ...
The rise of artificial intelligence has supercharged this memory manufacturer's business.
The Nasdaq tumbled on Sandisk, Micron, other AI stocks, but regional banks and transports rose. SpaceX has a big launch coming.
Shares of memory chips maker Micron (NASDAQ:MU) fell 5.7% in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before. TSMC shares fell roughly 4% in the morning session despite a record profit beat.
Palantir CEO Alex Karp recently placed his company alongside Nvidia, Micron, and SK Hynix as the biggest beneficiaries of rising investment in artificial intelligence (AI) infrastructure.
Micron Technology has recently completed Strategic Customer Agreements with major automotive suppliers such as Qualcomm, DENSO and Hyundai Mobis, and is accelerating more than US$250.00 billion of US fab and technology investments through 2035 to support long-term demand for advanced memory and storage. These long-horizon supply pacts and capacity plans highlight Micron’s push to lock in critical end markets like AI-enabled vehicles while reshaping the geography and resilience of its...
While Taiwan Semi's post-earnings drop pressured chipmakers, healthcare names outperformed thanks to Merck's FDA win and Eli Lilly's big buy.
Micron signed deals with Qualcomm, Harman and several major auto suppliers.
Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”
International Business Machines (IBM) has spent three years quietly convincing Wall Street it belonged in the artificial intelligence trade. However, on July 14, the market decided otherwise in a single session. IBM shares closed at $217.07, falling 25.21% that day alone. This came ...
Micron Technology Inc (NASDAQ:MU) is one of the best stocks to buy for the AI boom in the second half of 2026. Micron shares are up more than 200% year-to-date and have returned more than 676% over the past year. Some 154 hedge funds have confidence in Micron as analysts continue to see upside potential […]
If you checked on your Micron Technology (MU) holdings on Wednesday, you might have done a double-take. After a strong prior session, the stock returned -8.0% while the broader S&P 500 returned +0.4%. The company hadn't made a misstep. In fact, it's the exact opposite, which makes the story here so compelling.
Advanced Micro Devices' market cap has more than doubled this year to around $840 billion.
SK Hynix stock has been volatile since its blockbuster ADR listing. South Korean regulators are stepping in.
The S&P 500 has been hitting all-time highs this year. Retail traders are piling into Micron and the SpaceXIPO. One-day options trading is at record levels. Prediction markets like Kalshi and Polymarket are pulling in money alongside traditional stocks. By almost every measure, people are ...
Management says that robotics and autonomous vehicles will fuel even higher demand for memory.
The $1 trillion memory maker's ADRs just recently IPO'd in the U.S.
Tech giants are pouring hundreds of billions into AI infrastructure, yet memory chipmakers are watching their stock prices crater. The reason Wall Street is selling has almost nothing to do with demand, and everything to do with what comes next.
Investors are wrong to sell Micron stock today.
Micron said the agreements are designed to improve long-term supply visibility and production planning as automakers accelerate the shift toward AI-enabled vehicles.
Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index’s 13.16% gain and the Peer Group’s 12.98% return. An overweight in information technology, particularly AI […]
Tech stocks have been lucrative, but they're creating a rare risk for the market.
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