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Micron Is Already Up 223% This Year. Wolfe Research Sees More Upside. Brilliant Setup, or Recipe for Disaster
24/7 Wall St.69d agoneutral
Micron Is Already Up 223% This Year. Wolfe Research Sees More Upside. Brilliant Setup, or Recipe for Disaster

Shares of Micron Technology (NASDAQ:MU) are up 5% in midday trading on Thursday, June 11, changing hands near $939. The move extends a historic run that has the memory giant up 223% year to date, with the stock having more than tripled in 2026. A fresh catalyst is a price target hike from Wolfe Research. ... Micron Is Already Up 223% This Year. Wolfe Research Sees More Upside. Brilliant Setup, or Recipe for Disaster

Micron Technology, Inc. (MU) Is A Top AI Stock In Ken Griffin’s Portfolio
Insider Monkey69d agoneutral
Micron Technology, Inc. (MU) Is A Top AI Stock In Ken Griffin’s Portfolio

Micron Technology, Inc. (NASDAQ:MU) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin. Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU)’s shares are among the top performers in the market. They are up by 671% over the past year and by 171% year-to-date. Morgan Stanley discussed the firm on June […]

Marvell vs. Micron: One Stands to Gain More From AI Demand
24/7 Wall St.69d agoneutral
Marvell vs. Micron: One Stands to Gain More From AI Demand

Marvell Technology (NASDAQ:MRVL) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack. Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewarding very ... Marvell vs. Micron: One Stands to Gain More From AI Demand

Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO
Benzinga69d agoneutral
Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO

Retail investors are liquidating some of the biggest winners in the AI trade to raise cash for Friday’s SpaceX (SPCX) IPO, and the selling pressure is landing hardest on semiconductors. MU stock is moving. See the chart and price action here. Data from Vanda Research shows individual investors net sold equities for three consecutive days through Wednesday — the first such stretch since March 2020, according to CNBC. On Monday alone, retail pulled the most capital from individual stocks since Nov

Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
24/7 Wall St.69d agobearish
Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse

Wall Street may be turning on AI, as Oracle (NYSE:ORCL) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago. ORCL stock is now up just 2.3% from ... Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse

The Multi-Year Backlog Seagate Stock Skeptics Are Ignoring
Trefis69d agoneutral
The Multi-Year Backlog Seagate Stock Skeptics Are Ignoring

After a stock like Seagate (STX) runs up over 500% over the last 12 months, it’s natural to assume you’ve missed the party. The story of surging AI demand is well known, and the fear of buying a cyclical hardware company at the top of its game is a powerful one. But buried in management’s commentary is a single, forward-looking metric that suggests the market may be misjudging the durability of this cycle.

Micron New York Megafab With Bechtel Reshapes AI Memory Supply Story
Simply Wall St.69d agoneutral
Micron New York Megafab With Bechtel Reshapes AI Memory Supply Story

Micron Technology (NasdaqGS:MU) has selected Bechtel as the engineering, procurement, and construction partner for its planned semiconductor manufacturing complex in Clay, New York. The project is described as the largest in Micron's history and is intended to be a cornerstone facility for U.S. advanced memory manufacturing. The New York megafab is expected to support domestic chip supply chain resilience and create tens of thousands of jobs as AI related memory demand remains a key industry...

The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?
24/7 Wall St.69d agobullish
The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?

AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) is one of the rare ones doing both. AIQ is up 20.6% year-to-date through June 10, ... The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?

Wall Street Just Put a Monster Target on Micron. Is the Stock Still Too Cheap?
24/7 Wall St.69d agoneutral
Wall Street Just Put a Monster Target on Micron. Is the Stock Still Too Cheap?

Susquehanna analyst Mehdi Hosseini recently slapped a $1,750 price target on Micron (NASDAQ:MU). The stock is trading at below $900, which means the call implies the shares would have to roughly double from here. The number is conspicuous enough that we should treat it as a high-end outlier rather than a Street base case. The 3-month ... Wall Street Just Put a Monster Target on Micron. Is the Stock Still Too Cheap?

Retail Investors Are Selling Stocks to Raise Money for SpaceX
The Wall Street Journal69d agobearish
Retail Investors Are Selling Stocks to Raise Money for SpaceX

Retail investors are clearing the decks ahead of the SpaceX IPO. For two straight days this week, ordinary investors dumped their single-stock holdings on a net basis, according to Vanda Research. The moves suggests that mom-and-pop investors are amassing dry powder ahead of SpaceX's anticipated public debut tomorrow.

Retail Traders Dump Big Tech to Raise ‘Dry Powder’ to Buy SpaceX
Bloomberg69d agobullish
Retail Traders Dump Big Tech to Raise ‘Dry Powder’ to Buy SpaceX

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A

Stocks to Watch: Broadcom, Super Micro, Hugo Boss
The Wall Street Journal69d agoneutral
Stocks to Watch: Broadcom, Super Micro, Hugo Boss

↘️ Oracle (ORCL): Shares slid premarket after the software and cloud-computing company reported larger-than-forecast capital expenditures related to its data-center buildout. ↗️ Super Micro Computer (SMCI): Shares rebounded premarket, following a 28% drop Wednesday.