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Micron Adds AI Veteran To Board As Valuation Stretches On Hot Rally
Simply Wall St.70d agobullish
Micron Adds AI Veteran To Board As Valuation Stretches On Hot Rally

Micron Technology (NasdaqGS:MU) has added Dr. Alexis Black Björlin to its board of directors. Dr. Black Björlin is an experienced AI and semiconductor executive with prior leadership roles at NVIDIA, Meta, Broadcom, and Intel. The appointment brings deeper expertise in AI infrastructure, cloud platforms, and advanced semiconductor hardware to Micron’s governance bench. Micron Technology, trading at a recent share price of $935.89, has been one of the more intensely watched AI hardware...

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls
24/7 Wall St.70d agoneutral
SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Micron stock gets a shocking Wall Street price target
TheStreet70d agoneutral
Micron stock gets a shocking Wall Street price target

Micron Technology (MU) is suddenly one of Wall Street’s most dramatic artificial intelligence stories. The chipmaker, formerly seen as a cyclical memory business, was the kind of stock that would climb higher as DRAM and NAND prices tightened and fall when supply caught up with demand. That old ...

There's more 'adoption of options' among retail traders: Schwab
Yahoo Finance Video70d agoneutralVIDEO
There's more 'adoption of options' among retail traders: Schwab

Retail investors are piling back into AI trade leaders, according to the latest Schwab Trading Activity Index (STAX) report. Charles Schwab head trading and derivatives strategist Joe Mazzola breaks down the latest trends in retail trading activity, including how investors are reacting to geopolitical risks from the Middle East.

Tech Stocks Waver Ahead of SpaceX’s IPO
The Wall Street Journal70d agoneutral
Tech Stocks Waver Ahead of SpaceX’s IPO

Shares of Marvell Technology, computer memory-maker Micron Technology and Advanced Micro Devices all fell sharply. Many investors may be moving portfolios out of stocks that have risen strongly this year to free up cash for the SpaceX IPO expected this week. Existing home sales in May came in ahead of forecasts.

Up 174% Year-to-Date: 1 Major Reason to Hold Off on Micron Technology Stock at $950
24/7 Wall St.71d agoneutral
Up 174% Year-to-Date: 1 Major Reason to Hold Off on Micron Technology Stock at $950

Micron Technology (NASDAQ:MU) at $949.28 is a Hold, with fresh capital better deployed on a pullback toward $760. The stock has rallied on AI memory demand, but the June 24 earnings print will test whether the run has front-loaded years of upside. Micron is the only U.S.-based memory manufacturer, supplying DRAM, NAND, and high-bandwidth memory ... Up 174% Year-to-Date: 1 Major Reason to Hold Off on Micron Technology Stock at $950

Micron Sinks 6%, Western Digital Falls 5% but SanDisk Holds Steady
24/7 Wall St.71d agobearish
Micron Sinks 6%, Western Digital Falls 5% but SanDisk Holds Steady

Memory and storage stocks are taking it on the chin at midday Tuesday, but the sell-off isn’t hitting every name equally. Micron Technology (NASDAQ:MU) shares are down 6%, and Western Digital (NASDAQ:WDC) stock is off 5%. Yet, SanDisk (NASDAQ:SNDK) shares are holding firm (comparatively speaking) as they trade flat on the session. The backdrop is ... Micron Sinks 6%, Western Digital Falls 5% but SanDisk Holds Steady

Why investors can't and shouldn't ignore the AI trade
Yahoo Finance Video71d agoneutralVIDEO
Why investors can't and shouldn't ignore the AI trade

Yahoo Finance Breaking News Reporter Jake Conley and Opening Media CEO Phil Rosen join Julie Hyman on Morning Brief to discuss why the AI trade has become a major driver of market performance and why they believe it could continue to fuel gains.