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Micron’s HBM4 Certification With Nvidia Puts AI Memory Margins In Focus
Simply Wall St.75d agoneutral
Micron’s HBM4 Certification With Nvidia Puts AI Memory Margins In Focus

Micron Technology (NasdaqGS:MU) has been certified as an HBM4 memory supplier for Nvidia’s next generation Vera Rubin AI platform. Samsung and SK Hynix were confirmed alongside Micron, with all three vendors already in production for Vera Rubin. Nvidia CEO Jensen Huang identified Micron as a key partner in the AI hardware supply chain, formally validating its role in HBM4. For investors tracking AI hardware, this certification puts Micron directly in the core memory supply chain for one of...

Micron, SanDisk, and Marvell Plummet as “Parabolic 7” Trade Unwinds
24/7 Wall St.75d agoneutral
Micron, SanDisk, and Marvell Plummet as “Parabolic 7” Trade Unwinds

Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology (NASDAQ:MU) stock is down 5% to $942, SanDisk (NASDAQ:SNDK) stock is off 5% to $1,664, and Marvell Technology (NASDAQ:MRVL) shares are lower by 6% to $298. The moves landed shortly after the open and have ... Micron, SanDisk, and Marvell Plummet as “Parabolic 7” Trade Unwinds

Jim Cramer Says “You Can Buy JPMorgan and Put It Away”
Insider Monkey75d agobullish
Jim Cramer Says “You Can Buy JPMorgan and Put It Away”

JPMorgan Chase & Co. (NYSE:JPM) was among Jim Cramer’s stock calls on Mad Money, as he highlighted several opportunities in out-of-favor sectors. Cramer called it the “best bank in the world,” as he commented: But honestly, if you’re looking for a fortress, I like the stock of JPMorgan here. It’s got balanced growth, sells for […]

Big-Name Anchor Thinks a Market Downturn is Inevitable — A Sober Reminder That Bull Markets Don’t Run Forever, Even in Boom Times
24/7 Wall St.75d agoneutral
Big-Name Anchor Thinks a Market Downturn is Inevitable — A Sober Reminder That Bull Markets Don’t Run Forever, Even in Boom Times

Andrew Ross Sorkin is arguably one of the biggest names in business news, and with his new book, 1929: Inside the Greatest Crash in Wall Street History — and How It Shattered a Nation, the man has really shone a bright light on the lessons from the distant past, which may have been forgotten by ... Big-Name Anchor Thinks a Market Downturn is Inevitable — A Sober Reminder That Bull Markets Don’t Run Forever, Even in Boom Times

Should You Invest in Micron (MU) Based on Bullish Wall Street Views?
Zacks75d agoneutral
Should You Invest in Micron (MU) Based on Bullish Wall Street Views?

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?

Investing.com75d agoneutral
Nvidia certifies Samsung, SK Hynix and Micron for Vera Rubin HBM4 supply

The announcement, reported by Bloomberg, ends months of supply-chain speculation about which chipmakers would qualify for Vera Rubin — the successor to Nvidia's Grace Blackwell GPU architecture designed for what Huang calls "agentic AI" workloads. Vera Rubin entered full production after being announced at the GTC Taipei keynote on June 1, 2026, and Nvidia says it delivers 10x agent throughput at scale compared with the Grace Blackwell platform.

Nvidia Chips Aren’t the Whole AI Story — Another Industry Dominates AI Sales
24/7 Wall St.75d agoneutral
Nvidia Chips Aren’t the Whole AI Story — Another Industry Dominates AI Sales

Nvidia (NASDAQ:NVDA) has arguably been the biggest story of the AI boom thus far, with shares gaining more than 1,800% since the lows of 2022. Undoubtedly, the innovation going on behind the scenes has not slowed down one bit. Arguably, it’s accelerating as the era of Vera Rubin arrives while the company expands its footprint ... Nvidia Chips Aren’t the Whole AI Story — Another Industry Dominates AI Sales

Latest News In AI Chips - Navitas Partners With NVIDIA For Advanced AI Infrastructure
Simply Wall St.75d agoneutral
Latest News In AI Chips - Navitas Partners With NVIDIA For Advanced AI Infrastructure

Navitas Semiconductor recently announced its collaboration with NVIDIA's MGX™ ecosystem, showcasing advancements in AI chip infrastructure at the COMPUTEX 2026 event in Taipei. By integrating its GaNFast and GeneSiC power semiconductor technologies, Navitas aims to enhance the efficiency and scalability of AI data centers through NVIDIA's platform. Their new 800 V-to-6 V DC-DC power delivery board, designed to improve power density and reduce the system footprint within GPU boards, highlights...

Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026
24/7 Wall St.75d agoneutral
Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched on April 2, 2026 with a 0.65% expense ratio, just as Micron Technology (NASDAQ:MU) was approaching a trillion-dollar market cap. Micron is up ... Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

How Far Can Micron Technology (MU) Go? Susquehanna Sees Over 80% Upside
Insider Monkey75d agoneutral
How Far Can Micron Technology (MU) Go? Susquehanna Sees Over 80% Upside

Micron Technology, Inc. (NASDAQ:MU) is one of the tech stocks held by Goldman Sachs, with a total holding value of almost $4.24 billion, making it to our list of the top Goldman Sachs tech stocks to buy now. Micron Technology is one of the tech stocks that has gone up way too fast. In the […]

Beyond Nvidia: Europe's best-performing AI stocks of 2026
Euronews75d agoneutral
Beyond Nvidia: Europe's best-performing AI stocks of 2026

Europe may not have a Nvidia of its own, but it has become home to some of the world's best-performing AI stocks. Companies supplying the infrastructure behind artificial intelligence — from lasers and optical chips to testing equipment and servers — have delivered gains of up to 2,200% in 2026.View on euronews