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Who owns Micron Technology? A look at its top investors
TheStreet42d agoneutral
Who owns Micron Technology? A look at its top investors

Micron Technology (MU) became one of the world’s most valuable companies in 2026, but not too long ago, it was a four-person consulting firm operating out of the basement of a dental office in Boise, Idaho. Now, it has millions of owners, including company executives, institutional investors like ...

Micron, GM sign semiconductor supply agreement for vehicles
Reuters42d agoneutral
Micron, GM sign semiconductor supply agreement for vehicles

July 1 () - Micron Technology and General Motors ‌have signed a ‌supply agreement for memory and storage ​platforms used in vehicle production, the companies said on Wednesday. The agreement comes ‌at ⁠a time when automakers are looking to ⁠bolster their semiconductor supply chains to help with ​growing computing ​needs ​on modern ‌vehicles.

HSBC just raised its Micron price target for the 5th time
TheStreet43d agoneutral
HSBC just raised its Micron price target for the 5th time

The most consequential parts of your portfolio are usually the ones you never think about. Not the flashy name everyone argues about at dinner, but the boring component buried three layers down that quietly decides whether the whole thing works. For years, memory chips were exactly that kind of ...

Investors are abandoning Mag7 stocks as AI boom transforms
TheStreet43d agoneutral
Investors are abandoning Mag7 stocks as AI boom transforms

The market might be all-in on the AI trade, but a growing chorus of traders and analysts is changing strategies. Mega-cap tech companies like Microsoft, Meta, and Amazon have been hit particularly hard in recent weeks as their plans to spend billions on AI infrastructure have attracted growing ...

June Markets in Focus: Dissecting the Memory Trade + Rotation Out of Tech
NYSE43d agoneutralVIDEO
June Markets in Focus: Dissecting the Memory Trade + Rotation Out of Tech

Phil Rosen goes Inside The ICE House to explain how Micron’s blockbuster earnings are reinforcing the strength of the AI-driven memory trade and broader tech rally. He breaks down why investors remain bullish even as rising chip costs begin to pressure consumer-facing companies and create uneven outcomes across the market. Rosen also frames the recent tech sell-off as a healthy rotation into defensive sectors rather than a broader market breakdown. He discusses Fed Chair Kevin Warsh’s uncertain policy stance, with markets still searching for clarity on rates.

One Thing I’m Watching: The Great Tech Divergence
The Wall Street Journal44d agoneutral
One Thing I’m Watching: The Great Tech Divergence

This year's second quarter was a blockbuster period for tech stocks. The PHLX Semiconductor Index—which houses chip stocks like Nvidia and Broadcom—has climbed 81% through yesterday, putting it on track for its best quarter in history. Once darlings of the industry, some of the biggest names in tech have fallen out of favor with investors as they fret about these companies' big AI spending commitments.

Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market
Barrons.com45d agoneutral
Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market

Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.

Bank of America resets Micron stock price target after earnings
TheStreet46d agoneutral
Bank of America resets Micron stock price target after earnings

Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24. The stock is up 313.14% year-to-date, at the time of writing, Friday afternoon, June 26. Meanwhile, the ...

Wedbush spots clear investor opportunities in tech stocks
TheStreet47d agoneutral
Wedbush spots clear investor opportunities in tech stocks

Dan Ives of Wedbush Securities has a specific name for what is happening to tech stocks right now. In a note published June 26, he called it a "Twilight Zone market," Seeking Alpha reported, and the phrase is more specific than it sounds. Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and ...

Micron just dethroned Nvidia in one key way
TheStreet47d agoneutral
Micron just dethroned Nvidia in one key way

Every boom eventually forces the same question, and it is rarely the one investors ask first. Not who is growing fastest, or who has the biggest name, but who actually keeps the money. For three years, the answer in artificial intelligence (AI) has been obvious. Nvidia (NVDA) designed the chips, ...

In This Market, It’s Memory ... and Everything Else
The Wall Street Journal47d agoneutral
In This Market, It’s Memory ... and Everything Else

Despite notable stock declines today, memory makers like Micron Technology, Samsung and SK Hynix are far and away the best performers among trillion-dollar technology companies this year. Some of the moves this past week help explain why.

Investing.com47d agoneutral
Investing.com’s stocks of the week

Investing.com -- A strong earnings showing for one memory stock was overshadowed by a rotation out of technology and into more defensive names, while Bitcoin's slide below $60,000 hit crypto-linked stocks over the past few days.