ニュース · QuantAbundancia

Barrons.com6d agobullish

Nvidia’s Rally Is Just Getting Started. The Stock Is Still Cheap.

It’s an opportunity for investors to earn 50% while the company’s market capitalization marches toward $8 trillion. This, of course, is about Nvidia the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy. As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026.

24/7 Wall St.6d agoneutral

Everyone’s Talking About Micron. Smart Money Is Watching This Stock Instead

Micron Technology (NASDAQ:MU) is the ticker dominating every memory-cycle headline right now, with traders piling into the assumption that DRAM and NAND pricing will ride the AI buildout straight up. But here’s what you should actually be watching. Memory is, and always has been, a commodity. DRAM and NAND pricing is set by global supply, ... Everyone’s Talking About Micron. Smart Money Is Watching This Stock Instead

Motley Fool6d agobullish

This AI Memory ETF Raised $1 Billion in One Day. Here Are 3 Stocks in Its Holdings You Should Consider Buying

AI infrastructure companies are booming -- and these stocks are making big gains.

INTC MU NVDA SNDK WDC

Investor's Business Daily6d agoneutral

This Asian Market Is Up 81%, And It Can Thank The AI Buildout

South Korea's stock market is on track for another superb year as it swats away tariff and energy threats to its economy.

MU NVDA ^GSPC

GuruFocus.com6d agobearish

Micron Rebounds After Sharp AI Selloff

Micron shares bounced back after a steep drop briefly erased nearly $100 billion in market value.

AVGO MU SSNLF

Barrons.com6d agoneutral

Tech Can Crown the Next Superpower as Trump and China Face Off

Cisco beats expectations, Micron tops $900 billion valuation, Fervo Energy makes its market debut, and more news to start your day.

GME MU

Yahoo Finance Video6d agoneutralVIDEO

Photonics is 'phase 3' of AI infrastructure build. But what is photonics?

The Nasdaq Composite (^IXIC) leads Wednesday's stock gains alongside the S&P 500 (^GSPC), the former ending the trading day 1.2% higher as the sector rallied. IDX Advisors CIO Ben McMillan comes on Market Domination Overtime to explain the demand for photonics technology — or the use of laser and light to transmit data — that could be the next phase of the AI Revolution.

LITE MU NVDA SNDK VRT

Barrons.com6d agoneutral

These Stocks Are Today’s Movers: Cisco, Micron, Nvidia, Fervo, Doximity, StubHub, and More

Cisco shares rise after the dot-com darling shows off its AI credentials, while Micron declines following the memory-chip maker’s stellar rally.

BLSH CSCO F INTC KLAR MU NVDA ^GSPC

Motley Fool6d agoneutral

The Profit Margins for These 3 AI Infrastructure Stocks Are Off the Charts

Highly profitable AI stocks with surging demand are within reach.

AMZN AVGO GOOG GOOGL INTC META MSFT MU+2

StockStory6d agoneutral

Why Micron (MU) Stock Is Up Today

Shares of memory chips maker Micron (NASDAQ:MU) jumped 5.3% in the morning session after reports revealed a potential global chip shortage stemming from a competitor's labor issues.

MU SSNLF

Bloomberg6d agoneutral

Xi Tells US CEOs Accompanying Trump That China Will Open Up More

(Bloomberg) -- Xi Jinping signaled China is moving toward greater openness, striking an upbeat note during his meeting with US business leaders accompanying Donald Trump as the two presidents wrapped up morning talks that featured more divisive issues like trade and Taiwan.Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Land

AAPL BA MU NVDA TSLA

Barrons.com6d agoneutral

Applied Materials’ Coming AI Boom Comes Under the Microscope as It Reports Earnings

Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.

AMAT MU TSM

Motley Fool6d agoneutral

Why I'd Rather Own Micron Stock Than Sandisk

Memory stocks have skyrocketed. Can the rally keep going?

MU SNDK SSNLF WDC

GuruFocus.com6d agoneutral

Trump-Xi Summit Puts Nvidia, Boeing And 500-Jet Deal In Focus

Investors are watching chips, aerospace, agriculture and rare earths as Trump and Xi head into high-stakes talks.

AAPL BA MU NVDA QCOM TSLA ^GSPC

GuruFocus.com6d agoneutral

Applied Materials Rides AI Wave Into Critical Earnings Report

Applied Materials Stock in Focus Ahead of Key AI-Driven Earnings Test

AMAT MU TSM

GuruFocus.com6d agoneutral

BofA revamps Micron stock price target for rest of 2026

Analyst Sees Structural Supply Squeeze Fueling Gains

MU NVDA

GuruFocus.com6d agobullish

Micron, SanDisk Stocks Jump -- AI Memory Boom Ignites Chip Rally

Micron Climbs After Wall Street Bets Big on AI Memory Demand

MU NVDA SNDK STX WDC

24/7 Wall St.7d agoneutral

The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led ... The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

MU NVDA SSNLF

Motley Fool7d agobullish

Is Micron Stock a Buy After Its Jaw-Dropping Rally?

The memory chip giant's market cap has doubled in a little over a month.

INTC MU NVDA

Motley Fool7d agoneutral

Stock Market Today, May 13: Tech Optimism Overshadows Inflation Fears

On May 13, 2026, Nvidia’s latest peak helped drive a tech-led surge even as inflation and oil worries weighed on the Dow.

CEG F MU NVDA ^DJI ^IXIC

The Wall Street Journal7d agobullish

Nvidia Rally Propels Stocks to New Records

The latest leg of a blistering Nvidia stock rally fueled fresh records for the S&P 500 and Nasdaq Wednesday, after Chief Executive Jensen Huang joined a high-stakes China summit that could determine the next phase of the global AI arms race. Shares of Nvidia rose 2.3%, their sixth consecutive day of gains. In a sign of the chip maker’s dominance over the market, Nvidia in intraday trading became the first company to reach a market capitalization of $5.5 trillion.

AAPL MU QCOM TSLA

MT Newswires7d agoneutral

US Equity Indexes Mixed as Communication Services, Tech Help Outweigh Impact of Hot Producer Prices

US equity indexes closed mixed on Wednesday, as communication services and technology led sectors am

ARM CSCO HPE MRVL MU NVDA ON ^DJI+2

Benzinga7d agoneutral

4 Congress Members Are Up On Micron Stock — 2 Made More Than Their Salaries

Shares of Micron Technology Inc (NASDAQ:MU) have soared over the last year. The rising share price has boosted returns for shareholders of the semiconductor stock, including several members of Congress. Congress Members Bet on Micron Stock in 2026 The Benzinga Government Trades page shows that several members of Congress bought Micron stock in 2026, with each member’s position up significantly since their purchases. Here are the Congress members who bought Micron stock in 2026 and have not discl

Motley Fool7d agobullish

Better Buy: Taiwan Semiconductor vs. Micron Stock

These two chipmakers have two different investment profiles.

INTC MU TSM

Barrons.com7d agoneutral

Why Hedge Funds Still See Value in Red-Hot South Korean Stocks

South Korea’s stock market is up over 80% this year, yet hedge fund managers still see value opportunities.

MU SSNLF

Insider Monkey7d agobullish

Grok AI Chatbot Says You Should Buy Micron Technology (MU)

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Micron Technology (NASDAQ:MU) ranks #2 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 137 Micron Technology (NASDAQ:MU) is benefiting from surging demand for high-bandwidth memory (HBM), DRAM, and CPU-side […]

MT Newswires7d agoneutral

US Equity Indexes Mixed as Communication Services, Tech Gains Offset Impact of Hot Producer Prices

US equity indexes were mixed ahead of Wednesday's close as communication services and technology top

ARM CSCO HPE MRVL MU NVDA ON ^DJI+2

24/7 Wall St.7d agobearish

Micron Is Now Up 89% in a Month. Should You Sell in May and Go Away?

Shares of Micron Technology (NASDAQ:MU) are surging on Wednesday, trading at around $804 and up roughly 5% on the session. The move extends a parabolic one-month run that has the stock approximately 89% higher when including today’s intraday gains. Year to date, MU stock has now climbed 182%, and the one-year return sits at a ... Micron Is Now Up 89% in a Month. Should You Sell in May and Go Away?

Insider Monkey7d agoneutral

Is Micron Technology, Inc. (MU) The Best AI Stock According to Billionaire David Tepper?

Micron Technology Inc. (NASDAQ: MU) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 10, Micron Technology Inc. (NASDAQ: MU) emerged as one of the forces behind the global semiconductor industry entering a melt-up phase. The industry has exploded to $3.8 trillion in market capitalization over […]

Benzinga7d agoneutral

Why Daniel Newman Thinks Micron Technology Proves We Are Still In AI 'Parking Lot'— It Is 'Not Late' To Get In

Despite growing fears of an overheated tech sector, tech analyst Daniel Newman argues that the artificial intelligence (AI) market rally is barely underway, citing undervalued stocks like Micron Technology Inc. as evidence that everyday investors haven’t missed the boat. The...