ニュース

One of Wall Street’s top semiconductor analysts just made one of the most aggressive price-target revisions in this AI cycle. Bank of America analyst Vivek Arya nearly doubled its price target on Micron Technology Inc. (NASDAQ:MU), lifting it from $500 to $950 on Wednesday. The move arrived alongside higher targets on four other AI hardware names and a third upward revision in eleven months to the firm’s 2030 forecast for artificial intelligence infrastructure spending. Bank of America now sees

Nvidia and other chip stocks tied to the artificial intelligence megatrend received positive analyst reports on Wednesday.

Memory was the first major AI bottleneck, as seen in explosive moves in Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK). Photonics could be the next one, and a new exchange-traded fund just opened for business to play it. The Corgi Lithography & Semiconductor Photonics ETF (CBOE: EUV) launched on May 6 as the first U.S.-listed fund built around the photonics theme. It holds $18.4 million in assets so far, a fraction of the nearly $7 billion that flooded into the Roundhill Memo

President Donald Trump has put together an exclusive group of CEOs, representing the best the U.S. has to offer, to join his key summit with China’s Xi Jinping.

A major analyst just made a bold bull case for memory. Micron Technology (NASDAQ:MU) stock picked up one of the most dramatic price target hikes a large-cap semiconductor has seen this cycle, as Bank of America raised its target to $950 from $500, while maintaining a Buy rating. The catalyst: an updated calendar 2030 AI ... BofA Just Nearly Doubled Micron Price Target to $950: Memory Supercycle Just Got Bigger

The semiconductor sector has entered territory the Wall Street Journal is now calling “the great chip stock melt-up of 2026.” By every objective measure of raw price performance, this rally has surpassed the 1999 dot-com bubble. The Morning Brew Daily podcast episode on Monday, May 11, laid out the bull and bear case for the ... SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bubble

Micron wiped out roughly $100 billion in market value at Tuesday's low, and chip bulls still bought the dip.

Micron Technology is on pace to close above the $900 billion market value for the first time, according to Dow Jones Market Data. The semiconductor company, whose stock is up 4.8% today, is on pace to become the 11th largest U.S. company by market cap.

The risk to Micron was low yesterday. It's still low today.

Yahoo Finance Senior Business Reporter Ines Ferré and Northwestern Mutual Wealth Management Company CIO Brent Schutte join Brian Sozzi on Opening Bid to discuss today’s Stock of the Day: Micron (MU).

FEATURE Micron Technology stock was gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch.  Micron shares were up 3.1% in early trading. Talks between Samsung and its labor union to avert a walkout collapsed on Wednesday.

The Dow industrials led U.S. stocks lower with fresh signs of growing price pressures from the war weighing on investors.

Micron Technology, Inc (NASDAQ:MU) gained in tandem with its semiconductor peers during Wednesday's premarket session as the tape leans risk-on with Nasdaq tracking higher and traders digesting fresh U.S.-China AI-chip headlines that can swing sentiment across the semiconductor supply chain, including memory. The setup is also being viewed through the lens of U.S.-China AI-chip tensions, which continue to shape visibility into data center buildout demand. President Donald Trump personally called

The bank raised its Micron target to $950 as demand for AI memory chips continues to outpace supply.

US equity futures were mixed pre-bell Wednesday as Nvidia (NVDA) stock rose ahead of a globally sign

Micron Technology (NASDAQ:MU) trades at $766.58 with a market cap of $896.92 billion, putting the only U.S.-based memory manufacturer within striking distance of the $1 trillion club. Our 24/7 Wall St. price target for Micron is $433.93 over the next 12 months, implying 43.39% downside after a parabolic run. Confidence is high at 90%. Yet ... Will Micron Be a Trillion Dollar Stock By 2030? The Answer is Yes.

President Trump has just landed in Beijing ahead of a two-day summit with Xi Jinping. More than a dozen top U.S. business leaders have also made the trip. Notable names include Nvidia CEO Jensen Huang (a late addition) and Elon Musk, the CEO of both Tesla and SpaceX.

Dow futures fell but Nvidia, Sandisk, Micron and Intel buoyed techs as the Trump-Xi summit looms. Nextpower, Nebius are big earnings winners.

The explosive growth of artificial intelligence (AI) infrastructure has hit a critical constraint—memory chips—driving a newly launched ETF to staggering gains and pushing top semiconductor stocks to record heights. The AI Memory Squeeze Since its April 6th debut, the Roundhill Memory ETF (BATS:DRAM) has surged 90%, rapidly accumulating over $6.25 billion in assets. The fund’s meteoric rise underscores a stark reality in the tech sector: the global supply of high-bandwidth memory (HBM) cannot ke

Investing.com -- Shares in semiconductor, optical networking, and data storage companies have surged in premarket trading on Wednesday, driven by tightening global memory chip supply and a boost in sentiment as Nvidia Chief Executive Jensen Huang joined President Donald Trump on his visit to China.

The AI chip sector has witnessed notable advancements with Vapi's recent $50 million Series B funding round aimed at revolutionizing enterprise voice AI systems. Vapi, recognized for its platform that enhances voice interactions for businesses, is addressing the limitations of traditional phone systems by introducing adaptable voice agents capable of human-like conversations. With enterprise clients like Amazon and Intuit, Vapi's technology aims to elevate customer service experiences at...

Nasdaq 100 futures climbed 0.8% in premarket trading as investors welcomed news of Huang's last-minute addition to the presidential trip

Micron Technology, Inc. (NASDAQ:MU) is one of the best AI enabler stocks to buy now. The latest AI infrastructure angle came on May 5, when Micron Technology, Inc. (NASDAQ:MU) said it had started shipping its 245TB Micron 6600 ION SSD, which the company described as the world’s highest-capacity commercially available SSD. The drive is built […]

Micron Technology stock and Sandisk were gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch. Micron shares were up 6.2% in premarket trading, and Sandisk stock was rising 5.2%.

President Donald Trump has put together an exclusive group of CEOs, representing the best the U.S. has to offer, to join his key summit with China’s Xi Jinping.

Tech was on track for a strong session on Wednesday, as investors piled back into chip stocks following a brief pause. Futures tracking the Nasdaq 100 added 0.9% as the likes of Micron, Nvidia, and Qualcomm all rallied.

Micron, Nvidia, and Qualcomm rise as investors pile back into chip stocks, while EchoStar surges after the FCC approves a spectrum sale.