Semiconductor-chip stocks have surged over the past month and a half. We queried investment pros on whether the group has gotten over its proverbial skis.
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Semiconductor-chip stocks have surged over the past month and a half. We queried investment pros on whether the group has gotten over its proverbial skis.
Wall Street did something strange with Micron Technology (MU) on May 18. Three major firms turned more bullish on the same morning the stock fell almost 6%. That kind of split between the tape and the research desk does not happen often, and it deserves a closer look. Melius Research raised its ...
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Intel stock finally snapped its 5-day winning streak and it’s already back on the charge. The shares were jumping 3.8% in premarket trading after closing 2.4% higher Tuesday to end its five-day losing run. The stock fell 16% over that period and investors were perhaps starting to question whether it would be more than a blip.
May 20 (Reuters) - U.S. stock index futures edged higher on Wednesday as chip stocks steadied ahead of Nvidia's earnings, which investors view as a crucial test of AI demand amid concerns about
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The stock market fell Tuesday as yields hit new highs, but some AI leaders like Micron and Sandisk rebounded. Nvidia earnings loom.
Shares of Micron Technology (NASDAQ:MU) are up 6% in midday trading on Tuesday, leading the memory complex higher after a brutal week. SanDisk (NASDAQ:SNDK) is climbing 4%, while Western Digital (NASDAQ:WDC) is basically flat for the day. The bounce follows a sharp correction across the entire memory and storage group. Heading into today, MU stock ... Micron Is Up 6% Today: Is It Outperforming Other Memory Stocks Like SanDisk and Western Digital?
Micron has made investors a ton of money in a short timeframe.
The Roundhill Memory ETF (CBOE:DRAM) opened for trading on April 2, 2026 as the first U.S.-listed ETF dedicated purely to memory chip manufacturers, arriving as memory contract prices were already accelerating. DRAM has climbed 98% since inception, including a roughly 30% gain in the past week, as AI-driven demand for high-bandwidth memory continues to overwhelm ... The Two Catalysts That Will Make or Break DRAM’s 98% Rally in 2026
Samsung recently entered the trillion-dollar club, and another Korean AI chip stock could as well sooner than later.
Seagate stock is tracking toward its worst week since early March as AI stocks pull back ahead of Nvidia's earnings.
Micron Technology's stock has been falling in recent days, but it's still up big over the past 12 months.
The long-term trajectory of AI spending will drive this trio higher.
Citi reiterates a Buy rating on the flash memory supplier and boosts its price target to $2,025 from $1,300.
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Value Stocks to Buy for Long Term Investment. On May 13, Bank of America Securities reiterated a Buy rating on Micron Technology, Inc. (NASDAQ:MU) and raised the price target on the stock from $500 to $950. The firm noted that the improved outlook comes after they […]
Chinese memory chipmaker posts more than 20 billion yuan profit as AI-driven DRAM demand lifts pricing.
The choice between the Roundhill Memory ETF (CBOE:DRAM) and the iShares Semiconductor ETF (NASDAQ:SOXX) looks like a semiconductor exposure decision, but it is really a question about how concentrated a cyclical bet you want to make. SOXX gives you the whole chip stack. DRAM gives you three companies in a trench coat: Samsung Electronics, SK ... DRAM Surged 51% in One Month While SOXX Climbed 32%, but Only One Survives the Memory Cycle Downturn
STX rides the AI storage boom as demand for mass-capacity drives and Mozaic HAMR adoption fuel growth and margin expansion.
Nvidia and Micron are both benefiting from artificial intelligence (AI) spending.
These memory chipmakers have major expansion plans underway.
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A number of stocks jumped in the afternoon session after President Trump landed in Beijing alongside Nvidia CEO Jensen Huang and Micron CEO Sanjay Mehrotra for a summit with President Xi Jinping, raising hopes that the two sides could reach a deal to ease chip export restrictions and stabilise rare earth supply chain, the two pressure points that have most constrained the sector.
Micron is up almost 700% over the past year, but it still has plenty of room to grow.
Sandisk and Micron trade below nine times forward earnings despite surging AI-driven demand for memory chips.