ニュース · QuantAbundancia

24/7 Wall St.7h agoneutral

Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead

Stanley Druckenmiller’s Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated the capital into three AI hardware “picks-and-shovels” names: SanDisk, Micron Technology, and Seagate Technology, according to recently reported 13F filings. For an investor whose track record predates most of today’s hedge fund managers, walking away from a ... Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% In

Motley Fool7h agoneutral

Why Marvell Technology Stock Is Moving On Up

Wall Street thinks Marvell stock looks marvelous.

Zacks9h agoneutral

Zacks.com featured highlights include NVIDIA and Micron Technology

NVIDIA and Micron Technology stand out as profitable chip stocks with strong net income margins and massive share gains.

Motley Fool9h agoneutral

Prediction: This Will Be Micron's Stock Price at the End of 2027 (Hint: It's Well Over $1,000)

The memory chip specialist's stock could double by the end of next year.

INTC MU NVDA

MT Newswires9h agoneutral

US Equity Futures Edge Higher Pre-Bell Amid Chip Sector Gains as Traders Await Nvidia Earnings

US equity futures were edging higher pre-bell Wednesday as traders anticipated Nvidia's (NVDA) fisca

ADI AMD INTC LOW MU XOM ^DJI ^IXIC

GuruFocus.com10h agoneutral

5-star wall street analyst revamps Micron stock price target

Micron Stock Ignites AI Supercycle Bets After Massive Price Target Surge to $800

Yahoo Finance10h agoneutral

Intel, Micron, and other semiconductor stocks extend bounce ahead of Nvidia earnings

Chip stocks bounce ahead of Nvidia eaernings.

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Simply Wall St.10h agoneutral

AI Chips Today - Arteris Partners With Li Auto For Smart Vehicle Revolution

Arteris, Inc. has announced that its semiconductor technology has been adopted by Li Auto for their intelligent vehicles, specifically incorporating the technology into the company's autonomous driving systems-on-chip (SoCs) in the new L9 Livis high-tech SUV. This deployment marks a significant step in the integration of AI capabilities within the automotive sector, supporting Li Auto's high-performance computing needs while meeting energy efficiency and safety requirements. Arteris FlexNoC...

AMD MU

24/7 Wall St.11h agoneutral

David Tepper Hit Micron at the Perfect Moment. His Fund’s Other Holdings Are Also Worth a Look

David Tepper of Appaloosa Management is already a big name in the hedge fund world. What makes Tepper stand head and shoulders above the crowd at a time like this, though, is his fund’s more recent track record of performance. Indeed, Appaloosa has been making some really outstanding calls, specifically within the AI semi space, ... David Tepper Hit Micron at the Perfect Moment. His Fund’s Other Holdings Are Also Worth a Look

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InvestorsHub11h agoneutral

Micron and SanDisk shares rise as Samsung workers prepare strike action

Shares in Micron Technology, Inc. (NASDAQ:MU) climbed 3.

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24/7 Wall St.12h agoneutral

The Memory Pricing Cycle That Could Crush This AI ETF Before Year-End

The Roundhill Memory ETF (CBOE:DRAM) is the kind of fund that arrives with a thesis already pricing in. Launched on April 2, 2026, DRAM has run from $28 at inception to $49, a 77% gain in roughly six weeks, before giving back 10% in the past week alone. For investors who came to DRAM as ... The Memory Pricing Cycle That Could Crush This AI ETF Before Year-End

DRAM MU

Barrons.com12h agoneutral

These Stocks Are Today’s Movers: Micron, Intel, Lowe’s, Nvidia, Cava, and More

Micron shares rise on the prospect of a strike affecting rival memory-chip maker Samsung, while Nvidia climbs ahead of its earnings report due after the closing bell Wednesday.

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Barrons.com12h agoneutral

Micron Stock Rises as Memory-Chip Rival Faces Threat of Strike

FEATURE Micron Technology stock was rising early on Wednesday. Its memory-chip rival Samsung Electronics faces the growing threat of a strike. Micron shares were up 4.2% in premarket trading. Already soaring prices for memory chips could receive a further boost after talks between Samsung management and labor representatives broke down Wednesday.

MU SSNLF

Investing.com13h agoneutral

Micron, SanDisk gain as Samsung workers on brink of strike

Investing.com --Micron Technology Inc (NASDAQ:MU) shares rose 3.9% in premarket trading Thursday, while SanDisk (NASDAQ:SNDK) gained 2.2%, as investors assessed the impact of a planned strike at Samsung Electronics (KS:005930).

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IPO-Edge.com1d agoneutral

Ouster & Fujifilm Partner to Develop Native Color Lidar

By Karen Roman Ouster, Inc. (Nasdaq: OUST) said it is partnering with FUJIFILM Holdings Corp. (XETRA: FJI.F) to develop the world’s first native color lidar through Ouster’s new digital sensors, […]

MU OUST

Barchart1d agoneutral

Stocks Settle Lower on Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

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Insider Monkey1d agoneutral

How Micron (MU) Is Targeting AI Data Centers With Higher-Capacity Server Memory

Micron Technology, Inc. (NASDAQ:MU) is one of the best stocks to buy for next-gen data centers. On May 12, the company announced that it had sampled 256GB DDR5 registered dual in-line memory modules to key server ecosystem partners. The module is built on Micron’s 1-gamma DRAM technology and is capable of speeds up to 9,200 […]

Insider Monkey1d agoneutral

Bill Baruch Trims Micron Technology, Inc. (MU)

Micron Technology, Inc. (NASDAQ:MU) is one of the 8 Best Affordable AI Stocks to Buy Right Now. On May 12, Bill Baruch, founder and president of Blue Line Capital, trimmed nearly half his position in Micron Technology, Inc. (NASDAQ:MU) near a $900 target. The company was Bill’s largest position until the “euphoria got too loud […]

Motley Fool1d agoneutral

Why Micron Stock Just Popped Again

Micron stock is hopping again, buoyed by price target hikes at Citi and Mizuho.

Motley Fool1d agoneutral

Billionaire David Tepper Just Made a Big Bet. Should You Follow His Lead?

The billionaire doubled his stake in Amazon.

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Zacks1d agoneutral

Profitable Picks: Why NVIDIA & Micron Stand Out

NVDA and Micron stand out for their strong net income ratios and upside potential amid market swings as investors seek profitable stocks.

24/7 Wall St.1d agoneutral

Trump’s Bull Market Is Standing on Shaky Legs. Just 5 Stocks Account for 52% of the S&P’s Gains

President Donald Trump has had little trouble pointing to Wall Street as evidence his second term economy is working. Since Inauguration Day on Jan. 20, 2025, the S&P 500 has climbed more than 22%, according to Bloomberg market data, and nearly 48% from the sharp lows hit during the April 2025 tariff-driven selloff. On the ... Trump’s Bull Market Is Standing on Shaky Legs. Just 5 Stocks Account for 52% of the S&P’s Gains

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Motley Fool1d agoneutral

Meet the Super Semiconductor ETF With 40% of Its Portfolio Parked in Micron, AMD, Broadcom, Nvidia, and Intel

Artificial intelligence is driving blistering growth across the semiconductor industry.

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Yahoo Finance Video1d agoneutralVIDEO

Why the memory chip supply shortage won't hurt suppliers

Wedbush Securities Managing Director of Equity Research Matt Bryson joins Julie Hyman on Market Catalysts to discuss the sell-off in memory stocks after Seagate’s (STX) CEO warned the company may not be able to meet chip demand.

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Yahoo Finance Video1d agoneutralVIDEO

Is Wall Street still as bullish on Nvidia as other chip stocks?

With Nvidia (NVDA) set to report first quarter 2027 earnings results on Wednesday, are Wall Street investors as bullish around the AI chip stock as years prior? Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré examine the latest note out from Evercore ISI gauging bullish investor sentiment on Nvidia compared to other major chip players.

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Barrons.com1d agoneutral

Buy Apple Stock and Other Dow Winners, Sell Salesforce and Other Losers, Technician Says

It isn’t time to bail on the Magnificent Seven yet. But there are momentum winners in staples and healthcare, too.

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Yahoo Finance Video1d agoneutralVIDEO

Take a look at Micron stock using Yahoo Finance's AlphaSpace

Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets and make smart decisions faster. Market Catalysts host Julie Hyman takes a look at Micron (MU) stock using the new platform as memory names gain momentum.

MU NVDA STX

24/7 Wall St.1d agoneutral

Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF

Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ), which tracks the PHLX Semiconductor Sector Index and gives you concentrated exposure to the picks-and-shovels layer of artificial intelligence. ... Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF

ASML AVGO MU SOXX

StockStory1d agoneutral

Stocks making big moves this week: Broadcom, 3D Systems, Comfort Systems, Zeta Global, and Micron

Check out the companies making headlines this week:

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