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Investing.com84d agobullish
Micron stock surges as UBS sees more than 100% upside from here

Investing.com -- Micron Technology shares have jumped 6.3% in premarket trading to $798.37 after UBS more than tripled its price target on the memory chip giant to $1,625 from $535, citing the emergence of long-term supply agreements that the firm said will structurally transform the company’s earnings profile.

US Stock Futures Extend Gains as Peace Hopes Hold: Markets Wrap
Bloomberg84d agobullish
US Stock Futures Extend Gains as Peace Hopes Hold: Markets Wrap

(Bloomberg) -- US equity futures extended gains and Treasuries rallied as investors remained hopeful that the latest American strikes on Iran won’t derail talks to end the Middle East conflict. Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on

IREN’s CEO Just Said 11 Words that Delivered the AI Boom a Brutal Reality Check
24/7 Wall St.85d agoneutral
IREN’s CEO Just Said 11 Words that Delivered the AI Boom a Brutal Reality Check

The artificial intelligence boom has kicked off one of the largest infrastructure races since the early internet era. Nvidia (NASDAQ:NVDA) GPUs are selling faster than they can be packaged. High-bandwidth memory has become scarce enough that companies like Micron Technology (NASDAQ:MU) and SK hynix are effectively sold out months in advance. Utilities from Virginia to ... IREN’s CEO Just Said 11 Words that Delivered the AI Boom a Brutal Reality Check

Micron’s 50% Problem: Why Having Too Few Microchips is Making Investors Rich
24/7 Wall St.85d agoneutral
Micron’s 50% Problem: Why Having Too Few Microchips is Making Investors Rich

Micron Technology (NASDAQ:MU) CEO Sanjay Mehrotra used a Bloomberg interview from the company’s Manassas, Virginia, plant on May 22, 2026, to deliver a message that reframes the memory cycle for investors: this is a structural shortage. “We see this shortage continuing beyond, well beyond 2026 timeframe,” he said, adding that Micron “are able to meet ... Micron’s 50% Problem: Why Having Too Few Microchips is Making Investors Rich

AI Chips Update - AI Platform Gausspeed Boosts Digital Content Workflow Efficiency
Simply Wall St.85d agoneutral
AI Chips Update - AI Platform Gausspeed Boosts Digital Content Workflow Efficiency

Global Mofy AI Limited has announced a significant development milestone for its generative AI platform, Gausspeed. This advancement integrates NVIDIA Omniverse with the company's extensive 3D digital asset library, enhancing the platform's ability to support professional digital content creation. By leveraging structured 3D digital assets and collaborative production pipelines, Gausspeed aims to provide scalable and efficient AI-assisted workflows for film, television, and other digital...

The Fastest-Growing ETF in History Is Riding the Supercharged AI Memory Boom
24/7 Wall St.85d agoneutral
The Fastest-Growing ETF in History Is Riding the Supercharged AI Memory Boom

Artificial intelligence is turning the semiconductor industry upside down. For years, memory chips were treated like a commodity business — boom during shortages, bust during gluts, rinse and repeat. But AI may be rewriting the rules. Training large language models and powering hyperscale data centers requires staggering amounts of high-bandwidth memory, or HBM, and suddenly ... The Fastest-Growing ETF in History Is Riding the Supercharged AI Memory Boom

Anthropic To Become More Valuable Than Today's AMD, Sk Hynix And Micron? Crypto Prediction Market Is Fully Convinced
Benzinga86d agoneutral
Anthropic To Become More Valuable Than Today's AMD, Sk Hynix And Micron? Crypto Prediction Market Is Fully Convinced

Cryptocurrency punters are overwhelmingly betting that privately held AI company Anthropic will exceed a $1 trillion pre-IPO valuation by year-end. Anthropic Set To Enter Elite Club? Polygon (CRYPTO: POL)-based Polymarket increased odds to 99% that the San Francisco-headquartered firm will enter the “trillion-dollar club” in 2026, up from 50% a week before. The probability of Anthropic surpassing $1.1 trillion stands at 95%, while the odds of it topping $1.5 trillion have surged to 78% as of thi

What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention
24/7 Wall St.86d agoneutral
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention

The AI boom was supposed to follow a familiar technology cycle. More demand would spark more production, supply chains would catch up, and prices would gradually fall as hardware aged. That’s how semiconductors have behaved for decades. Yet AI infrastructure is rewriting those rules in real time. Demand for computing power has accelerated so quickly ... What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention

Morgan Stanley Portfolio Manager: ‘I Don’t Think We’re Close’ to a Dot-Com Bubble
24/7 Wall St.86d agoneutral
Morgan Stanley Portfolio Manager: ‘I Don’t Think We’re Close’ to a Dot-Com Bubble

Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, used his recent appearance on Barron’s Streetwise podcast to push back on the loudest narrative in markets right now. “I think about the dot-com bubble, and I don’t think we’re close to it,” Slimmon said. His evidence sits in plain sight on the semiconductor tape, ... Morgan Stanley Portfolio Manager: ‘I Don’t Think We’re Close’ to a Dot-Com Bubble