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David Tepper Hit Micron at the Perfect Moment. His Fund’s Other Holdings Are Also Worth a Look
24/7 Wall St.90d 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

Stocks to Watch: Nvidia, AMC, Target
The Wall Street Journal90d agoneutral
Stocks to Watch: Nvidia, AMC, Target

🔎Nvidia (NVDA): The chip maker and world’s most valuable company by market cap is set to report earnings after markets close. Shares rose before the opening bell. ↗️AMC Entertainment (AMC): Stock in the movie-theater chain with a meme-stock following soared 7% premarket after CEO Adam Aron disclosed he had purchased 250,000 more shares, posting on X that he had “enormous confidence” in the company.

Intel Stock Surges Back to Winning Ways in Style
Barrons.com90d agobullish
Intel Stock Surges Back to Winning Ways in Style

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.

The Memory Pricing Cycle That Could Crush This AI ETF Before Year-End
24/7 Wall St.90d 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

Micron Stock Rises as Memory-Chip Rival Faces Threat of Strike
Barrons.com90d 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.

Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos
Bloomberg90d agobullish
Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

Stocks Settle Lower on Rising Bond Yields
Barchart91d 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...

How Micron (MU) Is Targeting AI Data Centers With Higher-Capacity Server Memory
Insider Monkey91d 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 […]

Bill Baruch Trims Micron Technology, Inc. (MU)
Insider Monkey91d 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 […]

Micron Is Up 6% Today: Is It Outperforming Other Memory Stocks Like SanDisk and Western Digital?
24/7 Wall St.91d agobullish
Micron Is Up 6% Today: Is It Outperforming Other Memory Stocks Like SanDisk and Western Digital?

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?

The Two Catalysts That Will Make or Break DRAM’s 98% Rally in 2026
24/7 Wall St.91d agobullish
The Two Catalysts That Will Make or Break DRAM’s 98% Rally in 2026

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

Trump’s Bull Market Is Standing on Shaky Legs. Just 5 Stocks Account for 52% of the S&P’s Gains
24/7 Wall St.91d 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

Is Wall Street still as bullish on Nvidia as other chip stocks?
Yahoo Finance Video91d 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.