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Micron hit record highs as AI memory demand and HBM shortages fueled pricing power, with revenue and margin outlook signaling more upside.

Chinese memory chipmaker posts more than 20 billion yuan profit as AI-driven DRAM demand lifts pricing.

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

The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.

There may be bad news for Micron today, but if so, it lies far in the future.

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

Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.

Ideally, Nvidia will have a big earnings day.

My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a week. Unrelated. The benchmark S&P 500 keeps tagging fresh records and the tech-heavy Nasdaq Composite refuses to roll over. And yet ... Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

Stock Market Today: Dow futures pared losses as oil prices reversed on Iran state media reports of waived sanctions. Nvidia, Walmart earnings loom.

MU, UNH and AAMI led standout gains as Zacks highlighted top-performing portfolios amid volatile markets and inflation worries.

Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just the big names, though, I think it’s also worth tracking down the hedge funds that have been making the timeliest moves with surgical ... This Fast-Rising Fund Has Been Crushing the Market — Nvidia, Micron and TSMC are Reasons Why

STX rides the AI storage boom as demand for mass-capacity drives and Mozaic HAMR adoption fuel growth and margin expansion.

NVIDIA, Micron and Sandisk are highlighted as AI stocks with strong earnings growth and relatively attractive valuations.

Micron Technology stock was gaining early Monday. Investors are watching for labor action at rival Samsung Electronics that could disrupt to memory-chip supplies and further boost prices. Micron shares were up 1.3% in premarket trading after closing down 6.6% on Friday.

Recent developments in AI chips have demonstrated their critical role in enhancing defense systems, as highlighted by Safe Pro Group Inc.'s recent financial report. The company has capitalized on the surging demand for AI-powered solutions, notably its new Edge compute solution, which significantly boosted its quarterly revenue by 560%. Their AI-driven products, particularly in drone-based video and imagery analysis, contributed to an impressive 2,400% revenue increase, underscoring the...

The most talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher in the hours b

US President Trump and China's President Xi hosted a high-level semiconductor summit in Beijing attended by CEOs from Nvidia, Micron, and Lam Research. The meeting focused on chip export restrictions and the stability of rare earth supply chains critical to semiconductor production. NasdaqGS:LRCX and other semiconductor stocks saw share price gains following the summit announcement. Lam Research, listed as NasdaqGS:LRCX, supplies wafer fabrication equipment and services that sit at the core...

Shares in Delta and Macy’s rise after Berkshire Hathaway initiates positions. Dominion rallies on reports of a takeover by NextEra Energy.

Nvidia and Micron are both benefiting from artificial intelligence (AI) spending.

Influential Wall Street investor Jordi Visser viewed Dogecoin (CRYPTO: DOGE) as a key indicator of retail interest in cryptocurrency on Friday, encouraging traders to keep a close eye on it. Is DOGE About To Breakout? During an interview with entrepreneur and investor Anthony Pompliano, Visser said that DOGE doesn’t really hold any significance from an institutional point of view, and has nothing associated with what he does. “The reason I started looking at it is technically it looks close to a

These AI infrastructure stocks are supplying the components that drive AI development.

On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick meeting repeatedly with Tim Cook, Elon Musk, and Jensen Huang to push them to partner with Intel, with President Trump personally advocating for ... Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125

Micron is having an Nvidia moment. That doesn't make it the next Nvidia.

These memory chipmakers have major expansion plans underway.

This technology-driven insurer leverages data science and automation to streamline claims and attract digitally savvy policyholders.

(Bloomberg) -- Shares of chipmakers are increasingly dominating the S&P 500 Index, powering stocks to record highs while stirring concerns over the rally’s durability. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosA selloff on Frida

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.

The semiconductor stock surge has some on Wall Street warning about euphoria in the market.