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Micron Technology (NASDAQ:MU) is the ticker dominating every memory-cycle headline right now, with traders piling into the assumption that DRAM and NAND pricing will ride the AI buildout straight up. But here’s what you should actually be watching. Memory is, and always has been, a commodity. DRAM and NAND pricing is set by global supply, ... Everyone’s Talking About Micron. Smart Money Is Watching This Stock Instead

AI infrastructure companies are booming -- and these stocks are making big gains.

South Korea's stock market is on track for another superb year as it swats away tariff and energy threats to its economy.

Micron shares bounced back after a steep drop briefly erased nearly $100 billion in market value.

Cisco beats expectations, Micron tops $900 billion valuation, Fervo Energy makes its market debut, and more news to start your day.

The Nasdaq Composite (^IXIC) leads Wednesday's stock gains alongside the S&P 500 (^GSPC), the former ending the trading day 1.2% higher as the sector rallied. IDX Advisors CIO Ben McMillan comes on Market Domination Overtime to explain the demand for photonics technology — or the use of laser and light to transmit data — that could be the next phase of the AI Revolution.

Cisco shares rise after the dot-com darling shows off its AI credentials, while Micron declines following the memory-chip maker’s stellar rally.

Highly profitable AI stocks with surging demand are within reach.

Shares of memory chips maker Micron (NASDAQ:MU) jumped 5.3% in the morning session after reports revealed a potential global chip shortage stemming from a competitor's labor issues.

(Bloomberg) -- Xi Jinping signaled China is moving toward greater openness, striking an upbeat note during his meeting with US business leaders accompanying Donald Trump as the two presidents wrapped up morning talks that featured more divisive issues like trade and Taiwan.Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Land

Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.

Memory stocks have skyrocketed. Can the rally keep going?

Investors are watching chips, aerospace, agriculture and rare earths as Trump and Xi head into high-stakes talks.

Applied Materials Stock in Focus Ahead of Key AI-Driven Earnings Test

Analyst Sees Structural Supply Squeeze Fueling Gains

Micron Climbs After Wall Street Bets Big on AI Memory Demand

Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led ... The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

The memory chip giant's market cap has doubled in a little over a month.

On May 13, 2026, Nvidia’s latest peak helped drive a tech-led surge even as inflation and oil worries weighed on the Dow.

The latest leg of a blistering Nvidia stock rally fueled fresh records for the S&P 500 and Nasdaq Wednesday, after Chief Executive Jensen Huang joined a high-stakes China summit that could determine the next phase of the global AI arms race. Shares of Nvidia rose 2.3%, their sixth consecutive day of gains. In a sign of the chip maker’s dominance over the market, Nvidia in intraday trading became the first company to reach a market capitalization of $5.5 trillion.

US equity indexes closed mixed on Wednesday, as communication services and technology led sectors am

Shares of Micron Technology Inc (NASDAQ:MU) have soared over the last year. The rising share price has boosted returns for shareholders of the semiconductor stock, including several members of Congress. Congress Members Bet on Micron Stock in 2026 The Benzinga Government Trades page shows that several members of Congress bought Micron stock in 2026, with each member’s position up significantly since their purchases. Here are the Congress members who bought Micron stock in 2026 and have not discl

These two chipmakers have two different investment profiles.

South Korea’s stock market is up over 80% this year, yet hedge fund managers still see value opportunities.

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Micron Technology (NASDAQ:MU) ranks #2 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 137 Micron Technology (NASDAQ:MU) is benefiting from surging demand for high-bandwidth memory (HBM), DRAM, and CPU-side […]

US equity indexes were mixed ahead of Wednesday's close as communication services and technology top

Shares of Micron Technology (NASDAQ:MU) are surging on Wednesday, trading at around $804 and up roughly 5% on the session. The move extends a parabolic one-month run that has the stock approximately 89% higher when including today’s intraday gains. Year to date, MU stock has now climbed 182%, and the one-year return sits at a ... Micron Is Now Up 89% in a Month. Should You Sell in May and Go Away?

Micron Technology Inc. (NASDAQ: MU) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 10, Micron Technology Inc. (NASDAQ: MU) emerged as one of the forces behind the global semiconductor industry entering a melt-up phase. The industry has exploded to $3.8 trillion in market capitalization over […]

Despite growing fears of an overheated tech sector, tech analyst Daniel Newman argues that the artificial intelligence (AI) market rally is barely underway, citing undervalued stocks like Micron Technology Inc. as evidence that everyday investors haven’t missed the boat. The...

President Donald Trump landed in China Wednesday for a high-stakes meeting with President Xi Jinping, bringing with him a roster of corporate heavyweights that underscores the market stakes behind the diplomacy. NVDA stock is trading at all-time highs. See the chart and price action here. Trump previewed the trip on Truth Social by saying he would ask Xi to "open up China" so U.S. business leaders could "work their magic," adding, "I will make that my very first request." The comment points to a