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In a direct push to secure America’s artificial intelligence hardware pipeline, U.S. Commerce Secretary Howard Lutnick has publicly pressured South Korean semiconductor giants Samsung Electronics and SK Hynix Inc. to construct local AI memory fabs. Speaking at a Micron Technology...
Michael Burry has been posting "The end is nigh" on his Substack. He quoted the Joker from Tim Burton's Batman: "Dancing with the devil in the pale moonlight." He called AI enthusiasm "mass addiction" and predicted it "may die a death by a thousand cuts." He shorted Micron at $1,051.87 on July 1 ...
The memory market is in the up phase of a powerful supercycle, and Micron and Sandisk could benefit from it for years.
I have been tracking SanDisk's numbers. It’s one of my favourites. Why? Its performance, and the reason behind the big numbers. And the numbers keep doing something unusual for sure. They keep getting bigger than the already-big numbers that preceded them. If you didn’t know, SanDisk (SNDK) is the ...
Goldman Sachs just released a SpaceX forecast so staggering it borders on science fiction, and buried inside its assumptions is a quiet argument for one semiconductor company that keeps the entire AI industry running.
SK Hynix has just made financial history. The South Korean memory-chip giant completed the largest-ever U.S. share sale by a foreign company, raising $26.5 billion through the sale of 177.9 million American Depositary Receipts (ADRs).
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw. Micron Technology Inc. (NASDAQ:MU) has shaped up to be one of the hottest stocks on the market. The shares are up by 711% over the past year and by 214% year-to-date. More recently, the shares […]
Micron has been one of the defining stocks of the first half of 2026.
Micron Technology, Inc. (NASDAQ:MU) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 152%. On June 24, Micron disclosed 16 strategic customer agreements carrying $22 billion of commitments to secure memory-chip supply. Reuters reported that the multi-year arrangements include take-or-pay provisions, cash deposits, and pricing floors; […]
SK Hynix offers something AI data centers greatly need right now.
There is even more growth ahead for Micron, but investors must weigh its valuation.
Micron Technology Inc. (NASDAQ:MU) is one of the stocks set to explode in the next 2 years. On July 9, Micron announced an investment of up to $3 billion aimed at strengthening the US semiconductor supply chain. This initiative is designed to secure a reliable domestic supply of critical manufacturing materials, enhance long-term planning flexibility, […]
Investing in SK Hynix is now easier for U.S. investors, but that doesn't automatically mean it's worth owning a piece of the company.
The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold ARKK for concentrated exposure to unprofitable, high-growth names that a market-cap index would underweight, and Cathie Wood’s active management is a large part ... Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%
AI has shattered the economics of the memory chip business, and Micron sits at the center of a supply crunch so severe that one quarter of earnings could rival a figure that took the company two decades to accumulate.
The business is as strong as ever, and one by one, analysts are confirming that.
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. SK Hynix Inc. American Depositary Shares (OTC:SKHY) is one of the stocks discussed by Jim Cramer. Memory giant SK Hynix Inc. American Depositary Shares (OTC:SKHY) is a regular feature of financial markets news these days. Courtesy of […]
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Micron Technology Inc. (NASDAQ:MU) is one of the stocks discussed by Jim Cramer. Micron Technology Inc. (NASDAQ:MU)’s shares are up by 676% over the past year and by 200% year-to-date. Cantor Fitzgerald discussed the firm on June […]
Wall Street is looking toward earnings for a follow-through of the AI trade.
Is this a sign to follow the president's lead?
A multidecade memory chip demand cycle is coming, says CEO Sanjay Mehrotra.
The company intends to significantly invest in DRAM and HBM manufacturing through 2035.
In July 2026, Micron Technology announced a Strategic Customer Agreement with General Motors to secure long-term U.S.-based supply of advanced memory and storage components essential for GM’s next-generation vehicle platforms. This deep technology collaboration underscores how GM’s push into more software-driven, AI-enabled vehicles depends on reliable, high-performance chips to support its evolving product roadmap. Next, we’ll explore how securing long-term U.S. memory supply from Micron...
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