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Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade
24/7 Wall St.43d agobullish
Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade

Artificial intelligence has created no shortage of investment opportunities, but it has also exposed one bottleneck after another. First it was GPUs. Then networking. Then power generation. Today, memory has become one of the industry’s biggest constraints. Every advanced AI model requires enormous amounts of high-bandwidth memory (HBM) and DRAM to keep increasingly powerful chips ... Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade

Why Michael Burry’s Massive Bet Against Micron Could Be His Biggest Mistake Yet
24/7 Wall St.43d agoneutral
Why Michael Burry’s Massive Bet Against Micron Could Be His Biggest Mistake Yet

The market has a habit of rewarding investors who recognize when an old pattern no longer applies. Cyclical industries eventually boom and bust, but structural shifts can stretch those cycles far longer than anyone expects. Artificial intelligence has done exactly that for semiconductors. Companies supplying the hardware behind AI training are no longer serving ordinary ... Why Michael Burry’s Massive Bet Against Micron Could Be His Biggest Mistake Yet

Axon and Rocket Lab rallied while chip stocks sank
TheStreet43d agoneutral
Axon and Rocket Lab rallied while chip stocks sank

SanDisk Corp. (SNDK) closed out the holiday-shortened week as the Nasdaq’s biggest loser, ending Thursday at $1,745 a share, down 26% for the week, according to Seeking Alpha. Micron (MU), Western Digital (WDC), Seagate (STX) and Teradyne (TER) fell alongside it, each posting double-digit weekly ...

Michael Burry doubles down on AI chip bubble with Micron short
TheStreet43d agoneutral
Michael Burry doubles down on AI chip bubble with Micron short

Michael Burry made his name betting against the housing market before the 2008 crash. Now, "The Big Short” investor is turning that same skepticism toward artificial intelligence, and Micron Technology just landed on his watchlist. On July 1, Burry disclosed he shorted Micron (MU) shares at ...

Why Did General Motors (GM) Just Partner With Micron?
Insider Monkey44d agoneutral
Why Did General Motors (GM) Just Partner With Micron?

General Motors Co (NYSE:GM) is one of the Top 10 Extreme Value Stocks To Buy Now. On July 1, General Motors Co (NYSE:GM) and Micron Technology announced a Strategic Customer Agreement to secure a long-term supply of memory and storage products. These components are important for GM’s vehicle production and delivery at scale. This agreement […]

Jim Cramer Believes “Micron’s Become a Secular Growth Story, Not a Cyclical Story”
Insider Monkey44d agoneutral
Jim Cramer Believes “Micron’s Become a Secular Growth Story, Not a Cyclical Story”

Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the company as a “secular growth story.” He stated: What should I have recommended? Well, how about 10 stocks that were easily in my grasp that I owe […]

Microsoft (MSFT): One of the Best AI and Technology Stocks to Buy Now
Insider Monkey44d agobullish
Microsoft (MSFT): One of the Best AI and Technology Stocks to Buy Now

Microsoft Corporation (NASDAQ:MSFT) is one of the Best AI and Technology Stocks to Buy Now. On June 25, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) will be increasing the price of Xbox game consoles. This comes after Apple announced an increase in prices for MacBooks and iPads. Starting August 1, Xbox Series S consoles, which have 512GB of […]

Jim Cramer gets Micron CEO to reveal what's next for AI chips
TheStreet44d agoneutral
Jim Cramer gets Micron CEO to reveal what's next for AI chips

I have covered Micron more times lately than any other stock on my beat. The Q3 earnings beat was historic. The guidance was historic. The HBM4 shipment disclosure was historic. And yet the stock is now trading near $970, down from a 52-week high of $1,255 reached June 25, as investors ...