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MU, CRDO and SNX screened as profitable July stock picks, backed by strong net income ratios and solid earnings growth prospects.

Both tech companies are compelling AI investments.

Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s Insight with Haslinda Amin on July 3, Lim, who manages Asia ex-Japan equities, warned that the easy gains are likely behind investors: “The ... Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over. Now Profitability Decides Winners As “Capacity Will Catch Up”

NVIDIA (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike. NVIDIA sells the compute platform. Micron sells the memory that feeds it. With $10,000 to allocate, the question is whether you want the ecosystem owner or the picks-and-shovels supplier ... NVIDIA vs Micron: One Controls the AI Platform, Other Controls the Bottleneck. Only One Bet Will Pay Off in 2027.

Check out the companies making headlines this week:

Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor tumble reflects rate sensitivity in richly valued names, and the market has overshot on software incumbents by assuming AI will hollow out application ... Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation

AI demand is driving strong growth across HBM, DRAM and NAND.

HSBC Backs Micron, Says AI Demand Remains a Powerful Growth Driver

The investor says Micron's rally reflects FOMO and expands semiconductor bearish bets.

Trump expects Musk may join Micron and Dell in backing child investment accounts launching July 4.

Micron just reported blowout earnings, but there's one detail from the report investors should not overlook.

Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 ... Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks

Big Short investor warns chip surge looks stretched

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Micron Technology (NASDAQ:MU) ranks #3 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 154 Redditors are dismissing space stocks as today’s hype cycle. What’s actually happening right now is an AI revolution, and every major tech company is […]

MU's memory pricing surge, AI-led demand and tighter supply fuel record profits, with margins projected to expand further in Q4.

MU still trades at a steep discount to the sector despite its 242.6% YTD rally, as AI memory demand, HBM strength and margins fuel growth.

Micron could be on track to reach an incredible milestone next year.

Micron just unveiled a new business model that promises to end its historic boom-and-bust cycles, but analysts on its latest call kept testing one critical question it leaves open.

Micron stock hit a new all-time high last month, but it's seen a significant pullback in subsequent trading.

Recent developments in the AI chip sector have seen a significant shift towards onchain tokenization of real-world assets, as evidenced by a new partnership between Bitget Wallet and Robinhood Crypto. This collaboration enables the integration of Robinhood Chain, an Ethereum Layer 2 solution, within Bitget Wallet, allowing users to trade Stock Tokens representing major companies like NVIDIA, Google, and Apple. The initiative demonstrates the growing trend of incorporating traditional finance...

Micron stock had a bad end to the holiday-shortened week but there are already signs it could rebound once the Fourth of July celebrations end. The memory-chip maker fell 5.5% on Thursday after a 10.6% slump in the previous session, taking the shares to $975.56–the first time it’s closed below $1,000 since June 12. While U.S. stock markets are closed Friday, markets were open as normal in South Korea.

It followed a brutal tech rout in the previous session, which mimicked the chip-stocks selloff in U.S. markets where the tech-heavy finished 0.8% lower to end a holiday-shortened week. Trading was halted on the KOSPI Thursday as the slump triggered a sell-side regulatory halt, or “circuit breaker,” very early in the morning session for 15 minutes. The Seoul market is a hostage to the benchmark index’s two largest constituents—memory-chip titans SK Hynix and Samsung Electronics —and the pair again drove the recovery Friday, surging 10.9%, and 8.2%, respectively.

Micron Technology, Inc. (NASDAQ:MU) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted the company’s “blowout quarter,” as he stated: We need to talk about the biggest story in this market: the memory chip shortage that’s propelled Micron into […]

Sandisk Corporation (NASDAQ:SNDK) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer mentioned the stock during the episode, as he remarked: Alright, now let’s talk about the winners… The winners for the quarter, the biggest gainers are the exact opposite […]

General Motors (NYSE:GM) has entered a long-term supply agreement with Micron Technology for advanced memory and storage components. The deal focuses on securing key semiconductor content for GM’s future vehicle platforms, including software-defined and AI-supported models. The agreement includes technology collaboration intended to support GM’s plans for intelligent, connected vehicles. For investors watching General Motors, this agreement with Micron speaks directly to how central...

SanDisk Stock Falls Hard. Wall Street Says the Long-Term Story Hasn't Changed

This semiconductor specialist has soared more than sevenfold over the past year with no end in sight.

Micron Technology just delivered the best quarter in its history. However, three days later, a federal courtroom in California turned that story upside down. A class-action lawsuit filed on June 25 accuses Micron (MU), Samsung, and SK Hynix of secretly restricting memory chip supply to inflate ...

SanDisk sinks 14%, Micron falls 5%, and Seagate drops 10% as investors price in a looming AI memory and storage supply glut.

Micron's latest earnings report will tell us a great deal about the future of memory and compute demand.