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Investing.com47d agoneutral
Apple negotiates with blacklisted Chinese chipmakers amid AI-driven memory crunch

Investing.com -- Apple Inc. is in active negotiations to purchase memory chips from two prominent Chinese semiconductor manufacturers that currently reside on a Pentagon blacklist. The high-stakes gamble comes as the iPhone maker scrambles to secure component supplies amid a global memory crunch that has already forced Apple to enact rare, widespread price hikes across its product lineup. According to a report from Bloomberg News, citing people familiar with the matter, Apple is seeking to secur

Top analysts set jaw-dropping Micron stock target after surge
TheStreet47d agoneutral
Top analysts set jaw-dropping Micron stock target after surge

Wall Street just slapped Micron Technology (MU) with two historic price targets in the same week. Susquehanna now projects the memory-chip maker to hit $2,000 a share, while Phillip Securities set its own call at $1,870. Both numbers followed an exceptional third quarter that ran far ahead of ...

AMD Stock Falls From Record High—and a $1 Trillion Market Cap Is Suddenly Far Away
Barrons.com47d agobearish
AMD Stock Falls From Record High—and a $1 Trillion Market Cap Is Suddenly Far Away

Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. AMD stock gained 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion. AMD stock was down 5.5% to $548.90, which brought AMD’s market value to $897.2 billion.

Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks
24/7 Wall St.47d agoneutral
Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would’ve let you trounce the broader market’s gains again and again. But what if I ... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM
24/7 Wall St.47d agoneutral
The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM

The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers. For investors trying to translate that supply tightness into portfolio exposure, three exchange-traded funds capture ... The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM

Prediction: Micron’s Remarkable 800% Run Masks Risk and Our Target Reflects Caution Ahead
24/7 Wall St.47d agoneutral
Prediction: Micron’s Remarkable 800% Run Masks Risk and Our Target Reflects Caution Ahead

Micron Technology (NASDAQ:MU) just delivered one of the most remarkable nine-month runs in mega-cap history, and the memory cycle bulls are convinced this is only the second inning. Our model takes a more cautious view. After running the numbers through our proprietary framework, the 24/7 Wall St. price target for Micron is $996.22, which implies ... Prediction: Micron’s Remarkable 800% Run Masks Risk and Our Target Reflects Caution Ahead

Micron (MU) Lands GM Supply Deal And Backs Trump Accounts With $250 Million
Simply Wall St.47d agoneutral
Micron (MU) Lands GM Supply Deal And Backs Trump Accounts With $250 Million

Micron Technology (NasdaqGS:MU) and General Motors announced a long term supply agreement for automotive memory and storage platforms for future vehicle production. The partnership focuses on securing semiconductors for next generation vehicles as computing and data requirements in cars continue to rise. Separately, Micron committed US$250 million to the new national Trump Accounts child savings program, currently the largest corporate pledge to the initiative. For investors watching Micron...

Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
24/7 Wall St.47d agobearish
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ

Shares of Micron Technology (NASDAQ:MU) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower. The ... Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ

Who owns Micron Technology? A look at its top investors
TheStreet47d agoneutral
Who owns Micron Technology? A look at its top investors

Micron Technology (MU) became one of the world’s most valuable companies in 2026, but not too long ago, it was a four-person consulting firm operating out of the basement of a dental office in Boise, Idaho. Now, it has millions of owners, including company executives, institutional investors like ...