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Michael Burry just doubled down on his bearish AI bets even as semiconductors roar back, but one short in his portfolio stands out as a head-scratcher that may reveal a flaw in his entire thesis.
Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 record closes in 2026.
Micron and TSMC are at the core of the AI build-out.
Retail investors took advantage of the volatility in the market last month to again be net buyers of stocks, new data from Charles Schwab shared exclusively with Axios shows.
Valuations for AI hardware stocks faced intense pressures last month, but investors have become more bullish recently.
The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.
Micron Technology, Inc. (NASDAQ:MU) stock gained about 1% in Monday premarket trading as technology stocks moved higher ahead of the opening bell. Nasdaq futures rose 0.41%, while S&P 500 futures gained 0.17%.The move comes as investors weigh Micron’s longer-term growth prospects against expectations for slowing memory pricing momentum and rising competition from Chinese manufacturers.On Aug. 7, Citigroup analyst Atif Malik maintained a Buy rating on Micron but lowered his price forecast to $1,1
The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.
Micron stock was rising despite news that Apple has tested memory chips from China’s ChangXin Memory Technologies.
Apple (AAPL) has been testing memory chips from China's CXMT for use in iPhones, MacBooks and other
Both Micron and Intel posted blowout quarters, but the businesses underneath those headlines are moving in opposite directions. One is riding an AI pricing wave in real time while the other is still paying for a multi-year rebuild.
Micron executives are scheduled to present at a Keybanc analyst event on Monday.
If Micron returns to its historical average valuation, it's a no-brainer buy now.
This detail from their earnings reports could spell trouble for Micron's stock in the long run.
Rising memory demand has shifted pricing power away from Apple, giving Micron and other memory makers a stronger negotiating position.
AI spending worries spread like wildfire.
Micron's business is booming, but slowing memory price gains could quickly test investor expectations.
Hyperscalers are spending more than $700 billion on AI infrastructure in 2026 alone, fueling a surge in specialized memory chips.
The S&P 500 has printed 25 record highs in 2026, and two stocks you might not expect are doing most of the heavy lifting. But history has a specific warning for investors who assume fresh highs mean smooth sailing ahead.
Micron has been caught in the memory sell-off, but its AI-driven business makes it a different story.
Citi believes the recent sell-off in memory chip stocks presents a buying opportunity, arguing that the artificial intelligence-driven memory cycle is still in its early phases and could ultimately exceed the industry’s previous boom between 2001 and 2007. The bank says the current environment shares many similarities with the long NAND expansion seen during the early 2000s, when products such as MP3 players and digital cameras transformed demand and flash memory steadily replaced older storage
There are several promising AI stocks to buy right now.
Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer relationships are stretching longer and becoming more predictable across more than […]
Choosing between these two stocks seems like a slam-dunk decision, but in reality it's complicated.
The real question isn't how far the stock has dropped -- it's whether the company's long-term earnings story has fundamentally changed.
A concerning historical pattern likely has weighed on Micron stock.
Ray Dalio built Bridgewater on one principle: never let a great story override the math. Applied to NVIDIA, Micron, and Broadcom right now, that principle points somewhere most investors are not looking.
NVIDIA and Micron both just shattered expectations, but they are winning the AI race in completely different ways. Which one belongs in your portfolio heading into 2027 depends entirely on what kind of risk you are willing to carry.
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