Notícias

Stanley Druckenmiller's Duquesne Family Office exited Intel entirely last quarter, even as the chipmaker posts its strongest growth in years.

While the rest of the tech sector bleeds red Thursday, memory stocks are defying gravity, and the catalyst powering the biggest winner has nothing to do with AI chips.

A massive research push could sharpen Micron's competitive edge

Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors overlook entirely.

Druckenmiller's Duquesne Family Office just dumped its entire position in Micron stock.

Soros Fund Management increased its position in Q2 fiscal 26, even as the AI chip stock continued to surge.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Micron unveils Micron Research Labs, a new research institution. Its stock has soared more than 700% over the last year, and was up again Thursday.

The decade-long Boise investment targets technologies beyond today's HBM boom and strengthens Micron's U.S. research footprint.

The planned decade-long investment will fund a flagship Boise campus, university partnerships, and satellite labs worldwide

A $50 billion semiconductor buildout is turning Boise workers into millionaires almost overnight, but the same forces reshaping personal fortunes are pushing Idaho's housing, utilities, and infrastructure to a breaking point.

The AI boom is driving the market. So, naturally, rust stocks are the most popular. Huh? We make sense of that head-scratcher.

Super Micro Computer (SMCI) is back in focus after Netlist filed a complaint at the US International Trade Commission that names the server maker alongside Micron, HPE, and Lenovo over alleged DDR5 memory patent infringement. See our latest analysis for Super Micro Computer. The Super Micro Computer share price has pulled back 2.2% over the last day and 2.7% over the past week. However, the 30-day share price return of 53.5% and 5-year total shareholder return of more than 9x point to strong...

Seagate defied every prediction that solid-state storage would kill the hard drive, and cloud AI demand has since sent shares on a historic run. Whether that momentum carries into 2027 depends on factors most investors are not yet watching closely.

All three major US stock indexes were down in late-morning trading Thursday, as yields on Treasury b

Memory chips are currently the ‘bottleneck’ for AI infrastructure. But that doesn’t ensure the stocks will continue to outperform forever.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

The AI boom is driving the market. So, naturally, rust stocks are the most popular. Huh? We make sense of that head-scratcher.

It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.

MU nears $1,000 as Apple's China memory stance could boost U.S. chip makers and memory ETFs.

Micron Unveils $10 Billion AI Memory Research Push in the U.S.

Micron Research Labs will host hundreds of researchers, with groundbreaking planned for 2027

The memory boom is creating jobs, wealth and pressure.

Micron announced plans to invest $10 billion in Micron Research Labs, a new research institution headquartered in Boise, Idaho.

Micron Technology said on Thursday it plans to spend $10 billion on its newly ‌established research lab at Boise, Idaho, over the ‌next decade to advance memory technologies, develop compute systems and support future ​chip manufacturing. Large memory chipmakers such as Micron, Samsung Electronics and SK Hynix have been benefiting from a surge in demand from the rapid expansion of AI infrastructure. • The latest investment builds on the more than $250 billion that Micron had separately committed to ​manufacturing and ​R&D across the United States.

Micron Technology (NASDAQ:MU) has announced the creation of Micron Research Labs, a new U. S.

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

Nvidia's solid results and the arrival of its Vera Rubin chips will be a tailwind for Micron Technology.

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

Druckenmiller has admitted to recognizing that he sold Nvidia stock too soon back in 2024.