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Jim Cramer just violated the one rule he has preached for his entire career, and his reasoning for buying a 591% winner has a structural argument behind it that is harder to dismiss than it sounds.
In a major update, Stanley Druckenmiller’s Duquesne Family Office has made a notable move into publicly traded Bitcoin mining companies. It has added exposure to four major miners as the billionaire investor reshuffles his portfolio. According to the latest portfolio disclosures, Duquesne has opened positions in Bitdeer Technologies, Riot Platforms, Hut 8 and IREN. The
David Tepper’s Appaloosa Management disclosed brand-new stakes in American Airlines and Boeing in its Q2 2026 13F filing (positions as of June 30, 2026, disclosed roughly 45 days later). That filing pulls the billionaire who nailed the memory-chip cycle into aviation. The move deserves scrutiny because of what it signals about where he is hunting ... The Billionaire Famous for Betting Big on Micron Just Bought Airline Stocks
Analyst Vivek Arya expects Micron to generate $200–$250 in earnings per share by 2030, well above Wall Street consensus
Stock Market Today: Tech futures slide Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.
Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of billions across the biggest names in AI infrastructure. One major trim and one complete exit signal something worth understanding before you assume he is simply buying the AI boom.
SK Hynix just landed on NASDAQ with a record quarter and a $26.5 billion debut, putting it on the same exchange as Micron for the first time. Whether the HBM incumbent can match the contractual fortress Micron has quietly built around its revenue is a different question entirely.
The 30-year Treasury yield hits highest level since 2007, Micron stock retakes key level, SpaceX makes $60 billion AI acquisition, and more news to start your day.
Markets stumbled to start the week as oil surged, Iran rattled nerves, and bond yields hit levels not seen since 2007, leaving Wall Street analysts scrambling to reassess positions across retail, tech, and telecom ahead of Tuesday's open.
Micron stock and other memory-chip companies were dropping on concerns about higher borrowing costs.
The Mad Money host argues Micron, SanDisk, Seagate, and Western Digital have broken their historical boom-and-bust pattern
Jim Cramer is making one of his most aggressive calls of the year on a red-hot corner of the market, but his entire thesis hinges on a single assumption about AI demand that not everyone shares.
Demand from artificial-intelligence servers is expected to continue to support NAND flash market growth in the third quarter, even as smartphone and PC demand remains weak, according to research firm TrendForce.
Two foundational artificial intelligence (AI) stocks have billionaire David Tepper's undivided attention.
↗️ BHP Group (AU:BHP, BHP): The Australia-based miner reported a 9% increase in annual net profit as prices of copper surged to record highs. Its shares rose in Australia. 🔎 Home Depot (HD): The home-improvement company is set to report its earnings ahead of the opening bell.
Micron Technology (MU) is back in focus after launching the Micron Ventures Paradigm Fund, a new US$250 million vehicle aimed at backing companies across the AI stack, from model architecture to physical AI applications. See our latest analysis for Micron Technology. Micron Technology has ridden a strong wave of AI driven enthusiasm, with a 30 day share price return of 19.18% and a 90 day share price return of 44.80%. Over the longer run, momentum is even stronger, with a 1 year total...
Jim Cramer says Micron, SanDisk, Seagate, and Western Digital could keep climbing as AI memory demand persists.
Leopold Aschenbrenner built one of the most concentrated AI bets in hedge fund history, and then watched it come apart in under a month in ways that forced a fire sale to a rival firm.
US Secretary of Commerce Howard Lutnick says the Trump administration does not want Apple (AAPL) to purchase memory chips from China. Yahoo Finance Technology Editor Dan Howley explains why this presents issues for Apple.
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