Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The bank sees structurally higher earnings ahead.
The memory maker is earning more in a quarter than it once did in its best full years. Its own income statement shows what has happened after every peak like this.
SanDisk Corporation (NASDAQ:SNDK) hosted its “In Focus” 2026 Investor Day on August 13, reinforcing its case as an interesting AI infrastructure story. Not only did the company unveil a massive $93.9 billion customer backlog, but also gave investors a new way to think about Micron Technology, Inc. (NASDAQ:MU). On August 17, BofA reiterated its ‘Buy’ rating […]
Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]
Micron outpaces AMD on shareholder returns and valuation as strong AI memory demand fuels its growth outlook.
Micron (NASDAQ:MU) was dumped by major hedge funds in the second quarter of 2026 despite the stock’s massive gains and AI-related demand. Latest 13F filings show that billionaire David Tepper’s Appaloosa Management cut its Micron stake by 41%. However, the stock is still among its top 5 picks. Tepper wasn’t alone in trimming. Citadel Advisors, […]
Optical components are emerging as the next big bottleneck in AI data centers, which explains the phenomenal growth in Lumentum's business.
Micron stock is back above a closely watched moving average. The memory chipmaker's earnings exploded in June.
Micron Technology (NasdaqGS:MU) faces fresh competitive risk as Apple considers buying memory chips from Chinese suppliers despite US government requests to avoid them. The potential shift in Apple's procurement approach highlights growing uncertainty for US memory manufacturers that compete for large scale contracts. US government pressure on corporate sourcing from China is now intersecting with core components such as memory, which is a key product area for Micron. Investors are assessing...
Investors drove memory-chip stocks higher on Monday for the fifth straight trading session. Micron, Sandisk and SK Hynix all advanced with vigor.
Shares of memory and storage chipmakers climbed Monday morning after reports that the U.S. administration is discouraging domestic tech companies from buying conventional memory chips from Chinese suppliers. Micron Technology Inc (NASDAQ:MU) rose 5.7%, while Sandisk jumped 8.7%. Western...
Micron has staged one of the most stunning rallies of the AI era, but a new catalyst looms that could either extend the run dramatically or expose the stock to a sharp reversal. Here is what bulls and bears are both missing.
A fresh DDR5 patent complaint at the International Trade Commission just wiped out a chunk of Super Micro Computer's massive weekly rally, yet the memory maker named in the same filing is trading sharply higher. Here is why the market is splitting the two apart.
BofA analyst Vivek Arya reiterated a Buy rating and $1,550 price target on Micron while recently adding the stock to BofA's US 1 List, the firm's highest-conviction ideas. The current price target represents over 50% upside from the current level of $1014.
Micron's AI boom is only part of the story. If you follow the power, you may find the next group of overlooked AI winners.
Elon Musk just called out the one component quietly choking AI progress, and memory stocks are surging as investors race to figure out who benefits most.
Micron Technology (NASDAQ:MU) shares gained 2. 6% ahead of Monday’s opening bell as pressure from the Trump administration on Apple not to source memory chips from Chinese manufacturers strengthened the outlook for U.
David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
The company recently outlined promising growth targets for the next few years, suggesting that the memory shortage isn't coming to an end anytime soon.
Micron is the direct beneficiary of Washington’s stance: a U.S. Commerce Department block on Apple sourcing DRAM from China’s ChangXin Memory Technologies (CXMT) effectively funnels Apple back toward domestic and allied suppliers, with Micron as the leading American producer.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.