
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
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Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Stock Market Today: The Dow Jones index drops, but the Nasdaq rises as memory-chip stocks Micron and Sandisk rally sharply.

Micron shares are back with some momentum.

Micron Technology was gaining early on Monday. Renewed momentum for the memory-chip trade might be boosted by the Trump administration’s rejection of Chinese hardware. Micron shares were up 3.5% at $1,005.65 in premarket trading.

Recent developments in the AI Chips sector highlight significant growth and strategic expansions. Fort Technology Inc., a subsidiary of Nexera Technologies, reported a record 49% increase in revenue and a 145% rise in gross profit for the first half of 2026. This growth is attributed to a substantial increase in units sold through the Amazon Marketplace and the expansion into new European markets. Additionally, Fort Technology is expanding its focus into data center solutions through the...
BofA reiterated its ‘Buy’ rating on Micron and a $1,550 price target, implying an upside potential of about 59% from current levels.

Sandisk stock is on a hot streak and may finally be getting its mojo back. The shares are on a five-day winning streak through Friday, jumping 35% in that time. Sandisk was moving in tandem with other memory stocks, including Western Digital Seagate and Micron ahead of the open Monday.

When Elon Musk names the single constraint capping his AI ambitions on a live earnings call, every investor in the semiconductor supply chain should be listening closely to what he says next.

Musk recently highlighted memory as the single biggest determinant of AI success.

Micron's margins just hit levels the memory industry has never sustained, and Bank of America is betting they stay there long enough to turn today's skeptics into believers. Here is why that forecast is thrilling, dangerous, and worth taking seriously.

Duquesne Family Office's billionaire boss made big moves in the artificial intelligence (AI) space during the second quarter.

↗️ Diana Shipping (DSX): Diana said Friday that it withdrew its bid to acquire Genco Shipping & Trading (GNK), ending a nearly year-long takeover battle between the two shipping companies. Shares in Diana rose about 7% premarket.
Apple (AAPL) may defy a request by the Trump administration and buy memory chips from China, which i

Micron could split its stock, but investors shouldn't expect a split in 2026.
SanDisk issued bullish targets for 2030 last week, prompting analysts to raise their price targets on the memory chipmaker’s shares.
Gains in KOSPI could push Micron shares on Monday, retail traders said.

Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

The memory maker's earnings keep setting records, and its guidance points to another one. The stock sits about 23% below its high anyway.

Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.

Intel (NasdaqGS: INTC) CEO has signaled a possible return to the memory market, positioning the company as a potential rival to Micron and SK Hynix. The move would mark a shift for Intel, which previously exited the memory segment after divesting related operations. A renewed focus on memory could expand Intel's product mix and affect how it competes and partners across the semiconductor industry. To see how this potential move by Intel fits into a wider build out of computing and data...

This ETF has already soared by 80% since launching in April.

Micron and Sandisk have a solid outlook for the next year.

Micron (MU) stock traded around $966 on August 14, according to Yahoo Finance, extending a sharp snapback that pushed its shares back to the psychologically important $1,000 level. Investors are weighing a couple of different signals. For perspective, Micron stock has more than tripled this year, ...
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