The Motley Fool • Jan 18, 2026
The AI buildout is creating a supply-demand imbalance in storage devices. Prices of DRAM and NAND storage devices soared in 2025.
The Motley Fool • Jan 17, 2026
TSMC stock's earnings growth could be better than what the market is anticipating for the next couple of years, setting the stock up for potentially market-beating returns. Micron Technology is signif...
24/7 Wall Street • Jan 17, 2026
The artificial intelligence (AI) revolution has sparked a new wave of high-performing investments, including Nvidia ( NASDAQ:NVDA ), which has become the face of the industry, while Alphabet ( NASDAQ:...
Seeking Alpha • Jan 17, 2026
Micron Technology remains a buy as AI-driven HBM demand propels earnings and revenue growth. MU's operating margins surged from 25% to 45% in a year, driven by memory shortages and higher pricing. Ana...
GlobeNewsWire • Jan 17, 2026
BOISE, Idaho, Jan. 17, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced it has signed an exclusive Letter of Intent (LOI) to acquire Powerchip Semiconductor Manufacturing ...
CNBC Television • Jan 16, 2026
'Mad Money' host Jim Cramer talks Micron breaking ground on a domestic chip plant.
Seeking Alpha • Jan 16, 2026
Micron Technology, Inc. stock has gained more than 50% since my last coverage in late November, validating the company's increasingly mission-critical role in the ongoing AI transformation. Micron's l...
GuruFocus • Jan 16, 2026
Guru Stock PicksRichard Pzena has made the following transactions:Add in MBUU by 2.48%Stock News Stocks end flat as chips rally: Taiwan Semiconductor (TSM) and
Market Watch • Jan 16, 2026
Micron Technology is set to be worth $400 billion only a few weeks after topping $300 billion valuation as the largest U.S. maker of memory chips rides the artificial intelligence demand boom.
The Motley Fool • Jan 16, 2026
Micron's rally is continuing today, and the stock is now up more than 240% over the last year. The company's valuation is surging thanks to demand for AI memory chips and surging pricing power in the ...
Investopedia • Jan 16, 2026
U.S. stocks swung between small gains and losses on Friday as a chip stock rally ebbed and uncertainty about the Federal Reserve's next steps sent Treasury yields to a four-month high.
247 Wallst • Jan 16, 2026
Summary: To ring in 2026, our 24/7 Wall St. Analysts Eric Bleeker and Austin Smith are counting down 12 trends for AI investors to watch in 2026. The first trend the two will be discussing is the AI-d...
Investopedia • Jan 16, 2026
Micron (MU) just got a powerful vote of confidence.
GuruFocus • Jan 16, 2026
Micron Technology (MU) shares climbed about 7% on Friday after the chipmaker started construction on its planned $100 billion memory manufacturing complex in On
GuruFocus • Jan 16, 2026
Micron Technology (MU) shares climbed about 8% on Friday after the chipmaker started construction on its planned $100 billion memory manufacturing complex in On
GuruFocus • Jan 16, 2026
Micron Technology (MU) turned it up a notch or two with their massive $100B memory manufacturing complex in upstate New York, as the largest semiconductor facil
CNBC • Jan 16, 2026
Micron stock rose 6% on Friday. The company is one of the makers of memory and storage for AI systems, and its shares are up 52% over the last month, as memory is in a worldwide shortage and seeing a ...
Zacks Investment Research • Jan 16, 2026
Micron (MU) reported earnings 30 days ago. What's next for the stock?
Schaeffers Research • Jan 16, 2026
Micron Technology Inc (NASDAQ:MU) stock is 8.2% higher to trade at a fresh record high of $365.81 at last glance, following news that board member and director Mark Liu bought $7.8 million in shares, ...
Zacks Investment Research • Jan 16, 2026
Micron (MU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
CNBC Television • Jan 16, 2026
Sanjay Mehrotra, Micron Technology Chairman and CEO, joins 'Squawk on the Street' to discuss the company's new chip making facility in Syracuse, NY, data center memory needs, and more.
GlobeNewsWire • Jan 16, 2026
Micron executives joined by Commerce Secretary Howard Lutnick, Labor Secretary Lori Chavez-DeRemer, Governor Kathy Hochul, Senator Charles Schumer, County Executive Ryan McMahon, Members of Congress a...
Barrons • Jan 16, 2026
Flash-memory stocks have started 2026 on a tear—but trying to catch the rally could be a risky move.
Zacks Investment Research • Jan 16, 2026
DG, DY and MU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Jan. 16, 2026.
Defense World • Jan 16, 2026
Deroy and Devereaux Private Investment Counsel Inc. lessened its stake in shares of Micron Technology, Inc. (NASDAQ: MU) by 3.7% in the undefined quarter, according to its most recent disclosure with ...
Market Watch • Jan 16, 2026
Former TSMC co-CEO Mark Liu just bought up Micron's stock at a time when it's essentially never been hotter. The purchase implies he thinks the stock's rally still has legs.
The Motley Fool • Jan 15, 2026
Micron Technology stock trades at an incredibly cheap valuation despite its stunning growth, but another AI infrastructure company is worth a look. This company is witnessing healthy growth in revenue...
The Motley Fool • Jan 15, 2026
These stocks trade at forward earnings multiples of less than 16, well below the S&P 500 average. What's more, their longer-term price-to-earnings-growth ratios are attractive at less than 1.
Zacks Investment Research • Jan 15, 2026
NVIDIA could be the next big AI chip winner as Micron's rally fades, with soaring data center demand and strong uptake for Blackwell and H200 chips.
GuruFocus • Jan 15, 2026
RBC Capital Markets sees the AI semiconductor market more than doubling over the next few years, with revenue tied to AI applications forecast to climb from $22
Benzinga • Jan 15, 2026
As investors debate whether the AI boom has gone too far, RBC Capital Markets is laying out why the semiconductor sector still has room to run, and which corners of the market stand to benefit most.
The Motley Fool • Jan 15, 2026
Micron is benefiting from shortages in the memory market. Applied Digital has a long runway of growth ahead of it in building out its data centers.
Zacks Investment Research • Jan 15, 2026
Amid supply-chain woes, Computer - Integrated Systems players like MU, AMD, IBM and STX benefit from the demand for integrated solutions and multi-cloud model adoption.
Investopedia • Jan 15, 2026
Major stock indexes advanced Thursday as tech shares surged on record earnings from AI chipmaking giant TSMC, while oil prices sank as President Donald Trump dialed down the threat of a U.S. military ...
Seeking Alpha • Jan 15, 2026
Micron Technology (MU) leads Steven Cress' Top 10 Stocks for 2026, driven by sector-leading growth, profitability, and a compelling valuation despite a 254% 1-year return. AI remains a central investm...
GuruFocus • Jan 15, 2026
Market strategists are increasingly focused on memory suppliers as soaring prices for DRAM and NAND continue to reshape the technology landscape. The sharp rise
GuruFocus • Jan 15, 2026
Chip equipment maker ASML (ASML) climbed more than 5% on early Thursday after Taiwan Semiconductor Manufacturing Co (TSM) raised its 2026 capital spending plan.
Forbes • Jan 15, 2026
Micron Technology (MU) stock has risen by 40% over the course of 21 trading days. This surge is a result of increased HBM demand for AI infrastructure and a tightening memory supply, but substantial m...
Forbes • Jan 15, 2026
Micron Technology (MU) has faced challenges in the past. Its stock has fallen by more than 30% during less than two months in nearly 10 different instances in recent years, erasing billions in market ...
Zacks Investment Research • Jan 15, 2026
MU, MDB, IOT, CIEN and KGC lead a January growth stock list as strong earnings outlooks and AI demand set the tone for 2026.
Benzinga • Jan 15, 2026
Taiwan Semiconductor's strong earnings report ignites semiconductor rally, highlighting its crucial role in the AI supercycle.
GuruFocus • Jan 15, 2026
Chip stocks rose in early trading after Taiwan Semiconductor (TSM) posted stronger-than-expected fourth-quarter results, with net profit of NT$506 billion (US$1
GuruFocus • Jan 15, 2026
Chip stocks rose in early trading after Taiwan Semiconductor (TSM) posted stronger-than-expected fourth-quarter results, with net profit of NT$506 billion (US$1
Defense World • Jan 15, 2026
Concurrent Investment Advisors LLC raised its position in Micron Technology, Inc. (NASDAQ: MU) by 21.0% during the third quarter, according to the company in its most recent 13F filing with the Securi...
Defense World • Jan 15, 2026
Birchcreek Wealth Management LLC purchased a new stake in Micron Technology, Inc. (NASDAQ: MU) during the third quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,580 ...
GuruFocus • Jan 14, 2026
Guru Stock PicksAndreas Halvorsen has made the following transactions:Add in RRX by 5.71%Stock News Verizon service outage hits users: Verizon (VZ) reported a w
MarketBeat • Jan 14, 2026
If you're thinking, 2027? That's quite a way off; you might not realize that Micron's NASDAQ: MU key product is already fully booked through 2026.
Zacks Investment Research • Jan 14, 2026
Micron and Palantir both rode AI-driven rallies in 2025, but differing growth drivers, valuations and risks now set up a clear contrast for investors.
The Street • Jan 14, 2026
Daniel Newman, CEO of The Futurum Group, shares the 5 tech stocks he believes will lead the market in 2026.
Zacks Investment Research • Jan 14, 2026
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
The Motley Fool • Jan 14, 2026
Micron is one of three companies capable of producing high-bandwidth memory at scale. Shares of the specialty chipmaker are up nearly 250% in the past 12 months.
Seeking Alpha • Jan 14, 2026
Micron Technology is upgraded to 'strong buy' after delivering over 108% gains in under four months, driven by AI memory demand. Q1 results shattered expectations: $4.78 adjusted EPS on $13.6B revenue...
Zacks Investment Research • Jan 14, 2026
DG, DY and MU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Jan. 14, 2026.
The Motley Fool • Jan 13, 2026
Amazon's biggest AI advantage could come from using the technology internally. Micron stands to benefit tremendously from a global memory hardware shortage.
Zacks Investment Research • Jan 13, 2026
MU shares surged over 200% in 2025 on booming HBM demand, record revenues and cash flow, and upbeat guidance that suggests the rally may still run.
The Motley Fool • Jan 13, 2026
Micron is capitalizing on the growing demand for high-performance memory in AI data centers. The shift from AI training to inferencing could be beneficial to Micron's business over the long term.
Zacks Investment Research • Jan 13, 2026
Does Micron (MU) have what it takes to be a top stock pick for momentum investors? Let's find out.
Seeking Alpha • Jan 13, 2026
Micron Technology (MU) remains a 'Buy' for 2026, driven by strong AI-related memory demand and current pricing power. MU faces three key risks: cyclical valuation, potential oversupply and approaching...
The Motley Fool • Jan 13, 2026
Chip stocks have been some of the biggest winners thanks to booming demand for generative AI. Rising AI workloads are fueling more demand for memory and storage solutions.
Barrons • Jan 13, 2026
SK Hynix and Micron Technology are rivals in making high-bandwidth memory for AI chips.
247 Wallst • Jan 13, 2026
Live Updates Micron Price Target Boosted by Bank of America 24 minutes ago Live Shares of Micron (NASDAQ: MU) are up about $1.62 in premarket after analysts at Bank of America raised their price targe...
PRNewsWire • Jan 13, 2026
FOSTER CITY, Calif., Jan. 13, 2026 /PRNewswire/ -- Bertram Capital ("Bertram"), a middle market private equity firm, today announced the promotion of Chris Brown to Partner.
GuruFocus • Jan 13, 2026
A sharp rally in memory stocks now puts Micron Technology (MU) back in focus, as one analyst sees room for further gains in 2026. After a surge of about 240% la
The Motley Fool • Jan 13, 2026
Micron combines a low earnings ratio with compelling long-term growth prospects. Its fastest-growing segment is also its main revenue driver.
The Motley Fool • Jan 13, 2026
Meta Platforms is an advertising juggernaut with tremendous growth potential in the AI glasses market. Micron Technology is a steal of a deal among AI stocks.
Seeking Alpha • Jan 12, 2026
Below, we review the top 10 tech stocks of 2025, selected based on their price action, fundamentals, and presence within leading tech themes. Sandisk has claimed the crown as the S&P 500's top perform...
GuruFocus • Jan 12, 2026
Wedbush analysts have flagged a tightening memory and storage market as a growing constraint on how the semiconductor landscape could evolve through 2026, follo
GuruFocus • Jan 12, 2026
A growing shortage of memory and storage is emerging as one of the biggest themes from CES 2026, and it is already shaping expectations for the rest of the year
Zacks Investment Research • Jan 12, 2026
DG, DY and MU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Jan. 12, 2026.
Defense World • Jan 12, 2026
Legacy Trust acquired a new position in Micron Technology, Inc. (NASDAQ: MU) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acq...
The Motley Fool • Jan 12, 2026
AI-related demand has turbocharged Micron's business. Soaring enterprise demand for AI chips is also benefitting Micron's consumer business.
Benzinga • Jan 11, 2026
Broad exposure to fast-growing tech worked during the hype phase for AI ETFs. It may now be masking real risk. Draco Evolution CEO Jack Fu explains.
The Motley Fool • Jan 11, 2026
Sandisk, Western Digital, and Micron Technology were all hot buys last year. These stocks all benefited from a surge in demand for their memory and storage solutions.
The Motley Fool • Jan 11, 2026
Alphabet is playing to win in the AI market. Micron is arguably the biggest AI bargain around.
WSJ • Jan 11, 2026
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.
The Motley Fool • Jan 11, 2026
Each of the six companies benefits from the insatiable demand surrounding AI. Both Nvidia and Taiwan Semiconductor are in the trillion-dollar market cap club.