Micron Technology (MU)

Nvidia guided for a lower gross margin over the next two quarters.

The chipmaker exited NAND memory in one of the semiconductor industry's biggest asset sales. Nearly six years later, the market has put a price on what it walked away from.

Nvidia just committed $279 billion to lock in critical components for its data center business.

Micron stock can become a multibagger by the end of the decade.

Leopold Aschenbrenner got caught when the tide went out, but that doesn't mean his stock picks were bad.

Several companies are dependent on the success of Anthropic.

Prediction markets may not be far off.

Micron has crushed the S&P 500 this year. Its probably going to do it again in 2027.

Supplies of memory chips aren't expected to catch up with demand for at least another year and a half.

Why did Micron and SK Hynix stock jump after Nvidia's earnings report? Because Nvidia's margin problem is their pricing power.

The hedge fund's latest moves suggest a shift toward companies that are turning massive AI spending into tangible results.

This fund has one-quarter of its assets parked in Nvidia, Micron Technology, and Advanced Micro Devices.

Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less roo...

The company is not slowing down when it comes to the artificial intelligence infrastructure boom.

Micron Technology (NASDAQ:MU) is expanding capital spending and deepening long-term customer collaborations as artificial-intelligence workloads increase demand for higher-capacity, higher-bandwidth memory, according to Sumit Sadana, the company’s executive vice president and chief business officer.

The memory industry is driving solid growth in demand for ASML's machines.

And it won't even be all that hard to get there.

Photronics topped fiscal Q3 estimates and raised guidance as photomask demand recovers, with analysts rating shares a consensus Buy and institutions holding 88% of the stock.

CEO Sanjay Mehrotra's comments indicate that the memory industry is poised to get bigger over the long run.

UnitedHealth still looks like a compelling long-term investment.

A six-fold spread inside a single year. How much of the price is the business, and how much is the promise?

The Nasdaq 100 (^NDX) is where investors find some of the most innovative and disruptive companies shaping the future. A select few continue to execute at a ...