Financial News

22V Research's Jordi Visser says the AI buildout is a physical-world capex cycle and the bottlenecks are setting up a 1970s-style regime.

Cryptocurrency punters are overwhelmingly betting that privately held AI company Anthropic will exceed a $1 trillion pre-IPO valuation by year-end. Anthropic Set To Enter Elite Club? Polygon (CRYPTO: POL)-based Polymarket increased odds to 99% that the San Francisco-headquartered firm will enter the “trillion-dollar club” in 2026, up from 50% a week before. The probability of Anthropic surpassing $1.1 trillion stands at 95%, while the odds of it topping $1.5 trillion have surged to 78% as of thi

Taiwan and South Korea are climbing the global stock market rankings as investors pile into the companies powering the AI infrastructure boom. Taiwan’s rise has been driven largely by TSMC, the world’s leading advanced chip foundry, while South Korea’s rally has been lifted by Samsung Electronics and SK Hynix, two major suppliers of memory chips used in AI systems. But as the AI trade creates new market winners, it is also creating a familiar risk: too much dependence on too few companies.

Roundhill's DRAM ETF is the fastest-growing ETF launch in history as the AI-driven memory chip rally is fueling record inflows.

"In the long run, it's a pretty dreadful industry," William de Gale of BlueBox Asset Management, told CNBC's Europe Early Edition on Wednesday.

The demand for memory continues to surge as Micron and Sandisk's stocks keep rising.

Goldman Sachs analyst believes that Liquid cooling is the next big thing in the AI industry, a move that will benefit companies like Vertiv and Carrier.

The AI boom was supposed to follow a familiar technology cycle. More demand would spark more production, supply chains would catch up, and prices would gradually fall as hardware aged. That’s how semiconductors have behaved for decades. Yet AI infrastructure is rewriting those rules in real time. Demand for computing power has accelerated so quickly ... What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention

Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, used his recent appearance on Barron’s Streetwise podcast to push back on the loudest narrative in markets right now. “I think about the dot-com bubble, and I don’t think we’re close to it,” Slimmon said. His evidence sits in plain sight on the semiconductor tape, ... Morgan Stanley Portfolio Manager: ‘I Don’t Think We’re Close’ to a Dot-Com Bubble

Micron stock is up 133% from its March 30 low of $321.80, but MU could still be cheap. Moreover, analysts have raised their price targets. One play is to short out-of-the-money puts.

Marvell Technology stock has become highly overbought and overvalued ahead of the upcoming first quarter earnings on Thursday.

Micron Technology has been one of the top-performing stocks in the Nasdaq-100 for two consecutive years.

Check out the companies making headlines this week:

Can the memory chip giant overcome its pattern of booms and busts?

Micron stock has gained 150% so far this year, putting the company's market cap within shouting distance of $1 trillion.

The AI boom was supposed to slow down by now. At least that was the theory. Data centers are straining electric grids, utilities are warning about power shortages, copper supplies are tightening, and semiconductor packaging capacity remains constrained. Yet demand for AI infrastructure keeps accelerating anyway. That’s because the AI race has shifted from experimentation ... What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock

Even as Micron rides the AI memory boom to historic highs, short sellers are piling in bearish bets, wagering the semiconductor rally may be overheating.

Micron Technology, Inc. (NASDAQ:MU) is among the most traded US stocks so far in 2026. On May 18, Citi lifted the price target on Micron Technology, Inc. (NASDAQ:MU) to $840 from $425 and maintained a Buy rating. The firm believes that the company is raising DRAM prices 40% in calendar Q2, after competitor Samsung’s whopping […]

MeracdoLibre is a great way to achieve geographical diversification with business models that are known already to work in the United States.

Billionaire David Tepper continues to bet big on memory stocks, adding to his positions in the sector in Q1.

Micron Technology meets Louis Navellier's eight growth stock criteria, showing 103% earnings revisions, 85% sales growth, and 410% cash flow surge. Discover how this proven strategy identifies top momentum stocks today.

Micron Technology has started U.S. volume production of advanced 1-alpha DRAM at its Manassas, Virginia facility. The move expands domestic memory supply for sectors such as defense, automotive, and aerospace. This production launch forms part of Micron's wider U.S. investment plan of up to $200b and its workforce development push. For investors tracking NasdaqGS:MU, this U.S. production milestone comes with the stock at a share price of $751.0. The stock has very large returns over 1 year...

The memory industry's soaring revenue should ensure that the red-hot rally of these stocks continues.

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.

Amphenol (APH) could be a buy: AI/data center growth, EV & robotics catalysts, and a mispriced 26x P/E—see fair value target $144+.

Shares of memory chips maker Micron (NASDAQ:MU) jumped 2.3% in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.

On May 18, Micron's stock fell nearly 6%. On the same morning, three major Wall Street firms turned more bullish on the stock simultaneously. That kind of split between the tape and the research desk does not happen often. Understanding why Citi nearly doubled its price target on a stock that just ...

FTSE Russell announced a preliminary list of changes to its indexes on Friday after the market closed—and some Big Tech names are being reclassified. Google parent Alphabet and Advanced Micro Devices were among the largest stocks that will be removed from the That means those stocks will move to pure growth status by FTSE Russell’s standard. Apple and Microsoft on the other hand, will join the value index—and move from pure growth classification to a blend of growth and value.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

In the closing of the recent trading day, Micron (MU) stood at $752.24, denoting a -1.29% move from the preceding trading day.