Trump heads to China to spread the gospel of American tech Tim Cook and Elon Musk, among other tech CEOS, will accompany the US president on a trip to Beijing The Guardian - US · May 12
Trump heads to China to spread the gospel of American tech while emulating Xi Jinping on AI Tim Cook and Elon Musk, among other tech CEOS, will accompany the US president on a trip to China The Guardian - US · May 12
Micron Technology Huge, Unusual Put Option Activity - a Bullish Signal as MU Rises 12% Micron Technology stock has been on a tear. It's up 100% since a recent trough on March 30. It's up 12% today, and put option premiums in MU are sky high with unusual options activity, a bullish signal. Barchart · May 5
Apple CEO Tim Cook Just Warned That Memory Prices Keep Rising. That’s Great News for Micron Stock Tim Cook just highlighted a key chip trend, and it could strengthen the bull case for Micron Technology. Barchart · May 5
Micron CEO warns 'AI is in very early innings' and it will 'need more memory' — another ominous sign the RAM crisis isn't going anywhere Micron has warned on the gravity of the RAM crisis, meaning that every major memory chip maker has now done so. TechRadar · May 4
AI data center boom is leaving consumer electronics short of chips − even though they don’t use the same kinds The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having trouble acquiring enough chips. The Conversation · May 1
'This is the first time where I'm seeing no light at the end of the tunnel': How the memory crisis is hitting PC builders It seems like costly memory prices are making everyone hurt. PC Gamer · Apr 30
Micron Stock Just Got a New Street-High Price Target. Should You Buy Shares Now? Micron's stock got a fresh street-high target from DA Davidson. Barchart · Apr 29
Are Wall Street Analysts Bullish on Micron Technology Stock? Micron Technology has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects. Barchart · Apr 29
Micron Stock Has Been on a Roll. Here’s the Next Big Price Target. With accelerating revenue, expanding margins, and a compelling valuation, Micron stock has further upside potential. Barchart · Apr 28
Micron Has Been on an Explosive 557% Run Higher. It’s Still 1 of the Cheapest Semiconductor Stocks to Buy Now. Micron’s stock has gained 557% over the past year on AI demand for memory chips, but it’s still trading at a reasonable valuation. Barchart · Apr 28
Micron Stock Keeps Soaring, as Investors Make Unusually Heavy MU Option Trades Micron stock is up again over 5% today, and unusual options activity is seen in a Barchart report. Analysts keep raising their revenue and price targets over the next two years. MU stock could still be 18% undervalued. Barchart · Apr 27
Here's Why Wall Street Thinks Micron Stock Can Touch $852 Micron’s explosive AI-driven growth is forcing Wall Street to rethink how high the stock can go. Barchart · Apr 27
1 Top Semiconductor Stock Nobody Is Talking About Lam stock is up 52% YTD, beating Nvidia, Alphabet, and Apple. Yet, it isn’t making headlines. Barchart · Apr 27
Barchart · Apr 27 What to Expect From Micron Technology's Q3 2026 Earnings Report Micron Technology is expected to announce its third-quarter results soon, and analysts are projecting a high triple-digit rise in its EPS.
Barchart · Apr 23 Micron Stock Just Set New All-Time Highs. Again. Should You Chase MU Here? Micron is maintaining a strong rally driven by a demand-supply imbalance. Should investors consider entering the stock at current levels?
Barchart · Apr 22 SanDisk: Is a 20x Surge Just the Beginning or a Peak for This AI Pure-Play? SanDisk has experienced a staggering 20-fold growth, yet its forward P/E of 21x suggests the market may still be pricing it fairly. This analysis breaks down why the shift from AI training to inference is creating a structural demand that justifies a $135 billion valuation.
MarketBeat · Apr 16 Memory Money: Data Is the New Oil, and Memory Is the New Pipeline Micron Technology, Inc. is leveraging the high demand for high-bandwidth memory chips and artificial intelligence servers to strengthen its global market rank.
MarketBeat · Apr 16 XLK in Rebound Mode, But Can It Reach Fresh Highs? The Tech Sector ETF XLK is on track to hit new highs soon and will likely continue advancing in 2026 as AI-driven results lead to outperformance by key stocks.
Barchart · Apr 16 2 Undervalued AI Stocks That Could Skyrocket Soon These high-quality AI stocks are still undervalued despite strong growth and their significant role in the AI build-out.
Barchart · Apr 15 $2,600 for Sandisk Stock? Why the Bull Case at Evercore Forecasts a Whopping 191% Upside Potential. The firm believes the memory supply shortage issue will continue to favor the company.
PC Gamer · Apr 14 China's YMTC is reportedly aiming to more than double its wafer production, which could eventually help put cheap gaming SSDs back on the menu Paying over $160 for a basic 1 TB drive at the moment just feels like a fever dream.
Barchart · Apr 14 Analysts Hike Their Micron Estimates, Pushing MU Stock Price Targets Higher Analysts keep hiking their revenue forecasts for Micron Technologies, as well as their price targets. Thus, its forecasted adjusted free cash flow projections could push MU stock 43% higher over the next year.
MarketBeat · Apr 14 GPU Prices Are Surging—3 Ways to Play the AI Chip Shortage GPU-as-a-Service providers are the next in line to see revenue and earnings outlook surge as demand outstrips supply in 2026.
Barchart · Apr 12 Micron Is Investing in SiMa.ai. What Does That Mean for MU Stock? As Micron leans deeper into Physical AI with its SiMa.ai investment, is MU stock gearing up for its next big leg of growth?