Micron Technology (MU)

Micron has been a surprise AI winner.

The global financial markets held their collective breath today as NVIDIA Corporation (NASDAQ: NVDA) released its highly anticipated fourth-quarter fiscal 2026 earnings report. In a display of continued dominance that has silenced skeptics of an "AI bubble," the semiconductor giant reported a staggering $68.1 billion in revenue, comfortably surpassing

Quantum computing is speculative. Meanwhile, Micron and Nvidia are benefiting from AI demand.

As Nvidia goes, so goes Micron stock?

In late January 2026, the financial markets witnessed a historic re-rating of the data storage sector as Seagate Technology (NASDAQ: STX) delivered a blockbuster fiscal second-quarter earnings report that sent its shares skyrocketing by more than 19% in a single trading session. This dramatic surge, which pushed the company’s

The global landscape of artificial intelligence reached a critical inflection point this February as the "memory bottleneck" continues to dictate the pace of innovation. Leading the charge, South Korean semiconductor giant SK Hynix (KRX: 000660) has formalized a massive $15.1 billion (20 trillion won) commitment to its M15X fab

PALO ALTO, CA — On February 24, 2026, HP Inc. (NYSE:HPQ) released its fiscal first-quarter results, serving as a critical pulse check for the global technology hardware sector. While the company reported a "beat" on both revenue and earnings, the market's reaction was swift and unforgiving. Despite a 6.9%

SANTA CLARA, Calif. — The eyes of the global financial community are fixed on Silicon Valley today, February 25, 2026, as Nvidia (NASDAQ:NVDA) prepares to release its fiscal fourth-quarter 2026 earnings report after the closing bell. Once the undisputed engine of the post-pandemic bull market, the semiconductor giant faces a

NEW YORK — In a historic realignment of global capital, investors have flooded into precious metals exchange-traded funds (ETFs) at a scale not seen in decades. As of February 25, 2026, the migration of liquidity from high-growth technology and consumer discretionary sectors into hard assets has reached a fever pitch, driven

Both cautious and aggressive investors may benefit from the AI investing boom.

Shares of Micron Technology have gained nearly 300% over the last year.

Micron and Broadcom are well-known breakout stocks, but Nokia is also poised to grow as it pivots into AI.

Nvidia reports fourth-quarter earnings on Feb. 25.

The B2B software sector, long the darling of Wall Street for its predictable, recurring revenue, has entered a period of existential volatility. In a staggering opening to the year, the broader software universe plummeted by more than 10% in January 2026, marking one of the most violent rotations in the

As the closing bell approaches on February 24, 2026, the global financial community has narrowed its focus to a single coordinate: the Silicon Valley headquarters of Nvidia (NASDAQ: NVDA). Scheduled to report its fourth-quarter fiscal year 2026 results tomorrow, February 25, the semiconductor giant finds itself in an unprecedented position

As the closing bell approaches for the final quarter of fiscal year 2026, all eyes in the technology sector are fixed on Dell Technologies (NYSE:DELL). Scheduled to report its fourth-quarter results on Thursday, February 26, 2026, the Round Rock, Texas-based giant is expected to showcase a massive surge in

Micron and The Trade Desk are still reliable long-term investments.

Micron's AI-driven earnings surge could push the stock above $500, but only if this memory cycle truly becomes the new normal.

David Tepper trimmed his holdings in Nvidia and AMD to add to other artificial intelligence (AI) stock positions.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".

Micron is benefiting from a surge in AI spending.

DRAM investors say this time is different. Given how much Micron is spending, it better be.