Sanjay Mehrotra sat with Jim Cramer on June 30, 2026 and said the quiet part out loud about the AI memory boom. “Even our customers could not forecast this demand.” Coming from…
Omor Ibne Ehsan Memory and storage stocks are sliding again Thursday morning, extending a rare pullback for a group that has posted extraordinary gains through 2026. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is leading…
The first major humanoid robotics company just went public. Agility Robotics completed its public debut through a merger with SPAC Churchill Capital Corp XI, and the supply-chain names that feed the robotics…
Dom Rizzo runs T. Rowe Price’s Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up. His fund has compounded at more than 40% a…
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of…
Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud. “The semis and the memory names are the most crowded ones in…
The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from…
As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU | MU Price Prediction) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250…
Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have…
Micron Technology (NASDAQ:MU | MU Price Prediction) just delivered one of the most remarkable nine-month runs in mega-cap history, and the memory cycle bulls are convinced this is only the second inning.…
Vandita Jadeja Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares…
Live Updates Market Gainers 11:12am ETHere’s a roundup of some of today’s top market gainers: Meta Platforms (Nasdaq: META) up 11.1% AppLovin (Nasdaq: APP) Up 10.5% Coinbase (Nasdaq: COIN) Up 9.8% Palantir…
The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask…
Micron Technology (NASDAQ:MU | MU Price Prediction) has delivered one of the most extraordinary first halves in semiconductor history, with shares up 301.46% year to date through June 29, 2026. After a…
Vandita Jadeja SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is the ticker every screen is flashing right now, with the stock up 4,841.8% over the past year on a post-spinoff NAND euphoria trade that has…
