D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
Gene Munster, Managing Partner of Deepwater Asset Management, used a CNBC segment on June 18, 2026 to tie together two critical semiconductor stories: Apple‘s willingness to raise iPhone prices and the parabolic…
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is surging in Thursday trading, up 11% to $2,170. Western Digital (NASDAQ:WDC) stock is also flying, up 7% to roughly $764. The catalyst landed before…
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is ripping higher again on Thursday morning, with shares up 7% to $1,120 after a wave of major Wall Street target hikes landed before…
David Moadel Live Updates Amazon's AI Chip Expansion12:20pm ETAmazon (NASDAQ:AMZN | AMZN Price Prediction) shares are climbing 2.1% after Bloomberg reported the company is in talks to sell its custom-built AI chips for use…
The U.S. government’s roughly 10% stake in Intel, acquired in 2025 at about $20.47 per share, has turned into one of the most lucrative trades on Uncle Sam’s books. Intel (NASDAQ:INTC |…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are climbing again Wednesday, with Micron stock up 4% in midday trading and changing hands near $1,060. Shares of the memory giant are…
Carter Worth, the founder of Worth Charting and a regular on CNBC’s Closing Bell, told viewers this week that the memory chip trade has gone too far, too fast. His call: trim,…
Shares hard to believe that shares of memory darling Micron (NASDAQ:MU | MU Price Prediction) still have any gas left in the tank after an explosive run that saw a 223% gain…
Joey Frenette Goldman just named its next-wave AI winners, and the picks go far beyond the usual chip suspects. Five stocks sit directly in the blast radius of a trillion-dollar infrastructure buildout, and the…
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion…
The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when…
Rich Duprey Few stocks have rewritten their own story in 2026 the way Micron Technology (NASDAQ:MU | MU Price Prediction) has. Shares closed at $1,087.99 on June 15, up 281% year to date and…
Vandita Jadeja Western Digital (NASDAQ:WDC | WDC Price Prediction) stock is up 7% in Tuesday morning trading, changing hands near $701 and setting a fresh all-time high. The catalyst is a Morgan Stanley note…
Micron Technology (NASDAQ:MU | MU Price Prediction) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year…
