Micron Technology (NASDAQ:MU | MU Price Prediction) CEO Sanjay Mehrotra used a Bloomberg interview from the company’s Manassas, Virginia, plant on May 22, 2026, to deliver a message that reframes the memory…
David Beren 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…
David Beren 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,…
Rich Duprey Memory stocks are bouncing hard at midday on Thursday after a punishing week for the sector. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) shares are up 9%, Western Digital (NASDAQ:WDC) stock is higher…
Micron Technology (NASDAQ:MU | MU Price Prediction) is rewriting its identity. The stock is up 156.59% year to date and 647.98% over the past 12 months, powered by an AI memory cycle…
Vandita Jadeja The semiconductor industry is one of the most advanced and complex in the world. The semiconductor industry relies on highly specialized supply chains and manufacturing equipment. This ecosystem becomes highly complex because…
Stanley Druckenmiller's Duquesne Family Office sold its entire 385,000-share position in Alphabet (NASDAQ:GOOGL) during the first quarter of 2026, redeploying capital into three memory and storage plays: SanDisk (NASDAQ:SNDK), Micron Technology (NASDAQ:MU),…
David Tepper of Appaloosa Management is already a big name in the hedge fund world. What makes Tepper stand head and shoulders above the crowd at a time like this, though, is…
The Roundhill Memory ETF (CBOE:DRAM) is the kind of fund that arrives with a thesis already pricing in. Launched on April 2, 2026, DRAM has run from $28 at inception to $49,…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are up 6% in midday trading on Tuesday, leading the memory complex higher after a brutal week. SanDisk (NASDAQ:SNDK) is climbing 4%, while…
The Roundhill Memory ETF (CBOE:DRAM) opened for trading on April 2, 2026 as the first U.S.-listed ETF dedicated purely to memory chip manufacturers, arriving as memory contract prices were already accelerating. DRAM…
President Donald Trump has had little trouble pointing to Wall Street as evidence his second term economy is working. Since Inauguration Day on Jan. 20, 2025, the S&P 500 has climbed more…
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco…
Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor…
Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just…
