Micron Technology (MU)

What Happened? A number of stocks jumped in the afternoon session after Commerce Secretary Howard Lutnick told The Wall Street Journal the Trump administrati...

Optical components are emerging as the next big bottleneck in AI data centers, which explains the phenomenal growth in Lumentum's business.

Micron's AI boom is only part of the story. If you follow the power, you may find the next group of overlooked AI winners.

Did President Trump accidentally start a rally in a Korean memory chip stock?

The company recently outlined promising growth targets for the next few years, suggesting that the memory shortage isn't coming to an end anytime soon.

Musk recently highlighted memory as the single biggest determinant of AI success.

Duquesne Family Office's billionaire boss made big moves in the artificial intelligence (AI) space during the second quarter.

The S&P 500 returned 9.5% annually over the past two decades. Wall Street expects much bigger gains in the next year.

Micron could split its stock, but investors shouldn't expect a split in 2026.

AI is boosting memory demand while making it harder to expand supply.

The commoditized nature of memory chips has traditionally made companies vulnerable to industry cycles.

The memory maker's earnings keep setting records, and its guidance points to another one. The stock sits about 23% below its high anyway.

AI hardware is becoming harder to manufacture, creating a critical opportunity few investors understand. See which companies could capture the upside and which risks could disrupt the thesis.

S&P 500 earnings are on track to grow 50% this quarter, but there's more to the story than that.

Even among an impressive peer group of chip companies, Micron Technology stands out.

Micron and Sandisk have a solid outlook for the next year.

SpaceX and Micron each have unique characteristics.

The end of 2026 could be a wild ride for investors.

If Wall Street is right, it's a no-brainer buy now.