
Buy 2 Computer-Integrated Systems Giants With Extensive AI Applications
MU and IBM are tapping AI-driven demand with strong growth prospects, estimate upgrades and notable upside potential.
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MU and IBM are tapping AI-driven demand with strong growth prospects, estimate upgrades and notable upside potential.
Micron Technology MU has outperformed the market over the past 5 years by 8.8% on an annualized basis producing an average annual return of 21.71%. Currently, Micron Technology has a market capitalization of $133.16 billion.
Tepper's AI stock purchases in Q2 were smart overall, if analysts are right.
MU rides on soaring AI-driven HBM demand, with 2025 supply sold out and next-gen products fueling growth momentum.
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After Nvidia reports its second-quarter earnings this week, investors should keep a keen eye on another important AI chip stock.
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TSM stock rose 16% YTD, beating Nasdaq's 10%, driven by Nvidia and Apple demand. Nvidia's Jensen Huang thanked TSMC in Taipei for taping out six next-gen chips. See what to trade after Powell's next speech and how to time the market's reaction. Details here →
Micron surges on AI memory demand and bullish estimates, while Albany faces cash burn, EPS cuts and operational headwinds.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Benefitting from pricing power and high demand, Micron Technology is starting to dominate the AI memory space.
U.S. mulls equity stakes in chipmakers like Micron, Samsung & TSMC in exchange for CHIPS Act subsidies. Micron hiked Q4 outlook on strong DRAM demand, projecting $11.1B-$11.3B revenue and $2.78-$2.92 EPS.
52% of Benzinga readers say Al is the future, no bubble. 29% say the stock market is in an Al bubble. See what Wall Street is buying with instant access to ratings on 1,000 top stocks, including Goldman Sachs, Morgan Stanley, and more. Unlock all ratings now.
In the current market session, Micron Technology Inc. MU stock price is at $116.12, after a 4.85% drop. However, over the past month, the company's stock increased by 5.73%, and in the past year, by 11.38%.
The specter of part-nationalization now reaches all the way to Micron.
MU trades near its 52-week high and rallies 45% YTD as AI demand, HBM growth and a discounted valuation support a buy strategy.
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MU, FUTU, RL, MSBHF and MITSY have been added to the Zacks Rank #1 (Strong Buy) List on August 20, 2025.
Financial giants have made a conspicuous bullish move on Micron Technology. Our analysis of options history for Micron Technology MU revealed 21 unusual trades. Delving into the details, we found 57% of traders were bullish, while 38% showed bearish tendencies.
David Tepper's Appaloosa decreased position sizes in several Magnificent 7 stocks in the second quarter. The company increased its position in UnitedHealth Group with size, making it the top position.
Semiconductor maker Micron just raised its guidance thanks to the booming AI data center demand for its memory chips.
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Big tech stocks continue to fuel the artificial intelligence (AI) narrative, but I see one chip stock as largely ignored and dirt cheap right now.
Chip stocks trend as profit-taking meets massive AI spending plans, led by $250B+ investments from Meta, Microsoft, and Google. Wedbush says Trump's China AI chip deal boosts Nvidia, AMD, and Big Tech, removing a key growth barrier for the next 12-18 months.
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
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The tech industry's hyperscalers have reported second-quarter earnings, and one main theme has emerged: They continue to spend heaps of cash on AI infrastructure.
MU projects high-teen DRAM demand growth in 2025, fueled by AI-driven applications and record data center sales.
There's still a lot of opportunity left in AI, and these three stocks look underpriced right now.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Goldman Sachs cut ZipRecruiter, Inc. ZIP price target from $7 to $5.
Micron lifts Q4 outlook on strong DRAM & HBM demand; JPMorgan hikes price forecast to $185, keeps Overweight. Analyst sees DRAM strength through 2026, with AI capex and HBM4 ramp driving further pricing gains. The next 100%+ earnings move could hit this month. See how to find it live on Wednesday →
Micron Technology has increased its revenue guidance due to strong market conditions driving better pricing dynamics.
Micron's AI-driven memory growth and strong profitability give it the edge over FormFactor's slower, margin-pressured recovery.
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
US chipmaker Micron Technology has started a new round of lay-offs that is expected to shed hundreds of jobs in mainland China, as part of the company's global retreat from the lacklustre mobile NAND memory market.
Huawei Technologies has unveiled a software tool designed to accelerate inference in large artificial intelligence models, an advancement that could help China reduce its reliance on expensive high-bandwidth memory (HBM) chips.
Micron lifts Q4 revenue and EPS outlook, topping Wall Street estimates on AI chip demand surge. HBM3E chip sales to Nvidia and others fuel Micron's 47% YTD rally, beating NASDAQ's 11% gain. The next 100%+ earnings move could hit this month. See how to find it live on Wednesday →
Huawei Technologies is set to unveil a technological breakthrough that could reduce China's reliance on high-bandwidth memory (HBM) chips for running artificial intelligence reasoning models, according to state-run Securities Times.
Nasdaq 100 ETFs hit record highs, defying historic U.S. tariffs. QQQ, QQQM and QQQE hit all-time highs despite tariff surge. ETF gains driven by AI spending, chip relief and Fed pivot hopes. This simple system has nailed 1,000+ post-earnings winners. Get in before Q3 trades take off →
Semiconductor stocks rose as AMD, Super Micro, and TSMC issued upbeat AI-driven guidance despite mixed quarterly results TSMC jumped on July sales growth and U.S. tariff exemption; Apple lifted chip outlook with $100B U.S. investment Get special access to three exclusive "Top 10 Stocks" power ...
Semiconductor Manufacturing International Corp (SMIC), mainland China's largest contract chipmaker, on Friday downplayed the potential impact of US President Donald Trump's proposed 100 per cent tariff on imported chips, as stout domestic demand is expected to continue.
This important component maker is poised to take share of a growing market.
China's top chipmakers, including Semiconductor Manufacturing International Corp (SMIC), are expected to avoid the worst of US President Donald Trump's plan to impose 100 per cent tariffs on imported semiconductors. According to a research note published by CLSA, the potential impact of the ...
President Donald Trump announces plans to put tariffs on semiconductor companies that aren't building in the U.S. Several chip stocks are moving in Wednesday's after-hours session. The market's back, and these 3 income stocks are thriving. See them here→
Micron Technology MU has outperformed the market over the past 10 years by 8.07% on an annualized basis producing an average annual return of 19.8%. Currently, Micron Technology has a market capitalization of $121.87 billion.
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
AT&T, Micron, and Cisco still look cheap even though the market looks bubbly.