Tag: Micron Technology Inc
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Dan Niles says he’s backing away from hyperscalers, trimming chip stocks
‘I kind of see a speed bump coming,’ the investor said.
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U.S.- Iran roadmap, Greenspan dies at 100, Starmer resigns and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Stocks making the biggest moves premarket: Apogee Therapeutics, SpaceX, Arcosa & more
These are the stocks posting the largest moves premarket.
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The AI trade has left the hyperscalers in the dust. What will it take for that to change?
In his Sunday column for Investing Club subscribers, Jim Cramer examines the market’s love affair with memory and semi-cap equipment stocks.
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Here are 3 big things to watch in the stock market this coming week
FedEx reports earnings, and the Fed’s preferred inflation gauge is due out.
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Memory crisis hits such extremes that ‘even Apple can’t be safe’
Apple appears poised to take the rare step of increasing prices to deal with what CEO Tim Cook called an “unsustainable” memory shortage.
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UBS traders say it’s time to ‘reduce risk meaningfully’ on tech
The dangers of being heavily exposed to tech are getting bigger, according to UBS traders.
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‘Passive’ investors who dodged bitcoin are now forced to own SpaceX shares three times more volatile
Many advisors and money-managers invested in index funds who will soon be owners of Elon Musk’s astronomic ambitions
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Micron has more than tripled in 2026. Deutsche Bank says the rally isn’t over
Micron Technology is poised to see even more upside as a memory shortage continues to be a boon for its business, per Deutsche Bank.
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SpaceX options list on Tuesday. Here’s what to watch
Will speculators approach SpaceX with the same vigor they’ve had for the major AI players of the past year?
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