Micron Technology (MU)

Memory stocks are generating historic profits, but the real question is what survives the next turn in the cycle. See what contracts, margins, and valuations reveal about the opportunity.

The AI investment trend isn't expected to slow down anytime soon.

Memory chips bounced back, oil sank, and hard assets kept climbing. Here's what moved the market ahead of Nvidia's big report.

NVIDIA's upcoming fiscal Q2 2027 earnings and guidance could ripple across the AI trade, with AMD, Broadcom and Micron all tied to its results in different ways.

A lot will depend on whether AI-related spending continues to grow at a good clip.

Micron stock has lost momentum lately, and that isn't surprising given its strong margin profile, which may not leave room for exponential earnings growth in the future.

Analog Devices fuels the AI boom without high capital expenditures.

Supply shortages will likely persist beyond 2027.

The memory maker's customers have committed to buying fixed volumes through 2030 -- whatever prices do. The supply they want most still doesn't exist.

The GPU giant's earnings report could serve as a bellwether for memory companies.

The companies that make AI hardware fell Monday while the ones that buy it rose. That split sets up a huge week for Nvidia.

Strong results from the GPU leader could reignite Micron's momentum.

What Happened? A number of stocks fell in the afternoon session after investors trimmed chip exposure to reduce portfolio risk ahead of Nvidia's highly antic...

China is coming for Micron's market share. It's time to start worrying.

The memory maker's stock has surged 234% this year, handily outpacing the gains of AI processor designers.

Artificial intelligence (AI) stocks are leading to a divide among Wall Street's savviest billionaire investors.

The famous investor dumped three top chip stocks and bought another one with a clear near-term catalyst.

Here are three growth leaders with strong tailwinds: Arista Networks, Micron, and Eli Lilly.

History says the market will eventually collapse, but this time does look different.