Micron Technology (MU)

CNBC's Jim Cramer thinks Micron and Sandisk can maintain their momentum because of an unprecedented memory chip supply shortage.

Wall Street is calling for massive upside in Taiwan Semiconductor Manufacturing stock.

These AI-powered companies combine disciplined execution with reasonable market valuations.

Beth Kindig of the I/O Fund is calling for Micron to have a big year.

Analysts are betting that Micron will continue to benefit from sky-high demand in the memory chip market.

Taiwan Semiconductor and Micron Technology are at the core of AI investing.

On Friday, January 16, 2026, Micron Technology (NASDAQ: MU) shares ignited a massive rally, surging 7.7% to reach a fresh all-time high of $368.50. This leap, which continued to stabilize through the morning of January 20, marks a definitive shift in the semiconductor landscape, as the "memory supercycle"

Micron looks poised to outperform in 2026.

As of January 20, 2026, the global financial landscape is grappling with a sudden and aggressive escalation in trade tensions, as the U.S. administration pivots from traditional protectionism to a geopolitical showdown over Arctic territory. President Trump has intensified his long-standing ambition to acquire Greenland, issuing a direct ultimatum

Surging demand for AI memory chips has made Micron one of the hottest companies in the world.

The artificial intelligence arms race has entered a transformative new phase following the conclusion of CES 2026, where the "memory wall"—the long-standing bottleneck in AI processing—was decisively breached. SK Hynix (KRX: 000660) took center stage to demonstrate its 16-layer High Bandwidth Memory 4 (HBM4) package, a technological marvel designed specifically to power NVIDIA’s (NASDAQ: NVDA) [...]

There are numerous other winners from TSMC's strong report and increased capital expenditures.

Retail sentiment on Stocktwits has flipped bearish on SPY and QQQ amid elevated message volumes and rising volatility.

Nvidia's massive size could lead investors to seek gains in these comparatively smaller stocks.

Micron's memory chips are in huge demand.

The global semiconductor landscape shifted dramatically this week as the U.S. government officially implemented a 25% ad valorem tariff on high-end artificial intelligence processors. Effective as of January 15, 2026, the measure—already dubbed the "Silicon Surcharge" by industry insiders—targets the most advanced chips essential for large language

The global semiconductor landscape shifted violently this week as Broadcom (NASDAQ: AVGO) saw its shares slide by 4.2% on January 14, 2026. The sell-off, which at one point saw intraday losses exceeding 5%, was triggered by a sweeping new cybersecurity directive from Beijing. This latest maneuver in the ongoing

As of January 19, 2026, the artificial intelligence industry is witnessing an unprecedented capital expenditure surge centered on a single, critical component: High-Bandwidth Memory (HBM). With the transition from HBM3e to the revolutionary HBM4 standard reaching a fever pitch, the "memory wall"—the performance gap between ultra-fast logic processors and slower data storage—is finally being dismantled. [...]

The S&P 500 has stormed into 2026 with unprecedented momentum, shattering all-time records and cementing one of the most powerful bull markets in modern financial history. As of January 19, 2026, the index is trading near the 6,900 mark, having reached a historic peak of 6,945 earlier

The financial world has been gripped by intense anticipation over the release of the December Consumer Price Index (CPI) data, a reading that many investors consider the most pivotal economic report of the mid-decade. Following a historic and paralyzing 43-day federal government shutdown in late 2025, the U.S. markets