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David Tepper's Hedge Fund Bets On Intel, UnitedHealth; Cuts Position In Four Mag 7 Stocks - Alibaba Gr Hldgs ( NYSE:BABA )

https://www.benzinga.com/trading-ideas/long-ideas/25/08/47167369/david-teppers-hedge-fund-bets-on-intel-unitedhealth-cuts-position-in-four-mag-7-stocks
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.

This Artificial Intelligence ( AI ) Stock Is Growing Fast and Still Trades at Just 10 Times Earnings

https://www.fool.com/investing/2025/08/15/this-artificial-intelligence-ai-stock-is-growing-f/
Semiconductor maker Micron just raised its guidance thanks to the booming AI data center demand for its memory chips.

Why Micron ( MU ) is a Top Momentum Stock for the Long-Term

https://www.zacks.com/stock/news/2716999/why-micron-mu-is-a-top-momentum-stock-for-the-long-term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Undervalued and Ignored: 1 Artificial Intelligence ( AI ) Stock the Market Is Missing

https://www.fool.com/investing/2025/08/15/undervalued-and-ignored-1-artificial-intelligence/
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.

What's Going On With Semiconductor Stocks Today - Apple ( NASDAQ:AAPL ) , Advanced Micro Devices ( NASDAQ:AMD )

https://www.benzinga.com/markets/tech/25/08/47126905/semiconductor-stocks-stay-in-focus-as-massive-ai-spending-and-china-deal-fuel-growth-hopes
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.
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Here's How Much a $1000 Investment in Micron Made 10 Years Ago Would Be Worth Today

https://www.zacks.com/stock/news/2711725/heres-how-much-a-1000-investment-in-micron-made-10-years-ago-would-be-worth-today
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Should First Trust Large Cap Value AlphaDEX ETF ( FTA ) Be on Your Investing Radar?

https://www.zacks.com/stock/news/2711304/should-first-trust-large-cap-value-alphadex-etf-fta-be-on-your-investing-radar
Style Box ETF report for ...

Prediction: This Artificial Intelligence ( AI ) Semiconductor Stock Will Soar in September ( Hint: It's Not Nvidia )

https://www.fool.com/investing/2025/08/14/prediction-this-artificial-intelligence-ai-semicon/
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.

Micron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?

https://www.zacks.com/stock/news/2707027/micron-eyes-high-teen-dram-demand-growth-is-it-sustainable
MU projects high-teen DRAM demand growth in 2025, fueled by AI-driven applications and record data center sales.

Big Tech Is on Track to Spend Over $1 Trillion on AI Infrastructure by 2028. These 3 Semiconductor Stocks Could Be the Biggest Winners ( Hint: Not Nvidia )

https://www.fool.com/investing/2025/08/13/tech-spend-1-trillion-semiconductor-stock-win/
There's still a lot of opportunity left in AI, and these three stocks look underpriced right now.
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Micron To Rally More Than 49%? Here Are 10 Top Analyst Forecasts For Tuesday - Enbridge ( NYSE:ENB ) , Ballard Power Systems ( NASDAQ:BLDP )

https://www.benzinga.com/markets/market-summary/25/08/47071904/micron-to-rally-more-than-49-here-are-10-top-analyst-forecasts-for-tuesday
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.

Why Is Micron Technology Stock Climbing Tuesday? - Micron Technology ( NASDAQ:MU )

https://www.benzinga.com/analyst-stock-ratings/reiteration/25/08/47067411/micron-rides-ai-wave-with-upgraded-outlook-analysts-see-more-gains-ahead
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 and Intel Shareholders Got Amazing News

https://www.fool.com/investing/2025/08/12/micron-technology-and-intel-shareholders-got-amazi/
Micron Technology has increased its revenue guidance due to strong market conditions driving better pricing dynamics.

MU vs. FORM: Which Semiconductor Stock Has More Potential Right Now?

https://www.zacks.com/stock/news/2702344/mu-vs-form-which-semiconductor-stock-has-more-potential-right-now
Micron's AI-driven memory growth and strong profitability give it the edge over FormFactor's slower, margin-pressured recovery.

New to Investing? This 1 Computer and Technology Stock Could Be the Perfect Starting Point

https://www.zacks.com/stock/news/2702144/new-to-investing-this-1-computer-and-technology-stock-could-be-the-perfect-starting-point
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.
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Micron starts lay-offs in China as US memory chipmaker exits mobile NAND market

https://www.scmp.com/tech/big-tech/article/3321613/micron-starts-lay-offs-china-us-memory-chipmaker-retreats-mobile-nand-market
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.

Company News for Aug 12, 2025

https://www.zacks.com/stock/news/2701611/company-news-for-aug-12-2025
Companies In The News Are: MU, AAON, LEGN, FNV.

Huawei's new algorithm could cut China's reliance on foreign memory chips

https://www.scmp.com/tech/tech-war/article/3321578/tech-war-huawei-unveils-algorithm-could-cut-chinas-reliance-foreign-memory-chips
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.

Why Is Micron Technology Stock Gaining Monday? - Micron Technology ( NASDAQ:MU )

https://www.benzinga.com/markets/guidance/25/08/47030909/micron-stock-jumps-after-boosting-sales-and-profit-outlook-on-soaring-ai-chip-demand
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 to unveil tech to cut China's reliance on HBM chips: report

https://www.scmp.com/tech/big-tech/article/3321442/tech-war-huawei-unveil-tech-cut-chinas-reliance-hbm-chips-report-says
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.
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QQQ And Friends Hit Highs: Tech ETFs Thrive Despite Trade Turbulence - Apple ( NASDAQ:AAPL ) , Advanced Micro Devices ( NASDAQ:AMD )

https://www.benzinga.com/etfs/sector-etfs/25/08/47009566/qqq-and-friends-hit-highs-tech-etfs-thrive-despite-trade-turbulence
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 →

Nvidia, Broadcom Lead Semiconductor Surge As AI Demand, Tariff Relief And Big Tech Investments Fuel Momentum - Apple ( NASDAQ:AAPL ) , Advanced Micro Devices ( NASDAQ:AMD )

https://www.benzinga.com/markets/tech/25/08/47002922/nvidia-broadcom-lead-semiconductor-surge-as-ai-demand-tariff-relief-and-big-tech-investments-fuel-mo
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 ...

China's SMIC downplays impact of Trump's proposed 100% tariff on chip imports

https://www.scmp.com/tech/tech-war/article/3321238/chinas-smic-downplays-impact-trumps-plan-impose-100-tariff-chip-imports
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.

1 Incredible Artificial Intelligence ( AI ) Chip Stock to Buy Before It Soars 85% ( Hint: Not Nvidia ) , According to a Select Wall Street Analyst

https://www.fool.com/investing/2025/08/08/1-incredible-artificial-intelligence-ai-chip-stock/
This important component maker is poised to take share of a growing market.

China's chipmakers to see small impact from Trump's 100% tariff on imports: CLSA

https://www.scmp.com/tech/tech-war/article/3321132/chinas-top-chipmakers-see-small-impact-trumps-100-tariff-imports-clsa
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 ...
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Why Micron Stock Popped Today

https://www.fool.com/investing/2025/08/07/why-micron-stock-popped-today/
President Trump just gave Micron stock a big lift. Is it justified?

Trump Says Semiconductors Will Face 100% Tariffs: Chip Stocks Are Moving After Hours - Broadcom ( NASDAQ:AVGO ) , Advanced Micro Devices ( NASDAQ:AMD )

https://www.benzinga.com/trading-ideas/movers/25/08/46933859/trump-says-semiconductors-will-face-100-tariffs-chip-stocks-are-moving-after-hours
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→

Here's How Much $1000 Invested In Micron Technology 10 Years Ago Would Be Worth Today - Micron Technology ( NASDAQ:MU )

https://www.benzinga.com/insights/news/25/08/46923759/heres-how-much-1000-invested-in-micron-technology-10-years-ago-would-be-worth-today
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.

Here's How Much You'd Have If You Invested $1000 in Monolithic Power a Decade Ago

https://www.zacks.com/stock/news/2672640/heres-how-much-youd-have-if-you-invested-1000-in-monolithic-power-a-decade-ago
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

3 Cheap Tech Stocks to Buy Right Now

https://www.fool.com/investing/2025/08/05/3-cheap-tech-stocks-to-buy-right-now/
AT&T, Micron, and Cisco still look cheap even though the market looks bubbly.
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DRAM Prices Soar As Chinese Manufacturers Shift Focus To AI Chips - NVIDIA ( NASDAQ:NVDA ) , Micron Technology ( NASDAQ:MU )

https://www.benzinga.com/markets/tech/25/08/46852292/dram-prices-soar-as-chinese-manufacturers-shift-focus-to-ai-chips
DRAM prices have doubled in a month as chipmakers shift to AI-focused memory, tightening DDR4 supply and fueling further gains. Micron gains from booming HBM demand, rising 28% YTD, as AI and chip investment drive a memory market recovery. The market's back, and these 3 income stocks are ...

Is MRVL Stock a Buy, Sell or Hold at a P/E Multiple of 7.15X?

https://www.zacks.com/stock/news/2663108/is-mrvl-stock-a-buy-sell-or-hold-at-a-pe-multiple-of-715x
Marvell Technology's AI-driven chip business surges, but margin pressure and China risks weigh on investor sentiment.

Nvidia's set to regain some China access. But it still faces eroding AI chip market share

https://www.cnbc.com/2025/08/04/nvidia-h20-china-market-share-recovery.html
Nvidia's H20 chips are set for a likely return to China, but experts don't expect them to be met with the same fanfare in light of new competition and regulatory scrutiny.

P/E Ratio Insights for Micron Technology - Micron Technology ( NASDAQ:MU )

https://www.benzinga.com/insights/news/25/08/46803038/pe-ratio-insights-for-micron-technology
Looking into the current session, Micron Technology Inc. MU shares are trading at $105.45, after a 3.38% decrease. Over the past month, the stock fell by 12.06%, but over the past year, it actually went up by 16.63%.

If You Invested $100 In This Stock 20 Years Ago, You Would Have This Much Today - Micron Technology ( NASDAQ:MU )

https://www.benzinga.com/insights/news/25/08/46800634/if-you-invested-100-in-this-stock-20-years-ago-you-would-have-this-much-today
Micron Technology MU has outperformed the market over the past 20 years by 3.27% on an annualized basis producing an average annual return of 11.71%. Currently, Micron Technology has a market capitalization of $118.28 billion.
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Semiconductor Stocks Slide After Trump Hits China, Taiwan With New Tariffs - Advanced Micro Devices ( NASDAQ:AMD ) , ARM Holdings ( NASDAQ:ARM )

https://www.benzinga.com/markets/tech/25/08/46797499/nvidia-broadcom-marvell-lead-chip-stock-slide-after-trump-hits-china-taiwan-with-new-tariffs
AI chip stocks fall as Trump puts steep tariffs on key partners such as China and Taiwan, raising trade tension in the sector. Big Tech's $250B AI capex surge continues, but chipmakers face headwinds from tariffs and geopolitical uncertainty. The market's back, and these 3 income stocks are ...

Nvidia denies back-door features in its H20 chips after Beijing raises security concerns

https://www.scmp.com/tech/tech-war/article/3320382/nvidia-denies-back-door-features-its-h20-chips-after-beijing-raises-security-concerns
Nvidia said its chips had no "back doors" after China's cyberspace regulator interviewed company representatives over alleged security risks associated with its H20 chips, which were tailor-made for Chinese customers, although it remains unclear what impact Beijing's mistrust of the US firm will ...

MICRON INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Micron Technology, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm - Micron Technology ( NASDAQ:MU )

https://www.benzinga.com/pressreleases/25/07/g46779089/micron-investigation-alert-bragar-eagel-squire-p-c-is-investigating-micron-technology-inc-on-behal
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Micron ( MU ) To Contact Him Directly To Discuss Their Options

2 Top Artificial Intelligence Stocks to Buy in August

https://www.fool.com/investing/2025/07/31/2-top-artificial-intelligence-stocks-to-buy-now/
These two well-known AI stocks are trading at bargain prices. Here's why they deserve a spot in your portfolio in August, ...

Why Did Micron Stock Drop Today?

https://www.fool.com/investing/2025/07/31/why-did-micron-stock-drop-today/
Samsung just declared a price war in HBM, and Micron could be the victim.
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Jim Cramer Says Uber Is Going To $200, Recommends Buying It - Micron Technology ( NASDAQ:MU ) , KeyCorp ( NYSE:KEY )

https://www.benzinga.com/trading-ideas/long-ideas/25/07/46753763/jim-cramer-says-uber-is-going-to-200-recommends-buying-it
"I think they're in expansion mode," Cramer on KeyCorp. Get special access to three exclusive "Top 10 Stocks" power lists today, updated daily. On CNBC's "Mad Money Lightning Round," Jim Cramer said Uber Technologies, Inc. UBER is going to $200 and recommended buying more here.

China Questions Nvidia's AI Chip As US Export Controls Stoke Tensions - NVIDIA ( NASDAQ:NVDA )

https://www.benzinga.com/markets/tech/25/07/46749624/china-questions-nvidias-ai-chip-as-us-export-controls-stoke-tensions
Nvidia faces Chinese scrutiny over H20 chip security, risking sales as U.S. export ban reversal draws fresh regulatory heat. China summons Nvidia to explain H20 tracking risks, citing fears over data privacy tied to U.S. location-verification rules.

Smart Money Is Betting Big In Micron Technology Options - Micron Technology ( NASDAQ:MU )

https://www.benzinga.com/insights/options/25/07/46689544/smart-money-is-betting-big-in-micron-technology-options
Deep-pocketed investors have adopted a bullish approach towards Micron Technology MU, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today.

Exclusive | US business leaders to visit China as both sides meet for latest trade talks

https://www.scmp.com/economy/global-economy/article/3319730/us-business-leaders-visit-china-both-sides-meet-latest-round-trade-talks
A high-level American business delegation will visit China this week on a trip that coincides with the latest round of US-China trade talks, according to two sources familiar with the matter. The trip to Beijing will be organised by the US-China Business Council and led by FedEx chief executive ...

Here's How Nvidia and AMD Could Help This Super Semiconductor ETF Turn $500 Per Month Into $1 Million

https://www.fool.com/investing/2025/07/26/nvidia-amd-help-etf-turn-500-month-into-1-million/
The biggest names in artificial intelligence (AI) hardware are packed into this unique exchange-traded fund.
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Micron ( MU ) Down 11.3% Since Last Earnings Report: Can It Rebound?

https://www.zacks.com/stock/news/2617774/micron-mu-down-113-since-last-earnings-report-can-it-rebound
Micron (MU) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

2 Best Artificial Intelligence Stocks to Buy in July

https://www.fool.com/investing/2025/07/25/best-artificial-intelligence-stocks-to-buy-in-july/
The massive spending on artificial intelligence ( AI ) infrastructure has supercharged the growth of several companies that build or design chips and deploy them in data centers, and the good part is that such companies are likely to sustain their solid momentum over the next five years.That's ...

Nvidia supplier SK Hynix second-quarter profit and revenue hit record highs, topping estimates

https://www.cnbc.com/2025/07/24/sk-hynix-second-quarter-earnings-record-revenue-profit-jumps.html
Revenue rose about 35% in the June quarter compared with the same period a year earlier, while operating profit rose 68%, year on year.

Should iShares MSCI USA Value Factor ETF ( VLUE ) Be on Your Investing Radar?

https://www.zacks.com/stock/news/2606721/should-ishares-msci-usa-value-factor-etf-vlue-be-on-your-investing-radar
Style Box ETF report for ...

Micron Launches First Space-Ready Memory Chip To Power AI Missions In Orbit - Micron Technology ( NASDAQ:MU )

https://www.benzinga.com/markets/tech/25/07/46549766/micron-launches-first-space-ready-memory-chip-to-power-ai-missions-in-orbit
Micron debuts its first space-grade NAND chip, aiming to power AI-driven autonomous decision-making in orbit. As demand for edge AI grows in space, Micron expands its aerospace footprint with rugged, radiation-tolerant memory solutions.
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