Behind every AI company is a memory supplier working overtime to keep up with demand. That’s why Micron Technology (name: mu)computer memory manufacturer, may be the biggest surprise of 2026. Of course, we know that Micron’s stock has increased by more than 260% over the last 12 months, but the surprise is that the company … Read more
The AI business has reached a new stage: The focus is shifting from the chips that process the data to the hardware needed to store it. “Right now, we’re very early in the memory cycle,” DA Davidson analyst Gil Luria told Yahoo Finance’s Opening Offer. “The progress we’ve made in AI models has made it … Read more
Micron recently boosted its outlook for server shipments. Micron sells both HBM memory for AI chips and standard server DRAM, both of which are in short supply. Intel is struggling to keep up with demand for server CPUs, although capacity constraints are expected to ease later in 2026. 10 stocks we like better than Micron … Read more
The artificial intelligence (AI) revolution would stand still without advanced chips and components. Nvidia, Advanced Micro Devices, and Micron provide some of that critical hardware, and their shares are up an average of 119% in 2025. The iShares Semiconductor ETF invests exclusively in semiconductor companies that can benefit from megatrends like AI. 10 stocks we … Read more