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MU, Murphy USA and Vertiv stand out as momentum plays under Richard Driehaus' strategy, backed by strong earnings surprises and uptrends.

These are some of the stocks posting the largest moves in early trading.

Micron (MU) has delivered a nearly 700% 12-month return, underpinned by explosive revenue and margin expansion driven by AI data center demand.

Micron stock jumps 6% premarket on AI boom and NVIDIA tailwinds. Analysts raise targets up to $1,100. Read the MU market update.

Popular cryptocurrency analyst Michaël van de Poppe spotlighted on Monday veteran Wall Street investor Jordi Visser‘s view that artificial intelligence would destroy assets, but Bitcoin (CRYPTO:

According to a preliminary list released by FTSE Russell on Friday, Micron and SanDisk will be added to the Russell 1000 Growth Index.

Micron Technology, Inc. (NASDAQ:MU) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 22, 2026, Micron Technology, Inc. (NASDAQ:MU) announced the start of 1-alpha DRAM manufacturing at its Manassas, Virginia, fab, marking a step in the company’s efforts to expand domestic memory manufacturing capacity. Micron described […]

Nvidia Corp.‘s record quarter handed the market a clear winner this week. It wasn’t Nvidia. Shares of Arm Holdings plc climbed 38% in three sessions, leapfrogging Micron Technology Inc. to claim second place in the year-to-date performance ranking of the...

Micron would need to rise less than 20% from where it is now to reach a market cap of $1 trillion.

There is still plenty of upside in the AI sector despite a recent run-up.

Micron (MU) could produce exceptional returns because of its solid growth attributes.

And no, it is not the Invesco QQQ.

Does Micron (MU) have what it takes to be a top stock pick for momentum investors? Let's find out.

The artificial intelligence boom has kicked off one of the largest infrastructure races since the early internet era. Nvidia (NASDAQ:NVDA) GPUs are selling faster than they can be packaged. High-bandwidth memory has become scarce enough that companies like Micron Technology (NASDAQ:MU) and SK hynix are effectively sold out months in advance. Utilities from Virginia to ... IREN’s CEO Just Said 11 Words that Delivered the AI Boom a Brutal Reality Check

Seven small-cap stocks rallied past 100% in May 2026 as first-quarter earnings reset risk appetite below the mega-caps.

Micron Technology (NASDAQ:MU) CEO Sanjay Mehrotra used a Bloomberg interview from the company’s Manassas, Virginia, plant on May 22, 2026, to deliver a message that reframes the memory cycle for investors: this is a structural shortage. “We see this shortage continuing beyond, well beyond 2026 timeframe,” he said, adding that Micron “are able to meet ... Micron’s 50% Problem: Why Having Too Few Microchips is Making Investors Rich

Global Mofy AI Limited has announced a significant development milestone for its generative AI platform, Gausspeed. This advancement integrates NVIDIA Omniverse with the company's extensive 3D digital asset library, enhancing the platform's ability to support professional digital content creation. By leveraging structured 3D digital assets and collaborative production pipelines, Gausspeed aims to provide scalable and efficient AI-assisted workflows for film, television, and other digital...

Artificial intelligence is turning the semiconductor industry upside down. For years, memory chips were treated like a commodity business — boom during shortages, bust during gluts, rinse and repeat. But AI may be rewriting the rules. Training large language models and powering hyperscale data centers requires staggering amounts of high-bandwidth memory, or HBM, and suddenly ... The Fastest-Growing ETF in History Is Riding the Supercharged AI Memory Boom

Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.

22V Research's Jordi Visser says the AI buildout is a physical-world capex cycle and the bottlenecks are setting up a 1970s-style regime.

Cryptocurrency punters are overwhelmingly betting that privately held AI company Anthropic will exceed a $1 trillion pre-IPO valuation by year-end. Anthropic Set To Enter Elite Club? Polygon (CRYPTO: POL)-based Polymarket increased odds to 99% that the San Francisco-headquartered firm will enter the “trillion-dollar club” in 2026, up from 50% a week before. The probability of Anthropic surpassing $1.1 trillion stands at 95%, while the odds of it topping $1.5 trillion have surged to 78% as of thi

Taiwan and South Korea are climbing the global stock market rankings as investors pile into the companies powering the AI infrastructure boom. Taiwan’s rise has been driven largely by TSMC, the world’s leading advanced chip foundry, while South Korea’s rally has been lifted by Samsung Electronics and SK Hynix, two major suppliers of memory chips used in AI systems. But as the AI trade creates new market winners, it is also creating a familiar risk: too much dependence on too few companies.

Roundhill's DRAM ETF is the fastest-growing ETF launch in history as the AI-driven memory chip rally is fueling record inflows.

"In the long run, it's a pretty dreadful industry," William de Gale of BlueBox Asset Management, told CNBC's Europe Early Edition on Wednesday.

The demand for memory continues to surge as Micron and Sandisk's stocks keep rising.

Goldman Sachs analyst believes that Liquid cooling is the next big thing in the AI industry, a move that will benefit companies like Vertiv and Carrier.

The AI boom was supposed to follow a familiar technology cycle. More demand would spark more production, supply chains would catch up, and prices would gradually fall as hardware aged. That’s how semiconductors have behaved for decades. Yet AI infrastructure is rewriting those rules in real time. Demand for computing power has accelerated so quickly ... What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention

Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, used his recent appearance on Barron’s Streetwise podcast to push back on the loudest narrative in markets right now. “I think about the dot-com bubble, and I don’t think we’re close to it,” Slimmon said. His evidence sits in plain sight on the semiconductor tape, ... Morgan Stanley Portfolio Manager: ‘I Don’t Think We’re Close’ to a Dot-Com Bubble

Micron stock is up 133% from its March 30 low of $321.80, but MU could still be cheap. Moreover, analysts have raised their price targets. One play is to short out-of-the-money puts.