The year of Micron (MU) keeps gaining momentum. Yahoo Finance Tech Editor Dan Howley joins Opening Bid to break down the memory chipmaker’s latest $10 billion investment in a new US-based data center in Iowa and what it means for Micron’s role in the AI infrastructure boom.

Micron has turned memory into one of the purest AI plays on the market, with revenues exploding and $100 billion in locked-in contracts, but whether the stock still has room to run or has already priced in the boom is a question worth answering before the next move.

Paul Tudor Jones has been taking a cautious view of the market, which can be seen in his portfolio.

Nvidia initiated, Teradyne downgraded: Wall Street's top analyst calls

The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.

Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn.

Micron has turned nearly every skeptic into a believer after a historic run, but two rigorous forecasting models now point in opposite directions on where the stock goes from here. Which one should a retirement investor trust with real money on the line?

Micron's AI Bet Gets a Major Boost: CEO Flags Massive Memory Demand

The CEO says AI has changed the memory cycle.

A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.

Sanjay Mehrotra argues persistent AI demand is replacing the industry's historic cycle of oversupply and price collapse

Blowout earnings from two AI heavyweights landed just as rising Treasury yields rattled growth stocks, and the two companies are responding to that pressure in strikingly different ways.

Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case.

Recent advancements in AI chips have been exemplified by Cloudera's partnership with NVIDIA, which introduces native GPU acceleration for Apache Spark 4.1 within Cloudera Data Engineering. This integration, facilitated by the NVIDIA CUDA-X library cuDF, promises up to fourfold faster processing on NVIDIA GPUs compared to traditional CPUs, without necessitating code alterations. The collaboration aims to accelerate data preparation workflows, thereby reducing cloud compute costs across hybrid...

The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.

The "Mad Money" host pointed to Walmart's 9% stock drop and rising Treasury yields as signs that macro pressures are overwhelming strong individual companies

There's a major ETF focused on AI memory stocks, but it has some drawbacks.

Micron's CEO just confirmed a specific date when a government-imposed restriction on buybacks expires, and with competitors already returning tens of billions to shareholders, what happens next on that calendar day could reshape how investors value the stock entirely.

Jim Cramer called Micron a national treasure on live television while insiders were quietly moving in the opposite direction. What the buyback blackout and the CEO's summer trades reveal about the stock's real story is worth a closer look.

The new research hub aims to advance memory technology and AI with a decade-long funding plan.

On August 20, Micron Technology (NASDAQ:MU) said it will spend $10 billion over the next decade on a new research lab in Boise, Idaho, dedicated to advancing memory technology and compute systems. The announcement lands just weeks after the company posted its fifth straight quarterly revenue record, powered by soaring demand for the chips that […]

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Druckenmiller has never had a down year in all his years as a professional investor.

Micron CEO Sanjay Mehrotra calls memory the strategic infrastructure of the AI era as demand outruns supply.

The Nasdaq closed below its Aug. 4 follow-through day low, a highly bearish signal for the market rally. Walmart, SpaceX, CrowdStrike were big losers.

Memory is "strategic infrastructure” for AI, Micron CEO Sanjay Mehrotra said.

The famed quantitative investment firm reduced its MU position despite the chipmaker’s powerful rally and growing exposure to the AI boom.

Sandisk has now been profitable for a whole year.

A powerful business turnaround is fueling this chipmaker's stock, but a recent pullback forces every investor to ask if the real opportunity has already been priced in.

The Roundhill Memory ETF has roughly doubled since April, making it one of the fastest-gaining thematic funds in recent memory. Before you chase that return, there is a sizing question that could protect your retirement or quietly wreck it.

DRAM bundles the entire memory chip boom into one ticker, and that same design feature is quietly loading investors with a risk most people never think to check before buying in.

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

The decade-long Boise investment targets technologies beyond today's HBM boom and strengthens Micron's U.S. research footprint.

The planned decade-long investment will fund a flagship Boise campus, university partnerships, and satellite labs worldwide

A $50 billion semiconductor buildout is turning Boise workers into millionaires almost overnight, but the same forces reshaping personal fortunes are pushing Idaho's housing, utilities, and infrastructure to a breaking point.

Super Micro Computer (SMCI) is back in focus after Netlist filed a complaint at the US International Trade Commission that names the server maker alongside Micron, HPE, and Lenovo over alleged DDR5 memory patent infringement. See our latest analysis for Super Micro Computer. The Super Micro Computer share price has pulled back 2.2% over the last day and 2.7% over the past week. However, the 30-day share price return of 53.5% and 5-year total shareholder return of more than 9x point to strong...

Seagate defied every prediction that solid-state storage would kill the hard drive, and cloud AI demand has since sent shares on a historic run. Whether that momentum carries into 2027 depends on factors most investors are not yet watching closely.

All three major US stock indexes were down in late-morning trading Thursday, as yields on Treasury b

Memory chips are currently the ‘bottleneck’ for AI infrastructure. But that doesn’t ensure the stocks will continue to outperform forever.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

The AI boom is driving the market. So, naturally, rust stocks are the most popular. Huh? We make sense of that head-scratcher.

It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

MU nears $1,000 as Apple's China memory stance could boost U.S. chip makers and memory ETFs.

Micron Unveils $10 Billion AI Memory Research Push in the U.S.

Micron Research Labs will host hundreds of researchers, with groundbreaking planned for 2027

The memory boom is creating jobs, wealth and pressure.

Micron announced plans to invest $10 billion in Micron Research Labs, a new research institution headquartered in Boise, Idaho.

Micron Technology said on Thursday it plans to spend $10 billion on its newly ‌established research lab at Boise, Idaho, over the ‌next decade to advance memory technologies, develop compute systems and support future ​chip manufacturing. Large memory chipmakers such as Micron, Samsung Electronics and SK Hynix have been benefiting from a surge in demand from the rapid expansion of AI infrastructure. • The latest investment builds on the more than $250 billion that Micron had separately committed to ​manufacturing and ​R&D across the United States.

Micron Technology (NASDAQ:MU) has announced the creation of Micron Research Labs, a new U. S.