Donald Trump's recent financial disclosure revealed he owns $1.67 million worth of Micron Technology stock. This stake highlights his investment interest in the semiconductor sector, a key area in tech and global supply chains. The disclosure provides insight into his financial portfolio and could influence perceptions of his economic interests going forward.
The rapid AI expansion is causing a shortage of high-bandwidth memory (HBM) needed for AI accelerators, benefiting companies like Micron and SK hynix. However, Nvidia is reportedly testing Rubin Ultra GPUs with reduced memory (192GB-288GB) due to sup...
Memory and storage stocks including Micron, SanDisk, and Western Digital dropped 5-7% due to rising U.S. Treasury yields increasing the cost of capital and discount rates on future earnings. This selloff is a valuation reset after a strong 2026 rally...
Jim Cramer broke his usual rule by endorsing buying SanDisk stock even after it surged over 591% year-to-date, arguing that the memory chip industry has fundamentally changed. He points to new multi-year take-or-pay contracts with firm volume and pri...
David Tepper’s Appaloosa Management disclosed new large positions in American Airlines and Boeing in Q2 2026, marking a strategic move into the aviation sector. This follows Tepper's successful call on memory-chip stocks like Micron, which soared in ...
David Tepper's Appaloosa fund initiated significant put option positions on Apple and Berkshire Hathaway, suggesting a cautious or hedging approach amid concerns over Apple's inflated earnings and memory pricing volatility. The puts on Berkshire like...
