Stanley Druckenmiller’s Duquesne Family Office sold all shares of Micron, Intel, and Broadcom in Q2 2026, shifting focus to AI-related infrastructure. The fund opened new positions in Equinix, a major data center operator benefiting from AI-driven demand, and Lam Research, a key chip equipment maker. This move reflects a strategic reshuffle within semiconductor investments toward companies supporting AI workloads through recurring revenue and equipment cycles, rather than single product lines. Both new holdings offer growing dividends and exposure to broader AI capital expenditure trends.
The US Treasury increased its bond buybacks by $2 billion in a recent operation, a small fraction of its planned $1.367 trillion issuance over two quarters. While short-term yields remained stable, the 30-year bond yield rose by 25 basis points, sign...
Micron Technology is investing $50 billion to build two advanced memory chip factories in Boise, Idaho, aiming to meet the growing demand for high-bandwidth memory crucial for AI processors. The project is expected to create about 3,500 new jobs on t...
Seagate Technology has seen a remarkable five-year stock gain of over 980%, driven by strong demand for its HAMR hard drive technology used by cloud giants to store AI data. Despite a recent price dip, the company reported 34% revenue growth in FY202...
The Roundhill Memory ETF (DRAM) is rated a BUY due to major shareholder return programs by SK hynix, Samsung, and Micron, which make up 71% of the fund's holdings. SK hynix's $28.6 billion buyback and Samsung's potential $72 billion return program in...
SK Hynix's IPO followed the 2026 mega-IPO pattern: a strong initial surge to $195, then a drop below $125, before settling around $162, above its $149 offer price. Despite the volatility, its fundamentals are strong with a 76% operating margin and 41...
