Blue Chip Partners LLC increased its holdings in shares of Micron Technology, Inc. (NASDAQ: MU) by 109.0% during the first quarter, according to the company in its most recent 13F filing with the Secu
ChangXin Memory Technologies raised about $8.5 billion in a Shanghai IPO valuing it at roughly $85 billion, with trading set to begin Monday. CXMT's share of the global DRAM market jumped to 7.6% in t
The strong memory demand and the ongoing supply shortage point toward red-hot earnings growth for both Micron and Sandisk. Investors have an easy choice to make if they are looking to buy one of these
Micron's core products are cyclical. Nvidia is growing fast, but not faster than Micron.
Memory chip demand isn't going to decrease. Further AI data center construction will only increase demand for Micron's products.

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Nvidia, Micron, and TSMC all look cheap at current levels.
Semiconductor stocks are resuming their recent slide.
SpaceX has $81 billion in AI data center contracts. Nvidia's new Vera processor could help the company become a dominant force in CPUs.
Micron Technology (NASDAQ: MU) has suffered a sharp correction over the past month, with shares falling about 25%.
For much of the past year, investing in artificial intelligence felt refreshingly simple.
Between June 22 and July 22, Micron Technology's stock price traded as low as $804. Shares of the chipmaker are trying to rebound to surpass $1,000 per share.
The AI boom has transformed semiconductors from a cyclical business into one of the world's most strategically important industries.
Micron makes both DRAM and NAND types of memory, while Sandisk only makes one. Both companies are seeing explosive revenue growth.
Two of the president's priorities—cutting prices for U.S. consumers and increasing domestic semiconductor production—come into conflict.
Bloomberg's Stacey Vanek Smith, David Gura and Nikki Waller join Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss this week's spike in oil prices, global inflation worries, the jump in reti
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