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This Is the Big Question With Micron Technology Stock

Key Points Micron's stock trades at a discount given the uncertainty the business faces in the long run. Once the shortage in memory and storage products ends, its days of exceptionally high growth may be over. SK Hynix recently announced a significant $38 billion …

MU main company
Sharemaestro market context Trend signal active 52 weeks +636.4% · Next-week setup positive 59.7% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can MRVL's NVDA Alliance Help it Challenge ALAB & AVGO?

Marvell Technology MRVL and NVIDIA NVDA are collaborating on advanced networking and optical technologies. Their expanded partnership includes silicon photonics and advanced optical interconnect solutions, areas in which MRVL has established capabilities in optical DSPs, silicon photonics and high-speed connectivity, and NVIDIA has NVLink …

BROA mentioned
Sharemaestro market context Trend signal active 52 weeks +42.1% BROA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

2 Unstoppable Artificial Intelligence (AI) Stocks That Will Join Amazon in the $3 Trillion Club by 2027

Key Points Taiwan Semiconductor is investing more money into production facilities due to huge demand. Broadcom has a major demand wave coming in 2027, adding to an already strong 2026.10 stocks we like better than Taiwan Semiconductor Manufacturing › The $3 trillion club got …

BROA mentioned
Sharemaestro market context Trend signal active 52 weeks +42.1% BROA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The AI Trade Has a New Battleground and One Stock is Emerging as a Winner

Quick Read After peaking near $309 and pulling back to $208, MRVL earns a BUY rating with a $273 price target implying 31% upside. AVGO trades at a far cheaper 23x forward earnings versus MRVL's 54x, but Marvell's smaller revenue base supports faster percentage …

BROA mentioned
Sharemaestro market context Trend signal active 52 weeks +42.1% BROA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can Micron's Take-or-Pay Deals Improve Revenue Growth Visibility?

Micron Technology, Inc. MU is using take-or-pay agreements to make its memory business more predictable. The strategy is important because DRAM and NAND markets have historically been highly cyclical, with revenues and profits changing sharply as memory prices and supply conditions move. Micron's new …

MU main company
Sharemaestro market context Trend signal active 52 weeks +636.4% · Next-week setup positive 59.7% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sector Update: Tech Stocks Edge Higher Premarket Tuesday

Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a …

TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% · Next-week setup positive 61.2% TSFA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

TSMC's July Revenues Soar: How Should You Play the Stock Now?

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, released its July 2026 revenue report yesterday. Last month, revenues jumped 44.7% year over year to NT$ (New Taiwan Dollar) 467.58 billion, up 5.6% sequentially. Through the first seven months of 2026, revenues totaled NT$2.87 trillion, increasing …

BROA mentioned TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +42.1% BROA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ASTS Reports Wider-Than-Expected Q2 Loss Despite Revenue Growth

AST SpaceMobile, Inc. ASTS reported lackluster second-quarter 2026 results, with both top and bottom lines missing the Zacks Consensus Estimate. The company reported strong year-over-year revenue growth, driven by gateway deliveries and U.S. government contracts. It continued to expand satellite production and partnerships and …

ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +71.4% ADI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sony and TSMC Finalize a $4.7 Billion Chip Venture

This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and TSMC have agreed to a $4.69 billion joint venture to research and produce next-generation image sensors in Japan.Sony will have a majority interest and will …

TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% · Next-week setup positive 61.2% TSFA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel's Stock Sale Just Grew to $20 Billion

This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor manufacturer that's striving to reestablish its position in advanced manufacturing and AI, has made its already-massive stock sale even bigger.Intel priced a $20 billion public equity offering at $95 a share, up …

INTC main company TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +311.9% · Next-week setup positive 55.8% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ARK Invest buys Nvidia, Broadcom stock dips, sells Deere

ARK Invest picked up shares of Nvidia and Broadcom on Monday as both chipmakers retreated, while offloading roughly $36.8 million in Deere stock — the day's biggest individual transaction — per the firm's daily fund disclosures. ARK founder and CEO Cathie Wood purchased 122,422 …

BROA mentioned
Sharemaestro market context Trend signal active 52 weeks +42.1% BROA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron is Gaining Share. These Bulls See More Upside Ahead

Quick Read Micron trades at just 6x trailing earnings amid relentless AI demand, yet Dr. Michael Burry has taken a notable short position against the memory giant. Alphabet's TurboQuant and Apple's on-device memory techniques signal firms are actively shrinking memory footprints, threatening Micron's long-term …

MU main company
Sharemaestro market context Trend signal active 52 weeks +636.4% · Next-week setup positive 59.7% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron Stock Is Down 28%, and Here Is What Investors Need to Know

Micron (NASDAQ: MU) has been one of the hottest stocks on the market this year, and even became a trillion-dollar company in May. Its stock peaked on June 25, but it has since slid sharply. As of market open on Monday, it was down …

MU main company
Sharemaestro market context Trend signal active 52 weeks +636.4% · Next-week setup positive 59.7% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel upsizes stock offering to $20 billion for AI chip manufacturing

Intel upsized its previously announced common stock offering to $20 billion on Tuesday, pricing 210,526,315 shares at $95 per share as it looks to fund expansion of its chip contract manufacturing business. The offering was increased from the $15 billion target Intel had announced …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +311.9% · Next-week setup positive 55.8% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

This Wall Street Pro Makes a Compelling Argument for 70% Gains on NXP Semiconductors Which Cratered Last Month

Quick Read Cantor Fitzgerald's C.J. Muse maintains a $400 target on NXPI after a 20% monthly drop driven by Ambarella acquisition rumors and a UBS downgrade. NXPI's 71% upside to Cantor's Street-high target dwarfs analog peers MCHP at 37% and TXN at just 16%, …

TXN mentioned ONSE mentioned
Sharemaestro market context Trend signal active 52 weeks +52.1% TXN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think

Quick Read NVDA commands over 80% of the high-end AI accelerator market as Microsoft, Meta, Alphabet, and Amazon collectively commit $200B to AI infrastructure. AMD's MI-series and AVGO's custom silicon both lack NVDA's full-stack advantages, including CUDA lock-in, NVLink networking, and a 71% gross …

BROA mentioned
Sharemaestro market context Trend signal active 52 weeks +42.1% BROA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AST SpaceMobile, Intel, On, Rocket Lab, and More Stocks That Explain Today’s Market

Stocks looked set to struggle for direction on Tuesday as investors worried about inflation, with hopes of Iran agreeing a deal to reopen the crucial Strait of Hormuz shipping route fading fast. Continue Reading

INTC main company
Sharemaestro market context Trend signal active 52 weeks +311.9% · Next-week setup positive 55.8% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel's huge rally is helping pay for its AI comeback: Chart of the Day

Intel's (INTC) AI ambitions are getting more expensive. Its 165% rally this year is helping foot the bill. The chipmaker said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +311.9% · Next-week setup positive 55.8% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

TSMC to invest $1.8 billion in joint venture with Sony for image sensors

TAIPEI, Aug 11 (Reuters) - ‌Taiwan ‌chipmaker TSMC ​said on Tuesday it ‌will ⁠invest 282 billion ⁠yen ($1.77 billion) ​in ​a ​joint ‌venture with Sony Group to ‌develop ​and ​make ​next-generation ‌image sensors. ($1 = 159.3300 ​yen) (Reporting ​by ​Ben Blanchard; ‌Editing ​by Andrew …

TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% · Next-week setup positive 61.2% TSFA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron Says Customers Are Scrambling for Memory Even at ‘Very High’ Prices

Micron Technology, Inc.(NASDAQ:MU) stock gained over a percent during Tuesday's premarket session as risk appetite stays steady into the open. Nasdaq futures are up less than half a percent while S&P 500 futures have gained 0.02%. The company executives said at the KeyBanc Capital …

MU main company
Sharemaestro market context Trend signal active 52 weeks +636.4% · Next-week setup positive 59.7% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue …

TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% · Next-week setup positive 61.2% TSFA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron vs. SK Hynix: Which Memory Chip Giant Is the Better Buy?

Key Points SK Hynix and Micron have benefited from soaring memory chip prices. One has a closer relationship with Nvidia and a strong position in high-bandwidth memory production. Investors should also consider valuation.10 stocks we like better than Micron Technology › SK Hynix(NASDAQ: SKHY) …

MU main company
Sharemaestro market context Trend signal active 52 weeks +636.4% · Next-week setup positive 59.7% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Hock Tan Reaffirmed Broadcom's $100 Billion AI Forecast. Six Customers Carry Nearly All of It.

Key Points Broadcom's AI semiconductor revenue rose 143% year over year to $10.8 billion in its fiscal second quarter. CEO Hock Tan reiterated that fiscal 2027 AI semiconductor revenue should be "in excess of $100 billion." Six core custom-chip customers, with Google, Meta, Anthropic, …

BROA main company
Sharemaestro market context Trend signal active 52 weeks +42.1% BROA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.

Key Points Intel Foundry's second-quarter operating loss narrowed to $2.1 billion from $3.2 billion a year earlier, on revenue that rose 31% to $5.8 billion. External customers supplied $293 million of the foundry's quarterly revenue; the rest came from Intel's own chips. Intel has …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +311.9% · Next-week setup positive 55.8% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel upsizes stock offering to $20B, prices at $95

[Intel Headquarters] JasonDoiy Intel (INTC [https://seekingalpha.com/symbol/INTC]) announced Tuesday the pricing of its upsized $20B public stock offering, selling over 210 million shares at $95 per share, according to a statement [https://seekingalpha.com/pr/20613961-intel-announces-upsize-and-pricing-of-20-billion-common-stock-offering]. The chipmaker has granted to the underwriters a 30-day option to purchase up …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +311.9% · Next-week setup positive 55.8% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel nears upsizing share sale to $20B: report

[Intel headquarters in Santa Clara, California, USA] JHVEPhoto * Intel (INTC [https://seekingalpha.com/symbol/INTC]) is seeking to increase the amount it’s raising in a share sale to about $20 billion, a third more than it was targeting when it announced the deal Monday morning, according to …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +311.9% · Next-week setup positive 55.8% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Adeia (ADEA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President and Investor Relations - Chris ChaneyPresident and Chief Executive Officer - Paul DavisChief Financial Officer - Keith Jones TAKEAWAYS Revenue -- $96.1 million, driven by the …

BROA mentioned
Sharemaestro market context Trend signal active 52 weeks +42.1% BROA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

What Does Super Micro Computer (SMCI) Winning A Gigawatt AI Data Center Mean?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned …

AMD main company
Sharemaestro market context Trend signal active 52 weeks +175.8% · Next-week setup positive 57.0% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sony Group (TSE:6758), What Is Behind The Fresh Attention?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Sony Group (TSE:6758) has drawn fresh attention after unveiling its compact FE 100-400mm f/5.6-8 OSS super telephoto lens, expanding its camera ecosystem just …

TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% · Next-week setup positive 61.2% TSFA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

QUALCOMM (QCOM) Issued Q4 Guidance, Is The 17% Discount Enough?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. QUALCOMM (QCOM) shares are back in focus after the company issued fourth quarter 2026 revenue guidance of US$9.7b to US$10.5b, alongside third quarter …

QCOM main company
Sharemaestro market context Price below Trend Line 52 weeks +8.6% QCOM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel Is Said to Near Share Sale Upsize to Raise $20 Billion

(Bloomberg) -- Intel Corp. is seeking to increase the amount it's raising in a share sale to about $20 billion, according to people familiar with the matter, a third more than it was targeting when it announced the deal Monday morning. Most Read from …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +311.9% · Next-week setup positive 55.8% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Synopsys (SNPS) Just Locked Into Intel’s (INTC) Next Chip Node. What’s The Payoff?

Synopsys (NASDAQ:SNPS) just extended its grip on the leading edge of chipmaking. On July 27, at the DAC Chips to Systems Conference, the company said it has certified its AI-powered design software for Intel's (NASDAQ:INTC) upcoming 14A manufacturing process, building on flows it already …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +311.9% · Next-week setup positive 55.8% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Analog Devices (ADI) Suffers a Larger Drop Than the General Market: Key Insights

In the latest trading session, Analog Devices (ADI) closed at $383.93, marking a -1.54% move from the previous day. This move lagged the S&P 500's daily loss of 0.06%. Meanwhile, the Dow experienced a drop of 0.11%, and the technology-dominated Nasdaq saw a decrease …

ADI main company
Sharemaestro market context Trend signal active 52 weeks +71.4% ADI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading …

TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% · Next-week setup positive 61.2% TSFA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

3 Reasons to Sell HUBG and 1 Stock to Buy Instead

3 Reasons to Sell HUBG and 1 Stock to Buy Instead Hub Group trades at $46.22 and has moved in lockstep with the market. Its shares have returned 9.6% over the last six months while the S&P 500 has gained 10.9%. Is there a …

BROA mentioned
Sharemaestro market context Trend signal active 52 weeks +42.1% BROA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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