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Microsoft (NASDAQ: MSFT) Dominates Applied Digital (NASDAQ: APLD) As The Stronger Technology Buy For Long-Term Investors

The article compares Microsoft (MSFT) and Applied Digital (APLD), both prominent in AI infrastructure, highlighting their contrasting financial health. While Applied Digital showed explosive revenue growth, it also reported significant losses and customer concentration risks. Microsoft, on the other hand, demonstrated massive revenue, high …

Advanced Micro Devices (NASDAQ:AMD) Trading 6.5% Higher - Time to Buy?

Advanced Micro Devices (AMD) Stock Is Emerging As A Core AI Infrastructure Trade

Advanced Micro Devices (AMD) is gaining significant investor interest as a core AI infrastructure provider, moving away from traditional cyclical hardware trades. The company's semiconductor chips are crucial for large AI data centers, attracting capital reallocation from areas like crypto mining. While market optimism …

Smith Micro Software (SMSI) narrows loss but flags going concern risk

Marvell Technology, MACOM, Micron, Western Digital, and Semtech Shares Skyrocket, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology. The rally was sparked by strong quarterly results from several …

AMD Stock Jumps 5.6% While $4.75 Billion Debt Deal Lands

This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD), the semiconductor heavyweight chasing a bigger slice of the AI computing market, priced a massive $4.75 billion senior-note offering as its shares surged approximately 5.6% in Friday morning trading. The timing grabs attention, but …

Micron Stock Jumps 2.1% as Memory Pricing Tightens Again

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU), the U.S. memory-chip powerhouse sitting right in the middle of the AI spending boom, gained in Friday morning trading as Wall Street got another reason to stay bullish: memory prices are still heading higher. KeyBanc …

Is Microchip Technology (MCHP) Fully Valued After Strong AI Led Growth?

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. Microchip Technology stock has delivered a 20.9% gain over the past year, yet the …

Trend Micro (TSE:4704) Could Be 10% Undervalued After Profit Guidance Cut

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Trend Micro (TSE:4704) is back in focus after reporting half year 2026 earnings and cutting full year profit guidance, as cloud and AI related …

Why Is Micron Technology Stock Still Undervalued? Memory Chip Price Hikes, HBM Demand and Cyclical Risks

Micron Stock Edges Back Toward $1,000. How Far It Could Go.

Micron Technology stock was edging back toward $1,000 Friday. The memory chip maker’s stock has already risen 12% in the past month, although it is trading well below its late June peak of more than $1,200. American depositary receipts of South Korean memory-chip company …

MicroStrategy sends harsh response to fresh MSCI delisting threat

Strategy (Nasdaq: MSTR), the world's leading Bitcoin (BTC) treasury company led by billionaire Michael Saylor, faces another MSCI (formerly Morgan Stanley Capital International) delisting threat as the index provider opened a new consultation on the eligibility of non-operating companies for its Global Investable Market …

SMCI Q2 Deep Dive: AI Demand Drives Orders, Enterprise Mix Lifts Margins

SMCI Q2 Deep Dive: AI Demand Drives Orders, Enterprise Mix Lifts Margins Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market's revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter's …

Por que as ações da Advanced Micro Devices estão disparando hoje? - Investing.com Brasil

What Does Microsoft (MSFT) Gaining 50MW Of AI Cloud Capacity Mean?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The …

Microsoft Copilot Predicts $0.65 Cardano by 2027. Whales Are Already Buying.

Microsoft's Copilot AI predicts Cardano (ADA) could reach $0.65 by late 2026, with a bullish range of $0.80 to $1.20, despite its recent 95% price drop. This prediction is supported by significant infrastructure upgrades like the upcoming Ouroboros Leios mainnet and increased accumulation by …

JPMorgan set a serious Microsoft stock price target for 2027

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed …

Strategy (MSTR) Stock Still Looks Undervalued After a 180% Run

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. Strategy stock has surged over the past three years, yet on today's numbers it …

Micron Upgraded to Buy on the Claim Memory Stopped Being Cyclical

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) rose 2.08% intraday after New Street Research upgraded the stock to Buy with a $1,250 price target, arguing the current run "breaks from the industry cycles we have witnessed in recent decades." The firm's evidence …

STMicroelectronics N.V.: Objectif de Cours et Consensus des Analystes | STMPA | NL0000226223

Microequities Asset Management Group Limited Reports Earnings Results for the Full Year Ended June 30, 2026

Microsoft Stock And 2 AI Infrastructure Picks Backed By Cloud And Chip Demand

Judge dismisses lawsuit claiming Micron spread false claims to hurt Chinese chip rival YMTC

A U.S. District Judge dismissed a lawsuit filed by China's Yangtze Memory Technologies (YMTC) against Micron Technology and DCI Group. YMTC had alleged that Micron and DCI spread false claims about its chips posing a national security threat. The judge ruled that the statements …

Can Optical Connectivity Strengthen STMicroelectronics' AI Strategy?

STMicroelectronics (STM) is expanding its optical connectivity solutions, driven by the increasing demand for faster data transmission in AI infrastructure. The company is securing design wins across silicon photonics ICs, electronic ICs, and microcontrollers, with strong revenue growth expected in its Communication Equipment & …

Super Micro’s Margin Surprise Is Already Guided Back Down

Super Micro Computer (SMCI) saw its stock rise 19% after reporting Q1 earnings with a surprising 17.6% gross margin, significantly above guidance. However, this high margin was due to delays in high-volume, lower-margin GPU work, which shifted the product mix. Management has already guided …

Is Micron or Sandisk Better Poised For Upside Through The End of September?

Quick Read Micron (MU) leads on HBM AI demand with 84.9% gross margins, while Sandisk (SNDK) jumped 21% after NAND pricing drove 103% sequential data center growth. CEO Sanjay Mehrotra locked in floor gross margins well beyond prior cycle peaks through ~$100B in contracted …

MicroVision Prices $17 Million Public Offering to Fund Operations and Capital Spending

MicroVision, Inc. (Nasdaq: MVIS) has priced a $17 million public offering consisting of 6.8 million units, each unit comprising one share of common stock and one warrant. This financing aims to provide capital for working capital, capital expenditures, and general corporate purposes as the …

How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space?

Salesforce, Inc. CRM is stepping up its competition with Microsoft Corporation MSFT and Oracle Corporation ORCL in agentic AI by combining customer data, business applications and autonomous AI agents on one platform. Its Agentforce platform is already gaining commercial traction, giving Salesforce a strong …

Armistice Capital (RPID) discloses 3.33M-share position in Rapid Micro Biosystems

Armistice Capital, LLC and Steven Boyd have disclosed a 7.29% stake in Rapid Micro Biosystems, Inc. (RPID), amounting to 3,328,000 shares of Class A common stock. All voting and dispositive power over these shares is shared, with Armistice Capital acting as the investment manager …

Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the 'Big Short' Investor Asking for Trouble?

Michael Burry, known from "The Big Short," has increased his bearish bets against Micron Technology (MU) and the Invesco QQQ Trust (QQQ) despite previous losses. He rolled his QQQ puts to June 2027 and maintained short positions in NVIDIA and Palantir, while covering shorts …

Advanced Micro Devices Inc Stock (AMD) Moved Up by 3.04% on Aug 14: Key Drivers Unveiled

Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return …

Micron: New Street upgrades to buy, says memory is no longer a cyclical story

Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern. The firm noted that "Micron's stock is up more than 10x …

Tech Stocks Forecast – SMCI, SpaceX, and Cisco Eye Post-Earnings Levels

SMCI Technical Analysis Super Micro Computer looks like it's going to be a little bit lower at the open based on premarket trading, but we've had an explosive move since the earnings call. Quite frankly, there are more likely than not going to be …

Analysts Keep Hiking Micron's Revenue and Price Forecasts - Shorting MU Puts Works Here

Rapid Micro Biosystems (RPID) Q2 2026 Earnings Call Transcript