MU

While Micron Technology (NASDAQ: MU) has had an extraordinary gain of over 850% in the last 12 months, Tungsten has soared from roughly $380/MT to a sky high $3,180/MT in 18 months – an 800%+ gain that got little coverage and has stayed under the radar except within the mining industry. This bull run parallels ... Tungsten is Up As Much As Micron Right Now, Is It The Next Silver Supercycle Trade?

Micron crossed the $1 trillion mark as booming AI memory demand, tight supply, and strong earnings kept Wall Street bullish on the stock.

After three years of hyperscaler capital spending feeding through to chip designers, foundry capacity, and lithography backlogs, the semiconductor ETF complex has separated into distinct buckets. iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) are the three broad U.S.-listed vehicles that capture the trade in clean, liquid form. ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Si

CNBC's Kristina Partsinevelos reports on news regarding Dell.

Dell shares hit a 52-week high after blockbuster earnings. Wall Street says AI growth means the stock is still undervalued.

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.

The Investment Committee reacts to Jamie Dimon's comments that the market is exuberant but not bad.

Tactical BUY: Direxion Daily MU Bear 1X ETF to hedge Micron downside risk amid AI hype. Click here to read more about my reasoning here.