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How Micron's (MU) Record Highs Validate the AI Memory Supercycle

Micron Technology (MU) has already delivered one of the most dramatic stock performances in the market this year. Shares are up more than 217% year to date, massively outperforming the S&P 500 (SPX), and the stock is now trading at all-time highs. Even after this extraordinary run, I believe Micron still has meaningful upside ahead.Claim 70% Off TipRanks This Holiday SeasonUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential

Tip Ranks·
US
MU
-0.66%
Tip Ranks·
US
MU
-0.66%

Better artificial intelligence stock: ASML vs. Taiwan Semiconductor

Choosing between the two stocks likely comes down to one critical factor.

MSN·
US
TSM
+1.35%
US
ASML
+0.68%
MSN·
US
TSM
+1.35%
US
ASML
+0.68%

Top 5 US Stock Gainers/Losers (>100B) (12.26)

BHP(BHP) rose 1.68%, with a trading turnover 87.2 Million USD, and a year-to-date rose 32.2%. Rio Tinto(RIO) rose 1.67%, with a trading turnover 155.9 Million USD, and a year-to-date rose 48.5%. Palantir Tech(PLTR) fell 2.81%, with a trading turnover 4.8 Billion USD, and a year-to-date rose 149.5%. Tesla(TSLA) fell 2.1%, with a trading turnover 28.0 Billion USD, and a year-to-date rose 17.7%.

Top Gainers & Losers·
US
BHP
+1.68%
US
RIO
+1.67%
US
BABA
+1.45%
Top Gainers & Losers·
US
BHP
+1.68%
US
RIO
+1.67%
US
BABA
+1.45%

Breaking through the architecture in the era of storage inflation: Why 2025 is the "watershed" year for enterprises to say goodbye to traditional IT?

In 2025, global enterprises will face a super cycle of storage inflation, with significant increases in DRAM and NAND Flash prices, leading to higher IT costs. The fixed ratios of traditional IT architecture and tightened supply chains exacerbate the survival pressure on enterprises. Companies need to bid farewell to traditional IT and seek new architectural breakthroughs to cope with the end of hardware dividends and cost challenges

InfoQ·
US
MU
-0.66%
InfoQ·
US
MU
-0.66%

Wedbush Says No Slowdown Yet for Server and Memory Demand

Wedbush reports no slowdown in server and memory demand, with November showing strong results from Taiwan-based suppliers. Server component sales exceeded seasonal trends by 7%, driven by AI and cloud infrastructure spending. Memory pricing has strengthened due to DRAM and NAND supply constraints, partly from DDR4 shortages. Demand from cloud providers surged unexpectedly, broadening the supply crunch. Wedbush anticipates this demand strength to continue into 2026, highlighting companies like Micron Technology, Samsung, and SK hynix.

GuruFocus·
US
MU
-0.66%
GuruFocus·
US
MU
-0.66%
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