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Micron's Target Price Raised to $650

Legacy Capital Group Increases Micron Technology Holdings to 10,124 Shares

Orion Portfolio Solutions LLC Reduced Holdings in Analog Devices Inc.

Marvell Technology Reports Q4 Revenue Above Estimates

Esam Elashmawi Sells Lattice Semiconductor Shares

Lattice Semiconductor's Senior VP Sold Company Stocks

Samsung's Q1 DRAM price surge exceeds 100%

TrendForce: Mixed Price Movements in International DRAM Spot Market Today

Micron Delivers New Generation LPDRAM Module

Micron showcases SOCAMM2 to boost AI deployment efficiency

Lattice Semiconductor's CFO Reduces Company Shares

Micron Acquires P5 Wafer Plant from Powertech, Miaoli County Magistrate Supports and Promotes Accompanying Measures

Stifel Raises Micron's Target Price to $550

Lattice Semiconductor Director James P. Lederer Sells Common Stock

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S&P Raises Micron Technology's Rating to BBB

Susan Ocampo Disposes of MACOM Common Stock

ON Semiconductor's Stock Up 12.08% Over the Past Month

Peraso

QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

Decent

Edesa Biotech

Cre8 Enterprise - CL

AN2 Therapeutics

Day One Biopharmaceuticals

Epsium Enterprise

Silynxcom

Aptera Motors - B

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The article discusses two AI stocks to hold for the next two years: Taiwan Semiconductor Manufacturing (TSM) and ServiceNow (NOW). TSM is positioned as a leader in manufacturing advanced chips, benefiting from the AI data center boom. Its market dominance and technological expertise make it a strong investment. ServiceNow, despite being in a beaten-down SaaS sector, is expected to outperform due to its valuable platform and generative AI suite, Now Assist. Both stocks are recommended for long-term holding as they capitalize on AI growth opportunities.

- The article discusses two AI-focused stocks to hold: Taiwan Semiconductor Manufacturing (TSMC) and ServiceNow.  
- TSMC is positioned as a leader in advanced chip manufacturing, benefiting from the AI data center boom, while ServiceNow is seen as a key player in the SaaS space with potential for growth through its generative AI solutions.  
- Both companies are recommended for investment over the next two years due to their strategic importance in the evolving AI landscape.

Motley Fool

VanEck Semiconductor ETF

Taiwan Semiconductor

Direxion Daily TSM Bull 2X Shares

iShares Semiconductor ETF

ServiceNow

GraniteShares 2x Long TSM Daily ETF

GraniteShares 2x Long NOW Daily ETF

iShares Expanded Tech Software Sector ETF

Leverage Shares 2X Long TSM Daily ETF

SPDR S&P Software

ISHRS S&P Glb It

Invesco Semiconductors ETF

2 Monster Stocks to Hold for the Next 2 Years

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FTXL

United Microelectronics Corporation (NYSE:UMC) is highlighted as a promising stock under $20. On January 28, 2025, UMC reported Q4 results with an EPS of $0.1294 and a 4.5% sequential revenue increase to TWD 61.8 billion, driven by favorable foreign exchange rates and strong performance in its 22-nanometer business.

- United Microelectronics Corporation (NYSE: UMC) is highlighted as a promising stock under $20.  
- The company reported its Q4 2025 results on January 28, showcasing an EPS of $0.1294 and a 4.5% sequential revenue increase to TWD 61.8 billion.  
- This growth was bolstered by favorable foreign exchange rates and strong performance in its 22-nanometer sector.

Invesco PHLX Semiconductor ETF

Direxion Daily MU Bull 2X Shares

STMicroelectronics NV ADRhedged

Micron Tech

STMicroelectronics N.V.

GraniteShares 2x Long MU Daily ETF

Direxion Semicon Bull 3X

First Trust Nasdaq Food & Semicon

United Microelectronics

Direxion Daily MU Bear 1X Shares

Is United Micro Electronics (UMC) One of the Most Promising Stocks Under $20?

AMKR

RTXG

ARKX

The new Secretary of the Department of Homeland Security (DHS), Markwayne Mullin, has taken office, and the media speculates that his appointment is related to the immigration policies of his predecessor, Kristi Noem. Mullin's investment portfolio includes several companies related to the DHS supply chain, such as Raytheon and Amkor, indicating potential conflicts of interest. Additionally, politicians on Capitol Hill have performed well in stock investments, with Aaron Bean achieving a return rate of 60.98%

Stheadline

SPDR S&P Aerospace & Def

Invesco Aero & Defense ETF

ISHRS Aero & Def

Amkor Tech

Leverage Shares 2X Long RTX Daily ETF

ARK Space Exploration & Innovation ETF

Iron Man takes the helm of the Land Bureau, which supply chain companies will benefit? | Blue Blood Factory

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Applied Digital (NASDAQ: APLD) has lost Nvidia (NASDAQ: NVDA) as a shareholder, raising concerns about its future. Analysts are debating whether this loss indicates deeper issues or if it is overshadowed by potential growth in AI infrastructure through long-term contracts. The Motley Fool's Stock Advisor has identified 10 top stocks for investment, excluding Applied Digital, which may impact investor decisions. The report highlights the significant returns from past recommendations, emphasizing the importance of careful stock selection.

nasdaq

YieldMax NVDA Option Income Strategy ETF

Franklin Exponential Data ETF

GraniteShares 2x Long NVDA Daily ETF

Global X Data Center & Dgtl Infrs ETF

Tradr 2X Long APLD Daily ETF

Applied Digital

Proshares Big Data Refiners ETF

Spdr Select Tech

Direxion Daily NVDA Bull 2X Shares

iShares US Digital Infrastructure and Real Estate ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Global X Cloud Computing ETF

NVIDIA

Where Will Applied Digital Be in 5 Years

SNDK

Legendary investor Dan Loeb believes that AI has rapidly transformed from a questioned concept into a reality that is happening. The true stage for this AI drama is in storage companies like Sandisk, in South Korea and Taiwan

华尔街见闻资讯

Sandisk

Legendary hedge fund manager: AI has transformed from concept to reality

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Rosen Law Firm is urging CoreWeave, Inc. (NASDAQ: CRWV) stockholders with losses over $100K to contact them regarding a class action lawsuit. The lawsuit alleges that CoreWeave misled investors about its business operations, overstating its ability to meet customer demand and underestimating risks associated with reliance on a single data center supplier. Shareholders can file motions to serve as lead plaintiffs by March 13, 2026. Representation is on a contingency fee basis, meaning no fees unless recovery is achieved.

MorningStar

Tradr 2X Long CRWV Daily ETF

T-REX 2X Inverse CRWV Daily Target ETF

Coreweave

Leverage Shares 2X Long CRWV Daily ETF

Pacer Data & Infrastructure Real Estate ETF

CRWV Deadline: Rosen Law Firm Urges CoreWeave, Inc. (NASDAQ: CRWV) Stockholders with Losses in Excess of $100K to Contact the Firm for Information About Their Rights

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NVDA

Top Wall Street analysts are optimistic about three stocks amid market volatility: Nvidia, Palo Alto Networks, and Micron Technology. Nvidia's CFO meeting led to a buy rating with a target of $245, focusing on networking growth and long-term margins. Palo Alto Networks received a buy rating with a target of $255, driven by strong demand for its unified security platform and potential from agentic AI. Micron Technology is also favored due to AI-driven demand and rising memory prices, with a buy rating ahead of its fiscal results announcement.

- The stock market remains volatile due to various factors, prompting investors to seek recommendations from Wall Street analysts.  
- Analysts are optimistic about Nvidia, Palo Alto Networks, and Micron Technology, highlighting their potential for long-term growth and strong demand in their respective sectors.  
- Nvidia anticipates significant networking growth, Palo Alto is leveraging unified security solutions amid increased cybersecurity demands, and Micron benefits from rising memory prices driven by AI-related demand.

CNBC

Direxion Daily PANW Bull 2X Shares

Leverage Shares 2X Long PANW Daily ETF

Palo Alto Networks

Top Wall Street analysts are bullish on these 3 stocks despite ongoing volatility

Shares of Applied Digital Corporation (NASDAQ: APLD) fell 19.5% in February as investors reacted negatively to Nvidia selling its entire stake in the company. The decline reflects a broader trend of investors becoming cautious about risky AI stocks, despite Applied Digital's sales rising 250% in the last quarter. However, the company remains unprofitable and carries a significant debt load of $2.6 billion. Its reliance on a single customer, CoreWeave, adds to the uncertainty surrounding its financial future. Analysts suggest that Applied Digital may be too risky to invest in at this time.

Why Applied Digital Stock Fell 19% Last Month

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WT Asset Management Ltd increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 37.8% in Q3, acquiring an additional 492,172 shares, bringing its total to 1,793,122 shares. This makes NVIDIA 15.4% of its portfolio, valued at $334.56 million. Other institutional investors also raised their positions in NVIDIA. Meanwhile, insiders sold significant shares, with Director Harvey C. Jones selling 250,000 shares. NVIDIA's stock opened at $177.83, with a market cap of $4.32 trillion and a recent earnings report showing a 73.2% revenue increase year-over-year.

- WT Asset Management Ltd increased its stake in NVIDIA Corporation by 37.8% in the 3rd quarter, owning 1,793,122 shares worth $334,561,000.  
- Several institutional investors also raised their positions, with total ownership by these investors at 65.27%.  
- NVIDIA reported strong quarterly results with $68.13 billion in revenue, up 73.2% year-over-year, and has a consensus target price of $273.64 from analysts.

Market Beat

T-Rex 2X Inverse NVIDIA Daily Target ETF

AXS 1.5X NVDA Bear Daily ETF

Direxion Daily NVDA Bear 1X ETF

GraniteShares 2x Short NVDA Daily ETF

WT Asset Management Ltd Buys 492,172 Shares of NVIDIA Corporation $NVDA

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Aixin Yuanzhi announced that on March 7, the overall coordinator partially exercised the over-allotment option, involving a total of 1.1761 million shares, accounting for 1.12% of the total offering. The offering price was 28.2 yuan, with additional net proceeds of 31.28 million yuan. In addition, the stabilization period for the global offering ended on the same day. During this period, the stabilization agent, China International Capital Corporation, continuously purchased a total of 17.7647 million shares in the market, with each share priced between 22.1 and 28.2 yuan

AASTOCKS

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC Guozheng Semiconductor Chip ETF

China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Aixin Yuan Zhi partially exercised the over-allotment option, raising an additional 31.28 million yuan

AVGW

AVGG

Broadcom has seen a surge in AI projects, leading to a 29% year-over-year revenue increase to $19.31 billion in Q1 2026, driven by a 106% rise in AI revenue to $8.4 billion. The company anticipates $22 billion in total revenue for Q2, including $14.8 billion from AI. A $10 billion share buyback program has been announced for 2026. Despite strong AI growth, analysts caution about the risks in non-AI sectors and high valuations, while noting potential competitive advantages in networking and strategic deals.

TECHi

Global X Funds Global X Artificial Intelligence & Tech ETF

Roundhill AVGO WeeklyPay ETF

Leverage Shares 2X Long AVGO Daily ETF

Defiance Daily Target 2X Long AVGO ETF

Direxion Daily AVGO Bull 2X Shares

GraniteShares 2x Long AVGO Daily ETF

iShares Future AI & Tech ETF

Broadcom

AI Gold Rush Ignites At Broadcom

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UBS has raised its price target for Micron Technology, Inc. (NASDAQ:MU) from $450 to $475, maintaining a Buy rating. The firm highlights prolonged supply tightness and strengthening pricing dynamics in the industry, positioning Micron as one of the 10 Best Affordable Stocks for long-term investment.

Guotai CSI Semiconductor Material Equipment Theme ETF

GF Fund CNI Semiconductor Chips ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

UBS sees prolonged supply tightness supporting Micron Technology, Inc. (MU)

SOXS

RSPT

Nvidia's stock is currently viewed as attractively priced despite recent declines following strong earnings and a positive outlook. The company reported a 73% revenue increase year-over-year and expects continued growth. Analysts speculate that Nvidia could potentially double its stock price by 2030, depending on future sales growth and market conditions. However, investor sentiment remains cautious, and Nvidia was not included in a recent list of top stock recommendations. The company's data center business is significantly expanding, indicating strong demand for its products.

- Nvidia's fiscal fourth quarter showed impressive growth, with revenue up 73% year over year and beating earnings expectations, yet its stock fell post-report due to negative investor sentiment.  
- Despite potential for further upside, with a projected steady revenue increase and a strong data center business, the market remains unconvinced, pricing the stock at 17 times forward earnings.  
- Analysts have suggested considering other investment options over Nvidia, as it does not currently feature among the top recommended stocks despite its growth potential.

VG Total Stock

Direxion Semicon Bear 3X

Wedbush ETFMG Video Game Tech ETF

SPDR S&P 500

NVDA WeeklyPay ETF - Roundhill

VG Info Tech

Global X Video Games & Esports ETF

VG S&P 500

ProShares Ultra Semiconductor ETF

Strive US Semiconductor ETF

Invesco S&P 500 Equal Weight Tech ETF

VanEck Video Gaming and eSport ETF

Can Nvidia Stock Double by 2030?

IONX

IONL

IONQ

GW&K Investment Management LLC has invested $899,000 in IonQ, Inc. by acquiring 14,624 shares during the third quarter. Other hedge funds have also increased their stakes in IonQ. Analysts have set new price targets for the stock, with a consensus rating of "Moderate Buy" and an average price target of $69.45. IonQ's stock performance shows a 52-week range between $17.88 and $84.64, with a current market cap of $13.09 billion. Insider trading activity includes both purchases and sales of shares by company executives.

Defiance Daily Target 2X Long IONQ ETF

GraniteShares 2x Long IONQ Daily ETF

IonQ

GW&K Investment Management LLC Invests $899,000 in IonQ, Inc. $IONQ

SPDR S&P Semicon(XSD.US)

2 Monster Stocks to Hold for the Next 2 Years

Is United Micro Electronics (UMC) One of the Most Promising Stocks Under $20?

Iron Man takes the helm of the Land Bureau, which supply chain companies will benefit? | Blue Blood Factory

Where Will Applied Digital Be in 5 Years

Legendary hedge fund manager: AI has transformed from concept to reality