Micron Technology (MU)

Philippe Laffont aggressively added to his positions in semiconductor stocks in the second quarter.

As usual, Warren Buffett said it best.

Micron Technology (NASDAQ:MU) has outperformed the market over the past 15 years by 27.54% on an annualized basis producing an average annual return of 40.98%. Currently, Micron Technology has a market capitalization of

These stocks trade at less than 10 times their estimated future earnings.

The memory-chip maker's stock is heavily discounted, but one catalyst could lead the market to rerate it at a higher multiple.

The filing shows a fund selling into the memory maker's most vertical quarter -- and a report has it buying back into memory stocks once it ended.

This technology giant is already turning AI demand into cash.

Micron's business relationships are adapting to changing circumstances.

The memory maker's collapse-and-rebound summer has precedents. In every one of them, the following year came down to a single thing.

The company named a new leader.

Two memory leaders, two very different moats. See how AI demand, manufacturing scale, diversification, and cycle risk could shape their long-term investment potential.

Caterpillar alone stripped 255 points off the Dow. Most other stocks had a perfectly ordinary day.

Nvidia and Micron are both winning big from the AI infrastructure boom.

The primary catalyst fueling Micron's impressive growth over the past year is sustainable for the next 18 months.

Trade restrictions on foreign memory chips and surging AI-driven HBM demand are boosting pricing power for domestic producers like Micron, which posted strong Q3 fiscal 2026 revenue and margin growth.

Two foundational artificial intelligence (AI) stocks have billionaire David Tepper's undivided attention.

Small-cap stocks are finally recovering after years of underperforming the major indexes.

Management thinks AI's growing electricity needs can turn its fuel-cell technology into a multibillion-dollar power platform.

The memory maker is earning more in a quarter than it once did in its best full years. Its own income statement shows what has happened after every peak like this.

Why is the Dow down 200 points while the Nasdaq holds flat? Two chipmakers are doing a lot of heavy lifting for the tech-heavy index.