Core Insights - Micron Technology is positioned as a key player in the high-bandwidth memory (HBM) chip market, which is expected to see significant demand growth due to the evolving needs of AI infrastructure [3][7] - The AI memory chip market is projected to experience substantial growth, with estimates suggesting that AI hyperscalers could spend around $500 billion on capital expenditures by 2026, indicating a strong upward trend in investment [4] - Micron's market cap has increased nearly tenfold in recent years, with a notable surge occurring in the last six months, suggesting strong investor interest and confidence in the company's future [9][12] Industry Dynamics - The demand for memory solutions is becoming critical as generative AI workloads expand, shifting the bottleneck from raw compute power to memory capacity [3][6] - Prices for dynamic random access memory (DRAM) and NAND chips are expected to rise significantly, by up to 60% and 38% respectively, which will enhance Micron's pricing power in the market [6][7] - The competitive landscape includes major players like Nvidia and Advanced Micro Devices, but Micron's focus on HBM positions it uniquely to capitalize on the growing need for enhanced memory solutions [5][11] Valuation and Market Position - Micron's forward price-to-earnings (P/E) ratio is currently at 14, which is considered reasonable compared to other companies in the AI chip market that have higher valuations [11] - The comparison between Micron and Nvidia highlights the potential for Micron to experience significant growth, although it may not replicate Nvidia's meteoric rise [12][13] - The company is seen as being on the verge of an "Nvidia moment," suggesting that it could experience a breakout in its stock performance driven by favorable market conditions [13]

Microsoft stock had a bad day on Thursday, but analysts remain bullish.Microsoft (MSFT 1.61%) stock was in free fall on Thursday, dropping more than 12% despite posting earnings Wednesday afternoon that appeared to be strong on the top and bottom lines.The revenue and earnings numbers beat estimates in blowout fashion. The technology giant saw revenue climb 17% to $81.3 billion, while net income jumped 60% to $38.5 billion, or $5.16 per share, which blew away estimates of $3.92 per share. Microsoft's cash ...

The Richtech Robotics class action lawsuit further alleges that on January 29, 2026 at 12:00 p.m. EST, Hunterbrook Media published an article entitled "Breaking: Microsoft Denies Partnership with Richtech Robotics," which alleged that "'Richtech participated in an AI Co-Innovation Lab engagement, which is a standard customer engagement focused on exploring and prototyping AI solutions using Microsoft technologies . . . . There is no commercial element in this lab engagement.'" On this news, the price of Ric ...

New York, Feb. 02, 2026 (GLOBE NEWSWIRE) -- M EVO GLOBAL ACQUISITION CORP II (the “Company”) announced today the closing of its initial public offering of 30,000,000 units at $10.00 per unit, including 3,000,000 units issued pursuant to the full exercise by the underwriters of their over-allotment option, resulting in gross proceeds of $300,000,000. The units commenced trading on the Nasdaq Global Market ("Nasdaq") under the ticker symbol “MEVOU” on January 30, 2026. Each unit consists of one Class A ordina ...

Don't be fooled. Not everything is bad. Stop making moves because of false tells.Things that mean nothing or things that look negative but are actually positive when you do a little digging and some thinking. If you let yourself get shaken, you're liable to miss terrific moves like today where the Dow jumped 515 points. This be gain.54 and NASDAQ climbed.56.Worst, you're passing up chances to buy great stocks at lower prices. If you just want to forget about the averages, think about individual stocks. Why ...

The REIT Team of Chilton Capital Management, a Houston-based investment adviser, is headed by co-portfolio managers Bruce Garrison, CFA, and Matt Werner, CFA. Mr. Garrison has over 40 years of experience analyzing public REITs both on the buy-side and the sell-side. Mr. Werner joined Mr. Garrison on the Chilton REIT Team in 2009. The REIT Team’s strategy primarily pursues investments in publicly traded real estate investment trusts (REITs) and real estate related entities based primarily in North America. T ...

TransUnion plans to continue extending its business by acquiring the mobile division of RealNetworks.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The acquisition will strengthen TransUnion’s communications solut ...

Oil edged higher in the morning Asian session as traders digest the U.S.-India trade deal. ...

Chevron and Kimberly Clark check all the boxes for generating reliable passive income from dividend stocks.When searching for prospective dividend stocks, investors often have to compromise between high yield, dividend track record, dividend growth rate, and dividend affordability.After all, even if a company generates gobs of free cash flow (FCF) that supports a rapidly rising payout, it can still have a low yield if the stock price does well -- which has been the case with companies like Broadcom. Convers ...

Group 1 - Coterra Energy (NYSE:CTRA) has been downgraded by Scotiabank from "Outperform" to "Sector Perform" with the stock priced at $27.98 at the time of the downgrade [1][6] - Coterra Energy and Devon Energy have announced a merger in an all-stock deal valued at approximately $58 billion, including debt, aimed at creating a stronger entity in the energy sector [2][6] - The merger will establish one of the largest independent shale producers in the U.S., enhancing market position and operational efficiencies for both companies [2][3][6] Group 2 - The combined entity will retain the name Devon Energy and will be headquartered in Houston, expected to boost operational capabilities and market presence in the shale industry [3] - CTRA's stock is currently priced at $28.06, reflecting a decrease of 2.74% with a trading volume of 16.74 million shares on the NYSE, indicating significant investor interest [4][5] - Over the past year, CTRA's stock has fluctuated between a high of $29.82 and a low of $22.33, with a market capitalization of approximately $21.36 billion [4]