iShares Future AI & Tech ETF

Citi raises Micron Technology target price from $425 to $840

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

HSBC raises Nvidia target price from $295 to $325

Mizuho Raises AMD Price Target to $515 on Strong Server Demand

LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

CoreWeave to Participate in the J.P. Morgan Global Technology, Media and Communications Conference

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

UBS Raises Broadcom Price Target to $490, Maintains Buy Rating

Oracle Options Surge on May 18 US Eastern Time, Call Options Account for 71%, $200 Strike Contract Sees High Volume

AMD to Present at Bank of America Global Technology Conference

AMD Executive to Present at J.P. Morgan Technology Conference

Beijing to Meet with AMD CEO Lisa Su to Discuss AI Chip Cooperation

AMD CEO Lisa Su to Attend Shanghai Developer Event and Deliver Keynote Speech on May 19

Nvidia CEO Huang Renxu Optimistic About China Allowing AI Chip Imports

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

RIME

CRWV

Algorhythm pre-market down 8.47%; Coreweave pre-market down 3.87%; Amesite pre-market up 224.39%; Meitu Technology pre-market up 111.41%; MetaVia pre-market up 63.96%

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Algorhythm

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Amesite

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MetaVia

Pre-market hot trades in US stocks: Algorhythm pre-market down 8.47%; Coreweave pre-market down 3.87%

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US stock index futures fell, led by weakness in semiconductor shares, raising concerns over inflation and corporate earnings. Dow futures dropped 65 points, with technology stocks under pressure. Oil prices eased but remained high amid Middle East tensions. Treasury yields pulled back after a recent rise. Investors are awaiting Nvidia's earnings and the Federal Reserve's minutes for insights on economic conditions.

- US stock index futures declined due to weakness in semiconductor shares and concerns over inflation, elevated bond yields, and corporate earnings outlook.  
- The S&P 500 futures fell 0.23%, while Nasdaq 100 contracts decreased by 0.46%, reflecting pressure on technology stocks.  
- Market sentiment remains fragile ahead of upcoming earnings reports from Nvidia and Walmart, along with the Federal Reserve's minutes, amid ongoing geopolitical tensions.

Invezz

NVIDIA

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VanEck Semiconductor ETF

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Dow Jones Industrial Average

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Micron Tech

Seagate Tech

Western Digital

NVIDIA Corporation

Western Digital - WI

Dow futures slip 65 points: 5 things to know before markets open

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Integral Investment Advisors Inc. acquired a new stake in Micron Technology, Inc. (NASDAQ: MU) during Q4, purchasing 1,547 shares valued at approximately $442,000. Other institutional investors also increased their stakes in Micron. Analysts have raised target prices for Micron, with a consensus rating of 'Buy' and an average target of $495.63. Recent insider transactions included significant stock sales by executives, reflecting a decrease in their ownership.

- Integral Investment Advisors Inc. acquired 1,547 shares of Micron Technology, valuing approximately $442,000, as reported in a recent SEC filing.  
- Multiple hedge funds have increased their stakes in Micron, with significant investments from firms like iA Global Asset Management and Westpac Banking Corp, reflecting strong institutional interest.  
- Despite a favorable outlook driven by AI demand, concerns about potential market fluctuations and insider sales may impact investor sentiment regarding Micron's future performance.

Market Beat

Direxion Semicon Bull 3X

Direxion Daily MU Bear 1X Shares

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

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Integral Investment Advisors Inc. Buys New Position in Micron Technology, Inc. $MU

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RiverFront Investment Group LLC increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 138.4% in Q4, owning 3,839 shares valued at $822,000. Other institutional investors also raised their positions. AMD's stock opened at $420.99, with a market cap of $686.47 billion. The company reported $1.37 EPS, exceeding estimates, and a revenue of $10.25 billion, up 37.8% year-over-year. Insider sales included CEO Lisa T. Su selling 125,000 shares.

- RiverFront Investment Group LLC increased its stake in Advanced Micro Devices, Inc. (AMD) by 138.4% during Q4, owning 3,839 shares worth $822,000.  
- Other institutional investors also adjusted their positions in AMD, reflecting a general trend, with hedge funds holding 71.34% of the stock.  
- AMD reported a Q1 earnings per share of $1.37, outperforming expectations, and had revenue of $10.25 billion, marking a 37.8% year-over-year increase.

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Oracle

Corning

Citigroup

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RiverFront Investment Group LLC Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

FTXL

Sapient Capital LLC increased its holdings in Micron Technology, Inc. by 55.6% during Q4, owning 10,182 shares valued at $2,981,000. Other hedge funds also raised their stakes, with AQR Capital Management increasing by 411.9%. Micron remains a key player in the AI boom, despite facing some market pressures and concerns about demand durability. The company recently announced a quarterly dividend increase from $0.12 to $0.15 per share.

- Sapient Capital LLC increased its holdings in Micron Technology by 55.6% during Q4, acquiring a total of 10,182 shares valued at $2,981,000.  
- Other hedge funds also significantly adjusted their positions in Micron, with AQR Capital Management increasing its stake by 411.9%, now owning over 3.6 million shares valued at $606.87 million.  
- Micron's stock has faced volatility, recently down 6.0%, amid concerns over semiconductor sell-offs and the sustainability of AI-driven demand for memory chips.

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

SPDR S&P Semicon

Roundhill Memory ETF

Sapient Capital LLC Purchases 3,638 Shares of Micron Technology, Inc. $MU

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Billionaire Stanley Druckenmiller has sold his entire stake in Alphabet and invested heavily in memory and storage stocks, including Sandisk, Micron Technology, and Seagate Technology. His decision follows a significant profit from Alphabet, which appreciated over 50% during his holding period. Druckenmiller's shift reflects skepticism about AI stocks while capitalizing on the growing demand for memory and storage solutions amid AI infrastructure expansion.

- On May 15, institutional investors were required to file Form 13F, marking a significant date in the financial calendar.  
- Stanley Druckenmiller sold his entire stake in Alphabet and invested heavily in memory and storage stocks like Sandisk, Micron Technology, and Seagate Technology, indicating a shift in focus from AI-related investments.  
- This move aligns with his strategy of capitalizing on short-term opportunities, driven by strong demand for data storage solutions amidst AI infrastructure expansion.

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Alphabet

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Sandisk

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Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks

INTC

Analyst Ben Reitzes raised price targets for Micron, SanDisk, and Intel, citing strong AI infrastructure demand that enhances earnings predictability. He predicts continued growth in chip stocks, with Micron's target raised to $1,100, SanDisk's to $2,350, and Intel's to $150. The demand for AI is creating supply bottlenecks, benefiting these semiconductor companies significantly.

- Melius Research analyst Ben Reitzes predicts continued growth in chip stocks due to high demand for artificial intelligence infrastructure and sustained spending.  
- He is particularly optimistic about Micron, SanDisk, and Intel, having raised their target prices as long-term agreements enhance forecast accuracy in a volatile tech sector.  
- The strong market performance of these companies reflects rising demand for AI, with Micron's stock up 139%, SanDisk's soaring over 460%, and Intel gaining 193% this year.

benzinga_article

Intel

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Broadcom

Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Targets Up'

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Nvidia has increased its stake in CoreWeave to 11%, holding approximately 47.2 million shares valued at $4.9 billion. This move has attracted investor interest, especially as CoreWeave reported significant revenue growth and a backlog of $99.4 billion. Analysts have mixed views; while some maintain bullish price targets between $140 and $160, others express caution due to CoreWeave's high debt and ongoing losses.

- Nvidia has increased its stake in CoreWeave to 47.2 million shares, worth approximately $4.9 billion, amid rising interest from investors.  
- CoreWeave reported significant growth in Q1 2026, with revenues of $2.1 billion and a backlog of $99.4 billion, indicating strong demand for AI infrastructure services.  
- Analysts express mixed sentiments, with some bullish on CoreWeave's prospects due to its strategic importance, while others caution about its high debt and profitability challenges, leading to varied price targets.

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Global X Cloud Computing ETF

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Jefferies Financial

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Nvidia owns 11% of this neocloud stock: should you buy in too?

Micron Technology's stock has surged to $725, nearly doubling in a month due to its pivotal role in the AI semiconductor market. Despite appearing expensive, forward earnings analysis indicates it remains reasonably valued with a forward P/E of about 8. Analysts expect EPS to grow significantly, suggesting further upside potential for investors willing to navigate volatility.

- Micron Technology's stock has surged nearly 58% recently, driven by its significant earnings growth and role in the AI semiconductor market.  
- Despite its high share price over $700, analysts suggest Micron is undervalued with a forward P/E ratio of about 8, indicating room for further growth as demand for memory products rises.  
- While some analysts recommend alternative stocks, the underlying earnings potential positions Micron as a compelling option for long-term investors willing to navigate market volatility.

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Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

The ongoing Iran war poses new risks for the semiconductor sector, particularly for TSM and NVDA, as rising costs for essential inputs like gases and metals threaten profit margins. Despite strong AI demand, companies like VAT Group AG are already feeling the impact, with significant sales losses. Analysts warn that prolonged conflict could exacerbate cost pressures, although the AI boom continues to drive stock performance. Firms with diversified sourcing and pricing power may better withstand these challenges.

- The ongoing AI trade is boosting chip stocks, but the Iran war introduces new risks by potentially increasing input costs for semiconductor manufacturers.  
- Companies like Taiwan Semiconductor Manufacturing Company and Infineon Technologies have warned that rising prices for gases, metals, and energy could strain profit margins, even as AI demand remains robust.  
- While the AI boom currently sustains investor interest, prolonged conflict may lead to higher costs impacting earnings, particularly for firms lacking diversified sourcing and cost management strategies.

Tip Ranks

Taiwan Semiconductor

Direxion Daily TSM Bull 2X Shares

Global X Funds Global X Artificial Intelligence & Tech ETF

Leverage Shares 2X Long TSM Daily ETF

Global X AI Semiconductor & Quantum ETF

Hon Hai Precision Industry Co., Ltd.

Infineon Technologies AG

Iran War Puts AI Chip Rally to the Test as TSM, NVDA Face Rising Cost Risks

Oh no, another time Anthropic announcement hammers software stocks. More will come.

Global X Robotics & Artificial

First Trust Index NextG ETF

Ark Innovation ETF

- Wall Street's main indexes were subdued as investors evaluated Anthropic's introduction of new AI tools for various business applications.  
- Anthropic presented 10 methods for businesses to integrate its technology, following recent announcements that led to a selloff in traditional software stocks.  
- As of 09:31 a.m. ET, the Dow Jones Industrial Average fell 7.93 points, the S&P 500 decreased by 4.18 points, while the Nasdaq Composite rose by 2.66 points.

Reuters

US STOCKS SNAPSHOT-Wall St muted after Anthropic announces new AI tools

iShares Future AI & Tech ETF(ARTY.US)

Pre-market hot trades in US stocks: Algorhythm pre-market down 8.47%; Coreweave pre-market down 3.87%

Dow futures slip 65 points: 5 things to know before markets open

Integral Investment Advisors Inc. Buys New Position in Micron Technology, Inc. $MU

RiverFront Investment Group LLC Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

Sapient Capital LLC Purchases 3,638 Shares of Micron Technology, Inc. $MU