REVEALED: 5 | Rare Historical Photos

Micron Sinks 31%, But Wall Street Backs MU Stock

Despite the sharp decline in Micron stock, Wall Street analysts are supportive, indicating that the correction does not signal deterioration in its underlying fundamentals.

Barchart · Aug 5

It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands are interested

CXMT has seen massive growth by filling the mass-market hole left by the memory Big Three, and now gaming laptop brands want in.

GamesRadar · Aug 5

You Hit Micron’s Bear Thesis Every Time ChatGPT Says ‘Start a New Chat.’ Burry’s MU Short Might Be Onto the Same Thing.

Michael Burry’s latest Micron short highlights a long-term bear case that hinges on AI breakthroughs reducing future memory demand.

Barchart · Aug 3

Stock market turmoil sheds stark light on the opaque AI economy

Investors scramble to make sense of a shock Chinese challenge to the dominance of western chipmakers

The Guardian - UK · Aug 2

Michael Burry Just Turned His Guns on Nvidia, Micron and SOXX — ETF Investors Are Watching the Fallout

Michael Burry is doubling down on his cautious view of the artificial intelligence trade, increasing his bearish exposure to NVIDIA Corp (NASDAQ:NVDA) while expanding outright short positions in Micron Technology Inc (NASDAQ:MU) and the iShares Semiconductor ETF (NASDAQ:SOXX).

Benzinga · Jul 31

'The Market Has Voted': Michael Burry Warns Big Tech's AI Spending Is Harming Stocks While Apple Wins

How AI investment strategies are impacting major US tech firms and what a potential market correction could mean for UK pension holders, according to Michael Burry's analysis.

International Business Times UK · Jul 31

Sub-$400 Thunderbolt 5 dock roundup — Keychron and Plugable offer dual HDMI, but UGREEN takes top spot with an M.2 NVMe slot

All three Thunderbolt 5 docks offer similar performance, but one really stands out with its features.

Tom’s Hardware · Jul 31

Brutal Math of Leveraged AI Bets: Why Martin Shkreli Says Wall Street Will 'Send Micron to $5'

As a massive, over-leveraged AI hedge fund, Situational Awareness, faces forced liquidation, former hedge fund manager Martin Shkreli, also known as ‘Pharma Bro’, warns that Wall Street’s trading tactics—not just falling valuations—are driving the collapse.

Benzinga · Jul 31

‘I‘m just stuck’: Meet the former OpenAI researcher sitting on $700K of equity that he says is overvalued

Andrew Ho worked at OpenAI for eight months but said he had to leave after realizing how tremendously overvalued the AI labs are. And he doesn’t think it’s a bubble.

Fortune · Jul 30

Chipmakers Are Soaring After a Days-Long Rout. Micron, Lam And Sandisk Jump

Chip stocks are soaring on Thursday as they rebound from a days-long rout.

International Business Times · Jul 30