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Micron Technology, Inc. (MU)

MU is trading UP for the last 1 days, and it at trading at $945.35 with volume of 17,087,948 and a one day change of $12.49 (1.34%). Micron Technology, Inc. has a 52-week low of 114.07 and a 52-week high of $1,254.80. The business's 50-day moving average price is $954.97 and its 200 day moving average price is $588.28. The firm has a market cap of $1,054 million, a P/E ratio of 20.82, and a beta of 1.55.

Top news headlines for MU

Micron Technology, Inc. earns a Buy rating as hyperscalers front billions via SCAs, locking in capacity and insulating FCF from cyclical downturns. MU's shift to a quasi-SaaS toll-collector model, driven by agentic AI KV-cache demands and HBM wafer trade ratios, supports sustained high margins. Material risks include CXMT-driven supply shocks, algorithmic memory deflation, and hardware substitution that could compress multiples and margins post-2027.

China's memory-chip ambitions are moving into the heart of the artificial-intelligence supply chain. CXMT has begun producing small quantities of HBM3E, an advanced high-bandwidth memory used in AI chipsets, according to Reuters.

Mac and iPad prices just jumped 20% because of a memory shortage, and someone in the supply chain is pocketing enormous profits. Tracing the money reveals a winner most Apple investors are not watching.

Micron stock could make a big move in September following impressive results from its customers. The memory specialist has been clocking exponential growth and trades at an attractive valuation.

Micron Technology (MU) shares rose 1.6% on Monday as investors continued to assess whether structural changes in the memory market could reduce the company's historically high earnings volatility. Micron shares have more than tripled this year but trade at just above six times forward earnings.

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NVIDIA Corporation (NVDA)

NVDA is trading UP for the last 1 days, and it at trading at $219.81 with volume of 80,906,659 and a one day change of $2.26 (1.04%). NVIDIA Corporation has a 52-week low of 163.85 and a 52-week high of $236.27. The business's 50-day moving average price is $208.42 and its 200 day moving average price is $195.67. The firm has a market cap of $5,269 million, a P/E ratio of 27.36, and a beta of 2.27.

Top news headlines for NVDA

Saying Nvidia (NVDA) beat earnings last week "is a very serious understatement," says Ted Thatcher, who remains confident that the Mag 7 giant continues to serve as the tentpole to the AI trade. That said, "kinetic" macro headwinds in the U.S.-Iran war is something Ted sees as a lasting headwind, though he has contradictory views on interest rates and the U.S. consumer.

Nvidia announced a program to collect revenue on the same chip twice, once at sale and again through ongoing cloud profits, then paused it weeks later after internal warnings about antitrust exposure.

Nvidia Corporation remains a Buy as hyperscaler and NeoCloud demand drives robust growth and profitability. NVDA's valuation has declined to a 28x PE, yet earnings and margins remain strong with Q2 FY27 net income up 126% YoY. Capex growth from hyperscalers is a key driver; any slowdown or ROI deterioration poses a risk to NVDA's outlook.

JEPI's monthly payouts have quietly shrunk all year while the broader market surged past it, and the one event that could reverse both trends is now closer than most investors expect.

Dell Technologies (DELL) has learned from Nvidia (NVDA) in its data center buildout, says Don Gentile. He explains how Dell uses its knowledge, old and new, in creating a full AI stack.

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Intel Corp. (INTC)

INTC is trading UP for the last 1 days, and it at trading at $89.70 with volume of 47,877,687 and a one day change of $0.23 (0.26%). Intel Corp. has a 52-week low of 23.68 and a 52-week high of $142.34. The business's 50-day moving average price is $104.92 and its 200 day moving average price is $72.78. The firm has a market cap of $451 million, a P/E ratio of -42.40, and a beta of 1.35.

Top news headlines for INTC

Insider buying is not a perfect signal, but it can be a useful one when executives or major shareholders step in after a stock has weakened. That is especially true when the buying comes from a CEO, a controlling shareholder, or insiders with deep knowledge of the company's long-term prospects.

This article was written by Doug Nathman, with research by his team at Trefis.

CEO Lip-Bu Tan Bought $12 million of Intel's $23 billion equity offering at $95 per share in early August. CFO David Zinsner just gave a glimpse into what that money will be used for.

Intel stock is rising but software names such as ServiceNow trade lower. Energy stocks are jumping as oil prices rises after U.S. strikes against Iran.

Advisors Capital Management LLC purchased a new position in Intel Corporation (NASDAQ: INTC) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 21,261 shares of the chip maker's stock, valued at approximately $2,969,000. Other institutional investors have also recently added to

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Broadcom Inc. (AVGO)

AVGO is trading UP for the last 1 days, and it at trading at $369.70 with volume of 10,348,951 and a one day change of $0.91 (0.25%). Broadcom Inc. has a 52-week low of 285.08 and a 52-week high of $494.21. The business's 50-day moving average price is $386.09 and its 200 day moving average price is $368.53. The firm has a market cap of $1,755 million, a P/E ratio of 59.58, and a beta of 1.21.

Top news headlines for AVGO

Vanguard High Dividend Yield ETF (NYSEARCA:VYM) markets itself as a foundational income holding, but VYM's trailing yield has drifted down to roughly 2.21%, while its largest position is an AI chipmaker.

Broadcom has established itself as the leading ASIC chipmaker, and its revenue is accelerating tremendously. Its upcoming earnings report may be better than expected if Nvidia's recent results are a reliable gauge.

Broadcom has been a key partner in helping Alphabet create its custom AI chips. Alphabet's expanded relationship with Marvell has weighed on Broadcom's stock this year.

Broadcom Inc (NASDAQ:AVGO) is scheduled to report its fiscal third-quarter results on Sept. 2.

Broadcom is slated to post its latest quarterly results after the closing bell Wednesday, with traders expecting a big move from the chipmaker's stock.

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