Nvidia is the market leader in general-purpose graphics processing units (GPUs). Taiwan Semiconductor is the largest chip foundry in the world, partnering with semiconductor leaders like Nvidia, AMD, and Broadcom.
The AI-driven memory shortage is set to see prices of RAM and DRAM spike this year. Micron, as a leading producer of memory hardware, is set to profit from that shortage.
Interactive Brokers NASDAQ: IBKR, Micron Technology NASDAQ: MU, and AutoZone NYSE: AZO are three notable stocks seeing large insider trades. Micron's buy is a clear bullish signal for one of the best-performing stocks of 2025.
Semiconductor stocks have been among the largest beneficiaries of the AI revolution. Hyperscalers are increasing their spending allocations to downstream chip applications.
BOISE, Idaho, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that company executives will participate at the Wolfe Research Auto, Auto Tech and Semiconductor Conference in New York, New York on Wednesday, February 11, at 6:50 a.m. Mountain time.
Micron Technology, Inc. has continued to surge, closing in on $400 per share. The current upcycle appears to have more legs as new fabs are still a long way off. While I expect more upside ahead for MU stock, cyclicality is alive and well.
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