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Micron soars as UBS more than triples price target to $1,625, predicting a near $2 trillion memory juggernaut
It’s different this time.
That’s the call from UBS analyst Timothy Arcuri, who more than tripled his price target on memory specialist MicronMU $815.46 (-1.48%) to $1,625 from $535. If his view were realized, the company would be worth north of $1.8 trillion.
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In this video, I will cover Nvidia's (
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) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 21, 2026. The video was published on May. 21, 2026.
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Even though many semiconductor stocks are up sharply in 2026, Bank of America believes there is much more to come, as high artificial intelligence spending is likely here to stay.
“We retain high conviction in continued AI infra strength, driven by: (1) 3–5x YoY sales growth at frontier labs, (2) improving AI monetization, exponential token growth (7x YoY at Google), and continued disruption fear
2026-05-26
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2026-05-26
STMicroelectronics
700V PowerGaN devices improve energy efficiency and enable more compact power designs for AI servers, robotics, industrial systems and advanced consumer applications including home appliances
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2026-05-26
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FUNDING & BUSINESS
nvidia
michael burry
ai demand
chip market
Michael Burry Warns Nvidia Stock Faces Aggressive Fall
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May 26, 2026
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In Substack posts, investor Michael Burry warned that Nvidia stock is vulnerable to an "aggressive fall," saying "The conditions for an aggressive fall are as strong as they ha
2026-05-26
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2026-05-26
MLex
By Curtis Eichelberger ( May 26, 2026, 13:01 GMT | Insight) -- Texas Instruments’ $7. 5 billion acquisition of Silicon Laboratories' received merger clearance May 22 after the Hart-Scott-Rodino waiting period expired just before midnight, according to a filing with the US Securities and Exchange Commission. Texas Instruments’ $7. 5 billion acquisition of Silicon Laboratories' received merger clea
2026-05-26
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2026-05-26
MLex
( May 26, 2026, 12:59 GMT | Official Statement) -- MLex Summary: Texas Instruments and Silicon Laboratories' received merger clearance when the Hart-Scott-Rodino waiting period expired just before midnight EST on May 22, 2026, according to a Silicon Laboratories filing with the US Securities and Exchange Commission. Excerpt. . . .
2026-05-26
africa.businessinsider.com
2026-05-26
Business Insider Africa
Nvidia stock is at a historically high risk of an "aggressive fall," Michael Burry says.
The "Big Short" investor said the next fall could be "more dramatic" than previous big drops.
Burry rang the alarm on "tokenmaxxing," calling it a "crazy, rushed, temporary phase."
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Michael Burry warned Nvidia stock looks vulnerable and the AI "tokenmaxxing" trend won't last in two recent Substack posts.
"The conditions for an aggressive fall are as strong as they have been in the history of the stock," Burry wrote in a Monday post.
The investor of "The Big Short" fame — known for making prescient calls and dire predictions — added that Nvidia's next decline could be "more
2026-05-26
eetimes.com
2026-05-26
Huawei's answer to Moore's Law without EUV promises 14A performance by 2031.
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2026-05-26
Yahoo Finance
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