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In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

Micron has emerged as one of the biggest beneficiaries of the AI boom, but investors should look beyond the excitement.

Major chip stocks sold off sharply on Friday to seal the sector's sharpest one-day loss in more than six years, as investors bailed on momentum-oriented plays.

Shares of Micron Technology and SanDisk came under heavy selling pressure on Friday as a broad retreat in semiconductor stocks gathered pace. Investors reassessed the outlook for artificial intelligence-related names following Broadcom's latest earnings report and a stronger-than-expected US jobs report.

The Nasdaq dropped nearly 3% after a stronger-than-expected hiring report. Strong employment data has traders bracing for a Fed rate hike.

AI chip leaders face renewed scrutiny as hot jobs data and rate hike fears jolt U.S. growth stocks, today, June 5, 2026.

The All-In podcast (hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg) recently hosted Coatue's Thomas Laffont, surfacing an idea they called the “10X paradox.

Yesterday's Broadcom sell-off is spreading beyond AI stocks today, and infecting everything tech.

Highflying memory-chip stocks Micron and Sandisk tumbled on Friday after hitting record highs on Wednesday.

Yesterday's Broadcom sell-off is spreading beyond AI stocks today, and entangling everything tech.

The so-called Trump Ballroom Tracker, a financial index used to track the companies that have donated to the president's new ballroom project, has significantly outperformed the market since its launch.
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading.

Nvidia recently gave Micron investors some good news, but investors are focused on other valuation catalysts today.

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocks This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. SpaceX to the Moon 1 hour ago Live Morgan Stanley is making the case that... Live Nasdaq Composite: Chip Selloff and Rising Yields Weigh on Nasdaq After Jobs Report Stuns
Stock futures are mixed amid semiconductor, with the Nasdaq heading for a sharp open as tech unwinds

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has arguably been the biggest story of the AI boom thus far, with shares gaining more than 1,800% since the lows of 2022.

Micron stock was falling again Friday even after confirmation it has qualified to supply the latest high-bandwidth memory to Nvidia.

Micron stock (NASDAQ: MU) has delivered one of the most extraordinary rallies in semiconductor history, but Wall Street is becoming increasingly cautious about how much future growth is already reflected in the share price. The memory-chip maker has become one of the biggest winners of the artificial intelligence boom, with its shares up about 840% over the past year and its market value crossing the $1 trillion mark.

The tech sector's blistering run came to a halt on Wednesday as renewed strikes in Iran and a sour response to Broadcom's earnings weighed on sentiment. Despite a stellar Q2 with record revenue and margins, Broadcom sank 15% Thursday, dragging chip stocks lower. This long-awaited rotation presents an opportunity for semiconductor names that pair strong forward earnings growth with durable profitability.
Could the AI trade be starting to lose its edge—or is it just primed for a break?

Micron Technology (MU) shares dropped about 8% on Thursday after a sharp slide in Broadcom (AVGO) weighed on semiconductor names and triggered broad profit-taki

A screenshot circulating on r/MU_Stock shows a brokerage account went from $258,506.22 in buying power to $2,971,054.95, a 823.97% year-to-date gain, on a single trade.

United States Representative Josh Gottheimer, a Democrat from New Jersey, just disclosed a wave of fresh stock purchases, and among them, four are direct bets on the Artificial Intelligence (AI) chip industry.

The semiconductor trade is losing steam following Broadcom's earnings report.

Investors are eager for clues that the blockbuster AI spending that has powered markets higher in recent months is slowing. They may not like everything they see.

Profits are soaring, for now. That does not guarantee they will in the future.

Nvidia hasn't had the strongest 2026 so far.

Everyone hates Broadcom stock today, and Micron is getting caught in the storm.

Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down by about 7% to $1,004 in mid-morning trading on Thursday, June 4, after Broadcom (NASDAQ:AVGO) delivered an AI chip outlook that markets viewed as underwhelming.

Although 2026 has been a roller coaster year for the markets so far, certain sectors have remained strong.

Micron Technology, Inc. MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the explosive growth of artificial intelligence (AI) and high-performance computing (HPC), which are driving unprecedented demand for advanced memory solutions.

Micron Technology (NASDAQ:MU) CEO Sanjay Mehrotra unloaded nearly $36 million in company stock last week, filing a Form 4 with the SEC disclosing the sale of 37,439 shares on May 29 across 30 separate transactions at a weighted-average price of $960.38 per share — netting a total of approximately $35.96 million.

Technology stocks came under heavy pressure on Thursday after Broadcom's latest outlook failed to satisfy investors who had been betting on an even faster acceleration in artificial intelligence-related demand. Broadcom shares slumped 15%, putting the semiconductor giant on track to become the worst-performing stock in the S&P 500.

Investors just can't seem to get enough of the memory and storage stocks, even after their mouth-watering parabolic moves. Micron (NASDAQ: MU) and South Korea's SK Hynix are now $1 trillion companies. It's hard to believe, but they're rising up the ranks in a big way. And analysts across Wall Street still expect more from the... Opinion: The Best Memory Stock to Buy Isn't Named Micron or SanDisk

Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a "neo cloud" by providing both Colossus-1 and Colossus-2 data centers to Anthropic's Claude, which has been "severely compute constrained throughout the year." The... Elon Musk's New Role: Why SpaceX Just Became a 'Neo Cloud' for Anthropic

I'm upgrading Micron to a cautious buy on pullbacks. My call is mainly driven by structural AI demand and memory supply constraints. MU's valuation is now based on a multi-year AI supercycle, with HBM4 demand visibility and pricing power supporting the bull thesis. Key near-term catalysts include management's commentary on HBM TAM, revenue run-rate, and gross margin expansion at the upcoming June 24 print, in my opinion.

For much of the past year, Wall Street has debated whether the semiconductor rally is a once-in-a-generation earnings cycle or bubble.
MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.

Chipmakers fell sharply in premarket trading Thursday, with Broadcom, Micron and Marvell leading the losses. Broadcom reported weaker-than-expected earnings on Wednesday.

The First Trust Nasdaq Semiconductor ETF does things differently than standard semiconductor ETFs, positioning it as a beneficiary of Micron's surge.

Micron stock was falling Thursday, with one analyst predicting memory-chip prices might be approaching a ceiling.

The memory chipmaker is going on a historic stock market run.

Micron Technology (MU) is a frontrunner in the AI-driven memory supercycle, benefiting from surging demand for DRAM and HBM products. MU's strategic customer agreements, rapid HBM3E ramp, and expanding cloud memory business underpin record revenue and margin expansion. Despite cyclical risks and aggressive competition, structural supply constraints and AI tailwinds support elevated pricing and earnings durability.

Booming AI demand and rising memory prices could mean even more gains ahead for memory investor favorites Micron and Sandisk, after a blistering rally in recent months, according to analysts at Morgan Stanley.

MU and MRVL have soared on AI demand, but Micron's stronger margins, lower debt and cheaper valuation may give it the edge this June.
The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg's Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the "Parabolic 7." Weisenthal's shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

Micron Technology, Inc. (NASDAQ:MU) stock has climbed so far, so fast that it is flashing one of the market's most dependable warning signs.

Investors searching for the biggest stock winners of 2026 may be surprised to learn they already own some of them through small-cap ETFs.

Micron is slated to report fiscal third-quarter earnings later this month.

This AI infrastructure stock took off following its latest quarterly report, and it is still trading at an incredibly attractive valuation.

Micron Technology (NASDAQ:MU | MU Price Prediction) just joined the trillion-dollar club after a 19.29% single-day surge on UBS analyst Timothy Arcuri's price target hike from $535 to $1,625.

Morgan Stanley has more than doubled its price target on Micron (NASDAQ: MU) on Wednesday, June 3, raising it from $520 to $1,050 and keeping an ‘Overweight' rating on the shares.

Micron Technology, Inc. earns a Strong Buy rating, reflecting a structural shift from cyclical trading stock to a core AI infrastructure play. MU trades at a 17.6x forward P/E and 12.9x EV/EBITDA, both at notable discounts to sector medians despite record gross margin guidance and AI-driven demand. HBM4 and SOCAMM2 products drive multi-year visibility, with all 2026 HBM4 output sold out and SOCAMM2 offering incremental margin expansion.

Micron stock is adding to its more than tenfold gain in the past year, but investors should keep an eye on rising Chinese memory-chip production.

Investing in a memory company like Micron brings unique challenges.

Micron (MU) closed at $1 in the latest trading session, marking a +2.76% move from the prior day.

Silver coils for a breakout

Chart 1 The relationship between Nvidia and Micron is considerably closer than many investors realize.
