Micron Technology is a leading global provider of advanced semiconductor solutions, specializing in memory and storage products. The company designs and manufactures dynamic random-access memory (DRAM) and NAND flash memory, which are essential components used in various electronic devices, including smartphones, computers, data centers, and automotive applications. By delivering innovative and high-performance memory solutions, Micron plays a crucial role in supporting the growing demand for data storage and processing capabilities in an increasingly digital world. Additionally, they engage in research and development to advance technology and improve product efficiency, making significant contributions to the evolution of the semiconductor industry. Read More
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Appaloosa's billionaire boss tripled his fund's stake in an artificial intelligence (AI) company at the forefront of an addressable market that can 32X by 2030.
As of February 19, 2026, Micron Technology, Inc. (NASDAQ: MU) has transitioned from being a cyclical commodity manufacturer into the backbone of the global artificial intelligence infrastructure. Long known for the boom-and-bust cycles of the memory industry, Micron is currently at the center of a "structural supercycle" driven by the insatiable demand for High Bandwidth [...]
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