Previous 10 | Next 10 |
Seth Klarman’s 13F portfolio value increased from $8.01B to $9.25B this quarter. Baupost Group added Pershing Square Tontine, Micron Technology, and Applied Materials while dropping Akebia Therapeutics. The portfolio continues to be heavily concentrated with the top three p...
Seth Klarman's Baupost fund takes new positions in Bill Ackman's Pershing Square Tontine (PSTH) with 17.5M shares and Micron Technology (MU) with 5.22M shares, according to its latest 13F filing.Exits stakes in Akebia Therapeutics (AKBA), Univar (UNVR), and Ventas (VTR).Added to holdings in P...
After the market closed on Monday, Nov. 9, memory chipmaker Micron Technology (NASDAQ: MU) made an announcement that slipped under most investors' radar. Given the unfolding political drama, positive vaccine news, and massive rotation from growth stocks to value stocks, it's unsurpr...
"The U.S.’s relationship with China can’t get worse," says Piper Sandler analyst Harsh Kumar. A Biden administration would work to "repair the broken relationship," a tailwind for the semiconductor industry "given the growing end-market demand for chips, along with the sign...
SOXX provides exposure to predominantly U.S-based semiconductor companies. Market outlook is mixed but taking into consideration evolution of the industry to cater for 5G and AI requirements, an investment with a longer-term view makes sense. Compared to other ETFs in its category...
Micron's stock has been steadily rising. The stock may be on its way back to $61.50, based on an analysis of the chart. The bullish views come despite weak gross margins. For further details see: Micron's Stock May Be Nearing A Big Breakout
Tech stocks are surging after Election Day, building on what has already been a great year for the sector -- 5G stocks included. But there is plenty more room to run here. 5G mobile networks are still in the early innings of construction, and the companies responsible for building the infra...
United Microelectronics (NYSE: UMC) , the second-largest contract chipmaker in Taiwan after Taiwan Semiconductor Manufacturing , recently pled guilty to stealing trade secrets from American memory chipmaker Micron Technology (NASDAQ: MU) . The U.S. Department of Just...
In a comparison of financial results, Micron Technology's DRAM financials were competitive with Samsung Electronics, but NAND financials underperformed. The acquisition of Intel's NAND business by memory peer SK Hynix will relegate Micron to last place in the NAND sector with just a 1...
Texas Instruments has a lower valuation than it deserves, with industry leading margins/returns. A lower U.S. Dollar will be a huge catalyst for results with 85% of sales originating from overseas customers. Strong technical momentum since late summer may be signaling a robust 202...
News, Short Squeeze, Breakout and More Instantly...
Micron Technology Inc. Company Name:
MU Stock Symbol:
NASDAQ Market:
Micron Technology Inc. Website:
2024-05-16 07:33:31 ET In a recent 13F filing, Tudor Investment Corp., the investment firm founded by legendary trader Paul Tudor Jones revealed initiating a stake in PayPal Holdings Inc. (NASDAQ:PYPL), acquiring approximately 888,239 shares valued at $59.5 million during the first quar...
The Nasdaq 100 closed higher by more than 100 points on Tuesday. Investors, meanwhile, focused on some notable insider trades. When insiders sell s...
Micron Technology (NASDAQ:MU) has outperformed the market over the past 5 years by 15.81% on an annualized basis producing an average annual return...