MU

NVIDIA, Micron, D-Wave and Rigetti offer exposure to AI and quantum computing as the U.S.-China tech race intensifies.

Micron's AI-driven HBM demand and lower valuation give it an edge over NVIDIA, despite strong growth at both companies.

Palantir Technologies ( PLTR ), Micron Technology ( MU ) and Space Exploration Technologies Corp. ( SPCX ) represent three of the most compelling companies in the market today, each sitting at the center of some of the world's most important investment themes. They also generate unusually wide disagreement among investors, attracting both exuberant bulls and deeply skeptical bears.

Micron Technology MU shares fell on Tuesday as the broader semiconductor sector came under pressure from rising Treasury yields and concerns about higher financing costs for artificial intelligence infrastructure. The decline interrupted a strong run for the memory-chip maker, which had climbed above $1,000 in the previous session.

Micron Technology (NASDAQ:MU | MU Price Prediction) closed the most recent session at $1,011.75, capping a 254.71% year-to-date run driven by an AI memory cycle that CEO Sanjay Mehrotra called a structural transformation of the industry.

Shares of memory chip makers are selling off hard midday Tuesday as investors rotate out of AI hardware.

Analysts note high expectations, concerns about elevated Treasury yields and a potential letdown surrounding Anthropic's financial progress,

The artificial-intelligence buildout is creating an unusual problem for semiconductor investors: demand is arriving faster than the supply chain can deliver the most advanced components.

I keep hitting the buy button on Micron Technology (NASDAQ:MU | MU Price Prediction) because for the first time in my investing life, the memory business is behaving like a utility instead of a rodeo.

Memory and storage stocks are selling off Tuesday morning as rising Treasury yields pressure what has been the most extended trade in the semiconductor sector.