Most investors would be very happy if a stock they owned quadrupled over 10 years. But they'd likely be ecstatic if the stock instead delivered such a huge gain over 12 months. That's what six members of the S&P 500 (^GSPC +0.83%) have done over the last year. Micron Technology (MU +5.00%) and SanDisk (SNDK +11.75%) rank among those massive winners. Micron's shares have soared more than 300% over ...
Most investors would be very happy if a stock they owned quadrupled over 10 years. But they'd likely be ecstatic if the stock instead delivered such a huge gain over 12 months. That's what six members of the S&P 500 (^GSPC +0.83%) have done over the last year. Micron Technology (MU +5.00%) and SanDisk (SNDK +11.75%) rank among those massive winners. Micron's shares have soared more than 300% over the last 12 months, while SanDisk's stock has been a 10-bagger. Which of these memory stocks is the better pick now? Here's how Micron and SanDisk stack up against each other. The case for Micron Micron makes multiple types of memory, including dynamic random-access memory (DRAM), NAND flash memory, and high-bandwidth memory (HBM). It continues to be highly successful on all fronts. The company generated record DRAM revenue of $10.8 billion in the first quarter of 2026, up 69% year over year and 20% quarter over quarter. Micron can't make enough DRAM chips to keep up with demand. It's a similar story with NAND flash memory. Micron reported Q1 NAND revenue of $2.7 billion, a 22% year-over-year and sequential increase. Again, demand is significantly outpacing supply. Micron's HBM opportunity is even more impressive. The company has completely sold out of HBM supplies for 2026. It expects the total addressable market for HBM to increase at a compound annual growth rate of around 40% through 2028, reaching $100 billion. HBM is critical for AI chips. Micron's key competitive advantage is that its HBM3E chips use 30% lower power than rivals. Expand NASDAQ : MU Micron Technology Today's Change ( 5.00 %) $ 18.50 Current Price $ 388.80 Key Data Points Market Cap $438B Day's Range $ 357.69 - $ 390.00 52wk Range $ 61.54 - $ 455.50 Volume 1.3M Avg Vol 34M Gross Margin 45.53 % Dividend Yield 0.12 % What about the recent reports that Nvidia (NVDA +2.71%) is only using HBM4 from Micron's two competitors, Samsung and SK Hynix, for its Vera Rubin GPU/CPU platform? At first glance, that soun...
Key Points Micron and SanDisk have delivered tremendous gains over the past 12 months. Both companies have strong growth prospects thanks to soaring demand for their memory products. 10 stocks we like better than Micron Technology › Most investors would be very happy if a stock they owned quadrupled over 10 years. But they'd likely be ecstatic if the stock instead delivered such a huge gain over 1...
Key Points Micron and SanDisk have delivered tremendous gains over the past 12 months. Both companies have strong growth prospects thanks to soaring demand for their memory products. 10 stocks we like better than Micron Technology › Most investors would be very happy if a stock they owned quadrupled over 10 years. But they'd likely be ecstatic if the stock instead delivered such a huge gain over 12 months. That's what six members of the S&P 500 (SNPINDEX: ^GSPC) have done over the last year. Micron Technology (NASDAQ: MU) and SanDisk (NASDAQ: SNDK) rank among those massive winners. Micron's shares have soared more than 300% over the last 12 months, while SanDisk's stock has been a 10-bagger. Which of these memory stocks is the better pick now? Here's how Micron and SanDisk stack up against each other. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The case for Micron Micron makes multiple types of memory, including dynamic random-access memory (DRAM), NAND flash memory, and high-bandwidth memory (HBM). It continues to be highly successful on all fronts. The company generated record DRAM revenue of $10.8 billion in the first quarter of 2026, up 69% year over year and 20% quarter over quarter. Micron can't make enough DRAM chips to keep up with demand. It's a similar story with NAND flash memory. Micron reported Q1 NAND revenue of $2.7 billion, a 22% year-over-year and sequential increase. Again, demand is significantly outpacing supply. Micron's HBM opportunity is even more impressive. The company has completely sold out of HBM supplies for 2026. It expects the total addressable market for HBM to increase at a compound annual growth rate of around 40% through 2028, reaching $100 billion. HBM is critical for AI chips. Micron's key competitive advantage is that its HBM3E chips use 30% lower power th...
European Central Bank Governing Council member Madis Muller said the chances of an interest-rate hike have risen of late, but that officials shouldn’t react hastily to the war in Iran and its implications. “The probability of the next change in the policy rates now being more towards an increase rather than the opposite,” the Estonian official told an event Tuesday in Vilnius. “That probably has g...
European Central Bank Governing Council member Madis Muller said the chances of an interest-rate hike have risen of late, but that officials shouldn’t react hastily to the war in Iran and its implications. “The probability of the next change in the policy rates now being more towards an increase rather than the opposite,” the Estonian official told an event Tuesday in Vilnius. “That probably has gone up in the last couple of weeks.” At the same time, the ECB shouldn’t “rush into any decisions,” he said. “We should first see if this increase in energy prices that we now are experiencing, if that turns out to be transitory or not.” Traders ramped up bets on monetary tightening as the fighting in the Middle East sent energy prices surging. But having at one stage priced two quarter-point hikes in the deposit rate this year, wagers have been pared back to less than one after President Donald Trump signaled the conflict may soon end. Speaking at the same event, Muller’s Lithuanian counterpart Gediminas Simkus also warned against hasty action. “Stay calm, don’t overreact because things are developing,” he said. “If things would last, if things spread, it would have implications not only on inflation but also more generally on the Middle East and also for Europe.” The ECB will next set borrowing costs on March 19. ECB Rate-Hike Bets Test Officials’ Attempts to Keep Their Cool ECB Tracks Iran Effect on Prices But Won’t Rush Action: Overview ECB’s Nagel Says Inflation More Worrying Than Growth on Iran War
Practicing yoga has its benefits: the meditative calm, grounded-ness and balance. The devoted pursue transformative spiritual journeys, through poses, chants and breath work. Some followers of tantra yoga take things even further, using sensuality to channel their energy and reach beyond themselves, seeking out of body liberation and enlightenment. But it’s that very pursuit that has also left hun...
Practicing yoga has its benefits: the meditative calm, grounded-ness and balance. The devoted pursue transformative spiritual journeys, through poses, chants and breath work. Some followers of tantra yoga take things even further, using sensuality to channel their energy and reach beyond themselves, seeking out of body liberation and enlightenment. But it’s that very pursuit that has also left hundreds vulnerable to alleged rape and trafficking. Those crimes are recounted and explored in the new Apple series Twisted Yoga. Former followers of the Movement for Spiritual Integration into the Absolute (MISA) appear in the compelling (and yes, enlightening) three-part documentary series, describing their slow indoctrination into what appears to be a cult. The followers, among them a woman named Miranda who shared her story with the Guardian last year, describe going from attending one of several yoga schools in cities like London or Paris to being whisked to secret locations, their sim cards and IDs forfeited. They were allegedly manipulated into sex cam work and orgies, groomed by an international network of yoga camps organised by Gregorian Bivolaru, a self-professed guru who was already wanted by Interpol for sexual exploitation charges in Romania dating back to 2016. Bivolaru was detained in France in 2023, and charged with organized kidnapping, organized abuse of weakness by members of a sect, human trafficking and rape. He’s currently awaiting trial. “The question that we grappled with,” says Rowan Deacon, the Twisted Yoga director, “is how come this hasn’t come to the fore sooner? How come people haven’t spoken out sooner? Why is it happening now, when this man has been in Paris doing this for 20 years?” As Miranda puts it in Twisted Yoga, she didn’t see herself as a victim, echoing the experience of so many who endure abuse. The words rape and trafficking were just not part of the lexicon she applied to the situation, where she found herself in a community and wh...
After a wild Monday , oil prices took a breather today with US President Donald Trump sending some signals that appeared to calm markets . Trump said he would waive oil-related sanctions, have the US Navy escort tankers through the Strait of Hormuz and predicted on Monday that the war with Iran would resolve “very soon” as he confronted mounting economic and political pressure and days of dramatic...
After a wild Monday , oil prices took a breather today with US President Donald Trump sending some signals that appeared to calm markets . Trump said he would waive oil-related sanctions, have the US Navy escort tankers through the Strait of Hormuz and predicted on Monday that the war with Iran would resolve “very soon” as he confronted mounting economic and political pressure and days of dramatic fluctuations in oil markets. Let’s see how long this sense of relief lasts. After all, Trump didn’t offer additional specifics beyond acknowledging he had discussed the topic with Russian President Vladimir Putin in a phone call earlier Monday. (Russia has faced a range of restrictions on its oil industry in a bid to deprive the country of revenue over its war in Ukraine.) But Trump is mulling a range of options to combat surging oil and gasoline prices, according to people familiar with the matter. The bigger question is how this all ends. The president said he didn’t believe the conflict would be over this week, but insisted the operation was ahead of schedule . He also vowed bombing “at a much, much harder level” if Iran disrupted oil supplies. While US officials have repeatedly insisted they can continue the conflict indefinitely, Trump’s remarks underscored a new willingness by the White House to publicly indicate that it could be moving soon to attempt to wrap up hostilities. Whether that happens is another matter. What You Need to Know Today Oil prices may have fallen from stratospheric highs, but airlines in Asia are still raising ticket prices and mapping out contingency plans that include grounding planes . Indian carriers have hiked prices on long-haul routes by 15% and are considering further increases, people familiar with the matter said. Meanwhile, Hong Kong Airlines said it will raise fuel charges from Thursday across a range of routes. And Qantas said it’s boosting fares on international routes as fuel prices jump and demand surges for long-haul flights to...
Abstract Aerial Art/DigitalVision via Getty Images By Carsten Brzeski, Global Head of Macro German exports fell by 2.3% month-on-month in January, from +4.0% MoM in December. At the same time, imports dropped by 5.9% MoM, widening the German trade surplus to €21.2bn, the highest level since the summer of 2024. So much about rebalancing the export-oriented German growth model. Still, despite today’...
Abstract Aerial Art/DigitalVision via Getty Images By Carsten Brzeski, Global Head of Macro German exports fell by 2.3% month-on-month in January, from +4.0% MoM in December. At the same time, imports dropped by 5.9% MoM, widening the German trade surplus to €21.2bn, the highest level since the summer of 2024. So much about rebalancing the export-oriented German growth model. Still, despite today’s disappointment, exports are still higher than in November 2025. In fact, German exports are basically moving sideways. German trade in the midst of geopolitical shifts Trade data is probably the best illustration of how much Germany is affected by broader geopolitical shifts. Whether it’s US tariffs or the changing role of China, it’s all in the trade data. In 2025, the share of German exports to the US dropped to approximately 9.5%, down from 10.5% in 2024. At 8.5%, the share had even fallen below its 2019 average by the end of 2025, but the US remains Germany's single most important export destination. At the same time, the share of exports to China has dropped further to 5%, from almost 6% in 2024 and almost 8% in the years before the COVID-19 pandemic. Germany currently exports as much to Austria as it does to China. While German exporters are facing more problems selling in the Chinese market, Chinese exports to Germany (and Europe) are thriving. In 2025, German imports from China rose by more than 10%, illustrating an increasingly uneven relationship. This morning’s Chinese trade data suggests that the trend of China redirecting exports to Europe, often at dumping-level prices, will accelerate. Long list of rough headwinds for German exports Looking ahead, German exports still face rough headwinds. US tariffs are still weighing on exports and will probably only show their full impact this year, notwithstanding the new uncertainty since the Supreme Court’s ruling. At the same time, German exporters are currently facing a triple China shock: weaker demand for German p...
Meta will receive custom AMD Instinct high-performance GPUs based on the MI450 architecture and optimized for its workloads, with shipments commencing during the second half of 2026. AMD has announced a multi-year partnership with Meta to deploy Meta’s AI infrastructure in 6 gigawatts of AMD Instinct GPUs. “We are proud to expand our strategic partnership with Meta as they push the boundaries of A...
Meta will receive custom AMD Instinct high-performance GPUs based on the MI450 architecture and optimized for its workloads, with shipments commencing during the second half of 2026. AMD has announced a multi-year partnership with Meta to deploy Meta’s AI infrastructure in 6 gigawatts of AMD Instinct GPUs. “We are proud to expand our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale,” says Dr. Lisa Su, chair and CEO, AMD. “This multi-year, multi-generation collaboration across Instinct GPUs, EPYC CPUs and rack-scale AI systems aligns our roadmaps to deliver high-performance, energy-efficient infrastructure optimized for Meta’s workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the center of the global AI buildout.” The partnership brings AMD and Meta’s roadmaps together for GPUs, CPUs, and software to deliver scalable, energy-efficient AI platforms. Meta will also integrate AMD’s 6th Gen EPYC CPUs, codenamed “Venice,” across its AI infrastructure for workload density and efficient performance. AMD granted Meta a performance warrant for up to 160 million shares, linked to GPU shipment targets and stock price benchmarks. The partnership is also anticipated to deliver a multi-year increase in revenue for AMD, and help Meta achieve its next step of global innovation with AI. AMD and Meta are working together on the AMD Helios rack-scale architecture, which was defined through the Open Compute Project to help enable large-scale AI infrastructure. This deal further establishes AMD’s foothold in the AI space and aligns with Meta’s objective to enhance AI-dominated solutions and experiences. Related Previous Article: Nexcom launches NDiS B340 targeting scalable industrial edge deployments Article Topics AI infrastructure | AI/ML | AMD | CPU | GPU | Meta
Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down
Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down