Micron or Oracle: One AI Stock Is a Winner, the Other a Mistake, Says Top Investor
Micron (NASDAQ:MU) and Oracle (NYSE:ORCL) offer investors two very different routes into AI. Micron supplies memory needed inside AI accelerators a...
Micron Technology Inc (MU)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 19,275,300 | $22,249,286,037 | +16% | 2.54% | |
| 2. | 14,155,700 | $16,339,782,953 | +38% | 1.87% | |
| 3. | Situational Awareness LP Leopold Aschenbrenner | 4,828,786 | $5,573,819,392 | +27713% | 27.54% |
| 4. | AQR Capital Management Cliff Asness | 3,833,728 | $4,425,233,125 | -16% | 1.54% |
| 5. | Coatue Management Philippe Laffont | 3,142,269 | $3,627,089,685 | +1794% | 7.46% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $337.50 | 7,820 | $2,639,250.00 | 25,910 | 2026-01-14 | Filing | |
| $336.63 | 3,780 | $1,272,461.40 | 18,090 | 2026-01-14 | Filing | |
| $337.07 | 11,600 | $3,910,012.00 | 14,310 | 2026-01-13 | Filing | |
| $61.73 | 176 | $10,864.48 | 187,072 | 2022-07-26 | Filing | |
| $70.08 | 135 | $9,460.80 | 186,896 | 2022-04-26 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,132.33 | 25 | $28,308.25 | 235 | 2026-06-26 | Filing | |
| $989.59 | 258 | $255,314.22 | 264,503 | 2026-08-21 | Filing | |
| $988.10 | 351 | $346,823.10 | 264,761 | 2026-08-21 | Filing | |
| $986.24 | 341 | $336,307.84 | 265,112 | 2026-08-21 | Filing | |
| $985.40 | 84 | $82,773.60 | 265,453 | 2026-08-21 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,939 | $6,325,688 | 0.59% | |
| 2. | 5,414 | $5,766,505 | 0.87% | |
| 3. | 4,174 | $4,445,781 | 0.97% | |
| 4. | 1,180 | $1,256,830 | 0.76% | |
| 5. | 499 | $531,500 | 0.04% |
News See All
New Micron Price Target After Blowout Earnings Prove Wall Street Wrong
On Wednesday afternoon, memory chip design king Micron Technology ($MU) released the firm’s fiscal fourth-quarter financial results. For the period...
What Micron’s Earnings Signal for SK Hynix’s Upcoming Report
Micron Technology’s ($MU) earnings report yesterday gave SK Hynix ($SKHY) investors a useful preview of what could come next when it reports Q3 res...
“Too Cheap to Ignore”: Top Analyst C.J. Muse Says Micron Stock Is Heading to $2,000
Micron (NASDAQ:MU) delivered the kind of earnings report that might normally send investors racing for shares, yet the stock is dipping 1.5% follow...
‘Some Kind of Fantasy,’ Says Investor About Micron Stock
Micron (NASDAQ:MU) just delivered the kind of earnings report that would normally send a stock flying, yet the initial market reaction has been not...
Mizuho Says These 3 AI Memory Stocks Are “Dirt Cheap” after Micron Q4 Earnings
Micron Technology ($MU) delivered a strong fiscal Q4, and Mizuho sees more room for Micron, SK Hynix ($SKHY), and Samsung Electronics ($SSNLF) to r...
MU Stock: Goldman Raises Target after Earnings Beat, But Stays Neutral
Goldman Sachs ($GS) raised its price target on Micron Technology Inc. ($MU) to $1,250 from $1,100 after the memory-chip maker posted quarterly resu...
Micron Stock Dips: What Spooked Investors and Why Wedbush Remains Bullish
Micron ($MU) stock is down 0.86% in premarket trading today despite the company reporting strong fiscal Q4 results. However, investors reacted nega...
Why Are Nvidia and Dell Rising in Pre-Market Today, October 1?
Nvidia ($NVDA) and Dell Technologies ($DELL) stocks are rising in pre-market trading on Thursday after Micron Technology ($MU) reported better-than...
Micron Stock Prediction – Rosenblatt Raises MU Price Target by About 27% on Stellar Q4 Earnings
Micron Technology ($MU) stock fell 0.76% in Thursday’s pre-market trading despite the memory chip company reporting better-than-expected Q4 FY26 re...
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