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Here are ways to reduce the risks of a highly dangerous market. Apple, Google, Amazon, Meta and Nvidia are masking some underlying strength

Micron Technology (NasdaqGS:MU) has started high volume production of its next generation HBM4 memory chips a quarter earlier than planned. The company reports that its entire 2026 HBM supply is already committed to customers. Micron is positioning itself as a key memory supplier for AI infrastructure as Samsung moves closer to certifying its own HBM4 for Nvidia GPUs. Micron is best known for DRAM and NAND, but HBM4 puts it directly at the center of AI data center builds, where memory...

Nvidia's stock is historically cheap despite all the positive indicators.

Micron remains a cyclical stock. But its current up cycle could go on much longer than past ones have.

NVIDIA announced new collaborations with Dassault Systèmes, EPRI, Prologis, Opentrons Labworks, and Cyngn to advance real world AI adoption across industry, infrastructure, and life sciences. The Dassault Systèmes partnership focuses on building science based industry "World Models" for industrial and engineering AI. Work with EPRI and Prologis targets distributed inference AI data centers that bring computing closer to the edge while helping manage grid load. Integrations with lab robotics...