Billionaire Jeffrey Talpins loads up on Micron as AI chip spending reshapes institutional portfolios

SK Hynix's US listing success highlights strong investor confidence in AI infrastructure growth, potentially easing future memory shortages. The post SK Hynix’s $28B US listing oversubscribed ahead of pricing, signaling massive appetite for AI chip plays appeared first on Crypto Briefing.

The divergence between AI stocks and crypto suggests shifting investor sentiment, highlighting potential changes in market correlation dynamics. The post Bitcoin climbs while Micron and Samsung lead AI chip selloff appeared first on Crypto Briefing.

The post Morgan Stanley Initiates SpaceX Coverage With Wall Street-High $300 Price Target appeared on BitcoinEthereumNews.com. Key highlights: Morgan Stanley initiated coverage of SpaceX (SPCX) with an Overweight rating and a $300 price target The target is among the highest on Wall Street and implies roughly 87%-90% upside from recent trading levels Analysts believe AI infrastructure, Starlink, and orbital computing could become major long-term revenue drivers Morgan Stanley has become one of the most bullish firms on Wall Street regarding SpaceX, launching coverage of the recently public company with an Overweight rating and a $300 price target. The target stands well above the stock’s recent trading price near $160 and is among the highest published forecasts for the aerospace and artificial intelligence company.  Morgan Stanley analyst Adam Jonas argues that investors are still underestimating the scale of SpaceX’s long-term opportunities beyond rockets and satellite internet.  AI

The post How much ‘Trump Accounts’ kids could have when they turn 18 appeared on BitcoinEthereumNews.com. Between remarking that the memory giant Micron (NASDAQ: MU) will donate $250 million and that Elon Musk will also contribute, President Donald Trump has brought his ‘Trump accounts’ for children born between January 1, 2025, and December 31, 2028, back into focus. Given the circumstances, Finbold decided to calculate how much the $1,000 tax-advantaged investment account might be worth if opened on July 7, 2026, by the time the child beneficiary turns 18. To begin with, the benchmark S&P 500 market index was trading at 1,252.31 on July 7, 2008 – 18 years ago – and, by press time, it is at 7,489.53. Given the change, the popular cross-section of the U.S. equity markets rose 498.06%. S&P 500 benchmark stock market index chart. Source: Google Therefore, assuming American stocks perform roughly the same in the next 18 years as they have in the previous, a ‘Trump account’ worth $1,000 on

Bitcoin came off two-week highs while US stocks dipped and John Bollinger described BTC price action as "at a critical point."

Micron's stock volatility highlights the cyclical nature of the memory market, raising concerns about sustainability amid AI-driven demand. The post Micron stock falls as investors speculate on memory market peak appeared first on Crypto Briefing.

The post DeepSeek Develops Custom AI Chip as Nvidia (NVDA) Stock Falls 2% appeared on BitcoinEthereumNews.com. Key Takeaways DeepSeek is creating a proprietary AI semiconductor tailored for inference operations rather than training This strategic shift aims to decrease dependence on Nvidia and Huawei processors Nvidia stock declined approximately 2% during premarket hours following the announcement The semiconductor project remains in preliminary phases, with DeepSeek discreetly recruiting chip design specialists The company is simultaneously pursuing $7 billion in its inaugural external investment round According to three informed sources, Chinese artificial intelligence company DeepSeek has initiated development of a proprietary semiconductor. This processor is specifically engineered for inference tasks—the computational process that enables AI systems to generate outputs—as opposed to the resource-intensive training of new models. DeepSeek is reportedly developing its own AI chip,

The post Michael Burry Sees Trouble Ahead for Micron, Takes Short Position on MU appeared on BitcoinEthereumNews.com. Key highlights: Michael Burry disclosed a new short position in Micron Technology He said the stock’s run is driven by FOMO The chipmaker recently reported record revenue and strong AI demand Michael Burry, the investor made famous by The Big Short, has taken an interesting bet against one of the hottest names in the AI space. Burry recently revealed that he has opened a short position on Micron stock. This comes even as the memory-chip maker saw record financial results and benefited from the AI demand. His move came as a surprise to many investors, considering the fact that the company has been one of the strongest performers in the semiconductor sector this year.  Micron’s incredible run is a concern for Burry In a Substack post, Burry said the MU stock rally was being driven by “fear of missing out.” He also called it the “greater fool theory.”  According to him, Mi