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Per the Goldman report, in the last two weeks, hedge funds have significantly reduced their positions in technology stocks. This retreat is part of a broader trend, as hedge funds have remained hesitant to reinvest in tech-related sectors following the sell-off from June to August last year. Alongside selling major technology stocks, hedge funds have also been offloading shares in adjacent industries, such as power and energy companies that would benefit from AI advancements—especially those supporting data centers and electric vehicle infrastructure.Read more about these developments by accessing 10 Best AI Dat","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/micron-technology-mu-reports-strong-025424000.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"Micron Technology (MU) Reports Strong FY 2024 with $25.11B Revenue, Positioned for Growth in Generative AI with HBM3E and DDR5","news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["MU"],"gpt_icon":1},{"id":"2507654356","title":"DeepSeek sends 2 big signals that shatter tech investor assumptions: Snowflake CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=2507654356","media":"Yahoo Finance","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507654356?lang=en_us&edition=fundamental","pubTime":"2025-01-30 05:20","pubTimestamp":1738185624,"startTime":"0","endTime":"0","summary":"Listen and subscribe to Opening Bid on Apple Podcasts, Spotify, YouTube, or wherever you find your favorite podcasts.DeepSeek has caused a permanent reset in how AI development will unfold in coming years.Last week, it surprised more than just markets after unveiling RI, its AI model that gave a ChatGPT-esque performance at an arguably cheaper price tag. RI costs a reported $5.6 million to build a base model, compared to the hundreds of millions of dollars incurred at US-based companies such as OpenAI and Anthropic.The sell-off in Nvidia has persisted into Wednesday, with shares down 4.5%. The AI darling has seen its stock tank 11% so far this year.Nowak stayed upbeat on Microsoft  despite its investment exposure to OpenAI.\"Apple's AI ambitions are far more contained than the majority of the Mag 7 , as Apple is currently focused on smaller, function-specific, on-device LLM's, rather than large frontier models. 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Micron Technology (MU) the Cheap AI Stock to Buy in 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2507820556","media":"Insider Monkey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507820556?lang=en_us&edition=fundamental","pubTime":"2025-01-29 19:43","pubTimestamp":1738150997,"startTime":"0","endTime":"0","summary":"We recently published a list of 12 Cheap AI Stocks to Buy in 2025. In this article, we are going to take a look at where Micron Technology, Inc.  stands against other cheap AI stocks to buy in 2025.However, DeepSeek’s introduction shocked the U.S. companies after it released a new AI model, a much better alternative to GPT-4. DeepSeek claims to have designed the AI model in just two months and at around under $6 million using Nvidia’s less-advanced H800 chips, as reported by Reuters on January 27. Since the news broke out, NVIDIA Corporation  shares have plunged over 16%, wiping away $600 billion in market capitalization, the biggest one-day loss in U.S. history.However, Moorhead also addressed the U.S. market drop as an “overreaction.”“I think the market overall should be going crazy because [this is the] uplift of what we were looking for [from AI],”said Moorhead. He added that the investors’ focus should be on the progress in 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This company aims to develop mega-scale data center campuses with capacities of 500 MW or more, specifically designed for single-user customers. Tract Capital, the founder, is a data center land acquisition and development company led by an experienced team of data center experts.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/micron-technology-inc-mu-good-173410018.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["BCG","USJW.SI","TQQQ","NVIW.SI","LU1852331112.SGD","USAW.SI","BK4579","LU1316542783.SGD","MNQmain","QLD","LU0081259029.USD","BK4533","IE00B19Z3581.USD","LU0127658192.USD","LU2286300806.USD","BK4512","BK4168","MU","LU1267930813.SGD","NQmain","HBM","BK4575","LU0792757196.USD","LU2211815571.USD","IE0002270589.USD","IE00B19Z3B42.SGD","LU1366333091.USD","LU2360106780.USD","BK4585","PSQ","TSYW.SI","BK4566","LU0056508442.USD","BK4527","BK4135","DRAM","BK4553","LU2048586759.USD","BK4554","BK4532","IE00B7SZLL34.SGD","LU0642271901.SGD","SQQQ","BK4543","LU0889566641.SGD","LU2250418816.HKD","BK4588","QID",".IXIC"],"gpt_icon":1},{"id":"1163636654","title":"Top Calls on Wall Street: Nvidia, Apple, Microsoft, AMD, Broadcom, Uber, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1163636654","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163636654?lang=en_us&edition=fundamental","pubTime":"2025-01-28 23:26","pubTimestamp":1738077992,"startTime":"0","endTime":"0","summary":"Here are the biggest calls on Wall Street on Tuesday:Morgan Stanley reiterates Nvidia and Broadcom as overweight and Marvell and Micron as equal weightThe firm lowered its price target on Nvidia to $1","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDA","AAPL","LULU","MSFT","UBER","TGT","VSCO","MU","AMD","MRVL","AVGO"],"gpt_icon":1}],"pageSize":16,"totalPage":25,"pageCount":12,"totalSize":400}]}}