Why Micron and other chip stocks are bouncing back so strongly

MarketWatch· Britney Nguyen· Jul 21, 2026 · 7:45 PM

The recent chip sell-off presented a buying opportunity, and open-source AI models should drive more memory demand, analysts say

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The case for Nvidia’s stock to march even higher after clinching its first record high in months

Analysts highlight the stock’s cheap valuation and the chip maker’s central role in the AI ecosystem.

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Nvidia-backed Reflection AI announced Beam, a new ultra-efficient open model that boasts capabilities on par with those of Chinese ones

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Microsoft looks like a winning play in an environment where investors are looking for safer bets on the AI trend, according to Melius Research.

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