On May 27, 2026, the news footage seemed to be split in half: on one side, a White House spokesperson declared to the camera that the US-Iran negotiations were "progressing smoothly," repeatedly emphasizing that any agreement must ensure Iran cannot acquire nuclear weapons; on the other side, the Bloomberg shipping tracking screen showed the Strait of Hormuz nearly stagnant, with this waterway, which accounts for about 20% of global oil transport, only having a remaining capacity for the day.

On May 27, 2026, the "Balance" news agency, which is affiliated with the Iranian judiciary, released a preliminary informal document outlining a framework for a memorandum of understanding between Iran and the United States. The document stated that the United States would withdraw some military forces from the areas surrounding Iran and lift the maritime blockade against Iran. However, almost at the same time, the Iranian Revolutionary Guard Navy once again declared to the outside world: vessels from hostile countries are not allowed to pass through the Strait of Hormuz.

UBS raised Micron's target price from 535 dollars to 1625 dollars, soaring three times, which completely ignited the market. The insatiable demand for HBM (high bandwidth memory) from AI data centers has officially made Micron the most dazzling "bottleneck new king" in the AI concept.

Original | Odaily Planet Daily (@OdailyChina) Author | Wenser (@wenser2010) Last August, driven by Trump's strong push, the U.S. government completed the funding transformation through the CHIPS Act, directly purchasing nearly 10% of Intel's newly issued shares (about 433 million shares) at a price of $20.47 per share, which was worth less than $9 billion at the time; less than a year later, in early May, as Intel's stock price reached a historical high, the total value of those shares had risen to $54.1 billion,...

On the eve of a historic turning point when its secret submission of the SEC prospectus and IPO valuation soared to 1 trillion dollars became a sensation in Silicon Valley, Aster, with its forward-looking vision, exclusively launched a Pre-IPO perpetual contract with a maximum leverage of 5x.

The supply and demand imbalance of AI-driven storage chips is reshaping the entire semiconductor valuation system.

The chip giant Micron Technology's total market value has exceeded 100 billion dollars. With its ability to control manufacturing costs, it has navigated through multiple rounds of industry reshuffling. Currently, it faces a new round of cyclical games amid competition in the high-end HBM track, competition in the mid-to-low-end market, and adjustments in the core Chinese market.

Recently, two public health events have consecutively entered the global spotlight. First, there is the hantavirus incident, which has been developing for over a month and a half, where 18 passengers from the M/V Hondius cruise were required to be quarantined and monitored until May 31. Meanwhile, after some passengers disembarked, new cases were reported in France, Spain, and Canada. Following this, just as one wave subsided, another arose, with an outbreak of Bundibugyo Ebola in the Democratic Republic of the Congo and Uganda. As of the time of this writing, the WHO has classified this outbreak as a "Public Health Emergency of International Concern" (PHEIC).

UBS significantly raised Micron's target price to $162.5, changing the valuation method to overall P/E, as long-term agreements enhance profit stability, and memory chips are undergoing a revaluation.

Micron has surged significantly as it is viewed as a core bottleneck asset for AI, with the market anticipating its stock price could break through 1000 dollars.

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In late May 2026, expectations regarding the high bandwidth memory demand driven by AI large models concentrated and exploded, causing the AI memory sector to rapidly rise from a "structural highlight" to the main trading logic of the global stock market, especially in the Asian market. UBS senior semiconductor analyst Timothy Arcuri raised Micron's target price from 535 dollars directly to 1.

The article organizes 50 of the most noteworthy US stock investment/trading accounts, providing you with a quick source of information on US stocks and technology stocks.