Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him

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Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him Habib Ur Rehman Tue, September 8, 2026 at 4:00 PM PDT 3 min read GOOG MU Micron Technology, Inc. (NASDAQ: MU ) and Alphabet Inc. (NASDAQ: GOOGL ) offer two ways to invest in AI demand. One sells essential memory; the other must turn computing capacity into services customers will pay for. Insider Monkey's tracked worksheet sample counted 184 Micron holders in Q2 2026 versus 154 in Q1, while Alphabet's Class A shares attracted 275 holders versus 265. Against that broader historical backdrop, Stanley Druckenmiller's Duquesne Family Office moved in different directions. Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him Its March 31 filing listed 23,400 Micron shares and no Alphabet position. The June 30 filing omitted Micron and listed 336,300 Alphabet Class A shares. The comparison establishes the quarter-end changes, not exact trade dates, a direct transfer of proceeds or...

Stocks making the biggest moves midday: Meta, Centerspace, Apple, Casey's General Stores, Signet & more

Stocks making the biggest moves midday: META, CSR, AAPL, CASY, SIG Skip Navigation Markets Business Investing Tech Politics & Policy Video Watchlist Investing Club PRO Livestream Menu Check out the companies making the biggest moves midday: Centerspace The real estate investment trust with a focus on apartments saw its shares jump more than 8%. The company will merge with Independence Realty Trust in an all-stock deal, creating a residential REIT with an enterprise value of $8.1 billion. Under the terms of the all-stock deal, Centerspace shareholders will receive about 3.8 shares of IRT common stock per Centerspace share. Academy Sports and Outdoors The outdoors apparel retailer saw shares gain 8%. Academy Sports lifted its adjusted earnings outlook for the fiscal year ending January 2027, calling for $6.50 to $6.90 per share, up from the earlier range of $6.40 to $6.80 per share and topping the FactSet consensus estimate of $6.43 per share. Meta Platforms Shares of the social media giant bucked the broader market trend, rising 6%. The move comes after the company unveiled late Tuesday a personal AI agent app . Mission Produce Shares of the avocado producer popped 4%. Mission Produce beat the expectations of every analyst polled by FactSet for both earnings per share, excluding items, and revenue in its fiscal third quarter. Apple Shares were down 1% as traders awaited an event in which the company is expected to announce new iPhones, including a foldable one. Casey's General Stores Shares dropped more than 15% after the convenience store chain reported mixed results for the fiscal first quarter. While earnings and revenue for the period beat expectations, Casey's also reported a 0.3% year-over-year decline in fuel sales. Sales of prepared food and dispensed beverages also increased slightly less than anticipated. Signet Jewelers The jeweler's stock popped 19% on the back of better-than-expected earnings for the second quarter. Signet earned an adjusted $2.19 per share, beating a FactSet estimate of $1.74 per share. The company also increased its full-year earnings guidance. ServiceTitan Shares fell over 30% after the technology company's third-quarter guidance on revenue fell short of estimates by analysts polled by FactSet. The company did beat on revenue for the second quarter, reporting $292.8 million versus FactSet's $285.9 million. It also raised its revenue for its full-year guidance. Braze The customer engagement platform's shares dropped 19% after it fell short on revenue against analysts estimates polled by FactSet. The company did beat on earnings per share. Chime Financial Shares were up 4% for the financial technology company after it reported better-than-expected second-quarter earnings. For its third-quarter guidance, the company expects to generate between $680 million and $690 million in revenue, surpassing analysts' estimate of $640.6 million. CNBC's Fred Imbert and Darla Mercado

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