Noticias

Ideally, Nvidia will have a big earnings day.

Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just the big names, though, I think it’s also worth tracking down the hedge funds that have been making the timeliest moves with surgical ... This Fast-Rising Fund Has Been Crushing the Market — Nvidia, Micron and TSMC are Reasons Why

NVIDIA, Micron and Sandisk are highlighted as AI stocks with strong earnings growth and relatively attractive valuations.

Recent developments in AI chips have demonstrated their critical role in enhancing defense systems, as highlighted by Safe Pro Group Inc.'s recent financial report. The company has capitalized on the surging demand for AI-powered solutions, notably its new Edge compute solution, which significantly boosted its quarterly revenue by 560%. Their AI-driven products, particularly in drone-based video and imagery analysis, contributed to an impressive 2,400% revenue increase, underscoring the...

The most talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher in the hours b

US President Trump and China's President Xi hosted a high-level semiconductor summit in Beijing attended by CEOs from Nvidia, Micron, and Lam Research. The meeting focused on chip export restrictions and the stability of rare earth supply chains critical to semiconductor production. NasdaqGS:LRCX and other semiconductor stocks saw share price gains following the summit announcement. Lam Research, listed as NasdaqGS:LRCX, supplies wafer fabrication equipment and services that sit at the core...

Shares in Delta and Macy’s rise after Berkshire Hathaway initiates positions. Dominion rallies on reports of a takeover by NextEra Energy.

Influential Wall Street investor Jordi Visser viewed Dogecoin (CRYPTO: DOGE) as a key indicator of retail interest in cryptocurrency on Friday, encouraging traders to keep a close eye on it. Is DOGE About To Breakout? During an interview with entrepreneur and investor Anthony Pompliano, Visser said that DOGE doesn’t really hold any significance from an institutional point of view, and has nothing associated with what he does. “The reason I started looking at it is technically it looks close to a

These AI infrastructure stocks are supplying the components that drive AI development.

On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick meeting repeatedly with Tim Cook, Elon Musk, and Jensen Huang to push them to partner with Intel, with President Trump personally advocating for ... Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125

Micron is having an Nvidia moment. That doesn't make it the next Nvidia.

This technology-driven insurer leverages data science and automation to streamline claims and attract digitally savvy policyholders.

Investing.com -- Major memory-chip manufacturers are experiencing an unprecedented surge in profitability driven by runaway artificial intelligence demand, according to a Wall Street Journal report published on Saturday.

Investors already factor in cyclicality in the chip industry. The bad news is that they’ve frequently gotten their assessments wrong.

Shares of Micron Technology Inc have soared over the last year. The rising share price has boosted returns for shareholders of the semiconductor stock, including several members of Congress. Congress Members Bet on Micron Stock in 2026 The Benzinga Government...

Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...

Micron's rally has been nothing short of incredible.

Micron Technology, Inc. (NASDAQ:MU) is one of the Top 10 Stocks That Will Profit from AI. The company is also one of the three major global memory manufacturers of High Bandwidth Memory (HBM3E), a critical component for the world’s most powerful AI GPUs. On April 28, 2026, D.A. Davidson initiated coverage on Micron Technology, Inc. […]

South Korea is often-overlooked but its stock market is the hottest in the world this year. The boom is led by chip powerhouses SK Hynix and Samsung Electronics.

Optical networking is becoming increasingly relevant, and Marvell has revised its interconnects growth expectations to 50% for FY27.

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first pure-play memory chip ETF, and in roughly six weeks it has returned 96%. Investors own DRAM for clean exposure to the HBM and AI memory build-out without picking between Samsung, SK hynix, or Micron. The catch: DRAM is a three-stock basket in ... The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem

Meta’s (NASDAQ:META) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital expenditures “…to be in the range of $125-145 billion, increased from our prior range of $115-135 billion.” Wall Street punished the stock for this level of spending, arguing that Meta Platforms was leaning too heavily into data centers and ... Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up

Even without China, Nvidia and Sandisk are selling chips as fast as they can manufacture them.

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.

Micron Technology is back in focus after an analyst fair value estimate shifted from US$526.48 to US$584.62, signaling a meaningful reset in how the stock is being valued. Much of that move lines up with a wave of fresh research, as analysts rework models around AI driven memory demand, tight supply, and the debate over how much optimism is already priced in. As you read on, you will see how to track this evolving narrative and what to watch for in the next round of updates. Analyst Price...

Japanese memory supplier Kioxia announces plans to list American depositary receipts on a U.S. stock exchange.

SNDK rides on booming AI-driven data center demand as enterprise SSD sales surge and new QLC Stargate solutions fuel growth.