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For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.
Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why
Roth Capital analyst Suji Desilva cited Samsung’s settlement and SK Hynix’s license as precedents for potential licensing deals.
Micron keeps getting dismissed as a cyclical chip stock doomed to repeat the same boom-and-bust pattern, but one structural shift buried in its latest earnings call suggests that logic no longer applies the way investors assume.
Micron shares have shed 17% in weeks while bears pile on with cyclical fears and profit-taking warnings, yet the company just posted the strongest fundamentals in its history with more records on the way.
This ETF outperforms its benchmarks and large-cap growth ETFs.
There's now another easy way to invest in the memory supercycle.
These three companies have seen a lot over the years but still have each been able to increase their dividend payouts for 50-plus consecutive years.
Micron Technology (NASDAQ:MU) expects memory-market supply constraints to persist beyond 2027 as demand driven by artificial intelligence continues to outpace the industry’s ability to add manufacturing capacity, Executive Vice President and Chief Business Officer Sumit Sadana said at KeyBanc Capita
The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.
Micron's business is booming, but slowing memory price gains could quickly test investor expectations.
Hyperscalers are spending more than $700 billion on AI infrastructure in 2026 alone, fueling a surge in specialized memory chips.
The S&P 500 has printed 25 record highs in 2026, and two stocks you might not expect are doing most of the heavy lifting. But history has a specific warning for investors who assume fresh highs mean smooth sailing ahead.
Citi believes the recent sell-off in memory chip stocks presents a buying opportunity, arguing that the artificial intelligence-driven memory cycle is still in its early phases and could ultimately exceed the industry’s previous boom between 2001 and 2007. The bank says the current environment shares many similarities with the long NAND expansion seen during the early 2000s, when products such as MP3 players and digital cameras transformed demand and flash memory steadily replaced older storage
The real question isn't how far the stock has dropped -- it's whether the company's long-term earnings story has fundamentally changed.
SK hynix announces plans of investing $38 billion to build two new factories. Here’s what the disclosure really means for SKHY shares.
The tech sector is chock-full of companies with high-quality earnings growth.
The memory chipmaker still has a bright future.
Micron, BrightSpring Health and Custom Truck One Source combine strong profitability with earnings growth. See why they stand out in August.
Investing.com -- The current AI-driven memory upcycle remains in its early stages, Citi strategists say, arguing it could ultimately outperform the industry’s last major upcycle between 2001 and 2007.
Tim Cook spent considerable time talking about memory prices during Apple's latest earnings call.
The review is being conducted under China's cybersecurity review framework for critical infrastructure.
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