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By Ragini Mathur and Utkarsh Hathi May 19 (Reuters) - U.S. indexes were on track to extend declines and open lower on Tuesday, weighed by a drop in chip stocks and persistent inflation worries despite
US equity futures were edging lower pre-bell Tuesday as technology stocks suffered losses and the Mi
The long-term trajectory of AI spending will drive this trio higher.
Viavi Solutions surged on strong AI data center demand and 42.8% revenue growth, while Dave & Buster's faced losses and falling sales.
Micron stock has been pressured by higher bond yields but Wall Street analysts are still positive on the memory-chip company.
Citi reiterates a Buy rating on the flash memory supplier and boosts its price target to $2,025 from $1,300.
Steve Eisman, the investor made famous by Michael Lewis’s “The Big Short,” said this week he is trimming his portfolio because the rally is starting to feel bubbly. Eisman flagged that Nvidia is now larger than the entire S&P 500...
Home Depot rose 1.2% after the home-improvement retailer posted first-quarter earnings that beat analysts’ estimates and revenue rose 4.8% to $41.8 billion, with comparable sales up 0.6%. ServiceNow gained 4% and was set to build on its 9% jump in the previous session after Bank of America reinstated coverage of the software company with a Buy rating and a $130 price target. Agilysys jumped more than 15% after the hospitality software provider beat earnings and revenue estimates in its fiscal fourth quarter.
Duquesne's billionaire boss jettisoned the hottest member of the "Magnificent Seven" in favor of an unstoppable trio profiting from the insatiable demand for AI hardware.
China's top flash memory chipmaker YMTC has begun the so-called "tutoring" process for a potential initial public offering, where a company receives formal pre-IPO guidance from an investment bank, a regulatory filing showed on Tuesday. Yangtze Memory Technologies Co (YMTC) has hired CITIC Securities, a Chinese state-owned investment bank, to guide its IPO preparation ahead of a potential stock market listing.
Micron's stock price has nearly doubled over the last month.
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor index or weight in the S&P 500 was 2%. Today it’s 18%,” she said, adding that “that 18% is more than double what ... Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.
AI server demand remains Micron’s key upside driver, with the next earnings update set to give investors more detail on DRAM pricing and high-bandwidth memory demand.
Micron Technology, ticker NasdaqGS:MU, is reporting an unprecedented surge in profitability tied to demand for its AI focused memory products. The company has announced plans to commit about US$150b to expand manufacturing capacity across the U.S. and South Korea. This combination of earnings strength and large scale investment is being described as a historic shift for the memory and AI hardware industries. For investors watching NasdaqGS:MU, the move comes after a powerful share price...
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...
<body><p>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.</p><p>He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers. </p><p>Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</p></body>
Stocks, especially the AI chip sellers, got a dose of reality on Monday, losing value for a second straight day after an incredible rally this year. The Nasdaq finished down 0.5% but pared steeper losses.
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Value Stocks to Buy for Long Term Investment. On May 13, Bank of America Securities reiterated a Buy rating on Micron Technology, Inc. (NASDAQ:MU) and raised the price target on the stock from $500 to $950. The firm noted that the improved outlook comes after they […]
Micron hit record highs as AI memory demand and HBM shortages fueled pricing power, with revenue and margin outlook signaling more upside.
Chinese memory chipmaker posts more than 20 billion yuan profit as AI-driven DRAM demand lifts pricing.
There may be bad news for Micron today, but if so, it lies far in the future.
The choice between the Roundhill Memory ETF (CBOE:DRAM) and the iShares Semiconductor ETF (NASDAQ:SOXX) looks like a semiconductor exposure decision, but it is really a question about how concentrated a cyclical bet you want to make. SOXX gives you the whole chip stack. DRAM gives you three companies in a trench coat: Samsung Electronics, SK ... DRAM Surged 51% in One Month While SOXX Climbed 32%, but Only One Survives the Memory Cycle Downturn
Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.
My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a week. Unrelated. The benchmark S&P 500 keeps tagging fresh records and the tech-heavy Nasdaq Composite refuses to roll over. And yet ... Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.
