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Micron has surged more than 800% in the past 12 months on its record earnings.

Qualcomm Tumbles as Inflation Shock Sparks Semiconductor Selloff

A last-minute addition to the group of CEOs joining President Trump on his trip to China was Nvidia Chief Executive Jensen Huang, who wasn’t initially included on the travel list. Huang met the U.S. delegation in Alaska, where Air Force One was refueling. Trump called Huang on Tuesday to invite him after seeing media reports that he wasn’t coming, a person familiar with the matter said.

A number of stocks jumped in the afternoon session after the semiconductor sector rose buoyed by robust AI-related demand and a strong global sales outlook.

(Bloomberg) -- The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysShares of memory makers Micron Technology Inc. and S

Earlier on May 12, I wrote about SanDisk (SNDK) hitting 80 relative strength index, or RSI, one of the most extreme overbought readings in the stock market. The AI memory trade, I noted, was running at a pace that rarely ends quietly. Then Micron (MU) showed up with its own flashing signal too. ...

The U.S. might be facing a testy economic backdrop, with the Iran War, worries about oil rationing, and a return of inflation, but the market continues to soldier onward and upward. The market has clung onto one balloon in particular: chipmakers. From its March lows, the VanEck Semiconductor ETF ...

The hyperscalers may not be profiting yet from their massive infrastructure spending, but the hardware companies are.

Micron Technology, Inc. (NASDAQ:MU) is one of the top “blue chip” stocks that were suddenly on fire in April. Micron Technology, Inc. (NASDAQ:MU) announced on May 5 that it is now shipping the 245TB capacity Micron® 6600 ION SSD, which marks the highest capacity commercially available SSD in the world. The company stated that the drive […]

The Nasdaq fell as AI and chip stocks retreated, but they came off lows. Investors need sell rules for big AI winners such as Sandisk, Micron and Intel.

Yahoo Financed Tech Editor Dan Howley and Futurum CEO Daniel Newman join Asking for a Trend to discuss the chip trade and the AI trade.

SanDisk stock sank today amid a broader selloff in memory and semiconductor names. But should you buy the dip in SNDK shares today?

The Nasdaq Composite and the S&P 500 fell Tuesday as technology shares slid, with traders apparently

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

The shortage of memory chips is driving higher investments in equipment and infrastructure, which is great news for Lam Research investors.

Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday trading, changing hands near $116 after closing at $129.44 on Monday. Advanced Micro Devices (NASDAQ:AMD) is sliding alongside, off 5% at roughly $436. The selloff lands after both names ripped through a parabolic stretch. Intel stock gained 35% in the week ending May 11, while AMD ... Intel Crashes 10%, AMD Slides 5% as Chip Trade Cools After Parabolic Run

The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 80% year-to-date and about 200% over the past year, which is not what a country fund is supposed to do, especially one that spent a decade as the poster child for the “Korea discount.” The reason it has done it anyway is hiding in plain sight ... This “Boring” Country ETF Is Secretly A High-Octane AI Hardware Trade

Artificial intelligence has a funny way of turning obscure hardware components into economic kingmakers. A year ago, most investors barely thought about DRAM memory prices. Today, they may matter as much to AI growth as Nvidia (NASDAQ:NVDA) GPUs. Why? Because AI models do not just need processing power — they need massive amounts of memory ... Artificial Intelligence’s No. 1 Bottleneck Just Surged 497%

It’s been a rough day for tech names with Micron and Intel down around 10% and Qualcomm down 15%. There was always going to be a comedown after a few weeks of breathless quarterly reports, said Jay Hatfield, chief executive officer at Infrastructure Capital Advisors.

SNDK notches a 52-week high on a 552% YTD run as AI-driven NAND demand and surging data center revenue power an upbeat Q4 guidance.

Shares of SanDisk (NASDAQ:SNDK) are down 9% to around $1,405 in Tuesday midday trading. Micron Technology (NASDAQ:MU) stock is off 9% to $724, while Western Digital (NASDAQ:WDC) shares have dropped 8% to $476. The coordinated pullback is hitting the entire memory and storage complex at once. The synchronized drop comes just one trading session after ... SanDisk and Micron Fall 9%, Western Digital Drops 8% as Memory Supercycle Trade Hits Pause Button

Nvidia (NVDA) reports first quarter earnings results on Wednesday, May 20. B. Riley Wealth chief market strategist Art Hogan, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma join Yahoo Finance Executive Editor Brian Sozzi to discuss their expectations for the print, highlighting why Nvidia needs to knock it out of the park.

Attracted by companies' artificial intelligence profits, will governments tax the golden AI goose to death?

Shares of the Roundhill Memory ETF (CBOE:DRAM) are off roughly 5% in early Tuesday trading, changing hands near $52.30 after closing Monday at $55.08. The slide caps a remarkable six-week sprint that saw the newly minted ETF roughly double since its April 2 inception. DRAM was up 30% in the week through Monday and 70% ... DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

(Bloomberg) -- A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO to Miss China Trip After Year of Travels With TrumpSince hitting a low on March 30, the chip

Two memory stocks, two different setups: at $1,562, SanDisk (NASDAQ:SNDK) is a sell, and at $746, Micron Technology (NASDAQ:MU) is a hold. Both names trade at all-time highs after a parabolic NAND and HBM repricing, and both sit above the average Wall Street target. The sell recommendation isn’t an outright sell call, it reflects ranking ... Buy, Sell, or Hold: SanDisk at $1,562 and Micron at $746

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab