Intel was leading a chip-sector recovery, while memory storage stocks Sandisk and Western Digital were also climbing.
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HSBC Backs Micron, Says AI Demand Remains a Powerful Growth Driver
Micron just reported blowout earnings, but there's one detail from the report investors should not overlook.
For the first time, a U.S.-listed stock and ETF have been tokenized by a third party on a public blockchain and done so entirely within America's existing regulatory framework. Ondo Finance, the leader in tokenized securities by total value, has launched tokenized versions of BlackRock's iShares ...
U.S. stock futures were lower as AI-related stocks fell across the globe ahead of Thursday’s crucial jobs data.
Micron's earnings confirm Sandisk's tailwinds will get even stronger.
The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.
With demand for its memory and storage products driven by AI, Micron's stock price keeps climbing, and shareholders anxiously anticipate a stock split.
Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24. The stock is up 313.14% year-to-date, at the time of writing, Friday afternoon, June 26. Meanwhile, the ...
AI customers are rushing to Micron for memory products.
Bankers Investment Trust PLC (LSE:BNKR) outperforms the FTSE World Index with a 6.5% share price total return, despite market challenges and leadership transition.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last
What does a sold-out memory supplier really tell you about the staying power of the AI chip boom?
Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.

US stocks (^DJI, ^IXIC, ^GSPC) search for direction ahead of Thursday's session close, while Micron Technology (MU) holds onto gains following its massive earnings beat yesterday. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the day's market moves, Big Tech stocks, and how Micron's stock gains may be impacting Apple (AAPL).
AI Memory Demand Looks Stronger Than Feared
(Corrects day of the week in the last paragraph.) Micron Technology (MU) newly signed long-term c
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural ... BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and growing demand for AI memory chips may boost confidence in the broader AI trade.
Micron Technology (MU) newly signed long-term customer agreements are emerging as a key source of ma
Micron reached record revenue for the fifth straight quarter.

Micron Technology stock (MU) is up by more than 18% in Thursday's pre-market after releasing fiscal third quarter results (adjusted earnings of $25.11 per share, $41.46 billion in revenue) that blew past Wall Street forecasts. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson in reacting to Micron's massive earnings release.
Western Digital stock and shares of hard-disk drive rival Seagate Technology rallied after Micron's results.
MU's Q3 call highlights AI-driven memory supply constraints, take-or-pay SCAs and a stronger Q4 outlook as management plans heavier spending.
Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Stocks looked set to rally after memory-chip maker Micron’s strong earnings and guidance breathed some life into the artificial-intelligence trade, which has stumbled in recent sessions. Nasdaq 100 futures jumped 2% on Thursday. S&P 500 futures gained 0.7%.