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AI Memory Demand Looks Stronger Than Feared

Over the last six months, Graco’s shares have sunk to $74.99, producing a disappointing 10.1% loss - a stark contrast to the S&P 500’s 6.3% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.

ICU Medical has been treading water for the past six months, recording a small loss of 3.3% while holding steady at $142.98. The stock also fell short of the S&P 500’s 6.3% gain during that period.

(Corrects day of the week in the last paragraph.) Micron Technology (MU) newly signed long-term c

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how non-discretionary retail stocks fared in Q1, starting with Dollar General (NYSE:DG).

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

Let’s dig into the relative performance of nLIGHT (NASDAQ:LASR) and its peers as we unravel the now-completed Q1 electronic components earnings season.

Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. In the quarter, the Fund returned -3.07%, slightly better than the MSCI World Index’s -3.57%. Strong stock selection in information technology, especially companies tied to artificial intelligence […]

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's blowout earnings sent the stock soaring Thursday, but the bigger market message showed up in Apple's share price.

United Airlines is projected to announce its second-quarter results soon, with analysts predicting a double-digit decrease in the company's earnings.

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

Apple (NASDAQ:AAPL) has become one of the more interesting setups in mega-cap tech. After a 46.9% rally over the past year and an 8.01% year-to-date gain, the stock consolidated in June. With earnings accelerating and the iPhone 17 cycle feeding the top line, our model sees room for double-digit upside. Our 24/7 Wall St. price ... Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside

The Dow Jones Industrial Average and S&P 500 were up in late-morning trading Thursday, while the Nas

Micron Technology (MU) newly signed long-term customer agreements are emerging as a key source of ma

Nike Inc. will release its fourth-quarter earnings report after the closing bell on Tuesday, June 30. Analysts expect the company to report quarterly earnings of 12 cents per share. That’s down from 14 cents per share in the year-ago period....

Zscaler (ZS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Modine (MOD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Micron reached record revenue for the fifth straight quarter.

Kinder Morgan is poised to release its second-quarter results soon, with analysts expecting a double-digit increase in earnings.

DRI reports fourth-quarter fiscal 2026 results with EPS above estimates and sales up 13.7% YoY, supported by same-restaurant sales growth despite a revenue miss.

SoundHound AI’s stock price has taken a beating over the past six months, shedding 39.8% of its value and falling to $6.45 per share. This might have investors contemplating their next move.

Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile. Early optimism shifted to a historic energy shock caused by US-Israeli strikes on Iran. Global equities […]

Johnson & Johnson is scheduled to report its second-quarter results next month, and analysts expect a single-digit earnings rise.

Qualcomm (QCOM) has shifted the narrative with its $5 billion guidance for AI data center business i

MU's fiscal Q3 earnings and revenues crushed estimates as AI-led memory demand, record business-unit sales and tight supply fueled momentum.

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

Jefferies records a y/y rise in revenues in second-quarter fiscal 2026. However, higher expenses hurt the results despite robust investment banking performance.

Investing.com -- Canadian equity markets are trading positively on Thursday after strong corporate earnings breathed new life into the global artificial intelligence trade. The rise follows a downbeat Wednesday session where the benchmark S&P/TSX Composite fell 191.29 points, or 0.55%, to close at 34,736.09, while the S&P/TSX 60 dropped 0.30% to finish at 2,049.68. The S&P/TSX 60 index is up 0.7%, while the S&P/TSX Composite has gained 0.9%, as of 12:22 pm ET. Micron Crushes Expectations on AI D

Morgan Stanley is expected to announce its second-quarter results in July, and analysts project a double-digit earnings growth.