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Micron Stock Rebounds But Memory-Chip Frenzy Faces a Fed Test
Barrons.com49d agoneutral
Micron Stock Rebounds But Memory-Chip Frenzy Faces a Fed Test

Micron Technology stock was back on the rise early Wednesday as the memory-chip maker looks to resume its relentless rally. Micron was leading the rebound in premarket trading, rising 3.5%, the second-best performer in the Only Intel was climbing more ahead of the open. When there’s nothing happening Micron stock tends to gain.

He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million
24/7 Wall St.51d agobearish
He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million

A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed down to about $200,000 during the 2025 tariff-war selloff, refused to sell, and then cashed out near $7.5 million when the AI chip ... He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million

Stock futures slide, volatility spikes in response to May CPI
Yahoo Finance Video56d agobullishVIDEO
Stock futures slide, volatility spikes in response to May CPI

US stock futures (ES=F, NQ=F, YM=F) tick lower in Wednesday's pre-market trading after consumer prices rose 0.5% month over month and 4.2% year over year in May, according to the latest Consumer Price Index (CPI) survey. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the market reaction to the inflation data, especially in the bond market (^TYX, ^TNX, ^FVX) and various commidites. Additionally, core CPI — which excludes food and energy costs — rose 0.3% monthly and 2.9% yearly. All numbers met economists' estimates.

As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner
24/7 Wall St.58d agoneutral
As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner

Micron Technology (NASDAQ:MU) is the stock everyone wants to talk about right now, with shares up 202.87% year to date on an AI memory supercycle narrative that has order books reportedly stretching into 2027. But here’s what you should actually be watching. The Crowded Trade At The Top Of Its Cycle Micron just reported a ... As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner

Fed's Mary Daly has blunt message for AI stock investors
TheStreet59d agoneutral
Fed's Mary Daly has blunt message for AI stock investors

Mary Daly just issued a stark warning to AI stock investors in a recent sit-down interview with Bloomberg. Daly argues that the broader story remains promising, but clearly the proof is still incomplete. The San Francisco Fed president laid out the case that businesses are clearly spending, ...

Chip selloff erases over $1 trillion in stock market value
Reuters60d agobearish
Chip selloff erases over $1 trillion in stock market value

U.S.-traded chipmakers plunged on Friday, losing over $1 trillion in market value, with deep losses in ‌AI heavy hitters including Nvidia, Micron Technology and Advanced ‌Micro Devices, as Broadcom's weak report earlier this week reverberated across Wall Street. The PHLX ​chip index slumped almost 8.5% in afternoon trading, putting it on track for its deepest one-day loss since Wall Street's "Liberation Day" tariff selloff in April 2025. Friday's selloff added to losses on Thursday after Broadcom gave a ‌quarterly report that showed ⁠demand for its custom AI chips business falling short of lofty expectations.

Nvidia CEO Pitches ‘Insane’ AI Returns to Billionaire Families
Bloomberg63d agoneutral
Nvidia CEO Pitches ‘Insane’ AI Returns to Billionaire Families

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for

SK Hynix Plans to Double Capacity to Ease Memory Chip Crunch
Bloomberg64d agoneutral
SK Hynix Plans to Double Capacity to Ease Memory Chip Crunch

(Bloomberg) -- SK Hynix Inc. plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of AI.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found Guilty in Case That Spooke

Chip Stocks Soar; Bitcoin Price Falters
The Wall Street Journal65d agobullish
Chip Stocks Soar; Bitcoin Price Falters

Bitcoin and chip stocks have dramatically diverged over the past six months. Bitcoin traded at around $71,000 Monday, down more than 40% since its peak above $126,000 in early October. Meanwhile, the PHLX Semiconductor Index, stuffed with high-fliers like Nvidia, Intel and Micron, just posted its strongest performance through the first 100 trading days of any year on record.