
Micron looks like a buying opportunity, but history may call for caution.
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Micron looks like a buying opportunity, but history may call for caution.

Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices. The Securities and Exchange Commission cleared a path for trading venues to offer tokenized stocks in the U.S., a landmark decision that may overhaul traditional equity markets.

Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK) jumped Friday even as a surprisingly strong jobs report sent Treasury yields higher and revived the case for a Federal Reserve rate hike. Micron rose 5% and SanDisk 8% in early trading,...

eGain (EGAN) delivered earnings and revenue surprises of +166.67% and +1.84%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
A critical manufacturing hub is becoming a new pressure point

MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]

The Chinese chipmaker posted net profit of 77.6 billion yuan in its first earnings report since going public in July

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.

Micron stock is back above a closely watched moving average. The memory chipmaker's earnings exploded in June.
Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.

Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that’s key to the AI boom.

Inflation, earnings and chip stocks were top of mind for investors on Thursday.
Investor Day targets 50% free-cash-flow margins.
The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.
(Bloomberg) -- Shares of SK Hynix Inc. advanced, lifted by an overnight rally in US chipmakers and speculation that the Korean firm may soon unveil buybacks and other details of a broader shareholder return plan. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersIran Weighs Allowing Europe to Clear Mines in Strait of HormuzTrump Discusses Iran W
Micron Stock Rises on New AI Storage Push With Microchip Technology
A single analyst note on one memory chip stock just sent leveraged semiconductor ETFs on a wild ride, but the same funds lost catastrophic ground only weeks earlier when tariffs hit the sector. Three ways to play this rebound carry very different risks.
SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.
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