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Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among 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 that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,

Chip stocks plunged on Tuesday, one day after the Philadelphia semiconductor index, known as SOX, hit a record high.

It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.

Tech stocks led the losses on Tuesday as investors went risk-off.

June 23 (Reuters) - Contracts tracking the tech-heavy Nasdaq fell 2%, leading declines among Wall Street futures on Tuesday, as concerns around imminent rate hikes in the United States and debt-backed

Tuesday's catalysts include flash PMIs, Richmond Fed data, ADP weekly employment, Treasury bill and 2-year note auctions, and May money supply.

Micron Technology led other AI hardware stocks higher to start the week, ahead of the memory chipmaker's earnings.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

At $507.29, Advanced Micro Devices (NASDAQ:AMD) screens as fully valued, with a more attractive risk/reward profile emerging only on a macro-induced, index-wide technical pullback at or below $440. The stock is pressed against record territory just as Kevin Warsh gavels in his first Fed meeting. Systemic multiple compression could mask AMD’s enterprise market share gains ... Buy, Hold, or Sell: AMD Rested Near All-Time Highs as Kevin Warsh Opened His First Fed Meeting. Is AMD Stock a Buy at $507

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

On June 18, 2026, investors welcomed U.S.-Iran progress, helping indexes overcome yesterday's rate hike fears.

Advanced Micro Devices (AMD)’s AI story might be getting a lot bigger in a place investors haven’t been watching closely enough. According to TheFly, Bernstein’s latest note on the AI chip giant goes beyond GPUs, where it has been trying to close the gap with Nvidia. It’s about CPUs becoming a lot ...

Investing.com -- Shares of U.S. semiconductor companies climbed in premarket trading Thursday after President Trump said Apple has agreed to work with Intel to design and manufacture its chips domestically.

AMD's acquisition of MEXT has the potential to be a game changer for the company.

President Donald Trump said in a ‌Truth Social post on ‌Thursday that Apple had agreed to ​work with Intel to design and build its chips in the United States. Intel had reached a ‌preliminary deal ⁠to make some chips for Apple, following discussions ⁠that went on for more than a year, the ​Wall Street ​Journal reported ​in May.

U.S. President Donald Trump said in a Truth Social post on Thursday that Apple has agreed ‌to work with Intel to design and manufacture its chips ‌in the United States. A partnership with Intel helps Apple diversify its manufacturing base ​as it seeks additional chip capacity. The iPhone maker relies heavily on TSMC, whose advanced production lines are in high demand from AI chipmakers such as Nvidia and AMD.

SpaceX's record-setting IPO has investors rushing into space stocks. From Rocket Lab to AST SpaceMobile, here's how to separate the durable winners from the hype in a fast-growing $1 trillion market.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."

FEATURE Artificial-intelligence stocks were mounting a comeback on Wednesday, having slumped the previous session, as hopes of a peace deal between the U.S. and Iran led investors to pile back into some of the market’s best-loved names.

June 17 (Reuters) - S&P 500 and Nasdaq futures edged higher on Wednesday, as chip stocks rebounded ahead of the first interest rate decision under new Federal Reserve Chair Kevin Warsh.

Rackspace Technology (RXT) runs the infrastructure that many enterprises rely on when they want managed cloud services without building everything in-house. The San Antonio-based company operates across public and private cloud segments, handling the compute, storage, and security layers that sit ...

Shares of Intel (NASDAQ:INTC) are down 7% at midday on Tuesday, while Advanced Micro Devices (NASDAQ:AMD) stock is sliding 6%. The pullback comes after a torrid multi-session rally in both names. Intel stock closed yesterday at $127.86, having climbed 18% over the past month. AMD stock ended Monday at $547.26, an all-time high. No fresh ... Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

Western Digital stock jumped again on Tuesday as the AI memory and storage trade reignited.

Monday's sales follow a major liquidation last week that was used to fund purchases of SpaceX stock.

Investing.com -- Rackspace Technology (NASDAQ:RXT) shares rose 30% Tuesday after the company signed a definitive agreement with AMD (NASDAQ:AMD) for the phased deployment of 30 MW of AMD-based AI compute infrastructure.

The acquisition aims to address escalating data centre memory bottlenecks driven by AI and cloud workloads.

Memory and storage chip companies surged on Monday, June 15, after the United States and Iran announced a peace agreement that will reopen the Strait of Hormuz. The rally didn't come about because the AI trade suddenly changed; it came about because the single biggest threat to it just got removed. ...

For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...

The deal adds AI-driven flash storage optimization to AMD's data center portfolio as memory demand accelerates