High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.
Micron Technology, Inc. (NASDAQ:MU) is included among the 10 Best Reddit Stocks to Buy According to Billionaires. On May 27, Barclays analyst Tom O’Malley raised the firm’s price recommendation on Micron Technology, Inc. (NASDAQ:MU) to $1,175 from $675. He reiterated an Overweight rating on the shares. The firm said memory and storage remain the “most […]
At $521.31, Advanced Micro Devices (NASDAQ:AMD) looks like a stock where the bullish setup still has room to run. The stock ripped roughly 25% in the week after Q1 earnings. Thus, Wall Street is still catching up to what the inference cycle means for the rare chipmaker selling both the CPU and the GPU at ... Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It
With its latest funding round, Anthropic has more than doubled its valuation since February, jumping from $380 billion to $965 billion.
The rally in memory chip stocks has driven Micron Technology (MU) shares 25% higher in the last week as its market cap crossed into the $1 trillion threshold. Sandisk (SNDK) continues its warpath after skyrocketing 4,100% over the past 12 months. Zacks Investment Research senior stock strategist Andrew Rocco explains why he believes these memory chip stocks are at the beginning of their "climactic blow-off top" moves and the growth potential they have as per their applications for training AI models.
The rally in memory chip stocks has driven Micron Technology (MU) shares 25% higher in the last week as its market cap crossed into the $1 trillion threshold. Sandisk (SNDK) continues its warpath after skyrocketing 4,100% over the past 12 months. Zacks Investment Research senior stock strategist Andrew Rocco explains why he believes these memory chip stocks are at the beginning of their "climactic blow-off top" moves and the growth potential they have as per their applications for training AI models.
Trump's Micron Endorsement Ignites Massive Rally as MU Nears $1,000
The memory chipmaker has staged one of the market's most stunning rallies, crossing $1 trillion in market value this week.
Anthropic's funding round make it the most valuable AI startup at $965 billion, ahead of OpenAI for the first time.
NVIDIA (NASDAQ:NVDA) dominates 2026 financial television as the consensus AI play. But the trade quietly outrunning it belongs to a company whose CEO refuses to say the magic words. Apple (NASDAQ:AAPL) closed at $311, an all-time high on a split-adjusted basis, carrying a $4.57 trillion market cap, up 54% in one year. Tim Cook never ... Tim Cook Has Never Hyped AI. Apple Stock Is at an All-Time High Anyway
SNDK has surged since its 2025 spin-off as AI-driven memory demand, strong pricing and new contracts fuel rapid revenue growth.
Anthropic raised $65 billion in a Series H funding round, valuing the AI lab at $965 billion post-money, in one of the largest private funding rounds in tech history.
Micron Technology (NASDAQ:MU) is the story nobody saw coming. Twelve months ago you could buy a share for under a hundred dollars. On Tuesday this week it briefly cleared a trillion-dollar valuation, joined the same afternoon by SK Hynix, and Wall Street started openly asking whether the next stop is two. The catalyst was simple ... Could Micron Hit $2 Trillion? The Price Target Just Tripled
Here’s a fact that might shock you: the iShares MSCI South Korea ETF (NYSEARCA:EWY) has ripped 303.3% higher in U.S. dollar terms since the start of 2025, while the SPDR S&P 500 ETF (NYSEARCA:SPY) has gained 29.9% over the same stretch. That puts Korean stocks at roughly 10 times the U.S. return. EWY shares traded ... The U.S. Market Is On Fire, But One Surprising Country Has Outperformed U.S. Stocks 10-to-1 Since the Start of 2025
Memory-chip makers Micron and Sandisk scored price-target hikes from Wall Street analysts on Thursday. Both stocks are at record highs.
The Roundhill Memory ETF is a clean way to gain exposure to top AI memory and storage stocks.
Vishay Intertechnology stock is surging. Is this just the AI boom or is something else driving the rally?
Cybersecurity stocks get another look from investors.
South Korean chip manufacturer SK Hynix has crossed the $1 trillion market cap, joining the ranks of Samsung Electronics and Micron Technology in the memory chip sector. On Wednesday, SK Hynix’s shares ended the session with a 9.3% increase, after...
Micron is cashing in on high memory chip prices.
US stocks (^DJI, ^IXIC, ^GSPC) are wavering at the start of Thursday's trading session, while Wall Street grows increasingly bullish on memory chipmaker Micron Technology (MU) after its market cap crossed above $1 trillion earlier this week. Yahoo Finance Executive Editor Brian Sozzi is joined by PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporter Ines Ferré to gauge the current state of the tech trade and whether valuations are indicative of a market bubble.
For years, investors treated memory-chip companies like airlines or steelmakers — cyclical businesses that boomed when supply tightened and collapsed when too many competitors flooded the market with inventory. That’s why what’s happening with Micron Technology (NASDAQ:MU) today feels so different. The company just crossed a $1 trillion valuation after a blistering rally, yet the ... Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026
Cybersecurity stocks like CrowdStrike (CRWD), Palo Alto Networks (PANW), and SailPoint (SAIL) are in focus as Wall Street leans more bullish into the AI trade, especially around cybersecurity applications. Does the software sector still have some fight in it as these 3 stocks have seen big gains over the last month and in 2026? Yahoo Finance Executive Editor Brian Sozzi welcomes a panel consisting of Senior Reporters Brooke DiPalma and Ines Ferré and PNC Asset Management Group CIO Amanda Agati to discuss investor sentiment surrounding the software trade.
It feels like there’s nothing more than extreme overvaluation across the semiconductor names these days. Indeed, sometimes, it just makes more sense to tell yourself you missed a move rather than looking to chase an overheated sector or industry after a parabolic move. With Micron (NASDAQ:MU) up 865% in the past year, surging into the ... Beyond Micron. Why TSMC Might Be the Bigger Value Play in Semis as the Cycle Broadens
MU's non-GAAP gross margin hits a record 74.9% in Q2'26 as DRAM/NAND prices and AI demand surge. Rising memory prices may help it attain Q3 guidance of 81%.
Demand for artificial intelligence (AI) memory chips is surging, but some analysts remain skeptical that the boom is durable.
Everyone’s chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA) sits at a $5.15 trillion market cap. Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 39% year to date. And Micron Technology (NASDAQ:MU) just crossed $1 trillion in market cap, joining SK Hynix and Samsung in a memory club that suddenly looks unkillable. On a recent episode of The ... Forget Nvidia and Taiwan Semiconductor. This $1 Trillion Memory Play Just Soared 90% in 2.5 Months.
The shares of each company have racked up huge gains but one may have more room to run than the other, according to this analyst
It won't happen this year, but these stocks could go up 10-fold during the next 10 years.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.