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Tech futures fell as oil prices topped $100 while South Korea news triggered losses in Q1 stocks. CPI inflation picked up.
Investing.com -- Memory chip stocks have posted significant gains over the past month, with Micron Technology (NASDAQ:MU) climbing 90%, Sandisk Corporation rising 82%, and SK hynix advancing 78% over the 30-day period.
Tight DRAM and NAND supply may lift prices, but the stock's sharp rally raises valuation questions.
(Bloomberg) -- Optimism surrounding the potential for industrial companies to profit from the artificial intelligence boom has fueled record-setting momentum in the sector. Now worries are mounting that the group’s link to AI may be getting too tight.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Says It’s Deployed Mini Subs in Contest to Control HormuzEpstein's Black Card: How He Moved Wome
Investing.com -- Semiconductor stocks declined Tuesday after South Korean policymakers proposed a "citizen dividend" funded by taxes on AI profits, sparking concerns about potential levies on chipmakers.
Stocks are nearing the midday point of a massive second quarter. The rally is starting to look vulnerable.
Tech stocks looked set to drop on Tuesday, as investors took the opportunity to lock in some profit following a stellar rally in chip stocks. Futures tracking the Nasdaq 100 were 0.7% lower. Red-hot Intel and Micron Technology both slid by about 2% and Qualcomm, which hit a record high on Monday, was down by a similar amount.
Each one offers a unique mix of opportunity and risk.
Micron’s growth profile seems to be shifting as memory demand enters a new, more profitable phase. The stock is fifth on our list of 12 AI Stocks Wall Street Is Watching Now. On May 11, D.A. Davidson reiterated the stock as “Buy” with a $1,000.00 price target. The firm believes Micron is a table-pounding buy. […]
Micron is up 826% in the last year. Should investors cash in their profit?
The memory device maker's business has been turbocharged by the AI data center boom
Micron Stock Rockets Higher While Broader Market Stalls on Energy Jitters
Both memory chipmakers have outperformed the market by miles in 2026, but only one combines structural growth with shareholder-friendly capital returns.
The phrase, emerging from Southeast Asia, is the best way to describe the market action on Monday. The S&P 500 rose 0.2% while the tech-heavy Nasdaq was up 0.1%. Investors had seen the S&P 500 and Nasdaq finish at a record last week as well.
A series of bullish catalysts just launched Qualcomm stock to record highs.
Shares of the Roundhill Memory ETF (CBOE:DRAM) are extending a parabolic run, trading near $55.80 in Monday midday action and up about 6% on the day. The fund has now roughly doubled since launching on April 2, putting its 2026 gain at approximately 107%. The move caps a blistering stretch for the new fund. Amazingly, ... Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026
(Bloomberg) -- The White House is inviting Tesla Inc.’s Elon Musk, Apple Inc.’s Tim Cook, Boeing Co.’s Kelly Ortberg and executives from other large companies to accompany President Donald Trump on his trip to China this week, according to an official. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold,
Micron Technology stock could jump substantially in the coming year as memory demand continues to outpace supply.
Memory stocks climbed as investors bet on tighter supply and stronger chip margins.
More than a dozen top U.S. business leaders will travel to China for President Trump’s visit this week with Chinese President Xi Jinping, representing various American industries from finance to manufacturing.
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