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Jack Henry tops Q3 estimates as payments and cloud processing surge, notching 15 core wins and lifting the fiscal 2026 revenue and EPS outlook.

Micron (MU) Rockets 11% as AI Memory Crunch Pushes Market Cap Past $700B

Samsung reaches $1 trillion market cap on booming demand for high-bandwidth memory for AI.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

AI-driven DRAM and NAND demand fuels sharp rally in memory chip stocks

Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue. That compares to a wide range historically, from single digits to around 60 cents on the dollar. That seems unsustainably high for companies in the very expensive business of physically manufacturing chips, but AI demand is changing the game.

Recent developments in the AI chip sector underscore a significant surge in demand for high-performance computing solutions, particularly for AI infrastructure. AMD's latest financial results reveal robust growth in their Data Center segment, attributed to increasing demand for their AI-optimized processors and GPUs. Expansions in global compute infrastructure, marked by strategic collaborations with industry giants such as Meta, AWS, and Google Cloud, highlight the broader industry trend of...

Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.

Micron leads AI semiconductor surge as strong HBM demand fuels growth, while energy strength also boosts select stocks in a volatile market.

U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a ‌shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket ‌trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.

Profits have never been a sure thing in the volatile industry. Memory chip makers Micron Technology and Sandisk as well as hard-drive makers Seagate and Western Digital have all produced annual operating losses at least once in just the last three years. Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue.

Micron surges as AI-driven HBM shortages fuel record growth, while Intel's turnaround and partnerships power a massive stock rally.

Amid severe supply shortages, Micron and Sandisk have raised prices dramatically on critical memory products, fueling a stunning surge in their gross margins.

Today, May 5, 2026, Micron’s jump on high-capacity SSD demand helped power a broader chip-led advance in U.S. stocks.

The Nasdaq Composite and the S&P 500 advanced to new highs on Tuesday as oil prices pulled back, whi

The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.

Sandisk shares rose once more Tuesday, with the memory-chip company looking to join the likes of McDonald’s Verizon and PepsiCo when it comes to market value. Sandisk stock is currently on pace to surpass a $200 billion market capitalization for the first time since the company completed its spinoff from Western Digital on Feb. 24, 2025, according to Dow Jones Market Data. Sandisk advanced 13% to $1,413 on Tuesday, as investors continue to bet that the boom in construction of artificial-intelligence data centers will drive up memory demand.

SanDisk has authorized its first-ever buyback program as a standalone company.

Chevron and Micron ride energy strength and AI chip demand, with strong earnings momentum and sector tailwinds positioning both stocks for May upside.

Semiconductor Stocks Surge on AI Demand and Risk-On Wave

It’s unusual for Apple (AAPL) to signal anything about its suppliers, but Tim Cook broke from that pattern, a move that has clear implications for Micron Technology (MU) investors. For perspective, Micron has ridden a tidal wave of AI memory demand over the past several quarters, a trend ...

Investors are no longer just chasing the GPUs that train AI models. They're also chasing the memory and storage needed to keep those systems running.

Here’s a number that makes you look twice: in a single quarter, SanDisk (NASDAQ: SNDK) generated nearly $3 billion in free cash flow, posted EPS of $23.41 vs estimates of $14.62, and then guided the next quarter to as much as $8.25 billion in revenue. About a year ago, the stock was at $40. Now it’s around $1,400. That’s not hype, it’s timing, execution, and a massive shift in demand all lining up. See, SanDisk’s Surge Explained: What’s Fueling the Move.

Micron Technology and Intel stocks are up more than 100% each in just the first four months of this year. Can this momentum continue?

Micron Rips Higher as IDC Calls End of Chip Cycle Chaos

These stocks have both soared by more than 600% in the past 12 months.

Memory chip stocks are ripping higher again this morning, with Micron Technology (NASDAQ:MU) shares up 12% and SanDisk (NASDAQ:SNDK) shares climbing 10% in mid-morning trading on Tuesday. MU stock is changing hands near $644, while SNDK shares are pushing through $1,380. The synchronized rally extends what’s already been a parabolic year for memory names. Micron ... Micron Rockets 12%, SanDisk Leaps 10% as Tight Memory Supply Fuels Parabolic AI Trade

Micron Technology stock surges and is on pace to close with a market cap above $700 billion for the first time on record. Memory stocks may not be cyclical this time, a new report says.

Nvidia (NASDAQ:NVDA) is up over 93% in the past year, though it is up less than 2% in the past six months. On the other hand, Seagate (NASDAQ:STX) is up a massive 717% in the past year and up 151% in the past six months alone. As of this writing, the stock has surged over 15% in ... The Best-Performing AI Stock Nobody Is Talking About Has Outrun Nvidia by a Mile

Palantir grew sales and quadrupled earnings in Q1. So why are investors selling?