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Rebound in tech shares pushes Asian shares higher, while oil prices fall
Associated Press49d agobearish
Rebound in tech shares pushes Asian shares higher, while oil prices fall

Shares were mostly higher Thursday in Asia, led by tech-driven gains in Japan and South Korea as major computer chipmakers’ stocks surged following upbeat earnings reports from U.S. giants like Qualcomm and Micron Technology. Oil prices fell more than $1, bringing them closer to where they were before the war with Iran started. Qualcomm’s share price surged 12% in afterhours trading after the company announced it had raised its forecast for revenue this year to $40 billion from $22 billion.

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Morning Bid: Micron puts chips back on the table
Reuters49d agoneutral
Morning Bid: Micron puts chips back on the table

A look at the day ahead in European and global markets from Ankur Banerjee High-stakes earnings from Micron more than delivered by outlining strong demand for its memory chips and that was enough to

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Stocks Rally as Micron Revives AI Trade
Bloomberg49d agobullishVIDEO
Stocks Rally as Micron Revives AI Trade

Stocks in Asia climbed alongside US equity futures after Micron Technology Inc.'s blowout sales outlook reignited confidence in the artificial-intelligence trade. Bloomberg's Anthony Stephens has the context on how the AI sector is trending.

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Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
Reuters49d agobullish
Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally

Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

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Nasdaq, S&P end lower as tech stocks fall
Reuters Videos49d agobearishVIDEO
Nasdaq, S&P end lower as tech stocks fall

<body><p>STORY: U.S. stocks ended mixed on Wednesday, with the Dow gaining just over a third of a percent, while the S&P 500 edged slightly lower and the Nasdaq lost more than four-tenths of a percent.</p><p>Investors were intensely focused on chip maker Micron Technology's results after the closing bell. The stock, which has surged more than 200% this year, climbed in extended trading on Wednesday, after Micron forecast quarterly earnings above Wall Street estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips.</p><p>Michael Landsberg is chief investment officer at Landsberg Bennett Private Wealth Management.</p><p>"What's happened now is with AI, a lot of these chips are needed to make AI work faster and better. So the demand has really been strong across the entire sector. We think it continues. And that's really, I think, why this rally in that space has got some legs. And we think it could continue for a while."</p><p>Several tech stocks, however, slid during Wednesday's session, including chip designer Cerebras, which tumbled more than 19%. In its first report since going public, Cerebras forecast full-year profit margins would drop below first-quarter figures.&nbsp;</p><p>Concerns around debt-backed AI spending by hyperscalers and mounting fears of a more hawkish Federal Reserve have fueled a market downturn this week that has erased more than $1 trillion in market value from the Nasdaq 100.</p><p>Among the session's other stock moves, homebuilders soared after President Donald Trump canceled a planned signing of bipartisan legislation aimed at speeding up availability of affordable housing. Shares of Hovnanian Enterprises, PulteGroup and Toll Brothers all ended higher.</p><p>And shares of Hertz tumbled more than 40% after the car-rental firm said it expects second-quarter adjusted core earnings near the lower end of its forecast range and announced a proposed offering of $100 million of common stock.</p></body>

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Investing.com49d agobullish
Chip stocks surge after-hours on Micron’s record quarter

Investing.com - Micron Technology Inc (NASDAQ:MU) delivered the strongest quarterly results in its history after Wednesday's close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 12.6% in extended trade to around $1,180.97, recovering from a regular-session close of $1,047.20.

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Micron Shares Jump as Chip Shortage Projected to Last Beyond 2027
The Wall Street Journal49d agobullish
Micron Shares Jump as Chip Shortage Projected to Last Beyond 2027

Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecasted that rapid growth will continue due to near-insatiable demand for its memory chips. Shares surged by more than 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings per share, adjusted gross margin and the company’s forecast. Micron and its peers make chips that have become a central component in the artificial-intelligence boom, helping to facilitate the high-powered computing needed by top AI models.

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Micron's 'phenomenal' Q3 earnings: Analyst takeaways
Yahoo Finance Video49d agoneutralVIDEO
Micron's 'phenomenal' Q3 earnings: Analyst takeaways

Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (compared to analyst estimates of $35.69 billion). CFRA Research senior vice president and equity analyst Angelo Zino chats with Yahoo Finance about the results.

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Micron Q3 earnings far surpass Wall Street's estimates on the top & bottom lines
Yahoo Finance Video49d agoneutralVIDEO
Micron Q3 earnings far surpass Wall Street's estimates on the top & bottom lines

Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (compared to analyst estimates of $35.69 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers and guidance.

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Micron forecasts quarterly revenue above estimates
Reuters49d agobullish
Micron forecasts quarterly revenue above estimates

Micron Technology forecast quarterly revenue above Wall Street ‌estimates on Wednesday, signaling that ‌insatiable demand for AI-related infrastructure will continue ​to drive strong demand for its memory chips. Shares of the company rose around 4% in extended trading. The ‌company expects ⁠fourth-quarter revenue of $50 billion, plus or minus $1 billion, compared with ⁠analysts' average estimate of $43.58 billion, according to data compiled by LSEG.

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Needham triples Micron target ahead of crucial earnings report
TheStreet49d agoneutral
Needham triples Micron target ahead of crucial earnings report

Needham recently raised its price target on Micron Technology (MU) to $1,550 from $500, tripling its outlook two days before the company’s earnings report. That kind of leap usually follows a blowout quarter, not before one. Hours after the new target sent shares higher, Micron stock reversed hard ...

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Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
24/7 Wall St.49d agoneutral
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

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Investing.com49d agoneutral
SpaceX IPO dominated moomoo platform as half of all traders bought SPCX

Investing.com -- SpaceX's stock market debut proved to be one of the most dominant single-stock events moomoo's U.S. platform has seen, with more than half of all active traders on the platform trading SPCX on IPO day and the stock generating nearly eight times more orders than the second-most traded name.

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Micron Q3 earnings: How much higher can this chip stock run?
Yahoo Finance Video49d agoneutralVIDEO
Micron Q3 earnings: How much higher can this chip stock run?

AI chipmaker Micron Technology (MU) is due to report its fiscal third quarter earnings results after Wednesday's market close. The company's stock has gained by 270% year-to-date in 2026. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Opening Bell Media CEO Phil Rosen discuss how much higher Micron's stock could run following this earnings report.

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