High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (MSFT) falling to their lowest level in nearly three years, memory chip stocks rallying around Micron Technology's (MU) post-earnings gains, and Qualcomm's (QCOM) latest move into AI data center products.
Sandisk stock is up 4,671% over the past 12 months. Polymarket calls it “the most overbought stock in history.”
Apple (NASDAQ:AAPL) just raised Mac and iPad prices by $100 to $300 depending on the device, and CNBC’s MacKenzie Sigalos framed the move as the first real crack in Apple’s pricing dam. “Those shares falling this morning as investors digest the company’s first real move to pass the AI memory crunch directly onto consumers,” she ... Apple Is Quietly Hiking Prices on Macs and iPads, and the iPhone Could Be Next
Shares of Dell Technologies (NYSE:DELL) are down 6% in midday trading Thursday, last changing hands near $407 after closing at $434.06 on Wednesday. The slide stands out because it’s happening on a day when memory and storage names are ripping higher. At the same time, Western Digital (NASDAQ:WDC) stock is up 5%, trading near $678. ... Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade
Western Digital (WDC) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
WDC's AI-driven HDD roadmap, rising cloud demand and strong estimate revisions highlight why it may offer more upside than NTAP.
The rally for memory stocks is back on, with Micron leading the way after its earnings blew past expectations on booming AI demand.
Shares of Micron Technology (NASDAQ:MU) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon. The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and ... Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand
Western Digital stock and shares of hard-disk drive rival Seagate Technology rallied after Micron's results.
Stock Market Today: The Dow Jones index rose Thursday ahead of a key inflation gauge. Micron stock rocketed 17% on earnings.
↗️ Micron Technology (MU): The memory-chip maker said revenue quadrupled in the second quarter and that it expects the chip shortage to extend beyond 2027. Shares surged 17% premarket. ↗️ Sandisk (SNDK), Western Digital (WDC), Qualcomm (QCOM): Memory makers and other stocks tied to the AI buildout also rallied ahead of the bell.
June 25 (Reuters) - Nasdaq futures jumped 2% on Thursday after upbeat forecasts from chipmakers Micron and Qualcomm pointed to strong demand for artificial intelligence infrastructure, lifting
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.
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.
Micron surged overnight on strong earnings and guidance, lifting other memory and chip plays. The Fed's favorite inflation gauge is on tap.
The company's revenue exploded, but the physical volume it shipped barely budged, revealing a pricing power the market may still be underestimating.
The legacy memory chipmaker is becoming a high-growth AI stock.
Despite a sharp AI stock selloff, TSM's reported 5% to 10% price hike on advanced chip production suggests demand remains strong. Companies don't pay more for scarce capacity if growth is fading.
Stocks rose on Wednesday as tech stocks stabilized after a two-day sell-off and oil prices declined to their lowest level in months.
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