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Rambus (NASDAQ:RMBS) reported record second-quarter fiscal 2026 revenue and non-GAAP earnings, supported by growth in its memory-interface chip business and contributions from royalties and silicon IP. The company’s revenue surpassed $200 million for the first time, while management said demand tren
Another day to look at Micron (MU). I think I have covered this stock more than any other stock lately. One of the most recent best beats was the historic Q3 preview earnings coverage. I call it best because our target was hit on the same day as that Q3 blowout print. Plus, it has been one of ...
China's biggest memory chipmaker, ChangXin Memory Technologies (CXMT), is surging in its IPO on the Shanghai Stock Exchange. Yahoo Finance Technology Editor Dan Howley explains what investors should know about emerging Chinese competition in the tech space.
(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall
Memory-chip maker CXMT soared 466% in its first day of trading today to become mainland China’s most valuable listed company. But the company, China’s national champion in the red-hot memory-chip business, still has a long way to go to catch up with its global competitors.
(Bloomberg) -- CXMT Corp. is set to begin trading in Shanghai on Monday after raising 66.6 billion yuan ($9.8 billion) in the second-largest initial public offering in China’s history, with potential for a first-day gain that would make it the largest company in the country.Most Read from BloombergDeepSeek Said to Tell Backers of Funding Pause After Viral PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as
(Bloomberg) -- Investors will soon have another way to bet on the hottest stocks from Nvidia Corp. to SpaceX, without trading a single share.Most Read from BloombergDeepSeek Said to Tell Backers of Funding Pause After Viral PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysTrump Seethes as Iran War Spirals Anew With No End in SightHouthis Claim Saudi Attack as US Ends Run of Iran StrikesRetina Chip Designed to Restore Sight to Go on Sale in EuropeCME Group Inc. will launch single
(Bloomberg) -- Investors will soon have another way to bet on the hottest stocks from Nvidia Corp. to SpaceX, without trading a single share.Most Read from BloombergDeepSeek Said to Tell Backers of Funding Pause After Viral PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysTrump Seethes as Iran War Spirals Anew With No End in SightHouthis Claim Saudi Attack as US Ends Run of Iran StrikesRetina Chip Designed to Restore Sight to Go on Sale in EuropeCME Group Inc. will launch single
Investing.com -- Chinese memory-chip maker CXMT Corp. could become the mainland’s most valuable listed company shortly after its Shanghai debut, following a heavily oversubscribed 66.6 billion yuan ($9.8 billion) initial public offering, Bloomberg reported.
(Bloomberg) -- Investor excitement over the memory chip trade is setting outsize expectations for the Shanghai debut of CXMT Corp., which is on the brink of making history after a near-record initial public offering.Most Read from BloombergSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysRetina Chip Designed to Restore Sight to Go on Sale in EuropeTrump Seethes as Iran War Spirals Anew With No End in SightHouthis Claim Saudi Attack as US Ends Run of Iran StrikesDeepSeek Said to Tell
Two of the president’s priorities—cutting prices for U.S. consumers and increasing domestic semiconductor production—come into conflict.
Financial Institutions (NASDAQ:FISI) reported higher second-quarter earnings, loan growth and net interest margin, while raising several full-year profitability targets as commercial lending momentum strengthened across its core Upstate New York markets. Net income available to common shareholders
Memory stocks were the hottest trade of 2026 until they weren't. In the span of a few weeks, one of the market's best-performing sectors flipped into a bear market. Micron (MU), Samsung, and SK Hynix (SKHY) all fell more than 20% from their late-June highs, and the Roundhill Memory ETF went ...
(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of
Micron and SK Hynix stock were rising ahead of the open Thursday after earnings from Alphabet and signs of continued spending on memory helped ease fears that have hung over chip makers. SK Hynix was outdoing its U.S. rival, though the Korean memory giant has been susceptible to bigger swings recently, since it made its debut in the U.S. stock market earlier this month. Micron stock gained 3.5% in premarket trading on Thursday with SK Hynix’s American Depositary Receipts (ADRs) up 6.7%.
Intel Corp (NASDAQ:INTC) reports second-quarter financial results Thursday after the closing bell, with investors expected to look for updates on whether the company has started easing the supply constraints that executives said limited revenue in the first quarter. Supply Limited Revenue in Q1 During the first-quarter earnings call in April, CEO Lip-Bu Tan said demand continued to outpace supply across Intel’s businesses, particularly for Xeon server CPUs, even as the company expanded factory o
I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...
Super Micro Computer's gross margins are surging, Kraft Heinz turns to Mickey Mouse for help, and more news to start your day.
Every market boom eventually runs into the same problem, and it rarely shows up where investors expect it. You ride a simple story — in this case, artificial intelligence needs endless chips and data centers — straight up the chart until the numbers stop feeling real. Then something jolts the ...
The Dow Jones Industrial Average added 0.7%, and the Nasdaq composite climbed 1.3%. Micron Technology and Nvidia were the two strongest forces lifting the market as AI stocks climbed for a second straight day after tumbling the week before. The Nasdaq composite rose 329.13 points, or 1.3%, to 25,837.21.
SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings either confirm or shatter the bullish memory narrative Micron just set.
Investing.com -- Bank of America told clients in a note Tuesday that the latest wave of Chinese open-source AI models, including Moonshot's Kimi K3, reinforces rather than threatens its bullish thesis on memory demand, reiterating a Buy rating on Micron with a $1,550 price target.
Memory chip shortages continue to be a problem for most companies.
The first components of an ASML next-generation chipmaking tool arrived at New York state's Albany NanoTech Complex on Tuesday, the governor's office said. The NanoTech complex will use the tool to conduct research and development on future forms of chip design and manufacturing. The NanoTech facility is the only one of its kind in North America, according to NY Creates Director Dave Anderson, and is similar in scope and focus to Europe's Imec, which operates in Belgium.
You would have scored a spectacular win.
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