High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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
Each has its strengths, but one looks like a no-brainer buy.
Any time Micron trades under $1,000 per share, it could be a buying opportunity for investors with the right expectations.
Binance Research data shows Nvidia tops first stock trades for young crypto users in emerging markets, at 20%.
Apple is lobbying Washington for permission to buy memory chips from a Chinese company blacklisted for military ties, and the reason it's willing to take that political risk reveals something uncomfortable about how Silicon Valley's most profitable company talks about fair pricing.
Micron Technology, Inc. (NASDAQ:MU)’s recent earnings growth has been so rapid that it nearly appears to be a new firm rather than a cyclical memory maker. The company has gone from a negative $5.34 EPS trough in fiscal year 2023 to an estimated $73.23 EPS in fiscal year 2026, prompting investors to ask a more […]
Even though the shares have been among the top performers in the market, CNBC’s Jim Cramer still believes that Western Digital Corporation (NASDAQ:WDC) got lucky. The stock is up by 644% over the past year and by 173% year-to-date. Cramer’s sentiment about Western Digital Corporation (NASDAQ:WDC) repeats his earlier claims about the firm. For instance, […]
Micron and Sandisk are thriving from a memory chip supply shortage.
Investing.com -- Apple and Micron Technology are pressing the Trump administration to take opposing positions on the use of Chinese memory chips, forcing the president to weigh lower consumer prices against his goal of expanding domestic semiconductor production, The Wall Street Journal exclusively reported.
Two of the president’s priorities—cutting prices for U.S. consumers and increasing domestic semiconductor production—come into conflict.
The ‘Big Short’ investor expanded his bearish semiconductor wagers while increasing exposure to online sports betting stocks.
A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip
Broadcom and Micron still have major growth ahead of them.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).
Micron stock falls sharply as ByteDance, Tencent deals fuel China fears
South-Korea memory-chip maker SK Hynix stock offers its first buy point ahead of the firm's debut earnings report next week.
Check out the companies making headlines this week:
The Roundhill Memory ETF, which has more than doubled year-to-date, was down nearly 7% at the time of writing.
Micron (MU) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is what is driving the group lower and what traders are watching into the close.
Are Micron investors misreading the latest semiconductor news?
Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into three very different calls with very different risk profiles.
Next week's earnings from Apple (AAPL), Meta (META), Amazon (AMZN) and Microsoft (MSFT) could set the tone for the broader market, making it one of the most consequential weeks of the summer. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss what investors should watch and why these reports could have an outsized impact on market sentiment.
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
Based on the average brokerage recommendation (ABR), Micron (MU) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
