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Bank of America Has a Blunt Message for Micron Stock Investors

Tesla CEO highlights critical memory supply during AI buildout

AI-driven semiconductor demand continues to fuel the sector's rally, making MU, INTC, NVDA, AMAT and TXN stocks to watch for growth this year.

After a large run, the next leg up may depend on a simple, powerful force that’s already in motion.

The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind.

Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.

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%.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. 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 MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le

Both memory makers have seen their stocks melt up this year due to the artificial intelligence boom.

This memory chip stock has soared in recent years.

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 ...

The robust pace of Alphabet’s spending is a positive signal for its vendors and partners, particularly chipmakers.

A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.

U.S. chipmakers, such as Nvidia Corporation and Micron Technology, Inc., could see a significant uptick due to the increasing popularity of Chinese AI models like Moonshot AI’s Kimi K3, as per analysts. Two days after its launch on July 17,...

The stock market still seems to be pretty resilient in the short term, but the bond market is starting to show some signs of long-term stress.

You just saw a memory stock act like it killed the memory cycle. Here's how it used the AI frenzy to try.

Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.

One investor sees the natural gas market setting up the same way memory chips did before a shortage sent Micron stock surging, and he thinks the fuse on this trade is already burning with hyperscalers and data center developers holding the bag.

Memory stocks have already handed early believers life-changing gains, but a structural supply shortage that analysts say widens through 2028 suggests the rally may have a second act worth understanding before the window closes.

Micron Technology (MU) stock investors had plenty of reason to expect another ‘DeepSeek moment’ following the launch of Kimi K3. The concerns weren’t new, though, and pretty straightforward. Cost-effective, more efficient AI could weaken demand for the expensive hardware powering the boom. ...

Micron and TSMC are capitalizing on AI demand with strong revenue growth, expanding profitability and upbeat outlooks as NVIDIA's gains slow.

Micron and Intel both crushed earnings, but one stock already tripled while the other gave back gains heading into summer. Before you buy either semiconductor name, the risk-reward gap between them tells a very different story.

One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.

Wall Street strategists are calling July's chip carnage a gift, and the reasoning comes down to a capital spending figure so large it dwarfs anything the semiconductor industry has absorbed before. The question is whether the underlying earnings can actually justify it.

The memory-chip maker may have plunged from its peak, but investors should not overlook its long-term upside.

Micron stock may have found a support level after sliding. Here's a trade setup with quick and hefty profit potential.

Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday’s episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated: Some of you have complained […]

A leaked report about SK Hynix eyeing Intel's massive Ohio chip campus sent shares swinging, but a swift denial only tells part of the story behind today's volatile session.