The Wall Street Journal79d agobearish
Global AI Selloff Extends as Traders Ready for Jobs DayU.S. stock futures were lower as AI-related stocks fell across the globe ahead of Thursday’s crucial jobs data.
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Stocktwits79d agobearish
S&P 500, Nasdaq Futures Climb While Dow Futures Fall Ahead Of Key Jobs Report: META, MU, JACK, CEG Stocks In FocusU.S. private employers added 98,000 jobs in June, according to ADP, as investors await Thursday’s payrolls report for clues on the labor market and interest rates.
24/7 Wall St.81d agobearish
Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand?Artificial intelligence has created shortages across nearly every part of the semiconductor supply chain. GPUs have received most of the attention, but memory chips have quietly become just as critical. Every advanced AI accelerator depends on high-bandwidth memory (HBM), and manufacturers are struggling to keep pace. Even after investing billions of dollars to expand production, ... Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand?
Quartz82d agobearish
Samsung, SK Hynix, Micron face antitrust class action lawsuitSeventeen plaintiffs allege the chipmakers coordinated a shift to HBM production to artificially restrict commodity DRAM supply and drive up prices
Yahoo Finance Video85d agobearishVIDEO
Big Tech stocks tumble while Micron continues to gain on Q3 earningsUS stocks (^DJI, ^IXIC, ^GSPC) search for direction ahead of Thursday's session close, while Micron Technology (MU) holds onto gains following its massive earnings beat yesterday. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the day's market moves, Big Tech stocks, and how Micron's stock gains may be impacting Apple (AAPL).
24/7 Wall St.86d agobearish
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the StoryMemory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural ... BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Investor's Business Daily86d agobearish
PCE Inflation Data Hot But Falling Oil Prices Calm Fed Fears (Live Coverage)The Federal Reserve's primary inflation gauge, the core PCE price index, showed the 12-month inflation rate hitting its highest level since October 2023, as Wall Street expected. S&P 500 futures are solidly higher early Thursday after a three-session losing streak sparked in part by the prospect for tighter monetary policy under new Fed Chairman Kevin Warsh. Rate-hike expectations have sent the U.S. dollar surging to its highest level in more than a year, even as prospects for rate hikes by other global central banks have faded with tumbling oil prices.
Associated Press86d agobearish
Rebound in tech shares pushes Asian shares higher, while oil prices fallShares 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.
TheStreet86d agobearish
How many employees does Micron have in 2026? Its workforce, locations & layoffs explainedWhen you think about memory chips, you might think of South Korea. That’s because semiconductor companies Samsung Electronics and SK Hynix dominate that market. But Micron Technology, Inc. (MU) has been gaining momentum. The Idaho-based company is the only US manufacturer of cutting-edge DRAM ...
Reuters Videos86d 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. </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>
The Wall Street Journal87d agobearish
Mag Seven to Lag Seven: When ‘One Decision’ Stocks Stumble📈 Follow our live markets data and coverage. Wharton School finance professor Jeremy Siegel, a cheerleader for staying invested as the 1990s bull market bubbled higher, made a surprising argument at the time. The boom-and-bust Nifty Fifty stocks of the early 1970s, long trotted out as a cautionary tale of falling in love with one group, weren’t so bad.
Investing.com87d agobearish
All eyes on Micron earnings tonight as sell-off raises stakes for AI memory tradeInvesting.com - Micron Technology reports results after the close today, just one day after a brutal 13.2% plunge. Ahead of the open, MU is indicated roughly 4.6% higher in pre-market trading, a partial recovery that does little to settle the core question investors face tonight: is the analyst community's revenue bar of up to $35.4B simply too high?
Reuters87d agobearish
S&P 500, Nasdaq futures tick up as tech shares stabilizeJune 24 (Reuters) - S&P 500 and Nasdaq futures inched higher on Wednesday after two straight sessions of declines, as investors returned to technology shares following a sharp selloff that saw the
Investor's Business Daily87d agobearish
Dow Jones Futures: Nasdaq Breaks Support Amid AI Sell-Off; FedEx, Cerebras Tumble Late With Micron DueThe Nasdaq broke key support Tuesday as AI stocks sold off, even as SpaceX reversed higher. FedEx and AI chip IPO Cerebras reported late. Micron earnings loom.
Motley Fool87d agobearish
Stock Market Today, June 23: Micron Falls as South Korea-Led Memory Selloff Raises Earnings StakesMicron’s Anthropic agreement keeps the AI-memory story in view, with earnings set to show whether HBM demand, pricing, and margins can support expectations after the pullback.
Associated Press88d agobearish
AI stock slump raises the question if investors are just taking profits or getting very nervousTechnology companies are spending big to incorporate artificial intelligence into their businesses and to build huge data centers. Investors who had jumped on the bandwagon appear to be having second thoughts. Just four companies — Alphabet, Amazon, Meta Platforms and Microsoft — plan to spend up to $720 billion this year, primarily on AI data centers.
The Wall Street Journal88d agobearish
📉 These Tech Stocks Are Falling the Most This MorningIt’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.
Investing.com88d agobearish
South Korea leveraged ETF crisis sparks global chip selloffSamsung Electronics (005930) fell 12.31% to 310,000 KRW in Seoul, and SK Hynix (000660) dropped 12.47% to 2,555,000 KRW, with both stocks opening sharply higher before collapsing through the session. The magnitude of the moves helped push the KOSPI down roughly 9-10% from its recent record high, triggering a market-wide circuit-breaker trading halt. Nasdaq 100 futures were down more than 2% ahead of the US open, putting the index on pace to shed more than $1 trillion in market value, Reuters rep
GuruFocus.com88d agobearish
Needham Drops Massive Micron Price Target Hike Ahead of Crucial EarningsAI Memory Boom Fuels Bold Micron Call as Needham Raises the Bar
Reuters88d agobearish
Nasdaq futures fall 2% on tech worries, Fed hike betsJune 23 (Reuters) - Contracts tracking the tech-heavy Nasdaq fell 2%, leading declines among Wall Street futures on Tuesday, as concerns around imminent rate hikes in the United States and debt-backed
Barrons.com88d agobearish
Cerebras Just Had Its IPO. Now, the Chip Maker Faces Its Next Big Test.Cerebras Systems, an AI chip maker, anticipates first-quarter sales of $181 million, an 82% increase year-over-year.
Stocktwits88d agobearish
Nasdaq, S&P 500 Futures Dip After Megacap Tech Selloff: Why SPCX, INFQ, PLTR, QBTS, HIMS Are In FocusTuesday's catalysts include flash PMIs, Richmond Fed data, ADP weekly employment, Treasury bill and 2-year note auctions, and May money supply.
