Yahoo Finance33d agoneutral
Micron and Nvidia are powering a $700 billion chip profit boom: Chart of the DayChip stocks have shed $2.7 trillion since late June, yet Wall Street still sees industry profits reaching roughly $700 billion in 2027.
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The Wall Street Journal33d agoneutral
Stocks to Watch: JPMorgan, BP, Lufthansa🔎 Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C): The banks will report second-quarter earnings today. Analysts expect them to post higher revenue and profit.
Barrons.com33d agobullish
SK Hynix Stock Jumps as U.S. Premium Kicks In for Memory-Chip MakerSK Hynix stock was gaining early Tuesday. The memory-chip company looks to be reaping the benefits of its recent U.S. listing as its American depositary receipts outpace its South Korean shares. SK Hynix shares closed up 3.7% at 1.913 million won ($1,279.90) in South Korean trading Tuesday.
Motley Fool33d agoneutral
President Trump Sells Micron Stock and Buys an AI Stock Up 1,340% Since 2023The president has been a net seller of Micron and a net buyer of Nvidia this year.
Motley Fool34d agoneutral
SK Hynix Has Traded at a Discount to Micron for Years. That May Be Changing.One key limiting factor no longer applies to SK Hynix's stock.
Stocktwits34d agoneutral
MU Vs SNDK Vs SKHYV Vs STX: Retail Traders Pick Clear Memory Stock Winner Over Next YearWith a tech rotation underway and a pullback in memory stocks from June highs, retail traders are closely watching the market for their picks.
BeInCrypto34d agoneutral
Apple Stock Hits a Record as the AI Memory Crisis Guts Cheap PhonesApple stock hit a record as an AI-driven memory crisis split the smartphone market and crushed budget Android.
Motley Fool34d agobullish
Why Micron Technology Stock Soared 304% in the First Half of 2026 and Why There Might Be More to ComeThe chipmaker continues to ride the coattails of AI adoption.
Zacks34d agoneutral
Zacks Investment Ideas feature highlights: Micron, Samsung, DRAM and DISKMicron, Samsung, DRAM and DISK have been highlighted in this Investment Ideas article.
Reuters34d agoneutral
Chip toolmaker ASML expected to shine light on capacity and China challengesASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of less-advanced DUV tools to make chips for automotive, industrial and electronic products.
StockStory34d agoneutral
Paylocity, Rapid7, and Braze Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.
StockStory34d agobullish
Asana, Sprinklr, and Freshworks Shares Are Soaring, What You Need To KnowA number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.
StockStory34d agoneutral
monday.com, Marqeta, and GitLab Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks. While the Nasdaq retreated and semiconductor leaders like Micron (-4%) sold off, major SaaS incumbents caught a strong bid.
StockStory34d agoneutral
HubSpot, ZoomInfo, and Paycom Stocks Trade Up, What You Need To KnowA number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.
24/7 Wall St.34d agoneutral
Famous AI Investor Says This is the ‘Mega Bull Case’ For Stocks like NVIDIA, Micron, and BroadcomA prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.
StockStory34d agobearish
Power Integrations, NXP Semiconductors, and Universal Display Shares Are Falling, What You Need To KnowA number of stocks fell in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated.
StockStory34d agoneutral
Amkor, Himax, and Entegris Shares Plummet, What You Need To KnowA number of stocks fell in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated. SK Hynix shares fell over 5% in South Korea following its strong Nasdaq debut the previous week.
StockStory34d agoneutral
Nova, Teradyne, and Kulicke and Soffa Shares Plummet, What You Need To KnowA number of stocks fell in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated. SK Hynix shares fell over 5% in South Korea following its strong Nasdaq debut the previous week.
StockStory34d agoneutral
Why Micron (MU) Shares Are Sliding TodayShares of memory chips maker Micron (NASDAQ:MU) fell 4.6% in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated.
24/7 Wall St.34d agoneutral
Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI MemoryJim Cramer used Monday’s Squawk on the Street to explain why SK Hynix’s sharp overnight decline in South Korea may not signal a change in the company’s underlying outlook. The Korean chipmaker, which is the world’s largest supplier of high-bandwidth memory to NVIDIA, delivered a strong U.S. market debut on Friday before falling into bear-market ... Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory
24/7 Wall St.34d agoneutral
Analyst Dan Ives Calls Memory Chips the “Golden Child” of the AI Revolution with “15-to-1” Demand-to-Supply ImbalanceWedbush's Dan Ives is calling one corner of the semiconductor market the single most important asset in the AI buildout, and he says the supply crunch powering it will not let up for years. The stocks he is watching right now tell a very specific story about where the money is moving.
Simply Wall St.34d agoneutral
Micron (MU) Just Put $3 Billion Into GlobalWafers To Secure AI SupplyMicron Technology (NasdaqGS:MU) is investing US$3b in silicon wafer producer GlobalWafers. The deal is part of Micron's broader U.S. semiconductor expansion plan of more than US$250b. The move is intended to address potential silicon wafer supply constraints as AI memory demand grows. Micron Technology, a major supplier of DRAM and NAND memory, is tying its long-term growth plans more closely to raw material security through this US$3b GlobalWafers investment. The focus is on silicon...
Yahoo Finance Video34d agoneutralVIDEO
What investors can expect this earnings seasonWalser Wealth Management Chief Investment Officer Rebecca Walser joins Market Domination Overtime to discuss what investors can expect from the upcoming earnings season.
Investor's Business Daily34d agobearish
Dow Jones Futures: Nasdaq Sells Off, Oil Prices Spike On Trump Blockade; Micron, Sandisk, SK Hynix, SpaceX DiveDow Jones Futures: The Nasdaq composite sold off Monday on Trump's Strait of Hormuz blockade. Micron, Sandisk, SK Hynix and SpaceX dived.
