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Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last

(Updates with latest index futures, equity, and oil prices in the second, third, and sixth paragraph

The semiconductor sector declined on Friday as high memory and storage costs weighed on stocks.

(Updates with latest index futures, equity, and oil prices in the second, third, and sixth paragraph

Tech stocks swooned, and broader equity index futures declined in Friday's premarket trading amid co

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone

June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap

Investing.com -- U.S. semiconductor stocks slipped in premarket trading on Friday, extending a global technology selloff after Apple raised prices on several of its products, fanning concerns that surging memory chip costs could dampen consumer electronics demand and cloud the outlook for the broader AI trade.

Goldman Sachs initiated coverage of Intel with a 'Neutral' rating and a 12-month price target of $150, according to Investing.com.

Advanced Micro Devices (NasdaqGS:AMD) has agreed to acquire MEXT, a company focused on AI driven memory optimization. The deal is aimed at addressing AI memory bottlenecks in data centers by integrating predictive memory technology into AMD’s platform. This move is positioned to broaden AMD’s data center capabilities and support enterprise AI infrastructure customers. For investors watching AMD’s push into data center and enterprise AI, the MEXT acquisition focuses on one of the less talked...

Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.

The Broadcom OpenAI partnership just shipped the Jalapeño chip, yet money is rotating to two other names even as analysts stay bullish.

Goldman Sachs Group Inc. (GS) initiated coverage of Intel Corp. (INTC) this week with a neutral rating and a $150 price target, based on TipRanks' report. That implies only about 12% upside, modest given the stock’s run over the past year. The bigger signal is who wrote it, not the number itself. ...

All four companies have different strengths.

Nvidia and AMD have been two of the best-performing stocks of the last decade and continue to look well-positioned for the next 10 years.

Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on the dip. These have been opportunities in the past, and we just don’t really see any change,” Reitzes said. His list of buys ... Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Riot Platforms (NASDAQ:RIOT) ranks #4 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $142,166,413 Situational Awareness is apparently a fan of former Bitcoin players transitioning into AI and data centers. Riot Platforms (NASDAQ:RIOT) is one such name, […]

BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play.

Wall Street could still be underestimating Nvidia and overestimating AMD.

Nvidia CEO Jensen Huang recently said Marvell could become the next trillion-dollar artificial intelligence (AI) chip stock.

AMD Gets a Wall Street Boost as UBS Lifts Price Target to $670

NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The scale gap is one part of the picture. The software lock-in is the more durable factor. CUDA Carries NVIDIA. MI450 Carries AMD’s Hopes. NVIDIA’s Q1 FY2027 revenue ... The Real Reason Nvidia Holds an Unshakable Monopoly Over AMD Has Nothing to Do with Raw Computing Power

While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.

Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.

Nvidia faces a stronger challenge from the law of large numbers.

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

QCOM's expanded Hugging Face partnership aims to speed open AI deployment across devices and cloud, from Snapdragon platforms to Dragonfly data centers.

Investing.com -- Goldman Sachs initiated coverage of Intel with a Neutral rating and a 12-month price target of $150, acknowledging clear tailwinds in server CPUs and foundry optionality but arguing that the stock's recent run has already priced in much of the upside.

NVIDIA’s (NASDAQ:NVDA) setup heading into the back half of 2026 mirrors what drove the stock higher in 2025: revenue accelerating, margins holding, and hyperscaler demand outrunning supply. The pullback has reset expectations, and our model suggests the market is underpricing the next 12 months. Our 24/7 Wall St. price target for Nvidia is $251.55, implying ... Nvidia Price Prediction: The Forecast Climbs Again. Here’s Where the AI Leader Heads Next

AMD's HPC gains, surging data center revenues and AI infrastructure wins bolster its growth outlook, even as NVIDIA and Broadcom intensify competition.