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Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

Micron's blowout earnings lifted the entire semiconductor complex on Thursday.

Global markets are beginning to question assumptions that investors have largely accepted without challenge for the past two years. Throughout the AI-driven rally, markets rewarded almost every announcement tied to artificial intelligence.

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o

MU's Q3 earnings crushed estimates as AI-driven memory demand, HBM shortages and strong guidance point to continued momentum.

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

The red-hot stocks have seen their valuations soar in 2026.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 16, it was announced that Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology signed a definitive agreement. This is for the deployment of an initial 30 MW footprint dedicated to AMD-based […]

Nvidia has built an AI empire.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock posted an impressive 275.53% growth in the past year, while it registered a 132.63 % year-to-date increase. On June 24, the company reported that it was named by research and advisory firm Gartner […]

It's not much of a contest.

Micron’s upbeat Q3 report and Qualcomm's ambitious AI chip sales target boosted the sentiment across the semiconductor segment.

The recent rout knocked down both AI-chip leaders -- but only one looks like the better value now.

Micron blew past expectations for third-quarter revenue and profit on Wednesday.

Qualcomm doubles its non-handset revenue outlook for fiscal 2029.

High levels of optimism about a company's future can lead to risky valuations in the present.

Investing.com - Micron Technology Inc (NASDAQ:MU) delivered the strongest quarterly results in its history after Wednesday's close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 12.6% in extended trade to around $1,180.97, recovering from a regular-session close of $1,047.20.

The chipmaker looks expensive on today's numbers, but the honest question is what you are paying for the earnings of tomorrow.

Arm Holdings (NASDAQ:ARM) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the silicon. With agentic AI workloads pulling every hyperscaler toward custom CPUs and GPU racks, the two are quietly fighting over the same data center socket, just from opposite ... Arm Holdings vs Advanced Micro Devices: One Winner of The AI Data Center Showdown

MEXT bridges the gap between low-cost flash memory and expensive DRAM, helping data centers improve their efficiency as a result.

Advanced Micro Devices (AMD) stock closed at $519.85 on June 23, down 5.76%. The stock was caught in the tech sector sell-off, as reported by Yahoo Finance. This drop is probably just a small hiccup, given how the stock has performed over the longer time frame and the bullish analyst consensus. The ...

AMD Steady, Nvidia Higher: Semis Try to Shake Off Selloff Ahead of Micron

If you are wondering whether Advanced Micro Devices stock still offers value after its strong run, a useful starting point is understanding how its current price compares with different valuation measures. At a last close of US$519.85, Advanced Micro Devices has recorded returns of 2.5% over the past 7 days, 11.2% over the past 30 days, 132.6% year to date, 275.5% over 1 year and 480.7% over 5 years. These figures naturally raise questions about how much potential upside or downside is...

Investing.com -- Cerebras Systems CEO Andrew Feldman said Wednesday that investors "misunderstood" the artificial intelligence chipmaker's margin guidance after shares fell more than 17% following the company's first earnings report since going public.

UBS sees rising demand for CPU racks.

Investing.com -- UBS raised price targets on two chip stocks in a note on Wednesday, identifying both as key beneficiaries of accelerating demand for standalone CPU deployments in agentic AI infrastructure, while pushing back against what it sees as overly aggressive market size expectations.

OpenAI is testing Jalapeno chips as Broadcom expects data center deployment later this year.

AMD Gets a Huge UBS Boost as CPU Rack Demand Heats Up

Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and SK Hynix and Samsung both plunging more than 12% the day after SK Hynix overtook Samsung as Korea’s most valuable company. Layered on ... $900 Billion Just Vanished as Korean Chip Stocks Crater, but the Squawk Crew Isn’t Sold on an AI Breakdown

INTC is gaining traction in sovereign AI as TPIsoftware adopts Xeon 6 and Arc Pro B60, opening more AI infrastructure exposure across Asia-Pacific.