Jim Cramer used his July 9, 2026, CNBC Mad Dash segment to explain why Salesforce (NYSE:CRM) has been one of the most painful stocks to hold in enterprise software. The stock is down 36.79% year-to-date and 38.6% over the past year, and Cramer’s view is that cheap can still get cheaper when the growth engine ... Jim Cramer: “Cheap Can Still Get Cheaper.” Why He’s Still Avoiding Salesforce
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Micron Technology Inc. (NASDAQ:MU) is one of the best QQQ Stocks to invest in. On July 6, Micron and Ford Motor Company (NYSE:F) announced a long-term strategic customer agreement to support the supply of memory and storage solutions for Ford’s next-generation vehicles. The partnership aims to ensure supply continuity for high-performance automotive systems while supporting […]
Micron Supercharges U.S. Chip Push With $250 Billion Bet, Shares Soar
If you like semiconductor stocks, you're going to love what's happening at Direxion today.
On CNBC’s Squawk on the Street on July 9, 2026, Jim Cramer argued that the real profit engine of the enterprise AI wave sits at the model layer, which is collecting the checks hyperscalers are writing. “Anthropic is the one that’s actually making a lot of money doing some work on Salesforce,” Cramer said, going ... Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half
The memory chipmaker plans to spend more than $250 billion through 2035.
Micron adds $50 billion to its U.S. plant plans as AI infrastructure demand fuels memory-chip expansion.
The stock has been meandering sideways since early May, but the earnings report it will deliver in August may kick off its next run higher.
Micron Selloff Creates Rare Buying Opportunity, Bank of America Says
The artificial intelligence (AI) bull market remains alive and well. These ETFs offer three distinct ways to benefit from it.
One trillion dollars. That is the scale of institutional capital that spot crypto ETFs, tokenized securities, and corporate treasuries are gradually pulling toward Bitcoin and its adjacent markets. This number also represents the kind of move that would reset Bitcoin from a speculative allocation to a portfolio staple. Now trading around $61,500 per token, Bitcoin ... Bitcoin’s Next $1 Trillion Move Could Change Crypto Forever
During an interview with CNBC, Rasgon said that the current state of the AI industry is fueling growing demand for AI chips, wafers, and tools.
Semiconductor stocks broadly rose on Thursday with memory-chip makers, including Sandisk, among the top performers.
AI-driven memory shortages are pushing DRAM prices higher as Micron, SK Hynix and Samsung face rising scrutiny.
The tech stock might not be the value its valuation suggests.

Hennion & Walsh chief investment officer Kevin Mahn explains to Yahoo Finance Executive Editor Brian Sozzi why he's not crazy about Nvidia (NVDA), even though the stock is at its lowest valuation since 2019.

SK Hynix (000660.KS) is set to go public in the US on Friday. Hennion & Walsh chief investment officer Kevin Mahn, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Markets and Data Editor Jared Blikre take a closer look at the company, the memory trade, and more.
Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI build-out while rotating into value and defensive names. Lee argued: “AI is probably one of the most important structural stories in our lifetime.” ... Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally
AMD stock hit a high of $558.67 at 10:04 am ET, taking its market capitalization to $910.63 billion.
All three major US stock indexes were up in late-morning trading Thursday, as investors monitored th
Micron Technology Inc (NASDAQ:MU) shares rose 7% on Thursday after the company announced plans to invest up to $3 billion to strengthen the U.S. semiconductor supply chain and support future manufacturing capacity. The investment includes $500 million in strategic financing support for...
By Ragini Mathur and Avinash P July 9 (Reuters) - Wall Street's main indexes advanced on Thursday, as rising chipmakers helped outweigh geopolitical anxiety over renewed attacks that could prolong the
The company laid the foundation for its newest site in New York and separately said it will invest $3 billion in Texas.
Artificial intelligence has turned memory chips into one of the most valuable pieces of the semiconductor supply chain. Nvidia‘s (NASDAQ:NVDA) AI accelerators grab the headlines, but high-bandwidth memory (HBM) has quietly become just as essential because advanced AI chips can’t deliver peak performance without it. Until now, U.S. investors looking to capitalize on that trend ... SK hynix Goes Public Tomorrow. Should You Buy at $149?
Micron Technology (NASDAQ:MU) has been the wildest ride in the AI memory trade. The stock rallied from $119.73 a year ago to a 52-week high of $1,254.81, then pulled back to $938.38 after a Samsung-triggered memory selloff. My question: is another leg higher coming, or is fair value already in the price? Our 24/7 Wall ... From $124 to $938 in a Year, Is Another Rally Coming For Micron?
Memory chips, optical technology, semiconductor equipment makers, oh my! The three themes within the AI trade have emerged as investors' favorites, sending related stocks skyrocketing this year. They're also leading today's session.
Micron stock has dropped from levels of more than $1,200 and BofA analysts say there's a chance to buy at a discount.
Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity
Micron Investment Boosts Confidence in U. S.