News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Jim Cramer went on CNBC’s Squawk on the Street Tuesday morning to defend the memory names getting hammered after South Korea’s market dropped nearly 5% overnight. Samsung posted a record quarter, missed a whisper revenue number by roughly 1%, and got sold off 7%. Cramer sees profit-taking and a specific reason to slow-play SK Hynix. ... Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Micron Technology (NASDAQ: MU) and Apple (NASDAQ: AAPL) just delivered earnings that expose opposite ends of the AI hardware trade. Micron reported $41.46 billion in fiscal Q3 revenue as data centers hoarded memory. Apple posted a record $111.184 billion March quarter while raising hardware prices to protect margins. Memory Prices Explode. iPhone Volume Holds The ... Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
SEMI says price or capacity intervention could worsen the AI-driven memory shortage affecting electronics, autos and appliances.
Shares of SK Hynix will start trading on the U.S. stock market this week, and its phenomenal growth and valuation make it a no-brainer buy.
Palantir (NASDAQ:PLTR) and Google (NASDAQ:GOOGL) both just delivered blowout Q1 2026 reports, yet their businesses look nothing alike. Palantir rebounded 14.55% in the past week after touching a $106 June low, powered by an NVIDIA sovereign AI partnership and blistering enterprise growth. Google, meanwhile, is compounding at scale on the back of Cloud and Gemini. ... Palantir Vs. Google: Why Palantir is Surging in July and Should Investors Buy it Over Google
Micron Technology (MU) just issued a different kind of artificial intelligence caution to investors. The dismal earnings picture isn't the problem. It is not because demand is collapsing. It does not even arise from an obvious shift in the memory-chip cycle. Instead, the warning comes from the ...
Bank of America Securities Senior Semiconductor Analyst Vivek Arya believes the AI-driven semiconductor boom is still in its early stages. In a recent CNBC interview, he argued that demand for AI infrastructure continues to accelerate as artificial intelligence becomes an essential part of enterprise software. “AI is going from being just kind of a proof of ... Bank of America Analyst: AI Is Becoming “Deeply Embedded in Enterprise Workflows” as AI Spending Could Reach $1.5 Trillion
S&P 500 companies are expected to report 23.3% earnings growth for Q2, the second straight quarter above 20% and far above the average growth rate of 16.4% over the past five years, according to FactSet. The key question for markets, according to famed investment strategist Ed Yardeni, is whether analysts got carried away after Q1 earnings and set the bar too high. "The big risk up ahead is that technology companies, especially the hyperscalers, won't beat analysts' overly optimistic earnings growth estimates for the quarter," Yardeni wrote in Monday note.
The high-flying stock has been in a tailspin in recent days.
Samsung's building more plants to capitalize on memory demand -- and endangering Micron's profits.
Michael Burry Makes Bold Micron Short Bet as AI Chip Euphoria Heats Up
Michael Burry warns memory-chip valuations may face pressure as South Korea and China expand DRAM capacity.
U.S. stocks ripped more than 15% higher in the second quarter of 2026. For retirees and those who remain fully invested in the idea that this bull market can continue for some time, that’s great news. However, there are obvious concerns that are starting to bleed through to lower valuations from some of the highest-flying ... U.S. Stocks Rallied Over 15% In Q2 2026 — These 3 AI Stocks Still Have A Long Way to Run
Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...
Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look in the video above.
Micron Technology (NASDAQ:MU) has become the memory story of the AI cycle. Cloud Memory revenue hit $13.769 billion in fiscal Q3 2026 alone, and non-GAAP gross margin ballooned to 84.9%. CEO Sanjay Mehrotra called it plainly: “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in ... Prediction: Can Micron Keep Riding the AI Boom?
Micron Technology Inc. (NASDAQ:MU) is one of the top 10 AI stocks that will skyrocket. On June 29, Phillip Securities substantially increased its target price for the stock from $530 to $1,870, which now yields more than 62% upside. The firm reiterated its Buy rating following the company’s earnings release. For the coming quarters, Phillip […]
Micron has the potential to rapidly expand its market capitalization.
Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
The firm says AI cloud spending still supports the chip cycle.
Stock Market Today: The Dow Jones index rose, while tech futures sold off amid Samsung earnings. Micron and Sandisk plunged.
Sandisk has been one of the hottest U.S. tech stocks over the past year but it’s starting to cool off. Shares of the memory storage company were down around 4% ahead of the open Tuesday, among the sharpest fallers in the The stock, up 635% this year, has fallen 23% over the past three trading days.
Samsung Electronics stock dived even after it forecast a 19-fold increase in operating profit from the same period a year earlier.
SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.
Samsung's record profits failed to impress investors on Tuesday.