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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Micron's latest earnings report will tell us a great deal about the future of memory and compute demand.
Shares of memory chips maker Micron (NASDAQ:MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take profits.
(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U
Software used to be the safe bet in artificial intelligence. Buy the companies writing the code, sit back, and let subscription revenue do the work. That trade has come undone. While the iShares Expanded Tech-Software Sector ETF sits about 20% below its record high, the chipmakers building the AI ...
I do not want investors to worry about the selloff in AI and data center-related stocks that commenced in late June. If you decided to sell the AI and data center stocks, you literally have nowhere to go, since spectacular returns are forecasted. As an example, Micron Technology now ...
Another day of weak price action for chip stocks weighed on the Nasdaq, but the Dow headed into the long holiday weekend at new highs.
Micron Technology’s updated fair value estimate has moved from US$866.60 to US$1,457.68, sharpening the focus on how analysts are rethinking what the stock might be worth. That higher target range sits against a backdrop of bullish commentary around multi year revenue contracts, high modeled gross margins, and AI driven demand, while more cautious voices point to rich expectations and the possibility that the current memory cycle eventually cools. Read on to see how these competing views are...
On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. “Intel, currently my favorite stock. CEO Lip-Bu Tan has turned this company around,” he said. He dismissed the mega-cap AI hyperscalers in favor of the chipmaker they all now depend on. The pick ... Jim Cramer Just Named His Favorite Stock, and It’s the Comeback Nobody Saw Coming
In late June 2026, Micron Technology signed a long-term Strategic Customer Agreement with General Motors to supply LPDRAM, NOR and UFS NAND memory and storage for current and next-generation vehicles, underpinned by Micron’s US$2.00 billion Manassas, Virginia DRAM fab modernization that began production earlier this year. This deal adds automotive to Micron’s growing base of multi-year supply contracts, illustrating how AI-era memory shortages are pushing major OEMs to lock in dedicated...
Micron shattered expectations with its latest earnings report and could shatter future projections, too.
The State Street Materials ETF is an option to hedge tech volatility. It also has history on its side.
Delta stock has turned into a stock market leader as oil prices tumble and AI and semiconductor stocks come under heavy selling pressure.
For the first time, a U.S.-listed stock and ETF have been tokenized by a third party on a public blockchain and done so entirely within America's existing regulatory framework. Ondo Finance, the leader in tokenized securities by total value, has launched tokenized versions of BlackRock's iShares ...
Scott Melker discusses the latest crypto headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR) is now the cheapest he has ever seen it. That is a striking sentence about a company still trading at a trailing P/E of 146x. Cramer’s exact framing, after watching CEO Alex Karp’s recent interview, was “I will say this ... Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners
The stocks listed here are all heavily involved with tech and have benefited from opportunities related to artificial intelligence.
Sanjay Mehrotra sat with Jim Cramer on June 30, 2026 and said the quiet part out loud about the AI memory boom. “Even our customers could not forecast this demand.” Coming from the CEO whose company sells the memory going into every AI accelerator, that is quite the admission. And it explains why Micron Technology ... Micron’s CEO Says Even His Own Customers Couldn’t See This Coming. Now He’s Spending $200 Billion
Shares of Lam Research have soared this year as the company is benefiting from the tremendous demand for memory manufacturing equipment.
Memory and storage stocks are sliding again Thursday morning, extending a rare pullback for a group that has posted extraordinary gains through 2026. SanDisk (NASDAQ:SNDK) stock is leading the declines, down 11% to $1,802 in midday trading. Seagate Technology (NASDAQ:STX) shares are off 7% to $852, Western Digital (NASDAQ:WDC) shares are down 7% to $556 ... SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears
The first major humanoid robotics company just went public. Agility Robotics completed its public debut through a merger with SPAC Churchill Capital Corp XI, and the supply-chain names that feed the robotics buildout are already moving. The clearest tell: Ouster (NASDAQ:OUST) has run 149.86% year-to-date, with a 13.43% gain on June 30 alone. The names ... The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026
Applied Materials works with the largest companies that are fueling AI expansion.
Dom Rizzo runs T. Rowe Price’s Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up. His fund has compounded at more than 40% a year over the past three and a half years, beating its benchmark by more than 500 basis points, largely on a fat overweight ... This 40%-a-Year Fund Manager Says Semis Are STILL the Place to Be After a 100% Run
The PHLX Semiconductor Index is up roughly 80% since the start of the year. Meanwhile, cloud computing giants have dragged. Chip stocks have gotten a boost from Big Tech’s massive spending on AI infrastructure.
Intel stock has had a wild run in 2026, up well over 200% during the first half of the year and trading near all-time highs. As the only U.S. company that both designs and manufactures leading-edge logic chips, Intel is well-positioned to continue reaping the benefits of the AI boom, and its ...
Some of Wall Street's top investment firms think this AI stock is poised to keep soaring.
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For ... Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?