We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. NETLIST (OTC:NLST) ranks #8 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: N/A NETLIST (OTC:NLST) is a small-cap memory company that has caught the attention of retail investors who believe it could […]
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Both are benefiting from surging demand for data center memory.
Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud. “The semis and the memory names are the most crowded ones in the market right now.” The AI trade, in his framing, has split into two separate trades, and retail is looking at the wrong ... A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight
Forget Nvidia. The AI memory boom is creating massive winners, and this soaring ETF could be on track for a stock split before the year is over.
The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL) wants to buy from is not yet on the US entity list, unlike YMTC, which already is. For ... Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
AI chip stocks have pulled back from recent highs. Some Wall Street analysts are saying buy the dip.
Robinhood Markets is added as a top stock for July. Micron and Oracle are among Mizuho Securities’ top picks for the month.
The arrangement also extends beyond current supply commitments, with GM and Micron continuing joint work on the memory and storage technologies.
A fourth straight month of gains above 100,000 would represent a run of job growth not seen since the start of 2024
Stock futures were lower as tech companies fell across the globe ahead of crucial U.S. jobs data.
Asian stock markets largely fell back Thursday, following overnight declines on Wall Street of chip
This memory chipmaker has more growth ahead.
The world’s hottest stock index tumbled Thursday as the tech selloff that ravaged U.S. markets spread overseas.
↘️ Alphabet Inc. Cl A (GOOGL): Shares slipped premarket after Google lost a lengthy legal battle to overturn an EU fine of about $4.69 billion over its Android operating system. ↘️ Samsung Electronics (KR:005930), SK Hynix (KR:000660), Kioxia (JP:285A): The Asian memory-chip makers slumped, dragging down South Korea's Kospi and Japan's Nikkei 225 indexes.
Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.
U.S. stock futures were lower as AI-related stocks fell across the globe ahead of Thursday’s crucial jobs data.
Most tech stocks are having another great year, leading to worries that market-tracking index funds are overvalued and far too concentrated. Here are five defensive sectors—and 13 funds—that can provide protection.
The sharp selloff in high-flying memory stocks, without any clear fundamental trigger, has concerned investors, fueling fears of a broader downturn.
U.S. private employers added 98,000 jobs in June, according to ADP, as investors await Thursday’s payrolls report for clues on the labor market and interest rates.
As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!” However, ... Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
The stock market just wrapped up one of its strongest first halves in years. In the first six months of 2026, the Dow was up 8.9%, marking its best first half since 2021. The S&P 500 gained 9.6%, and the Nasdaq added 12.8%, while the Russell 2000 soared nearly 22% for its best first-half ...