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Sandisk (SNDK) has gained about 762.52% year to date at the time of writing, Wednesday afternoon, July 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9.54% in the same period. The third-largest enterprise solid-state drive (SSD) manufacturer has outpaced the S&P 500 by a wide ...
Last month, President Donald Trump said he was weighing options to give Americans an ownership stake in leading AI firms.
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 ...
This year's second quarter was a blockbuster period for tech stocks. The PHLX Semiconductor Index—which houses chip stocks like Nvidia and Broadcom—has climbed 81% through yesterday, putting it on track for its best quarter in history. Once darlings of the industry, some of the biggest names in tech have fallen out of favor with investors as they fret about these companies' big AI spending commitments.
(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St
Alphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones Industrial Average, replacing Verizon Communications, and immediately ranking among its most influential members. • Its shares rose 3.7% to $350.24, offering one of the biggest boosts to the 30-member Dow. • The company replaced Verizon on the index, S&P Dow Jones Indices said in an announcement on June 23.
Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.
Few congressional portfolios attract as much scrutiny as Nancy Pelosi's. Her husband, Paul Pelosi, who executes the family's trades, has previously disclosed bets on Microsoft and Alphabet that outpaced the S&P 500. His latest moves may draw even more attention. Investing.com ...
Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24. The stock is up 313.14% year-to-date, at the time of writing, Friday afternoon, June 26. Meanwhile, the ...
June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap
Goldman Sachs Group Inc. (GS) initiated coverage of Intel Corp. (INTC) this week with a neutral rating and a $150 price target, based on TipRanks' report. That implies only about 12% upside, modest given the stock’s run over the past year. The bigger signal is who wrote it, not the number itself. ...
(Bloomberg) -- I-Pulse Inc. will receive $250 million in US funding for semiconductor and pulsed-power development as the venture co-founded by Robert Friedland joins American efforts to reduce reliance on foreign-chip supply chains.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Sweeping Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman Hosp
Investing.com -- Credit-default swaps linked to SpaceX began trading Thursday after the company completed its first high-grade bond offering earlier this week, Bloomberg reported. The development allows investors to protect against potential losses or bet on the company's creditworthiness.
Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.
Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...
The filing shows two separate option purchases, both carrying a $50 strike price and a March 19, 2027 expiration date. The Intel position consists of 200 call options valued between $1,000,001 and $5,000,000, while the Uber position covers 200 call options valued between $500,001 and $1,000,000. Both transactions are classified as new purchases, not amendments to prior disclosures.
Intel’s stock has been in the spotlight in 2026, surging over 250% in the first half of the year. The chipmaker’s epic run came after its current CEO, Lip-Bu Tan, took the helm from prior CEO Pat Gelsinger in the spring of 2025. With the stock trading near all-time highs, some investors ...
Apple turning to Intel for chips, as Washington announced last week, has the neat logic of necessity meeting ambition. A deal - which neither company has formally announced - would pair Intel's effort to rebuild its credibility as a contract chipmaker with Apple's search for more manufacturing capacity, as its supplier TSMC struggles to meet surging AI chip demand from the likes of Nvidia. Supply constraints at the contract manufacturer have held back iPhone sales, Apple CEO Tim Cook said in April.
The buy-the-dip mindset on hot tech stocks is currently being challenged.
The spotlight is on chipmaker Micron Technology as it prepares to report earnings, with investors bracing for further volatility following sharp market swings fueled by large flows tied to SpaceX and a two-day boom-bust in semiconductor stocks. Last June, Micron was a well-known if somewhat obscure company with a market value of $136 billion and a long history, but not necessarily one whose quarterly earnings reports caught investors' fancy. Fast forward a year, and Micron is one of the stars of the technology rally that has sent chipmakers around the world soaring, igniting a fresh trading frenzy even after a dozen or more months of AI excitement.
Stocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day decline to more than $600 billion. Shares in SpaceX were falling 4.3% in premarket trading Tuesday, putting them below $150 a share.
(Bloomberg) -- Qualcomm Inc. is in advanced talks to acquire Modular Inc. in a transaction valuing the artificial intelligence chip startup at about $4 billion, according to people familiar with the matter.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Taps New WhatsApp Boss as Part of $900 Million InvestmentSpaceX Falls for Third Da
AI stock investors have essentially been trained to follow a rule to invest in businesses closest to GPUs, data centers, and hyperscaler spending. Intel (INTC) CEO Lip-Bu Tan just flipped that script on the June 18 episode of No Priors: AI, Machine Learning, Tech, & Startups. Tan believes ...
Micron Technology led other AI hardware stocks higher to start the week, ahead of the memory chipmaker's earnings.
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
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