High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. While Qualcomm’s expanding data-center revenue opportunity makes it difficult to remain bearish, one investment firm remains skeptical due to its product roadmap and competitive positioning. On June 25, Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight […]
Tech stocks are set to notch their strongest first half of the year since 2023, when the AI boom first drove equities higher.
Apple raised prices on some of its products to account for higher memory costs, which could have implications across the AI sector.
Historically, memory chip stocks like Micron and Sandisk have crashed following periods of peak demand.
Bernstein raised its price target on SanDisk stock to $3,000 from $1,700.
A recent This Week in Tech (TWiT) episode titled “Flock of SQLs,” explored an unintended consequence of the AI boom that feels meaningful for semiconductor and consumer hardware stocks. A global RAM shortage driven by AI data center demand is forcing device makers to raise prices. The three dominant memory suppliers, SK Hynix, Micron, and ... Tech Experts Warn: Memory Shortage Crisis Won’t Ease Until 2028, and RAM Makers Have No Incentive to Fix It
D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU) could be worth roughly four times its current price. However, if ... Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030
In the same way a dismal class performance on a business school exam will still yield some A’s, curves also apply in the stock market when a company’s results aren’t necessarily jumping off the page. Consumer stocks and housing-related companies were hit hard by the oil price spike this year. On May 19, WTI crude oil hit its most recent peak of more than $109 per barrel, while the 10-year Treasury yield hit its most recent high just below 4.69%.
Shares of semiconductor testing company Teradyne (NASDAQ:TER) jumped 6.6% in the afternoon session after several analysts raised their price targets on the stock, citing strong demand fueled by the artificial intelligence (AI) sector.
All investors look to reap outsized gains. But what drives the outperformance that we seek?
A look under the hood reveals the semiconductor fund's impressive return was powered by a very small group of its holdings.
If you hold Intel (INTC) stock, you’ve had a strong year. The shares have posted a 478% gain over the last 12 months, and the narrative has shifted in the company’s favor. Management now sees “clear signs that the CPU is reinserting itself as the indispensable foundation of the AI era.” The market has bought into this comeback story, with the stock trading near 91% of its 52-week high.
Micron Technology Inc. CEO Sanjay Mehrotra has credited a legendary college football ending known simply as "The Play" with helping shape the professional tenacity that later defined his leadership at SanDisk Corp. and Micron. The Play Shaped Mehrotra’s Long Business...
Much of the attention from analysts and investors these days is on Micron, due to its incredibly impressive growth.
Comcast created a stir among communication services stocks with a plan to spin off its media and entertainment assets into a new publicly traded company.
Micron Technology delivered another blockbuster quarterly report last week, underscoring why the memory-chip maker has become one of the biggest beneficiaries of the AI spending boom.
Nvidia stock is falling as institutional money rotates into Micron stock and custom AI chips, not back into Nvidia.
At a glance, Intel (INTC) stock looks expensive. Trading around $128.32, the shares command a multiple of about 118x this year’s expected earnings. For many investors, that’s where the analysis stops. A triple-digit price-to-earnings ratio is often a dealbreaker, suggesting a price tag that has far outrun the business fundamentals.
MU, STX and WDC screened as top momentum stocks, backed by strong earnings trends and AI infrastructure demand heading into the year's second half.
A Worldwide Provider of Semiconductor Memory Solutions Outperforming its Sector and a High-Reward Biotech Stock With Strong Earnings Momentum.
Micron Rides Memory Surge After Analyst Lifts Target by More Than 250%
David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning. His tell is more clinical. “I think a bubble gets ready to pop is when you start seeing companies have the good news everyone’s been talking about and cheerleading and then the stocks don’t respond,” ... This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks
Micron's phenomenal results and guidance suggest that the memory supercycle could supercharge the stock in the coming year.
Are cheap Chinese chips coming to steal Micron's market share -- and profits?
Micron stock fell Monday on news of a federal civil antitrust lawsuit accusing it and two other memory-chip makers of price-fixing.
The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.
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