News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
When OpenAI IPOs, AI money will flow. But when will OpenAI IPO?
A sharp sell-off in leading technology stocks reflects short-term impatience rather than any breakdown in the artificial intelligence trade, according to Wedbush. The broker said core names driving what it calls the fourth industrial revolution, including Microsoft Corp (NASDAQ:MSFT),...
In a note on Friday, Kindig argued that widespread shortages across high-bandwidth memory, conventional DRAM and NAND flash continue to give memory makers significant pricing power.
A renewed sell-off in the tech sector started, stopped, and has now restarted to end this trading week. All three of the major indexes (^DJI, ^IXIC, ^GSPC) are seeing red on Friday morning as Micron Technology (MU) even sheds its massive gains after releasing earnings on Wednesday. Opening Bid Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley, Senior Business Reporter Ines Ferré, and PNC Asset Management Group CIO Amanda Agati to discuss the state of the current momentum trade inside Big Tech stocks.
When OpenAI IPOs, money will flow. But when will OpenAI IPO?
Shares of ON Semiconductor (NASDAQ:ON) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally. ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a ... ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?
Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 8 at Pax8 Beyond 2026 in Salt Lake City with Renee McCloden, Global Senior Director of Vendor Strategy and Programs at Pax8, and Tim Barton-Wines, Chief Commercial Officer at Halo Solutions. The in-person interview was joined by Editor-at-Large Jarrett Banks and […] The post Human-led Management of Autonomous Digital Workers: Pax8 Global Sr Director Renee McCloden, Halo CCO Tim Barton-Wines, Live from Pax8 Beyo
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last
Shares of Micron Technology (NASDAQ:MU) are down 7% to $1,130 in early Friday trading. SanDisk (NASDAQ:SNDK) is slipping 7% to $2,176, while Western Digital (NASDAQ:WDC) is declining 6% to $626. The coordinated retreat across the three biggest U.S. memory and storage names suggests profit-taking rather than a thesis-breaking shift. The trio had ripped higher into ... Micron, SanDisk, and Western Digital Fall 7% as Memory Rally Cools
Micron Technology (MU) offered "unprecedented forward visibility" when it said this week it signed 1
Stock Market Today: The Dow Jones index fell, while Nasdaq futures dived amid a global tech sell-off. Micron, Nvidia and Sandisk tumbled.
Micron Technology has asserted its top spot in the IBD 50 list of elite growth stocks with its blowout financial update, underscoring hot demand for its memory chips in the artificial intelligence boom. During Thursday's session, Micron stock gapped up nearly 20% to an all-time high 1,255, breaking its previous pattern. Micron's third-quarter report included a 1,215% jump in adjusted earnings and fourth-quarter projections that outstripped Wall Street's views.
Coming off of May's hot Personal Consumption Expenditures (PCE) reading, Gradient Investments associate portfolio manager Lisa Schreiber weighs in on how the Federal Reserve may move on interest rates in 2026 based on the latest inflation data.
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integrating Synaptics’ Edge AI compute solutions, which will help onsemi address broader end markets including automotive and industrial sectors. The transaction is expected to position onsemi at the intersection of power, sensing, connected computing, and...
Nvidia stock was falling again early Friday. A widespread technology-sector selloff was hitting the chip maker, which is struggling to establish a floor. The shares were down 1.1% at $193.51 in premarket trading.
<body><p>STORY: From Micron's mega market cap to Apple's price hikes...</p><p>...this is the Week in Numbers.</p><p>:: The Week in Numbers</p><p>:: $1.4 trillion.</p><p>About $1.4 trillion was Micron's market cap after it briefly blew past the value of Meta and Tesla for the first time.</p><p>It came after the firm forecast quarterly profit and revenue well above expectations.</p><p>Micron is a major memory-chip maker and a key supplier to AI titan Nvidia.</p><p>The company's shares have more than tripled in value so far this year, and soared close to a fifth following its results.</p><p>:: 5%</p><p>Almost 5% is how far Apple shares fell after it announced price hikes.</p><p>The tech giant said its cheapest laptop will jump from $599 to $699, with iPad prices also rising - although the iPhone won't jump for now.</p><p>Apple says it can no longer avoid passing on rising costs to consumers.</p><p>The price of memory chips jumped by around 98% in the first quarter, and has kept soaring due to the AI boom.</p><p>:: 42% </p><p>42% was how much shares of Wendy's soared as retail traders bought up the beaten-down stock in the latest meme-like rally.</p><p>Trading on the heavily shorted stock was paused multiple times due to volatility..</p><p>Shares briefly hit a more than seven-month high.</p><p>The fast food chain is battling weak sales and pressure from an activist investor, with its stock down more than 78% from record highs five years ago.</p><p>:: $648 billion</p><p>Almost $648 billion is how much Samsung plans to invest in South Korea over 10 years.</p><p>That's according to the Maeil Business Newspaper, which said the firm will announce its intentions on Monday.</p><p>The investment includes a potential $194 billion to build chip factories in the country's southwest, as well as plans for AI data centers, batteries and displays.</p><p>There was no immediate response to a request for comment from Samsung.</p><p>:: $606.5 million</p><p>And $606.5 million was H&M's operating profit during its fiscal second quarter.</p><p>That was smaller than expected for the Swedish fashion retailer.</p><p>H&M blamed weaker consumer demand and inflation made worse by the Iran war.</p><p>CEO Daniel Erver said Europe, particularly the western part of it, had gone through a difficult quarter.</p></body>
Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASDAQ:MU) to $1,300 from $500, while keeping an Outperform rating on the company’s shares. The firm raised its revenue and earnings per share expectations […]
By Anna Szymanski June 26 (Reuters) - Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend.
