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Strong profits remain, but the cycle is starting to shift

Yahoo Finance Tech Editor Dan Howley discusses SK Hynix (SKHY) committing $38 billion to build new chip manufacturing facilities in an effort to scale up production of high-bandwidth memory (HBM) and DRAM amid persistent AI supply shortages.

Micron, SanDisk Stocks Tumble on Cooling Memory Market Warning

Michael Burry has been building short-semiconductor-book lately. I covered his Micron short, his Caterpillar bet, and his SOXX position. His pattern has been consistent. He first identifies a narrative the market treats as infallible, finds the structural vulnerability underneath it, and waits. ...

Citi retained its Buy rating but warned that DRAM and NAND pricing momentum could peak during 2027.

Your phone, an MRI and an AI server all need the same memory chip. Micron stock sells into every one, and Wall Street sees 75% upside.

SK hynix announces plans of investing $38 billion to build two new factories. Here’s what the disclosure really means for SKHY shares.

In March 2023, China opened its first-ever cybersecurity review into a foreign company’s products. The target was Micron, the Idaho-based memory chipmaker, CNBC reported, and the case ended seven weeks later with a ban on the sale of its products to Chinese state infrastructure operators. That ...

Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m

The ProShares Ultra SK Hynix ETF (NYSEARCA:SKHU) is sliding hard in Friday’s session, extending a punishing stretch for the newly launched, geared-daily product. The catalyst: SK Hynix’s US-listed ADR has come under fresh pressure this week after the company’s preliminary second-quarter revenue, while up sharply year over year, arrived below Street expectations that had run ... SK Hynix Slides and the ProShares Ultra SK Hynix ETF (SKHU) Tumbles With It

SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off. Whether that reaction signals panic over capital spending or a buying opportunity depends on a structural argument about 2027 that not everyone buys.

Three of its top holdings, flash memory/data storage companies Seagate, Western Digital, and Sandisk, were among the biggest losers in the S&P 500 Friday. The stocks continued to slide following Western Digital's earnings late Wednesday, which were merely good as opposed to mind-blowingly fantastic. The memory ETF was being dragged down even more by Micron Technology and South Korean rival SK Hynix.

The tech sector is chock-full of companies with high-quality earnings growth.

The firm expects memory prices to lose momentum over the next four quarters.

Note: the trade details cited in this article come from The Claude Portfolio account on X, a third-party account not affiliated with Anthropic. It tracks how different AI models would trade if given a live portfolio. Claude AI recently added two names that couldn’t be more different. One is a small biotech with one drug […]

Alphabet's recurring revenue businesses will boost its stock over the next decade.

Micron Technology was gaining early on Friday. Micron stock was up 3.9% at $915.08 in premarket trading. Eyes are on when the supply of memory chips might catch up with the surging needs of artificial-intelligence hardware.

Investing.com - Citi slashed its price target on Micron Technology to $1,150 from $1,400 while keeping a Buy rating, citing a more tempered outlook for DRAM and NAND pricing heading into next year.

A company known for cyclicality is locking in its future. Micron has signed strategic agreements with customers that include take-or-pay commitments. These 14 contracts alone represent approximately $100 billion in cumulative revenue at a minimum price. This move attempts to build a floor under a historically volatile business.

Silicon Motion Technology operates in a little-known but important part of memory chip infrastructure.

Advanced Micro Devices (AMD) has announced a definitive agreement to acquire Taalas, a specialist in AI inference silicon, aiming to enhance its compute solutions in the dynamic AI inference market. Taalas’ technology, which optimizes inference dataflows to reduce compute and memory bottlenecks, is set to bolster AMD’s AI roadmap by improving inference performance and efficiency. The acquisition will enable AMD to integrate Taalas’ solutions with its existing hardware and software platforms,...

Software stocks lead the broader market higher after a slew of solid earnings reports ease fears about AI disruption.

Two investors who called the 2008 housing collapse agree the artificial intelligence trade has a dangerous weak spot. They disagree on whether it is time to bet against it. Michael Burry said Tuesday he is maintaining bearish positions against Nvidia...

Amazon just raised its artificial intelligence (AI) budget to $220 billion, up from a prior estimate of $200 billion.

SanDisk and Western Digital stocks inched higher overnight after two days of sharp losses, but analysts say moderating growth is beginning to raise red flags.

The memory chipmaker still has a bright future.

Micron, BrightSpring Health and Custom Truck One Source combine strong profitability with earnings growth. See why they stand out in August.

Nvidia is reportedly testing at least three Rubin Ultra variants with reduced HBM capacity.

MU, STX, FIX, VRT and CLS are growth stocks for August, with AI-driven demand highlighting opportunities in the ongoing market rally.

Western Digital, Micron, SK Hynix and Samsung also moved lower.