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Memory chip stocks like Micron and SK Hynix have been wild rides, and some famous bears are already circling. But a quieter corner of the market may offer a smarter, steadier path into the boom before the next leg up.
Sandisk said pricing generated most of its recent revenue growth.
Micron Technology (MU) shares dropped in late July when a Chinese rival’s stock market debut instantly minted one of the country’s most valuable companies. Investors read it as a warning sign for the world’s AI memory leaders. Bank of America read the same headlines and reached the opposite ...
Wall Street analysts are screaming 83% upside for Micron, but the math behind reaching $1,500 by 2028 hinges on three very specific dominoes that have to fall in exactly the right order.
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...
Memory stocks are crashing even as SK Hynix, Micron, and Sandisk post the best financial results in their histories. What investors are reacting to has almost nothing to do with what these companies are actually reporting.
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.
During an interview with CNBC, Frasse said that the current downturn and volatility in chip and memory stocks is just a reversion to the mean more than anything else.
Investing.com -- The current AI-driven memory upcycle remains in its early stages, Citi strategists say, arguing it could ultimately outperform the industry’s last major upcycle between 2001 and 2007.
HBM supply remains rationed, Micron's margins have reshaped what a memory cycle can look like, and three very different ETFs are competing for the same investor dollars flowing into this trade.
Tim Cook spent considerable time talking about memory prices during Apple's latest earnings call.
The review is being conducted under China's cybersecurity review framework for critical infrastructure.
Technology shares linked to the artificial intelligence boom came under renewed pressure on Thursday, as another wave of corporate earnings prompted investors to take profits from some of the market’s biggest winners. The weakness spread across Asia before carrying into U.
Amazon just boosted its capital expenditure forecast due to soaring memory chip prices.
Micron's , Alphabet's and Nvidia have been highlighted in this Earnings Trends article.
Shares dip after Sandisk and Western Digital fail to deliver the sort of knockout guidance investors are used to.
Memory and storage companies can't keep up with demand, but investors are starting to worry about what will happen in the next few years when that dynamic shifts.
Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
Investing.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.
Networking stocks like Astera and Arista could be the next big winners as the AI boom continues.
It doesn't matter that Micron has almost tripled this year. It's still undervalued, especially right now.
Micron, SanDisk, and Western Digital reported record cash flows in their most recent quarterly reports, part of which is expected to go towards buybacks.
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and rallied hard. The other beat on every line and still dropped 12 percent.
Every AI headline obsesses over GPUs. The chips get the attention, the stock gains, and the breathless coverage. But a GPU sitting idle while it waits for data to arrive is just an expensive space heater, and that overlooked wait is exactly what two chipmakers addressed this week. Microchip ...
Total earnings for the S&P 500 companies that have reported are up +41.7% from the same period last year on +14.8% higher revenues, reflecting a notably better showing relative to other recent periods.
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