News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...
During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.
The partners named are Qualcomm, Visteon, Harman, Joynext, Denso, Astemo and Hyundai Mobis, each described as a major supplier of technology underpinning the automotive ecosystem.
Asian shares skidded Friday, with Tokyo’s Nikkei 225 down 5% as heavy selling of computer chipmakers and other AI-related shares dragged markets lower. Stocks related to artificial intelligence have been under pressure for weeks because of worries that their prices have shot too high and that voracious demand for computer memory and processors may not be sustainable if AI ends up not producing as much profit and productivity as promised. Oil prices surged as fighting in the Middle East intensified, while U.S. futures slipped.
A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
Micron Technology has recently completed Strategic Customer Agreements with major automotive suppliers such as Qualcomm, DENSO and Hyundai Mobis, and is accelerating more than US$250.00 billion of US fab and technology investments through 2035 to support long-term demand for advanced memory and storage. These long-horizon supply pacts and capacity plans highlight Micron’s push to lock in critical end markets like AI-enabled vehicles while reshaping the geography and resilience of its...
Micron has completed SCAs with seven tier 1 automotive suppliers, including Qualcomm. Here’s what these agreements really mean for MU shares in the second half of 2026.
Micron signed deals with Qualcomm, Harman and several major auto suppliers.
Arm shares have shed nearly a third of their value since mid-June, and investors now face a fork in the road between a bargain and a value trap. Our proprietary model points firmly in one direction.
If you checked on your Micron Technology (MU) holdings on Wednesday, you might have done a double-take. After a strong prior session, the stock returned -8.0% while the broader S&P 500 returned +0.4%. The company hadn't made a misstep. In fact, it's the exact opposite, which makes the story here so compelling.
Intel shed nearly 20% in a month while most of Wall Street shrugged and called the stock fairly valued. One HSBC analyst just broke from the crowd in a dramatic way, and his reasoning centers on a part of Intel's business the rest of the Street has largely ignored.
Micron said the agreements are designed to improve long-term supply visibility and production planning as automakers accelerate the shift toward AI-enabled vehicles.
Strategic agreements strengthen future automotive chip supplyMicron Technology (NASDAQ:MU) has entered into Strategic Customer Agreements (SCAs) with seven leading automotive technology companies to help secure long-term supplies of memory and storage products for next-generation vehicle platforms. The agreements include Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis, all of which are major Tier 1 suppliers and technology partners serving global automotive manufacturers.
Micron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer Qualcomm and audio products maker Harman, to secure memory and storage components that powers AI-enabled vehicles. The agreements come as the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data centers, consumer electronics and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.
Wall Street looked set for a mixed open Thursday with further yo-yoing in technology stocks amidst a fresh batch of corporate earnings. Futures pointed to the Dow Jones opening 0.2%, while the S&P 500 was called down 0.2% and the Nasdaq looked set to bear the brunt of the selling, with...
If you hold Marvell (MRVL) stock, you’ve been on a wild ride. The shares have gained +207% over the past year, even after pulling back from their recent peak. But with that performance comes a new kind of pressure. Management has laid out a vision for growth so ambitious that the stock is now priced for near-flawless execution, leaving very little room for error.
Qualcomm could surprise a lot of investors next year.
Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four AI-chip names at the center of it, the valuation spread between them tells a very different story for each.
TSMC earnings will show if Big Tech clients intend to keep spending on artificial-intelligence chips.