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Stock Market Today: The Dow Jones index rose Thursday ahead of jobless claims. Broadcom and CrowdStrike plunged on earnings.
The First Trust Nasdaq Semiconductor ETF does things differently than standard semiconductor ETFs, positioning it as a beneficiary of Micron's surge.
FEATURE The artificial-intelligence rally may be grinding to a halt. Technology stocks were getting hit hard on Thursday after mediocre revenue guidance from Broadcom caused investors to question how fast AI demand will accelerate.
Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer highlighted the company’s growth in earnings, as he commented: Micron seemed ridiculously expensive on trailing earnings when 2025 began. The company earned just over $1 per share in fiscal 2024, which ended […]
Micron stock was falling Thursday, with one analyst predicting memory-chip prices might be approaching a ceiling.
$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.
High-flying tech stocks were struggling on Thursday after Broadcom's so-so revenue guidance failed to impress investors. Futures tracking the Nasdaq 100 were 1.1% lower as the tech-heavy index lagged behind both the S&P 500 and Dow Jones Industrial Average.
The memory chipmaker is going on a historic stock market run.
Micron Technology (NasdaqGS:MU) is restructuring customer agreements with new long-term contracts tied to multi-year supply commitments. The company is responding to historic AI-driven demand and tight industry-wide supply for high-bandwidth memory. These contracts aim to create more predictable supply arrangements during a period of memory shortages. Micron Technology is entering this shift following strong recent stock performance, with NasdaqGS:MU at a current share price of $1,079.57...
Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".
Growing demand and rising prices could mean even more gains ahead for these memory stocks, after a blistering rally in recent months, according to analysts at Morgan Stanley.
Analysts are raising targets, but Micron's rally leaves less room for error.
Micron has joined the trillion-dollar club, but investors may be focusing on the wrong question.
The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic 7.” Weisenthal’s shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The ... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7
MU and MRVL have soared on AI demand, but Micron's stronger margins, lower debt and cheaper valuation may give it the edge this June.
Micron is slated to report fiscal third-quarter earnings later this month.
Meta Platforms is spending heavily on artificial intelligence, weighing on investor sentiment. Morgan Stanley argues the company’s AI investments could unlock billions in new revenue and earnings growth.
Penguin Solutions' Integrated Memory segment posts 63% revenue growth as AI inference demand boosts memory needs and drives adoption of MemoryAI solutions.
The video streaming giant's steady revenue growth and reliable cash flow are a recipe for long-term success.
Micron is scheduled to report fiscal third-quarter results on June 24.
High-bandwidth memory chips are hardware that’s essential for AI — and their makers can’t keep up with demand
This AI infrastructure stock took off following its latest quarterly report, and it is still trading at an incredibly attractive valuation.