Micron Stock Rises on New AI Storage Push With Microchip Technology
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MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.
ON Semiconductor Corp. (ON) delivered earnings and revenue surprises of +2.78% and +1.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
MCHP's Hailo acquisition expands its edge AI portfolio across robotics, vision and embedded systems while boosting software reach and growth prospects.
SiTime's surging growth, expanding margins and AI exposure support the bull case, but a premium valuation and execution risks cloud its appeal.
MCHP's stronger earnings momentum, higher margins, expanding AI exposure and lower valuation make it the better semiconductor stock to buy.
Vertiv stock is bleeding out after a parabolic run, and Jim Cramer has a precise read on who is doing the selling and when they will stop. His answer may change how you think about buying this dip.
Microchip Tech (MCHP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
MCHP's 35.3% YTD gain rests on inventory recovery, stronger bookings and AI data center growth, though supply chain constraints and competition remain risks.
onsemi's 67% YTD rally reflects AI growth and portfolio gains, but auto volatility, competition and valuation may cap near-term upside.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
Microchip Technology is the IBD Stock Of The Day as the chipmaker approaches its third proper buy point this year.
Does Microchip Technology (MCHP) have what it takes to be a top stock pick for momentum investors? Let's find out.
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips with Intel in the United States, a foundry validation the market had been waiting on for over a year.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.62%. June E-mini S&P futures (ESM26 ) are up +0.80%, and June E-mini Nasdaq futures...
Before the stock took off, the company's overall growth looked sluggish, but management was explicitly forecasting a boom in its most important AI-related businesses.
The S&P 500 Index ($SPX ) (SPY ) today is up +1.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.79%. June E-mini S&P futures (ESM26 ) are up +1.72%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +1.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.73%. June E-mini S&P futures (ESM26 ) are up +1.61%, and June E-mini Nasdaq futures...
When we actually look at what the Fed cares about, the picture inverts completely.
Microchip edges past Fabrinet as AI data-center wins and a coming 3nm PCIe Gen6 switch offset its pricier valuation.
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.58%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...
The Teralynx launch gives Marvell a product-level AI networking catalyst, with custom silicon revenue now central to whether data center growth can support the stock’s higher expectations.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.66%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...