High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
In a major milestone in memory innovation, Micron Technology, Inc. (NASDAQ:MU) on September 15 announced the successful demonstration of a 512GB DDR5 RDIMM memory module for servers. This module is the first of its kind in the world, according to the company. The module can reach speeds of up to 9,200 MT/s. It can also […]
Industrywide concerns about AI development affected Micron this week.
These chipmakers trade anywhere from 6 to 33 times their expected earnings for this fiscal year or next -- and the cheapest one is the one I'd be most careful buying.
Accenture offers steady growth, a growing dividend, and deep enterprise relationships. Micron offers exposure to one of the most powerful demand trends in semiconductors right now.
Micron just pulled off a server memory breakthrough that has both AMD and Intel on board, but the revenue from it sits two fiscal years away while the stock already trades near all-time highs. Here is what that gap means for anyone deciding whether to buy now.
Something is pulling SanDisk sharply higher this Friday morning while the rest of the memory sector barely stirs, and no earnings release, filing, or analyst note explains why buyers are concentrating so heavily in one name.
Micron Technology will soon release its fiscal 2026 results, which could give the stock a nice shot in the arm.
According to the average brokerage recommendation (ABR), one should invest in Micron (MU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Micron looks like a buying opportunity, but history may call for caution.
A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices. The Securities and Exchange Commission cleared a path for trading venues to offer tokenized stocks in the U.S., a landmark decision that may overhaul traditional equity markets.
Taiwan workers want permanent profit participation while tight memory supply strengthens their bargaining position.
Micron Stock Pops as India Plant Begins Bigger Push Into AI Chip Demand
Micron Technology Inc. (NASDAQ:MU) jumped more than 5% Thursday as memory stocks rallied, two days after Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan warned that the memory shortage could worsen next year. Barron’s reported that Tan’s comments helped drive the move....
Reports of Intel and SK Hynix teaming up to build memory chips in Ohio sent stocks surging across the sector, but the most revealing signal of the day has nothing to do with either company and everything to do with their biggest American rival.
he $2.75 billion India project has started shipping memory chips, with a much larger production ramp planned next year.
Micron Technology stock was back on the rise early Thursday. A warning from the head of Intel about soaring memory prices looks to be reminding shareholders of the company’s profit potential. Micron shares were up 2% at $945.40 in premarket trading.
TSMC is the ultimate pick-and-shovel AI stock that investors can buy to capitalize on the AI infrastructure boom.
Micron and Sandisk look like two memory stocks to buy, given the current market dynamics.
A Reuters report about SK Hynix possibly producing memory chips on Intel's Ohio campus sent shares of both companies surging, but the real story is what the deal's structure could mean for Micron and the future of U.S. chip manufacturing.
Hyperscalers keep pulling forward orders for custom silicon, high-bandwidth memory, and networking chips, and three semiconductor names just raised guidance into the surge. One of them already sees a $230 billion revenue trajectory taking shape, and another reports before the month ends.
Intel (INTC) stock has returned about 295% over the past year, but it has given back 22% over the past three months. It trades roughly 31% below its 52-week high. The question now is what powers the next leg, and the answer is what Intel can build, not what it can sell.
The quarter's numbers are all but settled. The guidance that comes with them isn't.
These stocks are all up more than 900% since September 2021.
South Korea's grid cannot keep up with the AI memory factories SK Hynix is racing to build, and the question of who pays to fix that is now holding up one of the most critical supply chains in semiconductors.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
