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Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.

The incredible demand for hard disk drives and a favorable pricing environment have supercharged Seagate stock in 2026.

The semiconductor sector (SOXX) has been ripping higher this year. Yahoo Finance Senior Business Reporter Ines Ferré chats with Yahoo Finance Senior Reporter Brooke DiPalma about the sector's three "bottlenecks," highlighting how Micron (MU) and Sandisk (SNDK) factor in.

Samsung reaches $1 trillion market cap on booming demand for high-bandwidth memory for AI.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue. That compares to a wide range historically, from single digits to around 60 cents on the dollar. That seems unsustainably high for companies in the very expensive business of physically manufacturing chips, but AI demand is changing the game.

Recent developments in the AI chip sector underscore a significant surge in demand for high-performance computing solutions, particularly for AI infrastructure. AMD's latest financial results reveal robust growth in their Data Center segment, attributed to increasing demand for their AI-optimized processors and GPUs. Expansions in global compute infrastructure, marked by strategic collaborations with industry giants such as Meta, AWS, and Google Cloud, highlight the broader industry trend of...

Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.

Micron leads AI semiconductor surge as strong HBM demand fuels growth, while energy strength also boosts select stocks in a volatile market.

Profits have never been a sure thing in the volatile industry. Memory chip makers Micron Technology and Sandisk as well as hard-drive makers Seagate and Western Digital have all produced annual operating losses at least once in just the last three years. Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue.

Micron surges as AI-driven HBM shortages fuel record growth, while Intel's turnaround and partnerships power a massive stock rally.

Amid severe supply shortages, Micron and Sandisk have raised prices dramatically on critical memory products, fueling a stunning surge in their gross margins.

Today, May 5, 2026, Micron’s jump on high-capacity SSD demand helped power a broader chip-led advance in U.S. stocks.

The Nasdaq Composite and the S&P 500 advanced to new highs on Tuesday as oil prices pulled back, whi

Sandisk shares rose once more Tuesday, with the memory-chip company looking to join the likes of McDonald’s Verizon and PepsiCo when it comes to market value. Sandisk stock is currently on pace to surpass a $200 billion market capitalization for the first time since the company completed its spinoff from Western Digital on Feb. 24, 2025, according to Dow Jones Market Data. Sandisk advanced 13% to $1,413 on Tuesday, as investors continue to bet that the boom in construction of artificial-intelligence data centers will drive up memory demand.

It’s unusual for Apple (AAPL) to signal anything about its suppliers, but Tim Cook broke from that pattern, a move that has clear implications for Micron Technology (MU) investors. For perspective, Micron has ridden a tidal wave of AI memory demand over the past several quarters, a trend ...

Investors are no longer just chasing the GPUs that train AI models. They're also chasing the memory and storage needed to keep those systems running.

Here’s a number that makes you look twice: in a single quarter, SanDisk (NASDAQ: SNDK) generated nearly $3 billion in free cash flow, posted EPS of $23.41 vs estimates of $14.62, and then guided the next quarter to as much as $8.25 billion in revenue. About a year ago, the stock was at $40. Now it’s around $1,400. That’s not hype, it’s timing, execution, and a massive shift in demand all lining up. See, SanDisk’s Surge Explained: What’s Fueling the Move.

Micron Technology stock surges and is on pace to close with a market cap above $700 billion for the first time on record. Memory stocks may not be cyclical this time, a new report says.

Nvidia (NASDAQ:NVDA) is up over 93% in the past year, though it is up less than 2% in the past six months. On the other hand, Seagate (NASDAQ:STX) is up a massive 717% in the past year and up 151% in the past six months alone. As of this writing, the stock has surged over 15% in ... The Best-Performing AI Stock Nobody Is Talking About Has Outrun Nvidia by a Mile

IDC analysts argue AI has created an "unprecedented inflection point" that could break the memory market's boom-bust cycle

Micron is helping to solve the energy crisis in AI.

XPeng Inc. develops smart electric vehicles and related mobility services for tech-focused consumers in China.

The new high-capacity SSD targets AI and cloud workloads, potentially reshaping storage efficiency and infrastructure costs. Micron Technology, Inc.

Bullish forecasts clash with concerns over cyclical risks

MU generates more cash as rising DRAM and NAND prices amid tight supply and high AI demand support healthier cash flows.

8.30am: Oil prices ease, as Hegseth plays down Strait fighting Crude oil futures have eased further, as US defence officials struck a cautious tone on the Strait of Hormuz, saying Iranian actions remain below the threshold for a wider conflict, despite continued harassment of shipping. In...

Alphabet, Walmart and Micron lead Zacks research as AI growth, retail strength and memory demand drive performance, while risks linger.