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GlobalFoundries (NASDAQ:GFS) reported second-quarter fiscal 2026 revenue of $1.786 billion, up 9% sequentially and 6% from a year earlier, as demand for communications infrastructure and data-center applications helped drive growth and margin expansion. Chief Executive Officer Tim Breen said revenu

NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for a run to $300 hinges on three things that still need to break right.

Memory stocks have always been among the most volatile in the semiconductor sector. They run hard when the cycle is right, then give back a lot of it when investors start pricing in the next downturn. Micron has been through that cycle more times than most companies, and investors who have watched ...

Intel's moderate correlation to the market is partial independence, but the stock travels at more than three times the index's volatility.

Three ETFs offer broader exposure as the memory-chip maker recovers.

AI may be changing the rules of the chip cycle

FEATURE Micron Technology stock was edging down early on Wednesday. However, there was good news about future memory prices from SpaceX CEO Elon Musk.  Micron shares were down 1.7% at $877.18 in premarket trading.

A recent collaboration between Multiverse Computing and Qualcomm Technologies aims to enhance the efficiency of AI operations in data centers globally. This partnership will optimize AI models specifically for Qualcomm's Dragonfly AI200 and AI250 accelerators, focusing on improving performance and reducing power consumption. Live demonstrations have shown significant gains in response times and throughput, without sacrificing accuracy, using compressed AI models in real-world scenarios. As...

Just like that, cash flow matters to S&P 500 investors. And it's becoming very apparent. Shares of the nine S&P 500 stocks expected to post the most free cash flow this year, like Micron and Chevron, are smashing the rest of the market.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday

FEATURE Stock futures were rising on Wednesday, putting both the and the on track to notch record highs. SpaceX slumped 11% in premarket trading after the rockets, telecom, and AI company beat analysts’ second-quarter earnings target but reported higher capital expenditure than Wall Street was expecting.

Berkshire Hathaway, Micron and Oracle highlight today's top stock reports, with updates on growth drivers, strengths and key risks shaping their outlooks.

Micron Technology and Liqid are working together on a memory centric AI platform for the U.S. Department of Energy’s Pacific Northwest National Laboratory. Micron Technology is supplying memory to support a large shared pool tailored for scientific and AI workloads. Micron Technology and Microchip Technology have shown a next generation PCIe Gen 6 storage architecture for high performance data center use. Micron Technology, traded as NasdaqGS:MU, is adding new real world projects to its AI...

Musk said the supply-demand dynamics suggest that memory prices would continue to soar.

Everyone is watching AI chipmakers, but the real battle may be unfolding in memory, and SK Hynix is leading the charge.

SpaceX is ramping up spending, and that could mean big things for Micron.

Micron's management believes demand will outstrip supply until at least 2028.

Sandisk could work its way back to this number post-earnings.

Berkshire Hathaway, Micron and Oracle lead today's top stock reports, highlighting key growth drivers, opportunities and risks shaping their outlooks.

The next memory battle could be for second place

(Bloomberg) -- Samsung Electronics Co. offered a glimpse of its most advanced memory hardware, touting improved performance and power efficiency in a bid to overtake rivals SK Hynix Inc. and Micron Technology Inc. in the race for long-term dominance.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallIran Weighs Allowing Europe to Clear Mines in S

SNDK's fiscal Q4 top line may gain from surging AI data center demand and stronger edge sales tied to AI PCs and premium smartphones.

AMD, Micron, and Marvell have already posted triple-digit gains in 2026, but a summer pullback is raising a bigger question: whether the AI infrastructure wave has enough fuel left to push all three to bold new price targets in 2027.

Micron stock could earn $150 a share in 2028, and is still a buy.

Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.

For anyone holding shares, the market is pricing a future where the stock could either more than double or be cut in half, and that uncertainty is the risk you carry today.

Sandisk, Micron, Vertiv, Comfort Systems and Bloom Energy have been highlighted in this Value Investor article.

Micron's brutal post-earnings cooldown sent shockwaves through the semiconductor world, but three major tech ETFs absorbed the hit in surprisingly opposite ways. The difference comes down to one structural variable most investors overlook when choosing their AI exposure.

Micron stock rose Tuesday as new figures show growing market share but there's a threat on the horizon.

Micron Technology (NASDAQ:MU) has had one of the wildest rides in the market this year. The stock is still up roughly 190% in 2026, but it has also fallen more than 25% from the all-time high it set in late June, including an approximate 9% single-day drop on July 28 as chip stocks sold off […]