Notícias

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

The tech giant is one of the best long-term plays on the booming AI market.

$1.3 trillion S&P 500 companies reported that level of capex for 2025, according to data compiled by S&P Global Market Intelligence. That figure includes $412 billion for just five large hyperscalers: Alphabet, Amazon, Meta, Microsoft and Oracle.

The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.

Adobe (NASDAQ: ADBE) is set to report its earnings on Thursday, June 11, 2026. Heading into the results, the stock has experienced notable pressure, dropping roughly 8% over the past five days as investors heavily scrutinize the company's ability to successfully monetize its generative AI tools.

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw the Philadelphia semiconductor index post its fourth-worst decline ever: “Unless you have accelerated earnings, your stock is pretty much done. Got to go ... Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth

Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center of KeyBanc Capital Markets analyst John Vinh’s reaction on CNBC’s Squawk Box, where he defended his Overweight rating on Broadcom (NASDAQ:AVGO) while reiterating ... Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play

Broadcom ‌forecast third-quarter revenue above Wall Street expectations on ‌Wednesday, betting on robust demand for its custom AI chips ​and networking gear. However, shares of the Palo Alto, California-based company fell more than 2% in extended trading. They had gained nearly 8% last week in the run ‌up to earnings.

There is a certain type of investment opportunity that looks terrible on the surface, and that is precisely the point. True value is almost always hidden behind a wall of intense market pessimism.

Broadcom shares edged higher ahead of the company's earnings on Wednesday.

Analysts expect Broadcom’s revenue to grow at the highest pace in nine years, powered by custom chip deals with Meta and Google.

Arham Technologies Ltd (NSE:ARHAM) reports a 70% revenue surge and strategic brand expansion, despite facing margin compression and geopolitical risks.

Broadcom Faces High-Stakes Earnings Test. Oppenheimer Says AI Could Deliver Another Beat

The world's most valuable technology companies with the exception of Alphabet added billions ‌of dollars in market value in May, ‌as upbeat earnings outlooks and strong demand for AI chips fuelled ​a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their ‌valuations rose to $4.58 ⁠trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.

Broadcom's quarterly results and earnings calls are worth following for AI growth stock investors.

This week, tech investors will be watching chip and cybersecurity earnings, the impact of AI on labor market data, and the Computex annual chip summit.

This week, tech investors will be watching chip and cybersecurity earnings, the impact of AI on labor market data, and the Computex annual chip summit.

The market's had time to fully digest the news it didn't see coming early last month.

The company reported better-than-expected earnings but analysts are focused on the AI product pipeline.

Alphabet (GOOGL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

These companies' recent results collectively tell most of the market's overall story right now.

The Magnificent Seven's first-quarter earnings are in the books, and the seven companies registered their best profit growth in nearly five years. All remain pillars of the S&P 500 index. Collectively, Mag 7 earnings jumped 63.2% year over year, according to a report from FactSet.

AI stocks rally amid SpaceX, OpenAI IPO buzz as investors eye surging demand for compute capacity and monetization.

The ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) sits at an awkward crossroad heading into summer 2026. Shares trade near $19.08, down 5% year-to-date even as the public-side AI mega-caps it holds have ripped higher. That disconnect matters because XOVR is the rare ETF that pairs late-stage private growth (SpaceX is the publicly known anchor) with public ... XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

Markets enter the final week of May with a holiday-shortened trading schedule following Memorial Day Monday closure, compressing important economic data and high-profile earnings into four sessions.

Strong first-quarter earnings growth and resilient AI spending are prompting strategists at UBS and CIBC to raise their S&P 500 targets.

Broadcom is locked in a clash of titans with rival artificial intelligence chip giant Nvidia but seems to be holding its own as the member of Investor's Business Daily's Sector Leaders list hovers just below a buy point. As it awaits its second-quarter results, due June 3, Broadcom ended trading Thursday just below a cup base's pivot of 414.61 after recently scoring an all-time high, according to chart analysis tools on IBD's MarketSurge. In April, Broadcom scored a partnership with Google parent Alphabet.