Notícias

SanDisk is up more than 20% across two sessions as Wall Street scrambles to reprice a memory stock that may have just rewritten the rules on cyclicality, and the gap between analyst targets and current share price tells a story worth reading.

Micron Targets AI's Next Big Winners With $250 Million Venture Fund

Micron has surged over 600% in a year while insiders quietly unload shares at the highs, yet analysts still see substantial room to run. Something in this picture does not add up, and the answer changes how you think about the entire AI memory trade.

Cerebras Systems recently reported significant growth in its AI chip and cloud businesses, with its cloud revenue nearly quadrupling year-over-year in the second quarter of 2026. This growth highlights the increasing demand for fast AI inference, a pivotal development in the AI chip industry. In response to this demand, Cerebras is expanding its data center and manufacturing capacities significantly, aiming to scale its operations further. Additionally, strategic partnerships with industry...

Memory has emerged as the newest bottleneck in the AI semiconductor value chain.

U.S. futures were flat lower after climbing in the previous session on soft inflation data.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F

Reddit rallies with the social-media platform set to join the S&P 500, while Applied Materials dips after earnings fail to wow investors.

Mark Zuckerberg's AI manifesto hints at multiple investment opportunities.

Investors are reaching for more risk — and getting paid for it.

The next AI winners may look nothing like Nvidia.

Micron Technology, Inc. (NASDAQ:MU) stock rose nearly 2% in Friday’s premarket session as investors weighed another sign of strong AI-driven memory demand. The move came as broader market sentiment remained steady, with Nasdaq futures up 0.14% and S&P 500 futures gaining 0.04%.The latest industry signals come as Micron positions itself for the next phase of AI growth. The memory chipmaker is investing $250 million in emerging AI companies, giving it an early look at technologies that could shape

Nvidia and Micron are making a ton of money from the AI build-out.

Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...

In August 2026, Micron Technology launched the Micron Ventures Paradigm Fund, a US$250 million vehicle that invests across the AI technology stack, covering model architectures, compute infrastructure, enterprise applications, and physical AI, to deepen partnerships and gain earlier insight into future memory and storage needs. By targeting startups that will shape tomorrow’s AI infrastructure, the Paradigm Fund effectively turns Micron’s venture arm into an early-warning system for shifts...

The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

After a steep sell-off last month, investors are chipping in again. Chip stocks were some of the biggest gainers in the S&P 500 and Nasdaq Thursday, a day when markets rose broadly.

Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that’s key to the AI boom.

‘The Big Short’ investor is cutting overall exposure and shifting his portfolio as a recent market rally pushes his short book into the red.

Inflation, earnings and chip stocks were top of mind for investors on Thursday.

Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price.

Micron and Sandisk are primed to skyrocket.

Micron Stock Surges Again as AI Boom Reignites Memory Trade

Investor Day targets 50% free-cash-flow margins.

S&P 500 Pushes to Record as Inflation Data Eases Fed Fears

A Korea-sparked overnight surge lit the fuse, but SanDisk's investor day dropped on top of an already-moving sector with some of these names still sitting deep in the red from last month. Here is what is actually driving the storage stack today and whether the momentum holds.

Shares of leading memory chipmakers soared on Thursday as SanDisk’s optimistic long-term margin and revenue projections restored investor confidence.

Michael Burry targets Nebius, Micron and Oracle with bigger bearish bets

The chipmaker has big plans for its growing cash pile.

Sandisk and Micron are surging on blowout earnings, lifting a handful of memory ETFs with them, but which fund you own today could mean the difference between capturing the rally and barely feeling it.