Thursday delivers an economic data convergence with Q1 GDP revision, May Core PCE, durable goods orders, and initial jobless claims all at 8:30am, providing comprehensive economic assessment. The week features critical semiconductor earnings from Micron (MU) Wednesday and FedEx (FDX) Tuesday testing chip demand and logistics health.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Consumer tech is being squeezed as chip production falls short and national-security fears limit buying from China.
Shares have tripled this year, and investors are looking for another strong update.
The stock market works to build on a rebound from support as Micron Technology and FedEx report and the S&P indexes rebalance.
Why Micron stock could be on course for a fall when it reports fiscal third quarter earnings after the market closes on Wednesday next week.
The memory specialist heads into Wednesday's report having already guided for record revenue. But after a run that has more than tripled the stock this year, the outlook on memory pricing and supply may matter more than the quarter itself.
Micron, one of the hottest stocks in 2026, is on deck to report quarterly results in the coming days. But how have sales and EPS expectations evolved?
Micron Gets Massive Wall Street Vote of Confidence Ahead of Earnings
Investing.com -- Micron Technology (NASDAQ:MU) has firmly established itself as one of the definitive AI infrastructure winners of 2026, triggering a massive wave of panic-buying among Wall Street analysts who are aggressively rewriting their models. Driven by an insatiable hunger for data center memory, multiple premier research firms have drastically hoisted their price targets, pushing expectations into an unprecedented $1,200 to $1,500 range. The frantic revisions come as Micron trades near
(Corrects days of the week throughout the text) June 18 (Reuters) - U.S. stock index futures rebounded on Thursday after the previous session's selloff as optimism about a Middle East peace deal
NVDA and MU are key drivers of Tech sector earnings growth as S&P 500 Q2 profits are forecast to rise 22.3% on 11.0% higher revenues.
Even when excluding the significant upward revisions to Energy sector estimates, aggregate Q2 earnings estimates for the remainder of the S&P 500 index would still be in positive territory since the start of April.
SK Hynix said on Thursday it has shipped samples of its latest high-bandwidth memory (HBM) chips to major customers, as the South Korean chipmaker seeks to strengthen its position in the fast-growing AI semiconductor market. The next-generation 12-layer HBM4E chip reaches speeds of up to 16 gigabits per second per pin and offers over 20% better power efficiency than previous models, the company said. HBM chips are used in AI chipsets and are crucial components for processors such as those made by Nvidia, helping handle vast data needed to train AI models.
AI companies like SpaceX need lots of AI chips -- and lots of memory chips from Micron to help them work.
Deutsche Bank raised its Micron price target to $1,500 from $1,000.
This is the third piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece introduced the five companies and the data. The second piece covered defense and nuclear supplier Curtiss-Wright. This week: a company that moves ...
Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."
Micron Gets a Huge Price Target Boost Ahead of Earnings
Micron Technology stock was back on the rise early Wednesday as the memory-chip maker looks to resume its relentless rally. Micron was leading the rebound in premarket trading, rising 3.5%, the second-best performer in the Only Intel was climbing more ahead of the open. When there’s nothing happening Micron stock tends to gain.
FEATURE Artificial-intelligence stocks were mounting a comeback on Wednesday, having slumped the previous session, as hopes of a peace deal between the U.S. and Iran led investors to pile back into some of the market’s best-loved names.
Stocktwits data showed retail sentiment has improved to ‘bullish’ on SPY and ‘neutral’ on QQQ from ‘bearish’ earlier in the week.
Micron just got a fresh and full reminder that in the artificial intelligence (AI) race, memory isn't optional. Analyst’s bullish notes are landing, investors are seeing "higher DRAM demand" and "longer pricing power," and the stock is, of course, not wasting time in response. TD Cowen analyst ...
Investing.com -- A Morgan Stanley report warned that surging AI demand is creating a structural shortage in the global memory market, driving sharp increases in memory prices and raising costs across the technology sector.
One figure from the memory maker's upcoming report matters more than the rest -- and it will likely set the tone for the stock.
The S&P 500 has climbed to near-record highs despite growing concerns about valuations, AI spending, and signs of speculative behavior across parts of the market. The S&P 500 has rallied 8% year to date, after delivering double-digit gains in 2023, 2024, and 2025. Investors have recently ...
Micron stock has bounced around this week and Goldman Sachs analysts are wary of a high bar for its earnings this month.
Retail investors are liquidating some of the biggest winners in the AI trade to raise cash for Friday’s SpaceX (SPCX) IPO, and the selling pressure is landing hardest on semiconductors. MU stock is moving. See the chart and price action here. Data from Vanda Research shows individual investors net sold equities for three consecutive days through Wednesday — the first such stretch since March 2020, according to CNBC. On Monday alone, retail pulled the most capital from individual stocks since Nov
