Notícias

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

Rising Chinese supply adds to bearish pressure.

Shipment rankings tell only part of Micron's competitive story

One company's investor day just ignited a sector-wide rally, and the reason why has Wall Street rethinking everything it assumed about memory chip economics.

Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City.

The Dow’s early gains have faded away, but the S&P 500 is up to its highest levels on record. The Dow Jones Industrial Average was down 90 points, or 0.2%, after rallying 200 points earlier in the morning. The S&P 500 was up 0.4% and on pace for a record close.

By Avinash P and Purvi Agarwal Aug 13 (Reuters) - The S&P 500 climbed to an intraday record high on Thursday, powered by advances in semiconductor and other heavyweight technology stocks, as a retreat

Sandisk (NASDAQ:SNDK) stock is surging 15% to $1,545.35 on Thursday as investors digest the memory maker’s new long-term financial model and growth strategy. Sandisk’s 2026 Investor Day laid out an ambitious framework for fiscal 2028 through fiscal 2030, including mid-to-high teens revenue growth, approximately 80% non-GAAP gross margins and approximately 50% adjusted free cash flow ... Sandisk Unveils Multi-Year Financial Model and Growth Strategy, Memory Stocks Soar

The best growth stocks promise to generate significant returns for your portfolio. But what are growth stocks, and how do you find the best ones?

Intel’s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix.

MU's AI memory push drives surging revenues and faster HBM4 execution as it battles SK Hynix in HBM and Sandisk in data-center storage.

Micron stock trades near $911 with a $1,569 average target, about 70% upside, as 2027 memory tightens. But one chart level flashes a warning.

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

Cisco and Coherent both slide despite solid earnings, while StubHub plummets as higher costs offset a World Cup boost.

Michael Burry is still short, still warning of a shock on the scale of 1987, and doing so while the Dow sits near all-time highs and the VIX barely stirs. His reasoning traces back to a single, rarely seen S&P 500 signal he says has only appeared three times since 1999.

South Korean memory stocks just posted their biggest surge in months while U.S. premarket tells a far more complicated story, with Coherent falling despite a beat and Micron moving in the opposite direction from its Asian peers.

Micron stock was slipping on Thursday as the recent rebound in the shares from a multi-week slump seemed to slow. Micron shares were down 0.3% in premarket trading after a near 5% rally on Wednesday. While demand for hardware used in artificial intelligence, such as memory chips made by Micron and peers such as SK Hynix remains resilient, a competitive threat may be looming, according to new research.

A 1987 crash looks unlikely, but a dollar-cost averaging strategy still is most investors' best bet.

Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like Alphabet, Amazon and Microsoft. Recent commentary in 2026 highlights that cloud hyperscalers are now converting large AI infrastructure budgets into clearer long term profit plans. This change in focus is prompting investors to reassess which companies might lead the next phase of AI spending and returns. The new narrative suggests...

Chip prices can keep climbing, but which way will the stock move?

For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.

Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

'The Big Short' investor is betting against AI-linked names even as he sees strong demand for compute as a potential warning sign for the sector.

Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China’s ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks. The move comes as Apple deals with a tight memory supply market driven by strong demand from the artificial intelligence industry. At the same time, Apple has held early discussions with CXMT about supplying […]

Enterprise storage is becoming memory's next major battleground

Value stocks can be defined differently depending on who you ask. Here, we look at ways to measure valuation and how investors can find the best value stocks.

Micron investors are feeling bullish thanks to new demand indicators and other factors.

Micron Stock Rises. Why Memory Supplies Could Stay Tight Through 2027

Roth Capital analyst Suji Desilva cited Samsung’s settlement and SK Hynix’s license as precedents for potential licensing deals.