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<body><p>STORY: From Micron's mega market cap to Apple's price hikes...</p><p>...this is the Week in Numbers.</p><p>:: The Week in Numbers</p><p>:: $1.4 trillion.</p><p>About $1.4 trillion was Micron's market cap after it briefly blew past the value of Meta and Tesla for the first time.</p><p>It came after the firm forecast quarterly profit and revenue well above expectations.</p><p>Micron is a major memory-chip maker and a key supplier to AI titan Nvidia.</p><p>The company's shares have more than tripled in value so far this year, and soared close to a fifth following its results.</p><p>:: 5%</p><p>Almost 5% is how far Apple shares fell after it announced price hikes.</p><p>The tech giant said its cheapest laptop will jump from $599 to $699, with iPad prices also rising - although the iPhone won't jump for now.</p><p>Apple says it can no longer avoid passing on rising costs to consumers.</p><p>The price of memory chips jumped by around 98% in the first quarter, and has kept soaring due to the AI boom.</p><p>:: 42% </p><p>42% was how much shares of Wendy's soared as retail traders bought up the beaten-down stock in the latest meme-like rally.</p><p>Trading on the heavily shorted stock was paused multiple times due to volatility..</p><p>Shares briefly hit a more than seven-month high.</p><p>The fast food chain is battling weak sales and pressure from an activist investor, with its stock down more than 78% from record highs five years ago.</p><p>:: $648 billion</p><p>Almost $648 billion is how much Samsung plans to invest in South Korea over 10 years.</p><p>That's according to the Maeil Business Newspaper, which said the firm will announce its intentions on Monday.</p><p>The investment includes a potential $194 billion to build chip factories in the country's southwest, as well as plans for AI data centers, batteries and displays.</p><p>There was no immediate response to a request for comment from Samsung.</p><p>:: $606.5 million</p><p>And $606.5 million was H&M's operating profit during its fiscal second quarter.</p><p>That was smaller than expected for the Swedish fashion retailer.</p><p>H&M blamed weaker consumer demand and inflation made worse by the Iran war.</p><p>CEO Daniel Erver said Europe, particularly the western part of it, had gone through a difficult quarter.</p></body>
By Anna Szymanski June 26 (Reuters) - Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend.
June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap
A look at the day ahead in European and global markets from Ankur Banerjee Just as investors were settling into the idea that the AI rally still had legs, Apple delivered a reality check that someone
Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. U.S. futures also declined, while oil prices fell. Tokyo’s Nikkei 225 index shed 4.5% to 69,127.10 and the Kospi in Seoul plunged 6.8% to 8,323.52.
Micron Technology’s (MU) fiscal third-quarter 2026 earnings report delivered results you rarely see from a company of its size. The trillion-dollar semiconductor’s revenue surged 346% year-over-year to $41.46 billion, profits soared 1,215% to $28.24 billion, and, according to the company, its ...
What does a sold-out memory supplier really tell you about the staying power of the AI chip boom?
<body><p>STORY: U.S. stocks ended mixed on Thursday, with the Dow ticking up more than a tenth of a percent, while the S&P 500 closed flat and the Nasdaq dropped nearly half a percent.</p><p>Technology shares reversed early gains to move lower, as investors worried about hyperscaler spending on AI and who foots the bill.</p><p>:: Micron</p><p>Those fears outweighed upbeat signals on AI demand from Micron, which gained nearly 16%, while shares of Sandisk soared 22%.</p><p>Brian Mulberry, chief market strategist at Zacks Investment Management, notes that it's memory chip makers that are now leading the charge. </p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well is that they're memory chips. And you have to have memory, specifically DRAM or H-band memory, if you're going to have enough computing power to do all the computations. That is nothing if you don't have memory to transfer it from one place to another. So one of the reasons that these stocks have done so well and the growth at Micron is so solid is because a recent redesign in the server technology means we go from eight memory chips per server to 96. That's 12 times growth in demand for this one simple component."</p><p>The surging prices of memory and storage chips prompted Apple on Thursday to hike prices for its iPads and MacBooks. That weighed on the stock, sending it down more than 6%. Shares of Nvidia, Microsoft and Alphabet also dropped.</p><p>:: Archive</p><p>Among other movers, shares of Bio-Techne jumped after Merck agreed to acquire the biotech firm for $73 per share in cash, representing a total enterprise value of about $11.3 billion.</p><p>:: Archive</p><p>Meanwhile, U.S. Department of Commerce data on Thursday showed the annual inflation rate through May rose above 4% for the first time in three years, but oil prices this week fell to below pre-war levels.</p></body>
Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.
Micron Technology predicts that memory-chip shortages will persist until at least 2028. Micron stock jumped Thursday after its strong Q3 report.
US stocks (^DJI, ^IXIC, ^GSPC) search for direction ahead of Thursday's session close, while Micron Technology (MU) holds onto gains following its massive earnings beat yesterday. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the day's market moves, Big Tech stocks, and how Micron's stock gains may be impacting Apple (AAPL).
AI Memory Demand Looks Stronger Than Feared
(Corrects day of the week in the last paragraph.) Micron Technology (MU) newly signed long-term c
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural ... BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and growing demand for AI memory chips may boost confidence in the broader AI trade.
Micron Technology (MU) newly signed long-term customer agreements are emerging as a key source of ma
Micron reached record revenue for the fifth straight quarter.
NVIDIA (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed. Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands in 2026. Blackwell Carries ... NVIDIA vs Micron: Which Stock Will The Market Reward
May's Personal Consumption Expenditures (PCE) index — the Federal Reserve's preferred inflation gauge — saw inflation rise 0.4% month-over-month and 4.1% year-over-year Core PCE, which excludes food and energy prices, rose 0.3% monthly and 3.4% annually, marking the highest level since 2023. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson to further examine rising price trends.
Micron Technology edged past the market valuation of Meta Platforms and briefly Tesla's for the first time on Thursday, after the memory chipmaker's solid forecast helped extend its AI-driven ascent. The company's shares were last up 18.4% at $1,236, giving it a market capitalization of $1.398 trillion, compared with Meta's $1.392 trillion. Tesla had a market value stood of $1.4 trillion.
Micron Technology stock (MU) is up by more than 18% in Thursday's pre-market after releasing fiscal third quarter results (adjusted earnings of $25.11 per share, $41.46 billion in revenue) that blew past Wall Street forecasts. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson in reacting to Micron's massive earnings release.
By Stephen Nellis and Aditya Soni SAN FRANCISCO, June 25 (Reuters) - Apple raised iPad and MacBook prices on Thursday, saying it could no longer shield customers from soaring memory and storage chip
The Federal Reserve's primary inflation gauge, the core PCE price index, showed the 12-month inflation rate hitting its highest level since October 2023, as Wall Street expected. S&P 500 futures are solidly higher early Thursday after a three-session losing streak sparked in part by the prospect for tighter monetary policy under new Fed Chairman Kevin Warsh. Rate-hike expectations have sent the U.S. dollar surging to its highest level in more than a year, even as prospects for rate hikes by other global central banks have faded with tumbling oil prices.