Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.
Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn.
Micron has turned nearly every skeptic into a believer after a historic run, but two rigorous forecasting models now point in opposite directions on where the stock goes from here. Which one should a retirement investor trust with real money on the line?
Micron's AI Bet Gets a Major Boost: CEO Flags Massive Memory Demand
The CEO says AI has changed the memory cycle.
A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.
Sanjay Mehrotra argues persistent AI demand is replacing the industry's historic cycle of oversupply and price collapse
Blowout earnings from two AI heavyweights landed just as rising Treasury yields rattled growth stocks, and the two companies are responding to that pressure in strikingly different ways.
Recent advancements in AI chips have been exemplified by Cloudera's partnership with NVIDIA, which introduces native GPU acceleration for Apache Spark 4.1 within Cloudera Data Engineering. This integration, facilitated by the NVIDIA CUDA-X library cuDF, promises up to fourfold faster processing on NVIDIA GPUs compared to traditional CPUs, without necessitating code alterations. The collaboration aims to accelerate data preparation workflows, thereby reducing cloud compute costs across hybrid...
The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.
The "Mad Money" host pointed to Walmart's 9% stock drop and rising Treasury yields as signs that macro pressures are overwhelming strong individual companies
There's a major ETF focused on AI memory stocks, but it has some drawbacks.
Micron's CEO just confirmed a specific date when a government-imposed restriction on buybacks expires, and with competitors already returning tens of billions to shareholders, what happens next on that calendar day could reshape how investors value the stock entirely.
Jim Cramer called Micron a national treasure on live television while insiders were quietly moving in the opposite direction. What the buyback blackout and the CEO's summer trades reveal about the stock's real story is worth a closer look.
The new research hub aims to advance memory technology and AI with a decade-long funding plan.
On August 20, Micron Technology (NASDAQ:MU) said it will spend $10 billion over the next decade on a new research lab in Boise, Idaho, dedicated to advancing memory technology and compute systems. The announcement lands just weeks after the company posted its fifth straight quarterly revenue record, powered by soaring demand for the chips that […]
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
Druckenmiller has never had a down year in all his years as a professional investor.
Micron CEO Sanjay Mehrotra calls memory the strategic infrastructure of the AI era as demand outruns supply.
Memory is "strategic infrastructure” for AI, Micron CEO Sanjay Mehrotra said.
The famed quantitative investment firm reduced its MU position despite the chipmaker’s powerful rally and growing exposure to the AI boom.
Sandisk has now been profitable for a whole year.
The Roundhill Memory ETF has roughly doubled since April, making it one of the fastest-gaining thematic funds in recent memory. Before you chase that return, there is a sizing question that could protect your retirement or quietly wreck it.
DRAM bundles the entire memory chip boom into one ticker, and that same design feature is quietly loading investors with a risk most people never think to check before buying in.
The Nasdaq closed below its Aug. 4 follow-through day low, a highly bearish signal for the market rally. Walmart, SpaceX, CrowdStrike were big losers.
Cathie Wood and Stanley Druckenmiller are looking at the same AI chip stock and moving in opposite directions. ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds. The move continued a pattern of trimming AMD exposure: ARK’s second-quarter filing showed about […]
Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.