Notícias

Morgan Stanley Does sounds the alarm on semiconductor stocks -- or does it?

Tech stocks took a leg lower amid concerns about rising borrowing costs.

Rising Treasury yields just punched a hole in one of the hottest trades in the entire semiconductor sector, and the selloff has nothing to do with memory fundamentals.

Companies in The News Are: SNDK, AAPL, HTHT, SPCX, LUNR

Jim Cramer just violated the one rule he has preached for his entire career, and his reasoning for buying a 591% winner has a structural argument behind it that is harder to dismiss than it sounds.

David Tepper’s Appaloosa Management disclosed brand-new stakes in American Airlines and Boeing in its Q2 2026 13F filing (positions as of June 30, 2026, disclosed roughly 45 days later). That filing pulls the billionaire who nailed the memory-chip cycle into aviation. The move deserves scrutiny because of what it signals about where he is hunting ... The Billionaire Famous for Betting Big on Micron Just Bought Airline Stocks

Analyst Vivek Arya expects Micron to generate $200–$250 in earnings per share by 2030, well above Wall Street consensus

Stock Market Today: Tech futures slide Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.

Appaloosa's latest 13F reveals David Tepper quietly bet against two of the most beloved stocks in America, including one Warren Buffett refuses to sell. The reason hiding inside the filing changes everything about what this trade actually signals.

Sandisk and Palantir shareholders have had a strong August.

Sandisk just secured a contract figure so large it could fundamentally change how investors think about memory stocks, and the AI infrastructure boom is only part of the story.

The fund's top 5 positions — including Sandisk at $5.7 billion and Micron at $5.6 billion — all fell sharply in July as the AI trade reversed

Micron stock and other memory-chip companies were dropping on concerns about higher borrowing costs.

The Mad Money host argues Micron, SanDisk, Seagate, and Western Digital have broken their historical boom-and-bust pattern

Investing.com -- Mega-cap technology stocks remain under-owned by active institutional investors relative to their weighting in the S&P 500, and that gap widened in the second quarter, according to Morgan Stanley’s latest large-cap institutional ownership tracker. The analysis covers 28 large-cap technology companies within Morgan Stanley’s U.S. technology equity research coverage.

Small-cap stocks are finally recovering after years of underperforming the major indexes.

Investors are ditching chip makers and other AI stocks that had helped keep the market afloat on Monday.

Jim Cramer is making one of his most aggressive calls of the year on a red-hot corner of the market, but his entire thesis hinges on a single assumption about AI demand that not everyone shares.

Sandisk recently unveiled a long-term guidance which appears to have investors bullish on its stock again.

The Morning Bull - US Market Morning Update Tuesday, Aug, 18 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh weaker US retail spending against stubborn inflation expectations and rising global bond yields. July retail sales fell 0.6%, with core sales down 0.2%. That signals households are pulling back a bit, which can pressure company revenues. At the same time, a key consumer survey shows year ahead inflation...

Sandisk's future is out of its hands.

Jim Cramer says Micron, SanDisk, Seagate, and Western Digital could keep climbing as AI memory demand persists.

Strong cloud growth and continued record data-center spending from Big Tech are fueling strength in the memory trade.

SanDisk Corp. (NASDAQ:SNDK) saw its share price jump by 8.88 percent on Monday to finish at $1,786.85 apiece, after earning a buy recommendation from JPMorgan. In its updated market note, the investment firm raised its price target for the stock to $2,250, while maintaining an overweight rating, amid its position as one of the top […]

A number of stocks jumped in the afternoon session after Commerce Secretary Howard Lutnick told The Wall Street Journal the Trump administration opposes Apple buying Chinese memory chips.

Leopold Aschenbrenner built one of the most concentrated AI bets in hedge fund history, and then watched it come apart in under a month in ways that forced a fire sale to a rival firm.

On Aug. 17, 2026, bond yields climbed while major indices drifted near record levels ahead of pivotal retail earnings reports.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Dow Jones Futures: President Trump's U.S.-Iran comments sparked market losses Monday as oil prices jumped. Elon Musk-led SpaceX rallied.

U.S. stocks ended modestly lower as an apparent impasse in Middle East peace talks offset a surge in AI-related shares.