Notícias

Several AI stocks are on sale.

The South Korean company is the “memory leader for the AI era,” William Blair analyst Sebastien Naji says.

Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.

Micron Technology (MU) is back in focus after investors reassessed the stock in light of aggressive capacity expansion plans from CXMT, Samsung and SK Hynix. These plans could pressure future memory pricing. See our latest analysis for Micron Technology. Micron Technology’s share price has been volatile, with a 1-day share price return of 0.79% and a 7-day return of 1.09%, following a July decline of about 15% and concerns over capacity expansion from CXMT, Samsung and SK Hynix. Even with...

Memory chip stocks have been volatile and fell as July came to a close, the market’s still-fragile sentiment.

The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story.

NVIDIA offers a bet on relentless innovation to justify its price, but Micron locked in its future with long-term contracts, creating a starkly different, and arguably safer, way to own the same demand.

Micron Stock Slides as $500 Billion Chinese Chip Rival Ramps Up Threat

Micron's day-to-day movements have split from the longer-term potential of the business.

CXMT's proposed Beijing factory increased concern about longer-term competition across the AI-driven memory-chip market.

Michael Burry’s latest Micron short highlights a long-term bear case that hinges on AI breakthroughs reducing future memory demand.

Micron's semiconductor megaproject is reshaping property values around Syracuse, and retired homeowners on fixed incomes now face a tax question most of them have never had to ask before. Two state programs could change the math, but only if you know how each one counts your income.

Micron's record margins now face a longer-term supply test

Could Chinese memory chips crush Micron's pricing power?

CXMT closed its first day of trading at 49 yuan on July 27, 466% above its 8.66-yuan offer price. The Chinese DRAM maker raised about $8.6 billion in Asia’s largest IPO this year, ending the session valued at roughly $488 billion. With only 6.73% freely tradable, the small float could magnify price swings. The listing […]

SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.

During the July 21 episode of CNBC’s Mad Money, host Jim Cramer addressed viewer complaints about managing technology allocations as memory and storage stocks experience short-term price surges. Cramer defended his commitment to mega-cap tech leaders, noting that short-term performance gaps do not change the long-term dominance of primary platform owners. Acknowledging recent market movements, […]

Both Palantir and Snowflake just posted quarters that strengthened their grip on enterprise AI, but their financial profiles could not be more different, and only one of them sets up as a defensible buy at current prices.

The memory stock is down about 35% from its 52-week high.

A hardware company that three years ago posted negative gross margins has quietly surpassed Meta, Microsoft, and Alphabet to become the most profitable business in tech, and the reason behind that reversal reveals something unsettling about where AI's real power is shifting.

NVIDIA, Micron, and Broadcom have powered some of the most explosive earnings in market history, yet each stock trades at a fraction of what its forward numbers could justify. Here is where the math points by 2027.

Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.

WDC enters fiscal Q4 2026 earnings with strong AI storage demand, rising HDD pricing and expanding margins. Will those trends fuel another quarterly beat?

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Investors are kicking off a new trading month on an upbeat note. But that hasn’t stopped one of July’s most painful trends from carrying into August. Chip stocks and other companies tied to the AI trade are some of the biggest decliners today, with Micron Technology, Sandisk, Intel and Western Digital all down about 3% or more.

Stock Market Today: The Dow Jones index rallied 600 points Monday after Trump called off new U.S. strikes on Iran. Oil prices plunged.

Palomino Laboratories has completed its acquisition of Vega Links, positioning itself as a key player in the next-generation AI interconnect field. This strategic move significantly expands Palomino's addressable market to over $60 billion and accelerates its capabilities in AI infrastructure. With the integration of Vega Links’ expertise in high-speed AI and memory connectivity, Palomino aims to enhance AI interconnect technologies that improve bandwidth, latency, and power efficiency...

Micron Technology was falling early Monday. Micron shares were down 3% at $798.66 in premarket trading. The moves comes as China’s ChangXin Memory Technologies ( CXMT ) mulls whether to build a second memory-chip plant in Beijing, following its recent initial public offering which led to the company surging to a market valuation of close to $500 billion, according to a Reuters report.

Software stocks help power the market higher after President Donald Trump says he will restart talks with Iran.