Notícias

(Updates with market moves at the end of the day.) The Nasdaq Composite surged Thursday, reboundi

US equity indexes ended higher Thursday after Microsoft (MSFT) posted AI-backed gains and semiconduc

Samsung's memory-supply warning strengthened expectations that tight industry capacity could continue supporting chip prices.

One rival's results rapidly changed the market's outlook.

Traders bid the memory names back up this week, even as YMTC’s NAND share climbed toward the fourth-largest spot globally.

Individual investors are taking some of their chips off the table. Retail traders have piled out of hardware stocks and other artificial-intelligence shares in recent days, according to separate reports from JPMorgan and Vanda Research.

Profitable stocks MU, NVIDIA and TD SYNNEX combine strong net income ratios with earnings growth. See why they stand out before August.

Chip stocks have seen a strong run-up in today's tech-led rebound rally. The Philadelphia Semiconductor Index is up 7.5%, with names such as Sandisk, Micron, and AMD among the S&P 500's best performers.

With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.

The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) surged 3.5% in afternoon trading, on pace for its best session since May 2025, when the Trump administration’s 90-day tariff pause with China unleashed a relief rally across global equities. This time, the catalyst was another proof yet that the artificial intelligence spending boom remains alive and well. A blockbuster quarter from Microsoft Corpo

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

SK Hynix's partnership with Nvidia and Samsung's collaboration with Broadcom appear to leave Micron behind.

Today, July 30, 2026, investors are pivoting back into technology despite GDP slowdown, with the Nasdaq climbing on broad semiconductor strength.

Sandisk stock is the top gainer in the S&P 500 on Thursday and is set to snap a four-day losing streak.

Memory chip stocks were joining in on today's tech-led rebound rally. The Roundhill Memory ETF rose 13%, adding to the PHLX Semiconductor Index's 8.3% rise and the tech sector's 4.8% rise. Sandisk was the top gainer in the S&P 500, up nearly 24%.

The AI boom is transforming the memory industry into one of the fastest-growing segments of the semiconductor sector. Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher. Market intelligence provider TrendForce estimates that conventional DRAM contract prices climbed roughly 93%–98% […]

Samsung ticked all the boxes in its earnings—a 1,814% surge in operating profit, record revenue and remarks suggesting the memory shortage will last through 2028.

Demand is not Intel's problem; what a holder is really underwriting is years of capital spending that must be paid long before the foundry meant to justify it can prove itself.

Memory stocks are surging across the board today, with some names posting gains that dwarf the broader tech rally. Here is what is pushing the entire sector into overdrive at once.

SanDisk has shed half its value in a single month after an extraordinary run, leaving investors torn between a compelling entry point and a potential falling knife. Here is what the fundamentals, analyst targets, and structural NAND dynamics actually say about what comes next.

The AI narrative just shifted again, and now Micron is popular again.

The tech sector was leading today’s stock market bounce back, and chip stocks were a standout group. Tech was the top performing sector in the S&P 500 by a large margin. The State Street Technology Select Sector SPDR ETF was up 4.9%, while the next best performing sectors saw less than 1% in gains.

Micron just delivered record-breaking earnings, locked in multi-billion-dollar AI contracts, and posted monster year-over-year growth, yet the stock cratered nearly 28% in a month. Wall Street's top analysts say the selloff created an opportunity that rarely shows up in semiconductor stocks this strong.

U.S. stocks ended sharply lower on Wednesday after the Federal Reserve kept interest rates unchanged, raising fears that the central bank could face major challenges in taming sky-high inflation.

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, together […]

A little-known Chinese memory chip maker just pulled off one of the most explosive stock debuts in recent memory, and its reported ties to Apple are already rattling the semiconductor industry's most powerful players.

A fund's label tells you the strategy, but rarely reveals the concentrated bets you are actually making.

A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most investors are overlooking.

The selloff turned on a rival's market debut, while binding multiyear contracts now put a minimum volume and a floor price under a defined share of Micron's future revenue.

Samsung ticked all the boxes in its earnings—a 1,814% surge in operating profit, record revenue and remarks suggesting the memory shortage will last through 2028.