July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Retail sentiment remains ‘bearish’ on SPY and deteriorated to ‘extremely bearish’ on QQQ, amid growing anxiety around technology stocks.
The boom-and-bust memory cycles of the past few years may be over.
CXMT stock surged over 5x on its debut in Shanghai.
China’s ChangXin Memory Technologies completed its IPO, signaling a push to build a domestic DRAM champion. The move highlights rising local competition for Micron Technology in commodity memory segments. Industry analysts currently see Micron maintaining a lead in high bandwidth memory used in AI systems. Micron Technology, ticker NasdaqGS:MU, sits at the center of this shift in the memory market as investors weigh how new Chinese capital could affect global supply. The stock trades at...
Micron's valuation could be a warning sign, but history may not repeat itself this time around.
(Bloomberg) -- A $470 billion rout in just a little over a month has flipped SK Hynix Inc. from one of the world’s hottest AI trades to one of the biggest portfolio question marks.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOASML Slides on Report of China Starting DUV Tool ProductionS
Rambus (NASDAQ:RMBS) reported record second-quarter fiscal 2026 revenue and non-GAAP earnings, supported by growth in its memory-interface chip business and contributions from royalties and silicon IP. The company’s revenue surpassed $200 million for the first time, while management said demand tren
Micron stock has surged more than 700% over the past year, but its rally may not be over.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

Yahoo Finance Markets and Data Editor Jared Blikre takes a look at how market capitalization changed in July for the top US stocks: SpaceX (SPCX), Tesla (TSLA), Alphabet (GOOG, GOOGL), and Apple (AAPL).
Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai stock market debut to surpass a $500 billion valuation. Micron Technology, Inc. (NASDAQ:MU) shares fell 5%, Sandisk Corporation (NASDAQ:SNDK) declined around 12%, while Western Digital Corporation (NASDAQ:WDC) also traded sharply lower on […]
Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.
China takes aim at memory stock profits, and Micron is the target.
Even after rebounding the past week, the Kospi index is down 25.9% from its record close on June 22.
The CME’s new futures contracts let investors make magnified wagers on individual stocks—and on margin.
Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory chip demand surges. Find out whether the Big Short legend has spotted a crack in the cycle or left a critical blind spot exposed.
Another day to look at Micron (MU). I think I have covered this stock more than any other stock lately. One of the most recent best beats was the historic Q3 preview earnings coverage. I call it best because our target was hit on the same day as that Q3 blowout print. Plus, it has been one of ...
Shares of major chipmakers fell sharply on Monday after reports that a state-backed Chinese firm has begun mass-producing domestic deep ultraviolet (DUV) lithography machines. ASML Holding NV (NASDAQ:ASML, XETRA:ASME) dropped more than 7% as China's progress in domestic DUV production...

China's biggest memory chipmaker, ChangXin Memory Technologies (CXMT), is surging in its IPO on the Shanghai Stock Exchange. Yahoo Finance Technology Editor Dan Howley explains what investors should know about emerging Chinese competition in the tech space.
The S&P 500 and the Nasdaq Composite reversed gains, wavering near the flatline after opening higher. The PHLX Semiconductor Index was down 4.3% after opening higher. Nvidia, AMD, Micron, and ASML are some of the chip maker stocks dragging the semi index and the broader market lower, thanks to the group's heavy impact on the major indexes.