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The Roundhill Memory ETF, which has more than doubled year-to-date, was down nearly 7% at the time of writing.
Micron (MU) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is what is driving the group lower and what traders are watching into the close.
Are Micron investors misreading the latest semiconductor news?
Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into three very different calls with very different risk profiles.
Next week's earnings from Apple (AAPL), Meta (META), Amazon (AMZN) and Microsoft (MSFT) could set the tone for the broader market, making it one of the most consequential weeks of the summer. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss what investors should watch and why these reports could have an outsized impact on market sentiment.
Financial Institutions (NASDAQ:FISI) reported higher second-quarter earnings, loan growth and net interest margin, while raising several full-year profitability targets as commercial lending momentum strengthened across its core Upstate New York markets. Net income available to common shareholders
Based on the average brokerage recommendation (ABR), Micron (MU) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
MU's faster HBM4 ramp-up, rising AI demand and quicker yield gains are likely to aid revenues, profitability and its AI memory position.
Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.
AMD and Cerebras Systems have unveiled a collaboration aimed at enhancing AI inference infrastructure through a new disaggregated solution. This partnership integrates AMD’s Helios™ rackscale solutions with Cerebras’ Wafer-Scale Engine, promising ultra-low latency and high throughput for AI applications. The joint solution, which will be available via Cerebras Cloud in late 2026, optimizes the workflow by independently enhancing throughput with AMD’s technology and accelerating token...
Is the memory giant's stock a buy after its recent pullback?
Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.
Stocks looked set to struggle for direction on Friday as a drop in oil prices eased fears about higher inflation, even as artificial-intelligence jitters lingered. Nasdaq 100 futures rose 0.1%. The Dow was on track to outperform the other two major indexes because it tends to be more reactive to oil prices, which were retreating having spiked above $100 a barrel the previous session.
Alphabet’s capex forecast raise and a hat tip from Elon Musk boosted sentiment for MU stock.
Moonshot AI’s Kimi K3 launch in China drew such heavy usage that the service quickly stopped taking new users. Analysts are pointing to the surge in demand for Chinese AI models as a potential tailwind for memory suppliers like Micron Technology (NasdaqGS:MU). The user cap at Kimi K3 highlights a tight balance between AI compute needs and available high performance memory supply. Micron Technology sits squarely in the path of this AI build out, with its memory products tied to data center...
Memory stocks were the hottest trade of 2026 until they weren't. In the span of a few weeks, one of the market's best-performing sectors flipped into a bear market. Micron (MU), Samsung, and SK Hynix (SKHY) all fell more than 20% from their late-June highs, and the Roundhill Memory ETF went ...
The picture emerging from Q2 earnings is one of broad-based strength. Companies are comfortably beating consensus estimates-even as those forecasts were revised upward leading into the reporting cycle-while the overall pace of earnings growth continues to accelerate noticeably.
Rising bond yields and worries over increased spending from mega caps Alphabet and Tesla put pressure on the broader stock market on Thursday.
D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.
Micron (NASDAQ: MU) shares rose 3.1% in intra-day action Thursday following the comments as investors interpreted the endorsement as confirmation of a deepening strategic supply relationship. The move is in stark contrast to Tesla, which is down 14.3% following an earnings miss, negative free cash flow and weak auto margins.
Google just gave investors another reason to love Micron stock.
The AI data center build-out has transformed the market for high-bandwidth memory.
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