Notícias

(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of

Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild

Palantir has been crushed year to date while the S&P 500 climbs, yet a single performance metric shared by only three other companies in the world suggests the selloff may be creating a rare opportunity.

Micron Technology and Taiwan Semiconductor Manufacturing are highlighted as AI infrastructure plays with strong growth driven by rising AI demand.

Your diversified ETF may have quietly made a concentrated bet on a single, high-flying semiconductor stock.

Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into its most consequential earnings report of the year, and the bull and bear cases could not be further apart.

Memory chip companies are supposed to live and die by cycles, which makes one number buried in Micron's latest earnings report look like it belongs to an entirely different kind of business.

The supply agreement gives Tesla more certainty as memory prices remain elevated.

After a stunning +749% run over the last twelve months, Micron Technology (MU) stock has recently pulled back, trading at about $959.48 a share. The company sits at the heart of the AI buildout, supplying the critical memory chips that power modern data centers. Yet for investors, its position within its competitive group presents a puzzle. Micron trades at a premium 44.8 times earnings, more expensive than rival NVIDIA's 32.3 multiple, but its operating margin of 48% doesn't reach NVIDIA's 64.

Bank of America Has a Blunt Message for Micron Stock Investors

Tesla CEO highlights critical memory supply during AI buildout

AI-driven semiconductor demand continues to fuel the sector's rally, making MU, INTC, NVDA, AMAT and TXN stocks to watch for growth this year.

After a large run, the next leg up may depend on a simple, powerful force that’s already in motion.

The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind.

Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.

Micron and SK Hynix stock were rising ahead of the open Thursday after earnings from Alphabet and signs of continued spending on memory helped ease fears that have hung over chip makers. SK Hynix was outdoing its U.S. rival, though the Korean memory giant has been susceptible to bigger swings recently, since it made its debut in the U.S. stock market earlier this month. Micron stock gained 3.5% in premarket trading on Thursday with SK Hynix’s American Depositary Receipts (ADRs) up 6.7%.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le

Both memory makers have seen their stocks melt up this year due to the artificial intelligence boom.

This memory chip stock has soared in recent years.

Intel Corp (NASDAQ:INTC) reports second-quarter financial results Thursday after the closing bell, with investors expected to look for updates on whether the company has started easing the supply constraints that executives said limited revenue in the first quarter. Supply Limited Revenue in Q1 During the first-quarter earnings call in April, CEO Lip-Bu Tan said demand continued to outpace supply across Intel’s businesses, particularly for Xeon server CPUs, even as the company expanded factory o

I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...

The robust pace of Alphabet’s spending is a positive signal for its vendors and partners, particularly chipmakers.

A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.

U.S. chipmakers, such as Nvidia Corporation and Micron Technology, Inc., could see a significant uptick due to the increasing popularity of Chinese AI models like Moonshot AI’s Kimi K3, as per analysts. Two days after its launch on July 17,...

The stock market still seems to be pretty resilient in the short term, but the bond market is starting to show some signs of long-term stress.

You just saw a memory stock act like it killed the memory cycle. Here's how it used the AI frenzy to try.

Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.

One investor sees the natural gas market setting up the same way memory chips did before a shortage sent Micron stock surging, and he thinks the fuse on this trade is already burning with hyperscalers and data center developers holding the bag.

Memory stocks have already handed early believers life-changing gains, but a structural supply shortage that analysts say widens through 2028 suggests the rally may have a second act worth understanding before the window closes.