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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Surprise Reason Why SK Hynix Is Today’s Standout Chip Stock
Barrons.com40d agoneutral
Surprise Reason Why SK Hynix Is Today’s Standout Chip Stock

SK Hynix’s U.S.-listed stock was rising early on Friday. SK Hynix’s American depositary receipts were up 3% at $156.79 in premarket trading, making it the biggest gainer among large semiconductor companies. SK Hynix has been notably volatile following its blockbuster listing of ADRs on the Nasdaq market.

The Semiconductor Selloff Is Going From Bad to Worse
The Wall Street Journal40d agobearish
The Semiconductor Selloff Is Going From Bad to Worse

19% That's how much the PHLX Semiconductor Index has tumbled from its June high. The index's biggest components include AI heavyweights including Nvidia, Micron Technology, Broadcom and Applied Materials, all of which have come under pressure in recent weeks.

Stock Futures Drop as Tech Selloff Gathers Pace
Barrons.com40d agobearish
Stock Futures Drop as Tech Selloff Gathers Pace

Stocks looked set to fall on Friday as investors carried on ditching chip makers, putting the market on track to extend its slump from the previous session. Nasdaq 100 futures dropped 1.8%. The three major indexes all closed in the red on Thursday, dragged down by a selloff in semiconductor heavyweights including Advanced Micro Devices, Broadcom, and Micron.

History of Micron: The story behind the computer memory giant
TheStreet41d agoneutral
History of Micron: The story behind the computer memory giant

J.R. Simplot never dealt with small potatoes. This is a man who dropped out of school in the eighth grade and went on to found the Boise, Idaho-based J.R. Simplot Company, one of the world’s largest potato businesses. His wealth soared during World War II when he secured military contracts to ...

Inside Micron’s Boise headquarters: The heart of US memory tech
TheStreet41d agoneutral
Inside Micron’s Boise headquarters: The heart of US memory tech

Nearly 700 miles from Silicon Valley, in the arid foothills of Boise, Idaho, you’ll find the headquarters of Micron Technology (MU), a global manufacturer of semiconductor chips and one of the world’s leading technology companies. It's also nearly 2,500 miles from Wall Street. Yet despite its ...

Why Micron (MU) Stock Is Down Today
StockStory41d agoneutral
Why Micron (MU) Stock Is Down Today

Shares of memory chips maker Micron (NASDAQ:MU) fell 5.7% in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before. TSMC shares fell roughly 4% in the morning session despite a record profit beat.

How Long-Term Auto Supply Deals And US Fab Build-Out At Micron (MU) Has Changed Its Investment Story
Simply Wall St.41d agoneutral
How Long-Term Auto Supply Deals And US Fab Build-Out At Micron (MU) Has Changed Its Investment Story

Micron Technology has recently completed Strategic Customer Agreements with major automotive suppliers such as Qualcomm, DENSO and Hyundai Mobis, and is accelerating more than US$250.00 billion of US fab and technology investments through 2035 to support long-term demand for advanced memory and storage. These long-horizon supply pacts and capacity plans highlight Micron’s push to lock in critical end markets like AI-enabled vehicles while reshaping the geography and resilience of its...

Micron’s AI Boom: Wall Street Breaks Down How High Earnings Can Go
Barrons.com41d agoneutral
Micron’s AI Boom: Wall Street Breaks Down How High Earnings Can Go

Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”

IBM's worst day since 1968 handed Micron a gift
TheStreet41d agoneutral
IBM's worst day since 1968 handed Micron a gift

International Business Machines (IBM) has spent three years quietly convincing Wall Street it belonged in the artificial intelligence trade. However, on July 14, the market decided otherwise in a single session. IBM shares closed at $217.07, falling 25.21% that day alone. This came ...

Micron Technology (MU): Memory Powerhouse Driving the AI Boom
Insider Monkey41d agoneutral
Micron Technology (MU): Memory Powerhouse Driving the AI Boom

Micron Technology Inc (NASDAQ:MU) is one of the best stocks to buy for the AI boom in the second half of 2026. Micron shares are up more than 200% year-to-date and have returned more than 676% over the past year. Some 154 hedge funds have confidence in Micron as analysts continue to see upside potential […]

Why Did Micron Technology Stock Fall 8%?
Trefis41d agobearish
Why Did Micron Technology Stock Fall 8%?

If you checked on your Micron Technology (MU) holdings on Wednesday, you might have done a double-take. After a strong prior session, the stock returned -8.0% while the broader S&P 500 returned +0.4%. The company hadn't made a misstep. In fact, it's the exact opposite, which makes the story here so compelling.