Advanced Micro Devices' market cap has more than doubled this year to around $840 billion.
Notícias
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SK Hynix stock has been volatile since its blockbuster ADR listing. South Korean regulators are stepping in.
The S&P 500 has been hitting all-time highs this year. Retail traders are piling into Micron and the SpaceXIPO. One-day options trading is at record levels. Prediction markets like Kalshi and Polymarket are pulling in money alongside traditional stocks. By almost every measure, people are ...
Management says that robotics and autonomous vehicles will fuel even higher demand for memory.
The $1 trillion memory maker's ADRs just recently IPO'd in the U.S.
Tech giants are pouring hundreds of billions into AI infrastructure, yet memory chipmakers are watching their stock prices crater. The reason Wall Street is selling has almost nothing to do with demand, and everything to do with what comes next.
Investors are wrong to sell Micron stock today.
Micron said the agreements are designed to improve long-term supply visibility and production planning as automakers accelerate the shift toward AI-enabled vehicles.
Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index’s 13.16% gain and the Peer Group’s 12.98% return. An overweight in information technology, particularly AI […]
Tech stocks have been lucrative, but they're creating a rare risk for the market.
Chip stock weakness was taking its toll on Thursday, and tech stocks were losing steam. The Nasdaq was down 0.6%, while the S&P fell 0.1%. The Dow looked for direction near the flatline. Memory chip stocks, like Western Digital and Micron, were some of the worst performers premarket though the chip space struggled broadly.
Investors worried about another dot-com crash may be asking the wrong question. Jim Cramer argues that pockets of speculation do not make the entire stock market a bubble. Compared with the late 1990s, many of the companies leading the current rally generate substantial revenue, earnings, and cash ...
The memory boom is a multiyear trend that has made these three exchange-traded funds more attractive.
Strategic agreements strengthen future automotive chip supplyMicron Technology (NASDAQ:MU) has entered into Strategic Customer Agreements (SCAs) with seven leading automotive technology companies to help secure long-term supplies of memory and storage products for next-generation vehicle platforms. The agreements include Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis, all of which are major Tier 1 suppliers and technology partners serving global automotive manufacturers.
China's CXMT is heading for a massive IPO, and the news is sending shockwaves through the memory chip sector, hitting stocks that had already surged hundreds of percent this year. Whether this selloff is a buying opportunity or the beginning of a bubble burst has investors sharply divided.
Micron has surged over 600% in a year on the back of AI-driven memory demand, but three specific cracks in the story suggest new buyers at current prices are underwriting someone else's win.
Micron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer Qualcomm and audio products maker Harman, to secure memory and storage components that powers AI-enabled vehicles. The agreements come as the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data centers, consumer electronics and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.
Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.
Micron stock has the potential to double in price in the coming years.
Taiwan Semiconductor Manufacturing's U.S.-listed ADRs are selling off this morning, even after it delivered another big earnings beat. Some analysts are pointing to the chip giant's big capex plans as a possible catalyst.
U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.
SK Hynix is one of the world's largest memory manufacturers, and buying it is a no-brainer right now.
Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.