Notícias

$8.5 billion. That is what Chinese memory maker ChangXin Memory Technologies, or CXMT, is set to raise in its Shanghai STAR Market listing, nearly double its initial target, at an implied market cap near $85.5 billion. The proceeds represent an incoming war chest, not yet in the bank, earmarked to expand production of the same ... $8.5 Billion Says This Micron Threat Is About to Get a Whole Lot Bigger

Memory stocks plunged on Wednesday along with shares of other hardware providers for AI data centers.

SK Hynix's U.S. debut has sparked a wave of new leveraged ETFs. Here's why AI-driven memory demand is making the chip giant a key stock to watch.

Micron may have greater short-term upside, but I prefer the other stock's long-term outlook.

The stock market is looking for direction, dropping into the red in midday trading following a green open. The S&P 500, Nasdaq, and Dow are wobbling at the flatline. Equities are looking for direction in the early stages of the earnings season in what Nationwide Investment Management Group's chief market strategist Mark Hackett called "wait-and-see mode."

The same chipmakers that have been investors' AI darlings are some of the biggest drags on today's market. The PHLX Semiconductor Index down 4.3% today with all components in the red, according to Dow Jones Market Data.

A Chinese memory chip company just raised a war chest nearly double what Wall Street expected, and it sent shockwaves through a semiconductor sector that has been one of the biggest winners of the AI boom.

SanDisk and Micron both posted blockbuster quarters riding the AI memory boom, but their playbooks could not be more different. One carries zero long-term debt and a single explosive bet; the other runs the entire memory stack with a forward PE that defies its growth rate.

A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot demand for AI infrastructure can support current valuations. Dell Technologies Inc (NASDAQ:DELL) fell as much as 12%, touching a session...

A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide buying opportunity or the start of something bigger?

The memory chip giant is on a tear, but its real value for your portfolio lies in how it moves on its own.

The AI cloud provider is reportedly studying put options to offset the risk that locked-in chip prices fall

A quiet admission that the company couldn't make its older chips fast enough revealed more than any grand AI promise.

Sandisk Corporation (NASDAQ:SNDK) is one of the Best Stocks to Buy Now for High Returns. The company is set to release its fiscal Q4 2026 earnings on August 5. The Street is bullish on the stock ahead of the earnings. Analysts’ 12-month average price target suggests more than 23% upside from the current level. ​Recently, […]

Micron Technology, Inc. (NASDAQ:MU) is one of the Best Stocks to Buy Now for High Returns. On July 9, Micron Technology, Inc. (NASDAQ:MU) said that it will boost US investment to more than $250 billion by 2035 as the demand for AI memory chips continues to surge. Moreover, the company is also allocating $3 billion […]

Derivatives could protect margins if chip prices tumble

Memory stocks are pulling back sharply Wednesday morning as traders lock in gains after a parabolic run. SK Hynix‘s (NASDAQ:SKHY) U.S.-listed ADR is down 5% to $184.50 in early trading, giving back a chunk of yesterday’s 27% surge to $193.92. The reversal is rippling through the group. Micron Technology (NASDAQ:MU) shares are off 3% to ... SK Hynix Drops 5%, SanDisk Slides 6%, Western Digital Slips 4% as Traders Take Profits in Memory Stocks

After ASML Holding (ASML) raised its full-year sales guidance, HSBC strategist Duncan Toms comments on how Wall Street's dialogue around the AI bubble has shifted into discussions of AI bottlenecks beginning to materialize.

Investing.com -- SK Hynix's $26.5 billion Nasdaq debut on July 10, 2026—the largest U.S. listing ever by a foreign company and the second largest IPO in history—highlighted an obvious question: with AI investments breaking records and the HBM supercycle in full swing, does the Korean market-share leader, or its fierce U.S. competitor Micron, capture more of the upside?

The South Korean memory chip maker’s shares are on course to give up some of their recent gains as investors lock in profit.

Market volatility could be looming. Here's how to protect your investments.

ASML stock pops as chip equipment maker raised its forecast on growing orders.

Micron stock has surged over the past year but Chinese memory-chip makers could pose the biggest threat.

In a significant development for the AI chip sector, Arteris, Inc. has announced an expanded partnership with Arm to enhance semiconductor cybersecurity. This alliance builds on a five-year collaboration, utilizing Arteris' Cycuity Radix hardware security assurance product. By integrating Cycuity Radix into Arm's CPU design processes, the partnership aims to proactively address potential security vulnerabilities and strengthen the security assurance of processor cores. This strategic move...

Stocks look set to build on their recent gains as investors try to make sense of another batch of quarterly earnings reports.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before W

Wall Street digests a cooler than expected inflation read and ASML's bullish outlook on the AI bo

QQQ, SPY, SanDisk, Micron and Dell have been highlighted in this Investment Ideas article.

(Bloomberg) -- Chinese hedge funds that made hefty gains on artificial intelligence-linked stocks this year are starting to dial back their exposure, telling investors they are on high alert for signs the rally is becoming unsustainable. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureOpenAI’s First Device Will Be Movable, Screenless Speak

Many call buyers likely have no idea that the implied volatility of calls is so high that stocks must make huge moves for them to profit.