Notícias

ASML, the world's biggest supplier ‌of equipment used ‌to manufacture computer chips, ​on Wednesday reported better-than-expected second-quarter revenue and profit, as demand from ‌makers of ⁠artificial intelligence chips offset uncertainty over ⁠sales to China. Revenue for the three months ​ended June ​30 ​was 9.33 ‌billion euros ($10.90 billion), compared with the 8.80 billion euros expected by analysts, according to LSEG ‌median estimates. Net income was ​2.92 ​billion euros, ‌compared with the 2.62 ​billion ​euros expected, according to LSEG data.

The gains come after weeks of volatility due to shifting views on memory durability and the recent escalation in the U.S.-Iran war.

Micron Technology stock has run very hard in recent years, yet the valuation checks send a more mixed signal. The question for investors is whether the current price still reflects reasonable expectations or is starting to run ahead of itself. Micron has delivered roughly 14x total return over the past 3 years, which puts extra pressure on today’s valuation to be backed by durable earnings power. Expectations around long term AI driven memory demand can support higher earnings assumptions,...

The artificial intelligence chip trade is not stopping at GPUs. Micron Technology (MU) shares rose on July 14 after KeyBanc raised its price target on the memory-chip maker, citing tighter supply and higher prices for DRAM, NAND and high-bandwidth memory, or HBM. Micron stock was recently trading ...

AI cloud computing company CoreWeave is exploring the use of financial derivatives as a potential hedge ‌against a future drop in memory and storage chip prices, according to ‌a person familiar with the matter. To lock in supply amid soaring demand, thanks to a surge in AI infrastructure construction, cloud operators including CoreWeave have signed long-term agreements with memory and storage makers such as Micron and SanDisk. But the arrangement cuts both ways: it protects chipmakers from a downturn, but leaves cloud ⁠companies like CoreWeave exposed if prices fall and they are stuck paying well above the going rate.

Micron and SK Hynix are two of the leading companies fueling the artificial intelligence (AI) memory boom this year.

Micron Technology, Inc. (NASDAQ:MU) is among the Ray Dalio Stock Portfolio. On July 8, Barron’s reported that Micron Technology, Inc. (NASDAQ:MU) rebounded after entering a technical bear market, rising 0.3% on Wednesday after sliding 4.7% a day earlier. Barron’s said the prior decline left the stock more than 20% below its recent closing high. The report said investors […]

Micron Technology (MU) just took a financial stake in a wafer supplier that most investors have never heard of. On paper, it reads like a routine line item inside a much larger spending announcement. Wedbush Securities says it’s something else: an early signal that the AI memory boom is about to ...

ADR talks could expand access for American investors

Semiconductor Stocks Rally After Sharp Selloff as Geopolitical Fears Ease

Shares of memory chips maker Micron (NASDAQ:MU) jumped 4.2% in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand.

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks discussed by Jim Cramer. Micron Technology, Inc. (NASDAQ:MU) has shaped up to be one of the hottest stocks and firms in today’s era. While few would have thought that the […]

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. SK hynix Inc. (NASDAQ:SKHY) is one of the stocks discussed by Jim Cramer. SK hynix Inc. (NASDAQ:SKHY) was the talk of the town last week as it listed its American Depository Receipts (ADRs) on the NASDAQ stock exchange. The […]

GraniteShares founder & CEO Will Rhind joins Josh Lipton on Market Domination Overtime to discuss the firm's new SK Hynix (000660.KS) ETFs, which give investors new leveraged ways to gain exposure to the AI memory chip giant.

ASML stock has surged this year and Wall Street thinks it could raise its sales guidance when it reports earnings Wednesday.

SK Hynix just hit a milestone with NVIDIA that sent Korean memory stocks into a frenzy, and the leveraged ETF riding that trade is staging one of the sharpest single-day reversals in the sector this year.

The enterprise software giant made a major announcement that sent shockwaves through the tech industry.

Today’s S&P 500 gains wouldn’t suggest it, but most of the index’s components are actually in the red. The S&P 500 is up 0.4% while the Equal Weight S&P 500 is moving in the other direction, down 0.3%. Nearly two-thirds of names in the S&P 500 were down despite session gains, signaling that stocks on the rise are doing the heavy lifting, offsetting the larger group of laggards and then some.

Can SK Hynix finally close its valuation gap with Micron, or will cooling AI enthusiasm keep the discount alive?

SanDisk turned a modest storage brand into one of the most explosive trades on the NASDAQ, but with the stock cooling sharply from its peak and Wall Street targets ranging from $955 to $3,169, figuring out where it goes next demands a closer look at what is actually driving the numbers.

The move could give American investors easier access to the South Korean technology giant.

Advanced Micro Devices got a big vote of confidence Tuesday as the artificial-intelligence trade was getting back in gear. KeyBanc Capital Markets analyst John Vinh, in a research note on the semiconductor sector, included a price target hike for AMD to $725 from $530. The firm maintained its Overweight rating on the chip stock, with the analyst writing KeyBanc remains “positive” on the shares.

Yes, good Micron news could be good news for Sandisk as well -- but keep an eye on that soaring P/E ratio.

New leveraged single-stock ETFs tied to SK Hynix just hit U.S. markets, and the Korean memory giant's Nasdaq-listed shares are whipsawing in ways that could catch traders badly off guard on either side of the trade.

While the company's AI spending commands attention, the real story is how the technology is already accelerating the core business that funds it all.

Chip stocks continued to whipsaw in volatile trading on Tuesday. But several semiconductor stocks were holding above a key support level.

Two ETFs both claim to buy cheap U.S. large-caps, yet their portfolios look nothing alike and their recent returns are miles apart. The difference comes down to one rule that forces one fund into some very unexpected territory.

The chipmaker got a vote of confidence from Wall Street.

The company is building a fortress of long-term contracts to protect against the memory market's notorious cycles, but a look inside shows how much of the kingdom is still outside the walls.

The chipmaker's headline numbers looked grim, but one corner of its business was already signaling the AI-fueled turnaround to come.