Notícias

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.

SanDisk, Micron, Seagate and Western Digital look attractive after a steep sell-off, supported by AI demand, improving pricing and lower valuations.

MU, AMAT and CSCO are expanding AI products, partnerships and infrastructure to capitalize on strong demand in 2H 2026.

FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.

Micron stock can keep rising well beyond its recent gains, according to KeyBanc analysts. Just look at memory-chip prices.

A single analyst note out of Seoul just erased billions from Korean chip stocks, and the same logic points straight at Micron. Whether that makes MU a buying opportunity or a warning sign depends on one number buried in its next earnings report.

An AI bubble scare is cracking AI memory stocks, yet big money keeps quietly buying the dip. Is the rally over, or just resetting?

Micron and Broadcom may be on sale now, but they will hit new all-time highs before investors know it.

Micron stock can keep rising well beyond its recent gains, according to KeyBanc analysts. Just look at memory-chip prices.

Chip stocks have shed $2.7 trillion since late June, yet Wall Street still sees industry profits reaching roughly $700 billion in 2027.

🔎 Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C): The banks will report second-quarter earnings today. Analysts expect them to post higher revenue and profit.

SK Hynix stock was gaining early Tuesday. The memory-chip company looks to be reaping the benefits of its recent U.S. listing as its American depositary receipts outpace its South Korean shares. SK Hynix shares closed up 3.7% at 1.913 million won ($1,279.90) in South Korean trading Tuesday.

The U.S. struck targets in Iran again on Monday night, with President Donald Trump saying a deal could still be struck.

The president has been a net seller of Micron and a net buyer of Nvidia this year.

One key limiting factor no longer applies to SK Hynix's stock.

With a tech rotation underway and a pullback in memory stocks from June highs, retail traders are closely watching the market for their picks.

Apple stock hit a record as an AI-driven memory crisis split the smartphone market and crushed budget Android.

The chipmaker continues to ride the coattails of AI adoption.

Micron, Samsung, DRAM and DISK have been highlighted in this Investment Ideas article.

ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block ‌exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of ‌less-advanced DUV tools to make chips for automotive, ⁠industrial and electronic products.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks. While the Nasdaq retreated and semiconductor leaders like Micron (-4%) sold off, major SaaS incumbents caught a strong bid.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.