Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The billionaire's family office sold five chip and photonics stocks in a single quarter -- and made two of its biggest bets on the companies writing the checks for AI instead of chasing them.
The U.S. 30-year Treasury yield climbed to a fresh 19-year high on Tuesday, trading at 5.274% at the time of writing, while the 10-year Treasury yield was at 4.692%.
In the latest trading session, Micron (MU) closed at $941.1, marking a -6.98% move from the previous day.
Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.
Renaissance and Bridgewater sharply reduced their stakes.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.
Micron shares fell as rising Treasury yields pressured AI stocks despite record quarterly revenue and profit growth.
NVIDIA, Micron, D-Wave and Rigetti offer exposure to AI and quantum computing as the U.S.-China tech race intensifies.
Micron's AI-driven HBM demand and lower valuation give it an edge over NVIDIA, despite strong growth at both companies.
Palantir Technologies, Micron Technology and Space Exploration Technologies Corp. represent three of the most exciting and confusing stocks in the market. How should investors think about trading them?
Tech stocks tumbled Tuesday, joining a broad market sell-off triggered by ongoing worries about the U.S.-Iran conflict which led to higher Treasury Yields and oil prices. One analyst also pointed to a potential culprit: reports of Anthropic projected revenue run rate, which is lower than speculation. The Nasdaq shed roughly 278 points or around 1%, as chip stocks, led by...
Micron (MU) and SanDisk (SNDK) have delivered the sort of gains investors typically wait years for. Micron traded around $1,012 on August 18, while SanDisk changed hands near $1,787. Seeking Alpha data show both stocks up 254% and 653%, respectively, in 2026. Interestingly, that rally has been so ...
Nvidia and Micron are both winning big from the AI infrastructure boom.
Micron has surged over 250% this year on an AI memory boom, but our price target sits below where shares trade today while Wall Street analysts aim far higher. The gap between those two views reveals a fundamental disagreement about whether this cycle is different from every one that came before it.
A Wall Street Journal report on hidden tech commitments just triggered a brutal midday selloff in memory stocks, and the sheer size of the drops exposes exactly how crowded this trade had become.
The chip comeback just hit a wall — now the SOXX ETF is having its worst day since July.
U.S. stocks are trading lower today. The Nasdaq is down 1.4%, the Dow Jones Industrial Average is off 0.1% and the S&P 500 is down 0.6%. Here is what is driving the markets today: Worldwide bond selloff: An accelerating bond selloff in recent days has pushed some Treasury yields to levels not seen since 2007.
Nvidia is quietly testing stripped-down memory configurations for its next flagship AI chip, and the ripple effects could hit Micron shareholders before most of them even see it coming.
The primary catalyst fueling Micron's impressive growth over the past year is sustainable for the next 18 months.
Micron burned shareholders for decades through boom-bust cycles that seemed as inevitable as the seasons, but one structural shift in how AI consumes memory has the author convinced those cycles are gone and keeps triggering another buy.
Rising Treasury yields just punched a hole in one of the hottest trades in the entire semiconductor sector, and the selloff has nothing to do with memory fundamentals.