Notícias

Micron told Barron’s that purchasing decisions made by large customers in 2023 are partly to blame for the current shortage of memory chips.

Long-time investors should probably not sell, but investors should maybe think twice about adding shares.

Apple's chip-related pricing moves and Asian semiconductor stocks take center stage as investors weigh AI momentum heading into the second half of 2026.

The Shenzhen-listed iPhone and AirPods assembler is offering 383.5 million shares at a maximum price of HK$63.28 each

Apple and Alphabet headline Zacks' July investing ideas as technical, seasonal and market breadth signals point to a potential buying opportunity.

Investor sentiment shifts toward infrastructure costsThe so-called “Magnificent Seven” technology stocks have collectively lost around $2. 3 trillion in market value during June as investors reassessed the scale of artificial intelligence infrastructure spending by the sector’s largest companies.

Investing.com -- Wolfe Research said surging memory chip prices driven by the artificial intelligence buildout have already added meaningfully to core inflation, with further upside likely as costs continue to filter through the consumer electronics supply chain.

Investing.com -- The "Magnificent 7" group of technology companies lost approximately $2.3 trillion in market value this month as investors increased scrutiny of large infrastructure spending by these firms.

News of the day for June 30, 2026

Hong Kong listing could boost funding flexibility.

If the Dow’s ascent to 52,000 were a World Cup match, then Alphabet involvement was akin to a soccer player being substituted on in the final moments and scoring the fourth goal in a 4-0 win. After a stellar debut, Alphabet will be an important part of the squad moving forward. Its inclusion means the Dow now contains five of the so-called Magnificent Seven—alongside Microsoft Amazon Apple and Nvidia That inevitably raises questions about whether the index is becoming too tech-heavy.

Apple raised prices across its lineup this week and blamed the chipmakers that supply its memory. One of those suppliers tells a different story about how the shortage started.

Apple supplier Tata reportedly had iPhone 18 Pro files posted on the dark web.

The tech group is down 10% this month as investors grow impatient waiting for returns on hundreds of billions in AI infrastructure spending

This ETF provides investors with a way to stay invested in the Nasdaq-100 while reducing high-concentration risk.

I keep hitting the buy button on Apple (NASDAQ:AAPL), and July is the month I am leaning in hardest. The pullback over the last month gave me the entry I wanted, and the catalyst I have been waiting on lands on the calendar in roughly four weeks. This is the position I have been adding ... This Stock is My Biggest Bet For July

Nvidia‘s (NASDAQ:NVDA) legendary top boss may very well be playing a game of chess while others in the AI scene play checkers. Undoubtedly, with the Vera Rubin era on the horizon and no hesitation from the mega-cap tech giants who are expected to keep on spending mouth-watering sums on CapEx (a lot of which is ... Jensen Huang Says an AI Supercomputer Could Become Common in the Home — The Implications for Consumer‑Side Compute are Huge

Apple (NASDAQ:AAPL) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Loop reiterated the stock as “Buy.” The firm noted that its channel checks show Apple is looking into China for “memory relief.” Following up on our previous trail of breadcrumbs pointing towar ds AAPL […]

Trade tensions appeared to cool after the U.S. and European Union reached a trade agreement capping most EU exports to the U.S. with a 15% tariff ceiling. For investors, that looked like a welcome step toward greater certainty after months of tariff negotiations. Yet trade policy rarely stays settled for long. President Trump has now ... Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk

Apple raised prices on some of its products to account for higher memory costs, which could have implications across the AI sector.

Apple considers the details as sensitive and is concerned about the documents being shared on the dark web, a person familiar with ‌the matter told Reuters.

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Taiwan Semi, SpaceX, Broadcom, Tesla, Meta, Micron, Eli Lilly, and Berkshire Hathaway, there are a handful of bargains and pretenders.

Find insight on JD.com, Samsung Electronics, Quantinuum and more in the latest Market Talks covering Technology, Media and Telecom.

The CMA is consulting on forcing the tech giants to allow developers to steer customers away from their platforms for payment.

U.S. stocks were headed for modest gains early Tuesday as markets look to close out the first half of the year on a positive note. Dow Jones Industrial Average futures were up 60 points, or 0.1%. S&P 500 futures were rising 0.

Britain's competition regulator on Tuesday proposed allowing app developers to steer ‌users to alternative payment options outside Apple ‌and Google's app stores to cut fees and boost competition. The ​Competition and Markets Authority said the proposals would remove restrictions that currently prevent UK developers from directing users to off-platform payment options, which are banned ‌by Apple and ⁠restricted by Google.

Apple has reportedly asked the US government for approval to buy memory chips from blacklisted Chinese supplier ChangXin Memory Technologies during an AI driven chip shortage. A separate ransomware attack on Indian supplier Tata Electronics has led to a leak of sensitive iPhone 18 Pro component and manufacturing data. These developments raise fresh questions about Apple's supply chain resilience, regulatory exposure and data security ahead of future hardware launches. Apple, ticker...

Micron is now 1.9% of the benchmark index in terms of weight.

A recent This Week in Tech (TWiT) episode titled “Flock of SQLs,” explored an unintended consequence of the AI boom that feels meaningful for semiconductor and consumer hardware stocks. A global RAM shortage driven by AI data center demand is forcing device makers to raise prices. The three dominant memory suppliers, SK Hynix, Micron, and ... Tech Experts Warn: Memory Shortage Crisis Won’t Ease Until 2028, and RAM Makers Have No Incentive to Fix It

When a memory shortage pushes up the price of your next laptop, what company is actually benefiting the most?