US equity indexes fell Wednesday as the technology sector paced declines and traders assessed Federa
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Even though Micron stock is falling, there is some good news for investors today.
Micron Technology (MU) became one of the world’s most valuable companies in 2026, but not too long ago, it was a four-person consulting firm operating out of the basement of a dental office in Boise, Idaho. Now, it has millions of owners, including company executives, institutional investors like ...
Micron's earnings confirm Sandisk's tailwinds will get even stronger.
July 1 () - Micron Technology and General Motors have signed a supply agreement for memory and storage platforms used in vehicle production, the companies said on Wednesday. The agreement comes at a time when automakers are looking to bolster their semiconductor supply chains to help with growing computing needs on modern vehicles.
Micron and Apple trade blame, extreme heat is here, Strategy’s Bitcoin plan shifts, and more news to start your day.
The most consequential parts of your portfolio are usually the ones you never think about. Not the flashy name everyone argues about at dinner, but the boring component buried three layers down that quietly decides whether the whole thing works. For years, memory chips were exactly that kind of ...
The market might be all-in on the AI trade, but a growing chorus of traders and analysts is changing strategies. Mega-cap tech companies like Microsoft, Meta, and Amazon have been hit particularly hard in recent weeks as their plans to spend billions on AI infrastructure have attracted growing ...
Phil Rosen goes Inside The ICE House to explain how Micron’s blockbuster earnings are reinforcing the strength of the AI-driven memory trade and broader tech rally. He breaks down why investors remain bullish even as rising chip costs begin to pressure consumer-facing companies and create uneven outcomes across the market. Rosen also frames the recent tech sell-off as a healthy rotation into defensive sectors rather than a broader market breakdown. He discusses Fed Chair Kevin Warsh’s uncertain policy stance, with markets still searching for clarity on rates.
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.
This year's second quarter was a blockbuster period for tech stocks. The PHLX Semiconductor Index—which houses chip stocks like Nvidia and Broadcom—has climbed 81% through yesterday, putting it on track for its best quarter in history. Once darlings of the industry, some of the biggest names in tech have fallen out of favor with investors as they fret about these companies' big AI spending commitments.
Micron stock fell Monday on news of a federal civil antitrust lawsuit accusing it and two other memory-chip makers of price-fixing.
The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.
Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.
The soaring valuation of Micron Technology stock has been one of the biggest storylines for investors over the past year. Here’s a look back at the company’s IPO and how much investors could have made investing in the chip stock...
With demand for its memory and storage products driven by AI, Micron's stock price keeps climbing, and shareholders anxiously anticipate a stock split.
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
We are witnessing an extraordinary transfer of cash from the providers of AI—and, perhaps one day, AI users—to memory-chip makers.
Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24. The stock is up 313.14% year-to-date, at the time of writing, Friday afternoon, June 26. Meanwhile, the ...
Dan Ives of Wedbush Securities has a specific name for what is happening to tech stocks right now. In a note published June 26, he called it a "Twilight Zone market," Seeking Alpha reported, and the phrase is more specific than it sounds. Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and ...
Every boom eventually forces the same question, and it is rarely the one investors ask first. Not who is growing fastest, or who has the biggest name, but who actually keeps the money. For three years, the answer in artificial intelligence (AI) has been obvious. Nvidia (NVDA) designed the chips, ...
Bankers Investment Trust PLC (LSE:BNKR) outperforms the FTSE World Index with a 6.5% share price total return, despite market challenges and leadership transition.
Despite notable stock declines today, memory makers like Micron Technology, Samsung and SK Hynix are far and away the best performers among trillion-dollar technology companies this year. Some of the moves this past week help explain why.
The power trend has generated impressive gains. Get ready to deal with whatever comes next with five guidelines for how to invest.
Investing.com -- A strong earnings showing for one memory stock was overshadowed by a rotation out of technology and into more defensive names, while Bitcoin's slide below $60,000 hit crypto-linked stocks over the past few days.
Micron's outlook eased chip-demand fears, but inflation concerns quickly reignited volatility across AI-focused stocks.