Notícias

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, […]

Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into a deeper spiral.

Wall Street is heading for another mixed session on Tuesday, with blue-chip gains offset by concerns about AI spending and Chinese competition weighing on some technology stocks. Dow Jones futures were up 317 points, or 0.6%, but the Nasdaq has been called 1% lower, with S&P 500 futures...

Samsung, SK Hynix, and Kioxia got destroyed overnight in Asia, and the shockwave hit US memory and storage stocks hard in premarket trading Tuesday. Three overlapping catalysts are forcing traders to rethink whether the AI memory trade was built on shakier ground than anyone admitted.

South Korea's Kospi fell 10% and Nasdaq-100 futures dropped more than 1% as semiconductor names slid for a fourth session

The memory chip maker is securing its future with significant new contracts, but a recent price decline raises questions about its current valuation.

​📈 Follow our live markets data and coverage. Two years ago, Starbucks investors were having a lousy day following another depressing set of quarterly results. News of Brian Niccol’s hiring as chief executive boosted the coffee chain’s market value by $20 billion, or more than 25%, overnight.

The artificial-intelligence trade took a beating Monday and investors are waking up to a nasty hangover.

Investing.com -- U.S. chip stocks extended losses in premarket trading Tuesday, building on Monday’s declines after a broad selloff swept through Asian semiconductor names overnight as investors pulled back from AI-linked stocks amid growing worries about how the industry’s infrastructure buildout is being financed and rising competitive pressure from China.

In UK company news, results are due from Unilever, Barclays, Games Workshop, Unite, Croda, SSP, Man Group and many more.

New Chinese AI technologies and a remarkably strong listing by the country’s largest memory chip firm weighed on sentiment toward U.S. semiconductors.

Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai stock market debut to surpass a $500 billion valuation. Micron Technology, Inc. (NASDAQ:MU) shares fell 5%, Sandisk Corporation (NASDAQ:SNDK) declined around 12%, while Western Digital Corporation (NASDAQ:WDC) also traded sharply lower on […]

SIMO is set to report Q2 earnings with rising estimates, a modest surprise track record and growing enterprise and embedded storage momentum.

In recent days, Western Digital reported strong fiscal third-quarter results powered by cloud demand tied to AI-related products, while investors broadly rotated back into higher‑risk technology names. Beyond the near-term optimism, Western Digital’s improved operating margins, stronger free cash flow, and growing AI-focused cloud revenue have become central to how investors assess its longer-term potential and risks. Now we’ll examine how this renewed focus on AI-driven cloud demand and...

FEATURE China threw up a couple of roadblocks for chips stocks Monday, forcing Sandisk ASML Holding and a host of others into the ditch. The obstacles: a massive Chinese IPO and a state-backed company’s mass production of chip-making machines.

The AI memory supercycle has emerged as one of 2026’s most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, resulting in a supply shortage of NAND and DRAM memory as […]

China's CXMT just pulled off one of the most explosive stock market debuts in history, and memory giants with triple-digit gains on the books are now facing a sector-wide reckoning that could upend the entire bull case for DRAM and NAND.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

American Superconductor heads into Q1 results with revenue growth expected, driven by Grid demand, data centers and Comtrafo business integration gains.

Seagate stock climbed in early trading Monday, bouncing back from a slide to close the week. Earning are due Tuesday.

Artificial-intelligence stocks rise ahead of a slew of mega-cap earnings reports, while lower oil prices drag down shares of energy majors.

Seagate’s and SK Hynix’s quarterly reports this week are the upcoming catalysts investors are watching.

The memory maker no longer leads with the cost-cutting story that once defined it, and the bet you own has changed under you.

Seagate's hyperscaler contracts stretch well beyond this year, its free cash flow just posted a triple-digit surge, and Q4 earnings land July 28. Whether that combination justifies the current price is a question the numbers answer in a surprising way.

Even though the shares have been among the top performers in the market, CNBC’s Jim Cramer still believes that Western Digital Corporation (NASDAQ:WDC) got lucky. The stock is up by 644% over the past year and by 173% year-to-date. Cramer’s sentiment about Western Digital Corporation (NASDAQ:WDC) repeats his earlier claims about the firm. For instance, […]

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).

Micron, AMD and memory names fall as risk appetite weakens

The Roundhill Memory ETF, which has more than doubled year-to-date, was down nearly 7% at the time of writing.

A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is what is driving the group lower and what traders are watching into the close.