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Coming off of May's hot Personal Consumption Expenditures (PCE) reading, Gradient Investments associate portfolio manager Lisa Schreiber weighs in on how the Federal Reserve may move on interest rates in 2026 based on the latest inflation data.
By Anna Szymanski June 26 (Reuters) - Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend.
June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap
A look at the day ahead in European and global markets from Ankur Banerjee Just as investors were settling into the idea that the AI rally still had legs, Apple delivered a reality check that someone
Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. U.S. futures also declined, while oil prices fell. Tokyo’s Nikkei 225 index shed 4.5% to 69,127.10 and the Kospi in Seoul plunged 6.8% to 8,323.52.
Micron Technology’s (MU) fiscal third-quarter 2026 earnings report delivered results you rarely see from a company of its size. The trillion-dollar semiconductor’s revenue surged 346% year-over-year to $41.46 billion, profits soared 1,215% to $28.24 billion, and, according to the company, its ...
What does a sold-out memory supplier really tell you about the staying power of the AI chip boom?
Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.
(Corrects day of the week in the last paragraph.) Micron Technology (MU) newly signed long-term c
Micron Technology (MU) newly signed long-term customer agreements are emerging as a key source of ma
NVIDIA (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed. Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands in 2026. Blackwell Carries ... NVIDIA vs Micron: Which Stock Will The Market Reward
May's Personal Consumption Expenditures (PCE) index — the Federal Reserve's preferred inflation gauge — saw inflation rise 0.4% month-over-month and 4.1% year-over-year Core PCE, which excludes food and energy prices, rose 0.3% monthly and 3.4% annually, marking the highest level since 2023. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson to further examine rising price trends.
Micron Technology edged past the market valuation of Meta Platforms and briefly Tesla's for the first time on Thursday, after the memory chipmaker's solid forecast helped extend its AI-driven ascent. The company's shares were last up 18.4% at $1,236, giving it a market capitalization of $1.398 trillion, compared with Meta's $1.392 trillion. Tesla had a market value stood of $1.4 trillion.
Micron Technology stock (MU) is up by more than 18% in Thursday's pre-market after releasing fiscal third quarter results (adjusted earnings of $25.11 per share, $41.46 billion in revenue) that blew past Wall Street forecasts. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson in reacting to Micron's massive earnings release.
By Stephen Nellis and Aditya Soni SAN FRANCISCO, June 25 (Reuters) - Apple raised iPad and MacBook prices on Thursday, saying it could no longer shield customers from soaring memory and storage chip
June 25 (Reuters) - What matters in U. and global markets today , Editor-at-Large, Finance and Markets Micron Technology's impressive earnings update and demand forecasts on Wednesday have reheated the shaky chip sector, lifting the trillion-dollar memory chip maker's stock about 14% overnight and igniting a tech rally around the world on Thursday.
MU's Q3 call highlights AI-driven memory supply constraints, take-or-pay SCAs and a stronger Q4 outlook as management plans heavier spending.
The yen was flat against the dollar. RBC Capital Markets said the yen is unlikely to recover until next year when the BOJ slows quantitative tightening.
U.S. stock futures pointed higher after Micron Technology’s expectation-thumping earnings reignited optimism in the AI boom.
Sebastian Raedler, head of European equity strategy at Bank of America, discusses his concern that the tech rally is overdone after US chipmaker Micron gained on a blockbuster sales forecast. "Who is going to pay for this capital expenditure that is basically fueling the Micron demand," Raedler asks during an interview on Bloomberg Television.
Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Micron's hot streak continues.
Micron Technology Inc (MU) reports a remarkable 346% year-over-year revenue increase, driven by strategic customer agreements and robust demand in the data center sector.
A look at the day ahead in European and global markets from Ankur Banerjee High-stakes earnings from Micron more than delivered by outlining strong demand for its memory chips and that was enough to
June 25 (Reuters) - Indian shares are set to open higher on Thursday, tracking broader Asia after oil prices fell to pre-Iran war levels as stranded tankers exited the Strait of Hormuz following an
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