Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Wall Street just handed Micron a near-unanimous buy rating while its forward earnings multiple sits in value-stock territory, and the reason why challenges everything investors thought they knew about the boom-bust memory cycle.
Costco still has plenty of revenue growth potential as it looks to international markets to set up new warehouses and boost sales.
Micron and Sandisk dominate the high-bandwidth memory, DRAM, and NAND flash markets.
Can Micron shares keep climbing higher from here?
Investing.com -- Rising memory chip costs are pushing up the price of servers that use Nvidia Corp’s artificial intelligence chips, with some of the chipmaker’s biggest customers facing increases of more than 15%, Bloomberg News reported on Saturday, citing people familiar with the matter.
Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.
The memory maker is putting a decade of money behind research meant to outlast the boom paying for it.
Micron Technology, Inc. (NASDAQ:MU) fell 7% to $940.76 on August 19 amid a semiconductor selloff as rising bond yields increased scrutiny of highly valued AI stocks. The Philadelphia Semiconductor Index dropped 5%, and Micron’s decline followed an almost 18% gain over the previous five sessions. Even after the reversal, the shares have more than tripled […]
A semiconductor sell-off hit Micron hard, but investors shouldn't be too nervous.
Micron is spending big to shape what comes next.
We had a nice risk / reward ratio in our DRAM ETF trade. But we didn't hold out for top dollar before taking profits.
The corporate earnings foundation remains exceptionally strong, as S&P 500 profits have now grown for 12 consecutive quarters. Continued positivity in the revisions trend sets up a powerful backdrop as we finalize the Q2 earnings season and turn our attention to Q3.
Charles Schwab Head Trading & Derivatives Strategist Joe Mazzola joins Jared Blikre to break down how higher Treasury yields are impacting retail traders—and what it means for their portfolios and trading strategies.
The market is deciding whether AI memory deserves a durable technology multiple or the traditional commodity discount.
Ken Griffin’s Citadel has shed more than 80% of the aggregate risk it took on from Situational Awareness, executing nearly 100 block trades worth more than $4 billion in about three weeks.The July rescue removed the threat of a disorderly...
Micron Gets Fresh Wall Street Boost as BMO Sets $1,300 Target
Hedge fund with large positions in Sandisk (NasdaqGS:SNDK) and Micron was forced into distressed liquidation after both stocks collapsed in July. Forced selling removed a major institutional holder from Sandisk, with reported losses of about US$35b and a sharp reduction in fund size. The event highlights concentration risk in volatile memory and AI infrastructure stocks and raises questions about fund risk controls. Investors are assessing how the liquidation may affect Sandisk’s shareholder...
Micron Technology (NasdaqGS:MU) announced a US$10b investment over the next decade to create Micron Research Labs, a new U.S. research hub for next generation memory and semiconductor technologies. The Micron Research Labs initiative is focused on AI era memory and compute architectures, with plans to work alongside industry partners, universities, and U.S. government agencies. The company aims to concentrate advanced research and development activity in the U.S., with an emphasis on long...
The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may be easy to dismiss, but his receipts are hard to ignore.
SNDK expands into high-performance NAS with new SATA and NVMe SSDs, targeting private-cloud and local-storage demand while challenging Micron and Seagate.
These biotech stocks all popped after their recent earnings reports. All three have outperformed 97% of stocks in the last 12 months.
The year of Micron (MU) keeps gaining momentum. Yahoo Finance Tech Editor Dan Howley joins Opening Bid to break down the memory chipmaker’s latest $10 billion investment in a new US-based data center in Iowa and what it means for Micron’s role in the AI infrastructure boom.
SK Hynix stock has struggled in recent weeks but it could announce a huge return of cash to shareholders, according to analysts.
Micron has turned memory into one of the purest AI plays on the market, with revenues exploding and $100 billion in locked-in contracts, but whether the stock still has room to run or has already priced in the boom is a question worth answering before the next move.
Paul Tudor Jones has been taking a cautious view of the market, which can be seen in his portfolio.