News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Yesterday's Broadcom sell-off is spreading beyond AI stocks today, and infecting everything tech.
The All-In podcast (hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg) recently hosted Coatue’s Thomas Laffont, surfacing an idea they called the “10X paradox.” The takeaway carries direct implications for shareholders of NVIDIA (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), and Micron Technology (NASDAQ:MU). The thesis defies the law of large numbers. Companies like NVIDIA that have ... Good News for NVIDIA, Amazon, and Micron Investors: New Research Shows Trillion-Dollar Stoc
Highflying memory-chip stocks Micron and Sandisk tumbled on Friday after hitting record highs on Wednesday.
Micron Technology (NasdaqGS:MU) has been certified as an HBM4 memory supplier for Nvidia’s next generation Vera Rubin AI platform. Samsung and SK Hynix were confirmed alongside Micron, with all three vendors already in production for Vera Rubin. Nvidia CEO Jensen Huang identified Micron as a key partner in the AI hardware supply chain, formally validating its role in HBM4. For investors tracking AI hardware, this certification puts Micron directly in the core memory supply chain for one of...
Nvidia recently gave Micron investors some good news, but investors are focused on other valuation catalysts today.
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology (NASDAQ:MU) stock is down 5% to $942, SanDisk (NASDAQ:SNDK) stock is off 5% to $1,664, and Marvell Technology (NASDAQ:MRVL) shares are lower by 6% to $298. The moves landed shortly after the open and have ... Micron, SanDisk, and Marvell Plummet as “Parabolic 7” Trade Unwinds
JPMorgan Chase & Co. (NYSE:JPM) was among Jim Cramer’s stock calls on Mad Money, as he highlighted several opportunities in out-of-favor sectors. Cramer called it the “best bank in the world,” as he commented: But honestly, if you’re looking for a fortress, I like the stock of JPMorgan here. It’s got balanced growth, sells for […]
Stock market wealth is piling up for the rich.
Andrew Ross Sorkin is arguably one of the biggest names in business news, and with his new book, 1929: Inside the Greatest Crash in Wall Street History — and How It Shattered a Nation, the man has really shone a bright light on the lessons from the distant past, which may have been forgotten by ... Big-Name Anchor Thinks a Market Downturn is Inevitable — A Sober Reminder That Bull Markets Don’t Run Forever, Even in Boom Times
According to the average brokerage recommendation (ABR), one should invest in Micron (MU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
The announcement, reported by Bloomberg, ends months of supply-chain speculation about which chipmakers would qualify for Vera Rubin — the successor to Nvidia's Grace Blackwell GPU architecture designed for what Huang calls "agentic AI" workloads. Vera Rubin entered full production after being announced at the GTC Taipei keynote on June 1, 2026, and Nvidia says it delivers 10x agent throughput at scale compared with the Grace Blackwell platform.
Nvidia approved Samsung, SK Hynix and Micron as HBM4 suppliers.
Nvidia (NASDAQ:NVDA) has arguably been the biggest story of the AI boom thus far, with shares gaining more than 1,800% since the lows of 2022. Undoubtedly, the innovation going on behind the scenes has not slowed down one bit. Arguably, it’s accelerating as the era of Vera Rubin arrives while the company expands its footprint ... Nvidia Chips Aren’t the Whole AI Story — Another Industry Dominates AI Sales
Navitas Semiconductor recently announced its collaboration with NVIDIA's MGX™ ecosystem, showcasing advancements in AI chip infrastructure at the COMPUTEX 2026 event in Taipei. By integrating its GaNFast and GeneSiC power semiconductor technologies, Navitas aims to enhance the efficiency and scalability of AI data centers through NVIDIA's platform. Their new 800 V-to-6 V DC-DC power delivery board, designed to improve power density and reduce the system footprint within GPU boards, highlights...
The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched on April 2, 2026 with a 0.65% expense ratio, just as Micron Technology (NASDAQ:MU) was approaching a trillion-dollar market cap. Micron is up ... Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026
May turned out as one of the best months of the year so far for most S&P 500 investors. But some stocks did even better than the index.
The benchmark US stock measures were mostly tracking in the red before the open Friday as traders aw
Micron stock was falling again Friday even after confirmation it has qualified to supply the latest high-bandwidth memory to Nvidia.
By Medha Singh and Twesha Dikshit June 5 (Reuters) - S&P 500 and Nasdaq futures fell on Friday, as chipmakers lost steam following a strong rally and investors stayed cautious ahead of the May
Investors who stayed invested in May were winners as a microchip-driven technology stock rally pushed ahead.
Chip makers have powered the market to record highs in recent months—but the rally may be about to grind to a halt.
Broadcom’s AI forecasts, which some considered soft, triggered a sell-off in AI-linked stocks.
↘️ Lululemon Athletica (LULU): The athleisure company cut its outlook for the year, citing challenges including a spike in negative commentary around the brand and a lackluster response to new products.