News

The famous investment manager is concentrating his AI chip bets on just a few names.

Oil prices stay above $100, stoking stock market inflation fears; Macy’s and other key earnings; and more news to start your day.

By Tharuniyaa Lakshmi and Niket Nishant Sept 10 (Reuters) - Futures tracking the Dow and the S&P 500 indexes attempted a recovery after a three-day slide, as investors cautiously returned to equities

Micron, Cisco, and Texas Instruments have helped lead value stocks as a class higher.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

A “Magnificent Seven” member that’s never split, and an AI powerhouse that hasn’t split in over a quarter-century, are the ideal forward-split candidates.

The memory chip market is cyclical, but this time may be different.

SanDisk (SNDK) shares changed hands at $70.50 a year ago. They now sit at $1,737.99. Flash prices rose over that stretch, and the whole memory group rose with them, so part of this is the cycle. The rest is what SanDisk did while it held the leverage, and that part comes with a bill.

Micron's soaring earnings and rising margins could help push other memory companies higher.

Micron Technology, Sandisk and SK Hynix have been three of the largest beneficiaries of the AI boom over the last year. After a summer correction, they appear poised for another rally.

Growth stocks have been down for months, but there are signals that it’s time for them to move higher again.

Bank of America Flags a Major Shift in Semiconductor Bets. Micron and AMD Gain Ground

AI shortages are sustaining extraordinary pricing, but September earnings must prove the economics remain defensible.

Micron stock has made investors significantly richer over the past year, and the good news is that it can continue soaring.

A top chip analyst just went on national television to argue that memory prices will punish even Apple for years, and the supply data behind that call points to one name printing money on the other side of the trade.

Intel (INTC) has been repriced as a comeback over the past year, and the products are cooperating. Revenue reached $16.1 billion in the second quarter of 2026, up 25% from a year earlier, while trailing-twelve-month revenue was up 7.5% to $57.0 billion. The server line is supply-constrained. The harder question is what your money buys at this price.

Micron stock was rising as investors look ahead to its earnings and gauge predictions for memory-chip prices.

Goldman Sachs just flipped constructive on memory chips, sending SK Hynix, Micron, and SanDisk higher even as the broader market stumbles, but a major NAND supplier's warning about prices complicates the story.

High-ROE stocks like Allstate, Arista Networks, Ross Stores, Gartner and Micron offer investors cash-generating names amid rate hike fears.

Memory chips now account for 50%-55% of semiconductor industry revenue, up from roughly 20%-30% historically, according to Susquehanna analyst Mehdi Hosseini. Hosseini said Wednesday that memory has become the industry’s new “king” as AI data centers demand more of it....

Seagate Technology's AI-driven storage demand, rising earnings estimates and breakout setup support a bullish outlook despite recent volatility.

Some stocks in the AI sector are undervalued.

NVIDIA, Alphabet and other AI leaders may have stronger foundations than the internet boom, backed by utilization, profits and valuations.

The biggest AI gains of the next two years may come from names most investors overlook entirely. Six stocks spanning cloud infrastructure, memory, connectivity, and quantum each have a credible path to round-number targets that leave Wall Street consensus in the dust.

As Apple prepares to unveil its most ambitious iPhone in years, veteran tech analyst Paul Meeks is raising a quiet alarm about a supplier oligopoly that could turn a blockbuster launch into a margin nightmare.

STX's HAMR and Mozaic roadmap is boosting storage capacity, exabyte growth and efficiency as demand for higher-capacity drives rises.

Micron just delivered a quarter that shattered records and sent shares soaring past $1,000, but the real debate starts now: whether a stock already up over 250% this year has enough fuel left to double again before 2030.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before We

Some AI stocks are rising even as investors fret about a flare-up in inflation, while Casey’s sinks despite a first-quarter earnings beat.

The memory-chip maker might now occupy a more valuable bottleneck position in the AI build-out than Nvidia.