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MU, CIEN, STX, FIVE and MUSA are highlighted as large-cap growth stocks benefiting from AI demand, retail momentum and expansion strategies.
The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated
Micron (MU) concluded the recent trading session at $647.17, signifying a -2.91% move from its prior day's close.
It’s the trade of the year and it’s still going. I’m talking about AI of course, but more specifically, I mean memory and storage stocks.
Shares of Sandisk Corporation (SNDK) have been flying high as investors pile into semiconductor names and memory-related stocks. The stock has surged nearly 100% over the past month and closed at $1,409.98 on May 6, extending a massive rally that has pushed shares up nearly 500% year to date, ...
Investing.com -- Bernstein is bullish on memory stocks after data showed another major jump in chip prices, with DRAM and NAND contract prices both set for significant increases in the second quarter of calendar year 2026, coming in ahead of the firm's own expectations.
FTNT posts Q1 beats on earnings and revenues, fueled by strong enterprise demand and growth across AI security, SASE and OT markets.
U.S. stocks (^DJI, ^GSPC, ^IXIC) have rallied over the past three weeks, fueled by strong earnings and optimism around a potential resolution to the U.S.-Iran conflict. Yahoo Finance’s Julie Hyman and Head of News Myles Udland break down the stealth rally and spotlight some of the top names leading the tech-driven surge, including Intel (INTC), Sandisk (SNDK), Micron (MU), Seagate (STX), and Arm (ARM).
SABR rises 22% in pre-market after Q1 earnings beat estimates, fueled by stronger air bookings, higher rates and robust EBITDA growth.
Micron has been unstoppable lately, and if that trend continues, it could be the next big tech company to announce a stock split.
The Nasdaq Composite (^IXIC) etched a fresh all-time high and shows little sign of slowing down, with the tech-heavy benchmark up roughly 14% over the past month alone. Semiconductors have carried much of the load: the Philadelphia Semiconductor Index (^SOX) has surged around 60% year-to-date. Right now the stars are aligning: cooling oil prices, a ... Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back
MU, CIEN, STX, FIVE and MUSA are large-cap growth stocks riding on AI demand, strong earnings growth and market momentum into May.
Few stocks embody the AI infrastructure trade quite like Micron Technology (NASDAQ:MU). Shares are up 108% year-to-date and an eye-watering 715% over the past year, riding a memory supercycle that CEO Sanjay Mehrotra calls a once-in-a-generation opportunity. With the stock trading near $657 and HBM demand still outrunning supply, the question now is how much ... If AI Continues Scaling From Here, Micron’s Current Price Could Look Embarrassingly Cheap
In recent days, Micron Technology began shipping its 245-terabyte Micron 6600 ION SSD for AI, cloud, enterprise, and hyperscale data centers, while reporting very large year-on-year net income growth and benefiting from AI-driven memory shortages. This combination of record-capacity SSDs, tight supply, and strong earnings is reinforcing Micron’s role as a core infrastructure supplier to the AI ecosystem. We’ll now examine how the launch of the 245-terabyte 6600 ION SSD may influence...
Samsung Electronics (005930.KS, SMSN.IL) reached a $1 trillion market cap on Wednesday as the memory chip shortage drives the hardware manufacturer — and other memory chip developers — even higher. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to discuss the rally occurring in the memory chip landscape.
Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.
The incredible demand for hard disk drives and a favorable pricing environment have supercharged Seagate stock in 2026.
The semiconductor sector (SOXX) has been ripping higher this year. Yahoo Finance Senior Business Reporter Ines Ferré chats with Yahoo Finance Senior Reporter Brooke DiPalma about the sector's three "bottlenecks," highlighting how Micron (MU) and Sandisk (SNDK) factor in.
While Advanced Micro Devices (AMD) stock surges higher on Wednesday after topping first quarter estimates, the memory chip segment of the semiconductor landscape also continues to rally amid memory chip shortages. KeyBanc Capital Markets equity research analyst John Vinh examines the catalysts driving major growth in memory chip makers like Micron Technology (MU) and Sandisk (SNDK). Sandisk's stock price is up over 3,900% over the last 12 months.
The CBOE Volatility Index (^VIX) is drifting back toward the 17 line as optimism returns to the S&P 500 and capital rotates into stocks. The VIX closed near 18 on Monday after dipping to almost 17 late last week, well below the peak above 31 recorded in late March. In a display of a shifting ... CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite
QLYS tops Q1 estimates as channel mix shifts and ETM/CSAM gains, and lifts the 2026 revenue and profit outlook.
Jack Henry tops Q3 estimates as payments and cloud processing surge, notching 15 core wins and lifting the fiscal 2026 revenue and EPS outlook.
Micron (MU) Rockets 11% as AI Memory Crunch Pushes Market Cap Past $700B
Samsung reaches $1 trillion market cap on booming demand for high-bandwidth memory for AI.
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
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