News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
All signs point to another strong quarterly report from Micron.
Micron just signed binding contracts covering years of memory supply at guaranteed floor prices, and analysts are pointing to a forward earnings multiple that makes the trillion-dollar valuation look cheap. The bear case, though, hinges on a single customer.
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's soaring earnings and rising margins could help push other memory companies higher.
Here’s what could happen to MU and SNDK shares next
August was supposed to test whether Burry’s AI bet had merit. The market gave him a very clear answer.
Micron's financial numbers look powerful, but the Federal Reserve may decide how much investors are willing to pay for them.
Duquesne Family Office's billionaire boss was a busy bee in the artificial intelligence (AI) arena during the second quarter.
Jim Cramer just went on record about Micron after visiting the company’s facilities.
A Heritage Foundation economist is challenging the Trump administration's push for semiconductor tariffs, arguing that the timing could saddle chip buyers with higher costs before a single new American fab is ready to ship product.
Shareholders need to brace themselves for some potentially jarring price swings.
The “self-fulfilling prophecy” of betting on rising winners has suddenly turned into a losing game for investors who banked on its success.
The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.
A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.
The memory-chip maker has ridden the AI boom to become China’s most valuable company by total market cap.
Asian stocks were mixed on Thursday following modest losses on Wall Street, while oil prices declined. U.S. futures were trading higher after Nvidia’s latest quarterly earnings beat Wall Street’s expectations as demand for its advanced artificial intelligence chips surged. In Japan, the Nikkei 225 slipped 0.2% to 66,162.72.
Yahoo Finance Executive Editor Brian Sozzi talks with Yahoo Finance Markets and Data Editor Jared Blikre, Sevens Report Research Founder Tom Essaye, and Edward Jones Senior Global Investment Strategist Angelo Kourkafas about Nvidia's (NVDA) performance ahead of its earnings report and the surging cost concerns surrounding AI infrastructure.
China’s YMTC plans to raise 33 billion yuan for production upgrades and R&D.
Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.