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Alphabet, Micron and Nvidia have been highlighted in this Earnings Trends article.
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.
Nvidia’s purchase commitments tied primarily to memory procurement more than doubled to $279 billion last quarter, underscoring the scramble to lock in supply.
For 2026 Q3, the expectation is that total S&P 500 earnings will increase +22.6% from the same period last year on +10.9% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and five producing double-digit growth.
And it won't even be all that hard to get there.
Micron Technology (NASDAQ:MU) has become one of the biggest beneficiaries of the artificial intelligence boom. Jim Cramer believes the bigger question for shareholders is how the company should deploy the exceptional cash flow now being generated by its memory business. On August 24, the Mad Money host noted: Now, Micron’s making a killing right now. […]
Micron stock rallies as the company promotes two of its veterans. Here’s what the announcement means for MU shares.
Some of NVIDIA Corporation (NASDAQ:NVDA)’s largest customers have been told that prices of servers containing its AI chips will rise by more than 15%, according to a Bloomberg News report from August 22. The increases will go into effect on systems shipped early next year and will include those with the flagship Vera Rubin and […]
Two veteran executives are taking broader control of operations and products.
Micron stock faces a threat from Chinese memory-chip companies but SK Hynix might be more vulnerable to the competition.
China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in the crosshairs may not be the ones investors are panicking about.
CEO Sanjay Mehrotra's comments indicate that the memory industry is poised to get bigger over the long run.
AI spending is minting new winners faster than most investors can track, and three stocks sitting at the intersection of memory, custom silicon, and GPU cloud infrastructure may be the clearest bets on where the next wave of capital flows.
A single wire report about a government cash account nobody was watching sent AMD, Marvell, and Micron surging overnight, and the reason explains exactly why the same trade can unwind just as fast.
While investors chase flashy AI chip stocks, a quiet storage giant has been compounding record revenues and locking in hyperscaler contracts through 2027. Whether that run still has legs depends on one critical technology bet.
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.
Micron stock faces a threat from Chinese memory-chip companies but SK Hynix might be more vulnerable to the competition.
The Nasdaq 100 (^NDX) is where investors find some of the most innovative and disruptive companies shaping the future. A select few continue to execute at a high level, growing their market dominance and delivering strong returns.
The AI in semiconductor market is projected to experience significant growth, reaching a value of $255.90 billion by 2035. This expansion is largely driven by the rapid development of hyperscale AI data center infrastructures, the adoption of advanced AI-specific silicon, and the increasing deployment of edge computing solutions worldwide. The increased need for processors that can handle complex AI workloads, coupled with advances in chip architecture, memory, and packaging technologies, are...
UnitedHealth still looks like a compelling long-term investment.
Bloom Energy, Micron, Nvidia, UBS and Moderna have been highlighted in this Investment Ideas article.
China’s YMTC plans to raise 33 billion yuan for production upgrades and R&D.
Micron Technology stock has recorded an extremely strong three year run, yet current valuation checks flag a mixed picture rather than a clear bargain or clear overvaluation. After such a rapid rise, the key issue for you is whether the recent price fully reflects the AI memory story that Micron is now closely associated with. Micron Technology has returned about 13x over the past three years, which puts extra focus on whether recent gains are already pricing in much of the AI driven growth...