News

Nvidia and Micron drive a third of S&P earnings growth as Bitcoin breaks $80,000 on bond market stress alerting traders to a bubble.

Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.

BMO Capital started coverage on Micron with a standout conviction call, and the number is turning heads.

The memory chip maker's history of deep, prolonged drawdowns is the real risk for shareholders today.

Western Digital stock has soared big time over the past year, and the good news is it could jump even higher amid the memory shortage.

Billionaire investors are scooping up tech stocks, whether they're on sale or riding the AI wave.

Jim Cramer says Tim Cook told him directly that iPhone prices are heading up, and the only fix runs straight through a supplier U.S. trade policy is working hard to cut off.

Samsung triggered Monday's sector selloff, but Micron's operating cash flow remains difficult to dismiss.

The memory chip maker is rewriting its own rulebook, and for investors eyeing the recent pullback, that's the real decision to weigh.

A number of stocks jumped in the morning session after easing selling pressure, lower Treasury yields, and positive momentum from Asian markets boosted investor sentiment ahead of Nvidia's quarterly earnings and key inflation data.

Micron Technology (NasdaqGS: MU) and Primemas showcased their Abaco Project collaboration on rack-scale AI memory pooling at FMS 2026. The Abaco Project uses CXL attached shared memory to pool capacity across a rack, targeting static local memory bottlenecks in AI and HPC data centers. Developed for the US Department of Energy, the project highlights Micron's role as memory partner on next generation infrastructure for scalable AI workloads. Micron is far from the only company tied to this...

Micron stock was rising on Tuesday as new data showed how far memory-chip prices are set to rise this quarter.

SanDisk has already delivered one of the most explosive stock runs in recent memory, yet a single structural shift in how it sells storage could mean the rally is nowhere near finished.

While recent market turbulence tested momentum, the washout of extreme leverage combined with surging multi-year infrastructure spending and real-world biotech breakthroughs means the AI rally is far from over.

Goldman Sachs just flagged a supply crunch tightening toward levels not seen in nearly a decade, and one chipmaker has already quietly locked in the contracts to profit from every month it lasts.

Micron has surged nearly 675% in a year as Nvidia's top memory supplier, but with Nvidia's earnings report arriving this week, a single guidance line could either push MU toward four digits or trigger a swift reversal.

Broadcom and Micron both posted blowout quarters riding the same AI wave, yet they operate from almost opposite ends of the semiconductor business. Understanding which model holds up as inference spending accelerates could change how you think about the entire capital stack.

A lot will depend on whether AI-related spending continues to grow at a good clip.

U.S. stocks ended mostly lower on Monday, triggered by a tech sell-off, and investors continued to assess fresh economic pressures created by the United States against Iran as tensions in the Middle East continued.

(Updates with economic data, recent oil price movement, world markets' overview, and corporate stock

Micron stock has lost momentum lately, and that isn't surprising given its strong margin profile, which may not leave room for exponential earnings growth in the future.

The tech sector has been the leading force in the U.S. stock market for several years, so it's understandable that some investors would want to boost their exposure to it.

Stock Market Today: The Dow Jones index rises Tuesday as Treasury yields drop. Nvidia, Micron and Sandisk rebound premarket.

Stock futures were rising early Tuesday as the tech sector, and chip stocks in particular, looked set to rebound.

HSBC just blew up the consensus on Intel with a price target that towers above every other analyst on the Street, and it landed right as the stock shed 15% in a single week. Whether that call is visionary or reckless depends on a foundry business that has never turned a profit.

Investing.com -- Bank of America told clients in a note on Tuesday that the risk/reward in semiconductors is positive despite near-term pressure, with the bank flagging eight names as enhanced buying opportunities.

Stock futures pointed to a higher open Tuesday, a day after the Nasdaq Composite and S&P 500 began the week with losses, as oil prices retreated and bitcoin topped $80,000 for the first time in more than three months.

Micron stock was rising on Tuesday as new data showed how far memory-chip prices are set to rise this quarter.

It's time to start looking for the next wave of AI beneficiaries beyond the big tech names.

When the AI complex wobbles, the money has to go somewhere. Monday it went to the giant whose earnings don't depend on the build-out.