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Retail investors poured $25 billion into a memory chip ETF faster than any fund in history, but a closer look at what they actually own raises an uncomfortable question about whether the trade does what they think it does.
Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. Micron Technology Inc. CEO Sanjay Mehrotra said memory supply shows no sign of catching up with artificial intelligence-driven demand, citing long-term customer agreements...
Optical networking will pose the next big bottleneck in AI infrastructure, and Marvell Technology can help investors win big from this trend.
In the latest trading session, Micron (MU) closed at $910.43, marking a -5.83% move from the previous day.
On Aug. 24, 2026, semiconductor stocks plunged as investors rotated into blue chips, while safe-haven assets like gold climbed on geopolitical uncertainty.
By Saeed Azhar, Purvi Agarwal and Niket Nishant NEW YORK, Aug 24 (Reuters) - The S&P 500 and Nasdaq ended lower on Monday, pulled down by technology stocks, as investors weighed fresh U.S. economic
A number of stocks fell in the afternoon session after investors trimmed chip exposure to reduce portfolio risk ahead of Nvidia's highly anticipated earnings report.
The memory maker's customers have committed to buying fixed volumes through 2030 -- whatever prices do. The supply they want most still doesn't exist.
The year's biggest winners are getting dumped, as the rest of the market holds up.
Sandisk's 25% monthly jump reflects surging Datacenter revenue, AI-driven demand and multi-year contracts that improve revenue visibility.
China is coming for American chip stocks' market share -- and investors are scared.
Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says the market is badly misreading what Chinese suppliers can actually deliver.
Micron traded at $966.78 as selling hit memory stocks, pulling SK Hynix down roughly 3% ahead of Nvidia's earnings.
Higher yields and weakness across memory stocks are adding pressure.
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.
China is coming for Micron's market share. It's time to start worrying.
Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
Some of the biggest customers of Nvidia Corp. (NASDAQ:NVDA) have reportedly been told that prices for servers containing its AI chips will rise by more than 15%. The hike, however, may reveal as much about Micron Technology Inc.’s (NASDAQ:MU) pricing...
Micron's CEO just committed $10 billion to prove memory has escaped the commodity trap forever, but the market is pricing the stock like it does not believe him yet.
At least one analyst thinks the reaction is misplaced. KC Rajkumar of Lynx Equity Research published a note Monday morning calling the selloff in MU and SNDK "an overreaction," arguing that supply constraints and qualification gaps make the China memory threat to Apple far smaller than the headlines imply. Micron (NASDAQ: MU), as the dominant U.S. supplier of the high-density lpDDR5x DRAM that Apple requires for iPhones and Macs, is the most direct equity expression of any shift in Apple’s memor
Micron stock was slipping early Monday as another Chinese memory-chip market prepares for an initial public offering.
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