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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Musk recently highlighted memory as the single biggest determinant of AI success.
Micron's margins just hit levels the memory industry has never sustained, and Bank of America is betting they stay there long enough to turn today's skeptics into believers. Here is why that forecast is thrilling, dangerous, and worth taking seriously.
Duquesne Family Office's billionaire boss made big moves in the artificial intelligence (AI) space during the second quarter.
↗️ Diana Shipping (DSX): Diana said Friday that it withdrew its bid to acquire Genco Shipping & Trading (GNK), ending a nearly year-long takeover battle between the two shipping companies. Shares in Diana rose about 7% premarket.
Apple (AAPL) may defy a request by the Trump administration and buy memory chips from China, which i
Micron could split its stock, but investors shouldn't expect a split in 2026.
SanDisk issued bullish targets for 2030 last week, prompting analysts to raise their price targets on the memory chipmaker’s shares.
Gains in KOSPI could push Micron shares on Monday, retail traders said.
Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
The memory maker's earnings keep setting records, and its guidance points to another one. The stock sits about 23% below its high anyway.
Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.
Intel (NasdaqGS: INTC) CEO has signaled a possible return to the memory market, positioning the company as a potential rival to Micron and SK Hynix. The move would mark a shift for Intel, which previously exited the memory segment after divesting related operations. A renewed focus on memory could expand Intel's product mix and affect how it competes and partners across the semiconductor industry. To see how this potential move by Intel fits into a wider build out of computing and data...
This ETF has already soared by 80% since launching in April.
Micron and Sandisk have a solid outlook for the next year.
Micron (MU) stock traded around $966 on August 14, according to Yahoo Finance, extending a sharp snapback that pushed its shares back to the psychologically important $1,000 level. Investors are weighing a couple of different signals. For perspective, Micron stock has more than tripled this year, ...
Social media turned sharply bearish on memory stocks like SanDisk and Micron last weekend, and some analysts were calling time on the sector. Then something happened that flipped the entire trade on its head.
SpaceX and Micron each have unique characteristics.
The end of 2026 could be a wild ride for investors.
Investing.com -- The Trump administration has urged Apple (NASDAQ:AAPL) not to purchase memory chips from Chinese manufacturers as the iPhone maker seeks supplies amid an AI-driven shortage, the Wall Street Journal reported exclusively on Friday.
If Wall Street is right, it's a no-brainer buy now.
Investing.com -- Stanley Druckenmiller's Duquesne Family Office executed a dramatic reshuffling of its portfolio during the latest quarter, highlighted by a massive rotation back into mega-cap technology and a decisive exit from several legacy semiconductor names. Most notably, the firm increased its core equity position in Amazon.com Inc (NASDAQ:AMZN) by more than 1,000% to 541,600 shares, while simultaneously more than doubling its call options on the e-commerce giant. Against that backdrop, D
A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
Rising DRAM and NAND prices could amplify the earnings effect of Micron's rapidly expanding data-center demand.
Micron Technology (MU) broke ground on a new memory fab in July 2026 that will cost $9.3 billion and still not produce a single chip until 2028. That gap, years between shovel and shipment, is the real story behind every headline about the AI memory shortage. No amount of capital spending shortens ...
