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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.
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.
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
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.
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.
Micron stock was slipping early Monday as another Chinese memory-chip market prepares for an initial public offering.
Aug 24 (Reuters) - S&P 500 and Nasdaq futures slipped on Monday as investors prepared for a pivotal week marked by the prospect of fresh U.S. sanctions on Iran, Federal Reserve Chair Kevin Warsh's
Micron says the memory cycle is broken. Its own books once told a different story.
Cramer says Micron and three other memory chip stocks still have room to run.
Micron is spending big to shape what comes next.
These biotech stocks all popped after their recent earnings reports. All three have outperformed 97% of stocks in the last 12 months.
A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.
Micron Technology said on Thursday it plans to spend $10 billion on its newly established research lab at Boise, Idaho, over the next decade to advance memory technologies, develop compute systems and support future chip manufacturing. Large memory chipmakers such as Micron, Samsung Electronics and SK Hynix have been benefiting from a surge in demand from the rapid expansion of AI infrastructure. • The latest investment builds on the more than $250 billion that Micron had separately committed to manufacturing and R&D across the United States.
It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.
The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.
Micron (MU) and SanDisk (SNDK) have delivered the sort of gains investors typically wait years for. Micron traded around $1,012 on August 18, while SanDisk changed hands near $1,787. Seeking Alpha data show both stocks up 254% and 653%, respectively, in 2026. Interestingly, that rally has been so ...
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