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Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.
How big a threat is the competition after receiving billions in fresh capital?
Micron stock was building on huge gains from the previous day as Apple and Amazon confirmed there’s no end in sight to the memory-chip shortage.
For most of its existence, CXMT bled cash. Today, it’s the king of Chinese chip makers. Learn just how big some analysts think this DRAM darling could grow.
↗️ SK Hynix (KR:000660), Samsung (KR:005930): Shares of both chipmakers surged over 25% in Asian trading, staging a strong recovery after a turbulent week. Peers Marvell (MRVL), Intel (INTC), Micron (MU), also moved higher.
Micron stands out among profitable stocks to watch before August, backed by a strong net income ratio and robust earnings growth expectations.
Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.
Despite the recent selloff among chip stocks, the long-term demand drivers supporting advanced GPUs and AI memory solutions remain firmly in place.
Micron Technology’s fair value estimate has shifted from about US$1,457.68 to roughly US$1,507.38, signaling a modest reset in how analysts are framing the stock. This move lines up with Street research that highlights contract changes, product mix and AI driven demand as key parts of the current story, alongside a mix of bullish and more neutral views. As you read on, you will see how this evolving narrative fits together and what signals to watch next. Stay updated as the Fair Value for...
Apple CEO Tim Cook says memory costs are likely to keep rising. Apple paid significantly more for memory in the June quarter than in the March quarter, Cook said on the earnings call. Cook's comments on Thursday signal that Apple doesn't expect a slowdown in these headwinds for some time.
In mid-July 2026, Micron Technology said it had completed multi‑year Strategic Customer Agreements with major automotive ecosystem suppliers including Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis to secure long-term access to advanced memory and storage for AI‑enabled vehicles. These agreements give Micron and its partners clearer visibility on future technology and supply needs, supporting investment decisions as automotive platforms adopt more complex AI workloads...
Samsung's memory-supply warning strengthened expectations that tight industry capacity could continue supporting chip prices.
One rival's results rapidly changed the market's outlook.
Traders bid the memory names back up this week, even as YMTC’s NAND share climbed toward the fourth-largest spot globally.
Individual investors are taking some of their chips off the table. Retail traders have piled out of hardware stocks and other artificial-intelligence shares in recent days, according to separate reports from JPMorgan and Vanda Research.
Profitable stocks MU, NVIDIA and TD SYNNEX combine strong net income ratios with earnings growth. See why they stand out before August.
With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.
The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) surged 3.5% in afternoon trading, on pace for its best session since May 2025, when the Trump administration’s 90-day tariff pause with China unleashed a relief rally across global equities. This time, the catalyst was another proof yet that the artificial intelligence spending boom remains alive and well. A blockbuster quarter from Microsoft Corpo
SK Hynix's partnership with Nvidia and Samsung's collaboration with Broadcom appear to leave Micron behind.
Memory chip stocks were joining in on today's tech-led rebound rally. The Roundhill Memory ETF rose 13%, adding to the PHLX Semiconductor Index's 8.3% rise and the tech sector's 4.8% rise. Sandisk was the top gainer in the S&P 500, up nearly 24%.
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