Barrons.com80d agoneutral
Why Sandisk, Intel Stocks Will Lead the Tech Rebound Into Earnings SeasonIntel was leading a chip-sector recovery, while memory storage stocks Sandisk and Western Digital were also climbing.
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Reuters80d agobullish
US stock futures up as chip shares recover, oil prices declineJuly 6 (Reuters) - Wall Street futures rose on Monday as chip stocks stabilized after recent weakness, while a fall in oil prices helped extend a rally that lifted the main U.S. indexes the previous
Bloomberg81d agoneutral
SK Hynix Seeks Access to AI Investors in $29 Billion US Listing(Bloomberg) -- This week’s $29 billion US stock-market listing for SK Hynix Inc. may be the biggest-ever first-time share sale by a foreign company, but it isn’t just about raising cash. It’s also about competing in the hottest corner of the global stock market — memory chips used in AI computing.Most Read from BloombergWhy the Great American State Fair Looks So EmptyBrazil Freezes $2 Billion, Pursues Arrests After US SanctionOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutTanker
TheStreet81d agoneutral
Axon and Rocket Lab rallied while chip stocks sankSanDisk Corp. (SNDK) closed out the holiday-shortened week as the Nasdaq’s biggest loser, ending Thursday at $1,745 a share, down 26% for the week, according to Seeking Alpha. Micron (MU), Western Digital (WDC), Seagate (STX) and Teradyne (TER) fell alongside it, each posting double-digit weekly ...
Bloomberg86d agoneutral
Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St
Barchart87d agobullish
Stock Indexes Finish Sharply Higher as Tech SoarsThe S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...
Reuters Videos91d agobullishVIDEO
Wall St ends mixed as tech megacap losses outweigh upbeat chip outlook<body><p>STORY: U.S. stocks ended mixed on Thursday, with the Dow ticking up more than a tenth of a percent, while the S&P 500 closed flat and the Nasdaq dropped nearly half a percent.</p><p>Technology shares reversed early gains to move lower, as investors worried about hyperscaler spending on AI and who foots the bill.</p><p>:: Micron</p><p>Those fears outweighed upbeat signals on AI demand from Micron, which gained nearly 16%, while shares of Sandisk soared 22%.</p><p>Brian Mulberry, chief market strategist at Zacks Investment Management, notes that it's memory chip makers that are now leading the charge. </p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well is that they're memory chips. And you have to have memory, specifically DRAM or H-band memory, if you're going to have enough computing power to do all the computations. That is nothing if you don't have memory to transfer it from one place to another. So one of the reasons that these stocks have done so well and the growth at Micron is so solid is because a recent redesign in the server technology means we go from eight memory chips per server to 96. That's 12 times growth in demand for this one simple component."</p><p>The surging prices of memory and storage chips prompted Apple on Thursday to hike prices for its iPads and MacBooks. That weighed on the stock, sending it down more than 6%. Shares of Nvidia, Microsoft and Alphabet also dropped.</p><p>:: Archive</p><p>Among other movers, shares of Bio-Techne jumped after Merck agreed to acquire the biotech firm for $73 per share in cash, representing a total enterprise value of about $11.3 billion.</p><p>:: Archive</p><p>Meanwhile, U.S. Department of Commerce data on Thursday showed the annual inflation rate through May rose above 4% for the first time in three years, but oil prices this week fell to below pre-war levels.</p></body>
The Wall Street Journal91d agoneutral
U.S. Stocks Mixed as Micron Surges, Apple SlumpsThe Dow Jones Industrial Average rose 0.14%, while the Nasdaq Composite fell 0.46%. The S&P 500 also edged down slightly.
Investor's Business Daily91d agobullish
Western Digital And Seagate Stocks Get Boost From Big Micron Earnings BeatWestern Digital stock and shares of hard-disk drive rival Seagate Technology rallied after Micron's results.
Reuters91d agobullish
Nasdaq futures jump 2% as Micron, Qualcomm forecasts relieve investorsJune 25 (Reuters) - Nasdaq futures jumped 2% on Thursday after upbeat forecasts from chipmakers Micron and Qualcomm pointed to strong demand for artificial intelligence infrastructure, lifting
Reuters92d agobullish
Micron and Qualcomm forecasts ignite $400 billion AI chip stock rallyShares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Technology and Qualcomm breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged 12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm said it expects $15 billion in sales from its data center business by 2029 as it moves beyond its core smartphone chip business and shifts its focus to AI.
Investing.com92d agobullish
Chip stocks surge after-hours on Micron’s record quarterInvesting.com - Micron Technology Inc (NASDAQ:MU) delivered the strongest quarterly results in its history after Wednesday's close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 12.6% in extended trade to around $1,180.97, recovering from a regular-session close of $1,047.20.
Investor's Business Daily92d agobullish
Dow Jones Futures Rise As Micron Jumps On Earnings, Lifting Sandisk, AI Stocks; Fed Inflation Data DueMicron surged overnight on strong earnings and guidance, lifting other memory and chip plays. The Fed's favorite inflation gauge is on tap.
Stocktwits92d agoneutral
MU Rises Premarket Ahead Of Q3 Report: Analysts Set High Bar, Retail Investors See Tuesday’s Selloff As Setup For Post-Earnings RallyMicron’s results, due after market hours, would shape the view on the red-hot memory rally.
Bloomberg92d agoneutral
Micron Earnings Take on New Gravity With Market on Edge Over AI(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke
TheStreet93d agoneutral
One Micron number could reshape entire AI trade narrativeI have covered Micron several times in the past. And each time, the headline has been some variation of the same theme. The numbers keep getting bigger and bigger, the analyst targets keep moving higher, and of course, the artificial intelligence (AI) memory supercycle keeps defying the skeptics ...
24/7 Wall St.94d agobullish
Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s EarningsMicron Technology (NASDAQ:MU) stock is up about 6% in Monday morning trading to around $1,199, leading a broad memory and storage rally into the company’s Wednesday earnings report. Western Digital (NASDAQ:WDC) stock is also up by about 6% to around $788, while SanDisk (NASDAQ:SNDK) stock is up 5% to around $2,294. The group is resisting ... Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings