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Micron signed deals with Qualcomm, Harman and several major auto suppliers.

Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”

International Business Machines (IBM) has spent three years quietly convincing Wall Street it belonged in the artificial intelligence trade. However, on July 14, the market decided otherwise in a single session. IBM shares closed at $217.07, falling 25.21% that day alone. This came ...

Micron Technology Inc (NASDAQ:MU) is one of the best stocks to buy for the AI boom in the second half of 2026. Micron shares are up more than 200% year-to-date and have returned more than 676% over the past year. Some 154 hedge funds have confidence in Micron as analysts continue to see upside potential […]

If you checked on your Micron Technology (MU) holdings on Wednesday, you might have done a double-take. After a strong prior session, the stock returned -8.0% while the broader S&P 500 returned +0.4%. The company hadn't made a misstep. In fact, it's the exact opposite, which makes the story here so compelling.

Advanced Micro Devices' market cap has more than doubled this year to around $840 billion.

SK Hynix stock has been volatile since its blockbuster ADR listing. South Korean regulators are stepping in.

Check out the companies making headlines yesterday:

The S&P 500 has been hitting all-time highs this year. Retail traders are piling into Micron and the SpaceXIPO. One-day options trading is at record levels. Prediction markets like Kalshi and Polymarket are pulling in money alongside traditional stocks. By almost every measure, people are ...

The chips are down, extending what’s been a rough stretch for the AI trade lately.

Management says that robotics and autonomous vehicles will fuel even higher demand for memory.

Chip stocks fell hard for the second straight trading session on Thursday, led by declines for memory-chip makers such as SK Hynix.

The $1 trillion memory maker's ADRs just recently IPO'd in the U.S.

Tech giants are pouring hundreds of billions into AI infrastructure, yet memory chipmakers are watching their stock prices crater. The reason Wall Street is selling has almost nothing to do with demand, and everything to do with what comes next.

Investors are wrong to sell Micron stock today.

The options market is pricing a notably wide path for this AI darling, and if you hold the shares, you are already exposed to the full, two-sided swing.

Micron said the agreements are designed to improve long-term supply visibility and production planning as automakers accelerate the shift toward AI-enabled vehicles.

Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index’s 13.16% gain and the Peer Group’s 12.98% return. An overweight in information technology, particularly AI […]

Tech stocks have been lucrative, but they're creating a rare risk for the market.

Chip stock weakness was taking its toll on Thursday, and tech stocks were losing steam. The Nasdaq was down 0.6%, while the S&P fell 0.1%. The Dow looked for direction near the flatline. Memory chip stocks, like Western Digital and Micron, were some of the worst performers premarket though the chip space struggled broadly.

Investors worried about another dot-com crash may be asking the wrong question. Jim Cramer argues that pockets of speculation do not make the entire stock market a bubble. Compared with the late 1990s, many of the companies leading the current rally generate substantial revenue, earnings, and cash ...

The memory boom is a multiyear trend that has made these three exchange-traded funds more attractive.

Strategic agreements strengthen future automotive chip supplyMicron Technology (NASDAQ:MU) has entered into Strategic Customer Agreements (SCAs) with seven leading automotive technology companies to help secure long-term supplies of memory and storage products for next-generation vehicle platforms. The agreements include Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis, all of which are major Tier 1 suppliers and technology partners serving global automotive manufacturers.

China's CXMT is heading for a massive IPO, and the news is sending shockwaves through the memory chip sector, hitting stocks that had already surged hundreds of percent this year. Whether this selloff is a buying opportunity or the beginning of a bubble burst has investors sharply divided.

Micron has surged over 600% in a year on the back of AI-driven memory demand, but three specific cracks in the story suggest new buyers at current prices are underwriting someone else's win.

Micron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer ‌Qualcomm and audio products maker Harman, to secure ‌memory and storage components that powers AI-enabled vehicles. The agreements come as ​the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data ‌centers, consumer electronics ⁠and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.

Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.

AMD, Dell, Intel, and Micron shares fall as Wall Street questions how long the AI spending boom can last.

Micron stock has the potential to double in price in the coming years.

Taiwan Semiconductor Manufacturing's U.S.-listed ADRs are selling off this morning, even after it delivered another big earnings beat. Some analysts are pointing to the chip giant's big capex plans as a possible catalyst.