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The answer depends on whether you're speculating or actually investing.

Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and growing demand for AI memory chips may boost confidence in the broader AI trade.

Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

Apple (NASDAQ:AAPL) has become one of the more interesting setups in mega-cap tech. After a 46.9% rally over the past year and an 8.01% year-to-date gain, the stock consolidated in June. With earnings accelerating and the iPhone 17 cycle feeding the top line, our model sees room for double-digit upside. Our 24/7 Wall St. price ... Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside

NVIDIA (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed. Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands in 2026. Blackwell Carries ... NVIDIA vs Micron: Which Stock Will The Market Reward

May's Personal Consumption Expenditures (PCE) index — the Federal Reserve's preferred inflation gauge — saw inflation rise 0.4% month-over-month and 4.1% year-over-year Core PCE, which excludes food and energy prices, rose 0.3% monthly and 3.4% annually, marking the highest level since 2023. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson to further examine rising price trends.

Micron Technology stock (MU) is up by more than 18% in Thursday's pre-market after releasing fiscal third quarter results (adjusted earnings of $25.11 per share, $41.46 billion in revenue) that blew past Wall Street forecasts. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson in reacting to Micron's massive earnings release.

By Stephen Nellis and Aditya Soni SAN FRANCISCO, June 25 (Reuters) - Apple raised iPad and MacBook prices on Thursday, saying it could no longer shield customers from soaring memory and storage chip

Artificial intelligence has created a handful of corporate winners, but one company has towered above the rest. Nvidia (NASDAQ:NVDA) became the face of the AI revolution as demand for its chips exploded, pushing its market value to roughly $4.8 trillion. Even after a pullback of nearly 16% from its all-time high, most investors still view ... Micron’s Jaw-Dropping Earnings Show It Is Leaving Nvidia Behind in the AI Boom

US equity markets were pointing higher before the opening bell Thursday as traders parse Micron Tech

Inflation is up and shows no signs of stopping.

Banks could be negatively impacted as rates stay high.

SpaceX has fallen sharply from its post-IPO peak, but history says the stock will drop much further in the months ahead.

A modest projected decline in overall inflation for June doesn't tell the complete story.

Warsh didn't say the president's name in explaining why rates won't be lowered. But he didn't have to.

June 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

Micron's hot streak continues.

A look at the day ahead in European and global markets from Ankur Banerjee High-stakes earnings from Micron more than delivered by outlining strong demand for its memory chips and that was enough to

STOCKS Asian equity markets were mostly higher after memory-chip maker Micron’s blockbuster results eased artificial-intelligence fears and oil slumped toward prewar levels as Middle East tensions continued to ratchet down.

Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...

South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron ‌Technology's quarterly results and forecast beat expectations, boosting optimism ‌over sustained demand for AI-related chips. Shares of SK Hynix and Samsung Electronics rose ​as much as 11.6% and 6.2%, respectively, in early trade, tracking a rally in U.S. chip stocks after Micron's earnings and outlook reinforced confidence in the memory sector. The rally also followed SK ‌Hynix's announcement on Wednesday ⁠of plans to raise up to 45.45 trillion won ($29.52 billion) through a secondary listing on Nasdaq, ⁠as it seeks to capitalise on strong investor appetite for AI stocks.

Investing.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.

The Baron First Principles ETF has quickly asserted itself as the primary ETF proxy on SpaceX stock.

Investing.com -- Memory-chip maker Micron Technology topped Wall Street expectations in its fiscal third quarter and issued significantly stronger-than-expected guidance for the current quarter, sending shares up about 9% in after-hours trading as investors cheered continued AI-driven demand for memory chips.

Moby summary of Daktronics, Inc.'s Q4 2026 earnings call

The company's valuation is getting out of hand.

Micron Technology forecast quarterly revenue above Wall Street ‌estimates on Wednesday, signaling that ‌insatiable demand for AI-related infrastructure will continue ​to drive strong demand for its memory chips. Shares of the company rose around 4% in extended trading. The ‌company expects ⁠fourth-quarter revenue of $50 billion, plus or minus $1 billion, compared with ⁠analysts' average estimate of $43.58 billion, according to data compiled by LSEG.

Would rising rates change the calculus for the big banks?

Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into ‌the fast-growing, but highly competitive, market for AI data center chips. Analysts ‌expect the San Diego-based company to name new customers for its AI chips as it tries to ​gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.