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U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.

SK Hynix is one of the world's largest memory manufacturers, and buying it is a no-brainer right now.

Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.

Micron stock is down 20% over the past month and there are a few factors hitting the memory-chip company.

Chinese rival to Micron could shake up the chip market, U.S. will put 25% tariff on some Brazilian goods, United Airlines raises full-year guidance, and more news to start your day.

U.S. stock futures were lower, with Nasdaq hurt by weakness in such names as Sandisk, Western Digital and Micron.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

July 16 (Reuters) - U.S. stock index futures were subdued on Thursday as investors paused after a two-day rally, while chip stocks remained under pressure ahead of fresh economic reports and another

↘️ Dell Technologies (DELL): The stock extended its decline in premarket trading following a double-digit drop yesterday, driven by mounting fears of an industry-wide AI overbuild. ↘️ Taiwan Semiconductor Manufacturing (TSM): The chip maker’s U.

China's ChangXin Memory Technologies (CXMT) expects to raise at least $8.6 billion in an initial public offering (IPO) on Shanghai's STAR Market in ​what would be Asia's largest share sale so far this year. CXMT is China's leading manufacturer of dynamic random-access memory (DRAM) chips, ...

Investing.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) reported a 77% year-on-year surge in Q2 2026 net profit to a record T$706.6 billion ($21.99 billion) on Thursday, blowing past Wall Street's EPS estimate of $3.80 with a print of $4.31, yet the stock was indicated about 4% lower in premarket trading as investors weighed a sharply expanded capital spending plan against near-term margin pressure.

Micron stock could nearly double by late 2027 as the memory chip shortage continues.

Alphabet should be at the top of your buy list.

Memory chip stocks continued to yo-yo in Asia, with Korea Exchange briefly suspending trading as SK Hynix and Samsung Electronics cratered.

With an architecture that directly solves AI's toughest physical hardware bottleneck and unprecedented EPS growth, Micron remains the quintessential picks-and-shovels play of this hardware cycle.

IBM's sharp post-warning selloff raises buy-the-dip questions as investors await its Q2 report and updates on AI strategy and guidance.

Micron Technology and Marvell Technology are highlighted for AI-driven opportunities as demand for advanced memory and networking solutions accelerates.

Micron's strong results and major bank earnings are driving a robust start to Q2, reinforcing positive corporate earnings momentum.

Micron's AI-driven memory momentum earns Bull of the Day, while General Mills faces pressure from softer demand and ongoing operating challenges.

AI memory stocks tumbled as investors took profits after IBM-fueled gains, but analysts remain bullish on long-term demand.

While we are still in the opening stages of the Q2 reporting cycle, the early results strongly reinforce the robust corporate earnings trend we've been seeing, with the big banks starting off the Q2 earnings season with remarkable momentum.

Shares of memory chips maker Micron (NASDAQ:MU) fell 8.2% in the afternoon session after concerns grew over intensifying competition from a major Chinese rival amid expectations of weaker memory chip pricing.

ASML says its high-end machines are helping investors make memory more quickly than expected. In the short term, that could weigh on memory prices.

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

FINANCE U.S. stocks edged higher Wednesday as gains in megacap technology names offset weakness in chip stocks. PayPal surged on reports of a takeover offer and another round of strong bank earnings kept Wall Street in an upbeat mood.

A positive day for several of Wall Street's biggest stocks helped offset another down day for chipmakers.

While Micron Technology (MU) stock continues to pull back, it's still up over 650% over the last year. Could Micron be contributing to worries of a bubble forming around the AI semiconductor trade? The Bahnsen Group CIO David Bahnsen discusses past bubble phenomena.

Warren Buffett just pointed out the obvious -- but investors were still surprised.

Physics turned into a bill of materials convinced me to keep adding to one hard drive maker, even as insiders sell and a forward P/E of 37 raises eyebrows from value investors who remember what cyclicality does to hardware names.

A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.