News

Is this a sign to follow the president's lead?

A multidecade memory chip demand cycle is coming, says CEO Sanjay Mehrotra.

The company intends to significantly invest in DRAM and HBM manufacturing through 2035.

Single-stock leveraged ETFs will amplify the daily gains—or losses—of the South Korean memory-chip maker. They’re not for the buy-and-hold crowd.

In July 2026, Micron Technology announced a Strategic Customer Agreement with General Motors to secure long-term U.S.-based supply of advanced memory and storage components essential for GM’s next-generation vehicle platforms. This deep technology collaboration underscores how GM’s push into more software-driven, AI-enabled vehicles depends on reliable, high-performance chips to support its evolving product roadmap. Next, we’ll explore how securing long-term U.S. memory supply from Micron...

SK Hynix’s historic U.S. trading debut helped investors regain their appetite for the AI trade. American depositary receipts of SK Hynix soared 13% Friday as the South Korean chip maker pulled off a $26.

Management went beyond raising the bar, claiming to have rebuilt the entire business model.

SK Hynix’s historic U.S. trading debut helped investors regain their appetite for the AI trade. American depositary receipts of SK Hynix soared 13% Friday as the South Korean chip maker pulled off a $26.5 billion U.S. share sale, the largest by a foreign company in history. SK Hynix’s offering capped a volatile week for the market.

Here’s how memory-chip maker SK Hynix compares with peers after its first U.S. trading day. 2026 Debuts, day 1 performance Cerebras Systems: 68% Innio: 23% SpaceX: 19% Madison Air: 18% 🎯 SK Hynix: 13%.

Taiwan Semi, Goldman and GE Aerospace are big earnings due with the market improving. Nvidia, Sandisk, Micron, Robinhood are near buy points.

Manufacturing investments revive confidence across AI-related shares

John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

In today's Chart of the Day, Yahoo Finance Markets and Data Editor Jared Blikre examines how the AI trade's free cash flow is shifting from the hyperscalers to the chipmakers.

Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.

Micron Technology Inc. (MU) said it will raise its planned U.S. investment to more than $250 billion through 2035, according to a Seeking Alpha report on the company’s Thursday, July 9, announcement. That figure is $50 billion more than the roughly $200 billion the company committed to just over a ...

Micron just shattered records and minted fortunes, but if you skipped it entirely, your portfolio may have caught more of that wave than you think.

Jim Cramer just made his first bearish call in 25 years, and the trigger was not a market crash or a recession signal but a single bond deal that he says proves the AI spending machine is quietly running out of fuel.

South Korean memory chip giant SK Hynix soared in its American debut on Friday, suggesting U.S. investors remain bullish on memory stocks despite their recent pullback.

When expectations get ahead of reality, stocks tend to sell off. But that doesn't mean that the story is over. Far from it. Dave Bartosiak will help you gain the discipline to navigate volatility and maximize the extraordinary potential of AI.

Intel Stock Slides as Chip Sector Pullback Hits Ahead of Earnings

Micron has handed investors a historic run, yet one veteran analyst is still pointing at a completely different stock as the smarter place to park money right now, and his reasoning challenges a core assumption most momentum traders are making.

The stock hit an all-time high Thursday as investors look for hedges against massive artificial-intelligence investments elsewhere in the market.

Backpack's CEO just went on CNBC to announce something no crypto brokerage has pulled off before, and the opening lineup of stocks hints at exactly where international capital wants to flow next.

SK Hynix just shattered a decades-old US listing record, and Bloomberg's desk thinks it signals something much bigger than one blockbuster IPO for the companies already supplying the AI buildout.

Both SanDisk and Micron just posted blockbuster AI-driven quarters, but one of these memory stocks carries a structural flaw that a brutal selloff just exposed in dramatic fashion.

SK hynix just pulled off a blockbuster Nasdaq debut, yet investors searching for the stock are coming up empty. The reason has nothing to do with the IPO falling apart.

Jim Cramer is calling on Wall Street analysts to act before Monday's open, and the pressure he is putting on the SK Hynix syndicate reveals exactly how fragile the biggest Nasdaq IPO in years could become at the starting gate.

While South Korean memory chipmaker SK Hynix (000660.KS) makes its debut on US market with a fresh listing on the Nasdaq, Yahoo Finance Markets and Data Editor Jared Blikre and Senior Business Reporter Ines Ferré take a closer look at the semiconductor landscape and memory chip trade.

Wall Street is tuning out wars and ignoring geopolitical headlines, and one chief investment strategist thinks he knows exactly why. The answer involves a spending figure that should stop any investor cold.

Shifting stock market leadership can be found in a variety of IBD screens, including the IBD Breakout Stocks Index.