News

Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth managers, brokerages, and travel names. Oil prices swung sharply on shifting Middle East diplomacy headlines all week. President Trump and Xi Jinping met at the White House extending their trade truce through January while easing broader market jitters. Looking ahead, next week brings PCE inflation data, key earnings from Nike and Micron, and OpenAI's anticipated Dev Day.

Micron surged to lead the AI memory trade while the broader market barely moved, and that kind of outlier performance sets up a genuine fork in the road for investors holding a position right now.

If a recent pattern in the tech sector persists, both memory giants may announce stock splits at around the same time next year.

While shorting the market’s favorites, he’s quietly going all in on names most investors have written off.

The Trump administration wants to spur U.S. chip-making, but tariffs on foreign imports could raise costs for American companies.

Rebecca Walser of Walser Wealth Management says we’re at the cheapest price entry point of the largest innovation cycle in history. She breaks down where retail investors should put money now, from ASML and Micron to energy and gold, and why “you will be a laggard if you don’t participate.”

Nvidia stock is having a good year, but it hasn't been as strong as investors may have expected.

Higher prices and strong demand are setting Micron up for a massive quarter.

SNDK's AI-driven datacenter growth and multi-year deals bolster visibility, but weak consumer demand, rising costs and premium valuation pose risks.

From power grids to memory chips, these five high-growth AI infrastructure stocks are poised to capitalize on bottlenecks and big spending.

Micron has been one of the most volatile stocks in the AI trade all year. Something Citi published on September 23 changes how that volatility reads.

Netlist is seeking exclusion and cease-and-desist orders that could restrict imports of infringing products into the U.S.

Everpure stock advances after the data-storage company says revenue growth will continue to accelerate in fiscal 2028.

Acer's chairman just accused the world's biggest memory chip suppliers of using public shortage forecasts as a covert pricing signal, and he named a specific date when the whole story falls apart.

Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business? On the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, Micron trades at about 23.5 times. That number looks backward, and memory prices have moved too fast for it to show what Micron earns today.

Wall Street may be underestimating Micron Technology's upside potential.

MU's strong revenue growth, surging profits and record free cash flow raise the prospect of greater shareholder returns.

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]

Wall Street's consensus target already implies strong gains for NVIDIA, but one bull case pushes far beyond what analysts are willing to say publicly. The path there hinges on three catalysts that have to land in the same window.

A recent JPMorgan report helped quantify just how much. Wednesday evening, JPMorgan analyst Arun Jain published his list of “most hyped stocks on social media.” SpaceX checked in at number four, behind Lithium Americas Boyd Gaming and Advanced Micro Devices Insight Digital Partners II Rocket Lab Meta Platforms Kodiak AI, Atlas Energy Solutions and Micron Technology rounded out the top 10.

AMD has gained more than 180% this year and recently crossed a $1 trillion market cap.

Better-than-expected DRAM pricing has pushed Citi to raise its estimates as AI demand keeps memory supplies tight.

Micron Technology stock has plenty left in the tank after its nearly-600% gain in the past 12 months. Micron shares were down 2.4% at $1,046.37 in premarket trading Thursday. UBS’s Arcuri reiterated his target price of $1,625 and a Buy rating on the stock in a research note Wednesday.

Sept 24 (Reuters) - Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between

QQQ eyes a breakout as summer consolidation fades, while Micron's earnings and shifting oil dynamics could shape the market's next move.

S&P 500 Q3 earnings are projected to rise 23.9%, with Micron, NVIDIA and Alphabet materially shaping tech-sector growth.

Micron, Costco and Interactive Brokers headline Zacks research, with Canterbury Park and Stran offering microcap perspectives.

Investors are weighing lofty memory valuations, rising competition and sustained AI-driven demand ahead of Micron’s key earnings report.

One of these chipmakers shipped only slightly more DRAM than the quarter before -- and revenue from those chips still rose 67%.

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.