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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.

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.

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

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.

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

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.

In an interview with CNBC, Mazza said a sharp reset has reduced leverage in memory trades, while investors are broadening their focus across more specialized parts of the AI trade.

Investors interested in taking some bullish exposure on Micron stock can do so with lower risk through a bull call spread.

The Philadelphia semiconductor index, known as SOX, slid Wednesday as chip stocks took a breather after a six-day climb.

Investing.com -- Citi expects Micron shares to rally into the SEMICON West conference, raising its price target on the memory maker to $1,300 from $1,150.

Wall Street analysts are fighting over Micron more violently than they have in years, with targets ranging from a humble hold to a stunning $2,000 price, and a single line in the September 30 earnings report will determine who looks like a genius and who quietly disappears.

Micron Technology (NASDAQ:MU) shares fell 0. 3% in pre-market trading, following a four-session advance that had contributed to a gain of approximately 14% during September.

It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.

Tight supply could keep pricing power stronger for longer

Micron Technology is IBD Stock Of The Day as the memory-chip maker surges above an early buy point ahead of its fiscal Q4 earnings report next week.

By Johann M Cherian and Tharuniyaa Lakshmi Sept 22 (Reuters) - The tech-heavy Nasdaq hit an intraday record high for the first time since early June on Tuesday, underpinned by strong gains in Gemini-

By Amanda Cooper LONDON, Sept 22 (Reuters) - Technology shares got a boost from a resurgence of optimism over AI on Tuesday, while the broader equity market struggled to make much headway as oil rose

Another beat may not be enough this time

Investing.com -- Advanced Micro Devices briefly surpassed $1 trillion in market capitalization for the first time on Monday, becoming the fourth U.S. chipmaker to reach the milestone as investors increase their bets on the company's growing presence in AI computing.

Micron shares are up 247% this year and Wall Street has piled on with 92% bullish coverage, yet the stock sits nearly 40% below the consensus price target heading into a make-or-break earnings report. What it takes to reach $1,600 is more complicated than the bulls want to admit.

Advanced Micro Devices Inc. shares jumped Monday, putting the company on track to close above $1 trillion in market value for the first time amid renewed optimism for chipmakers necessary to power artificial intelligence.

Nvidia and Micron headline a Q3 earnings season marked by broad-based growth, with both companies expected to deliver major year-over-year gains.

By Wayne Cole SYDNEY, Sept 21 (Reuters) - Share markets edged higher in Asia on Monday as AI's insatiable demand for data buoyed chipmakers, and oil eased as hopes Saudi Arabia could boost supplies

By Che Pan and Eduardo Baptista BEIJING, Sept 20 (Reuters) - Chinese DRAM chipmaker CXMT said on Sunday its fifth-generation technology platform had entered mass production, a claimed breakthrough

A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.

With Micron’s earnings report looming, competitors have weighed in on the same pressure they’re all feeling.

S&P 500 earnings in Q3 are expected to increase by +24% from the same period last year, reflecting the 8th consecutive quarter of double-digit earnings growth for the index. Earnings revisions have been positive, sustaining the favorable trend in place for almost a year now.

Component inflation supports AI scarcity while raising the cost of systems carrying Intel processors.