Notícias

Micron has handed investors a spectacular run, but concentrating that bet on one company's fab schedule carries risks that most MU bulls haven't fully priced in. A $26 billion fund quietly packages the entire memory oligopoly into a single ticker, and it just got cheaper.

A number of stocks fell in the morning session after benchmark 10-year U.S. Treasury yields rose above 5.1%, renewing pressure on high-multiple technology valuations.

A number of stocks fell in the morning session after benchmark 10-year U.S. Treasury yields rose above 5.1%, renewing pressure on high-multiple technology valuations. The pullback follows a six-session climb that had lifted the Philadelphia Semiconductor Index by 14% since the start of the week, according to Nasdaq index data.

The memory chip market is historically cyclical, but there's hope for a smoother future.

Here’s what could happen to MU shares next.

Micron Technology, Inc. (NASDAQ:MU) has been on a tear this year. The stock has surged by 250% since March 30 and is now valued well above a trillion dollars. Micron’s stock has skyrocketed on the back of the artificial intelligence boom, with surging demand for DRAM, NAND, and high-bandwidth memory (HBM), which has driven an […]

Micron Technology, Inc. (NASDAQ:MU) and Sandisk Corporation (NASDAQ:SNDK) have produced two of the strongest rallies in the AI infrastructure trade, yet neither looks expensive on headline earnings. Micron trades near 7 times forward earnings, while Sandisk is around 8.5 times. The trap is that memory stocks often look cheapest when profits are near cyclical peaks. […]

Taiwan chip exports hit a record $30.8 billion as AMD and Micron break out of the triangles that capped them since July.

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.