Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Number That Reframes the Vera Rubin Trade Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it […]
All three major US stock indexes were down in late-morning trading Tuesday, as Treasury yields conti
Micron Hit With Strike Threat as Taiwan Union Demands Bigger Profit Share
The new server module doubles Micron's previous capacity milestone while preserving speeds reaching 9,200 MT/s.
South Korea's grid cannot keep up with the AI memory factories SK Hynix is racing to build, and the question of who pays to fix that is now holding up one of the most critical supply chains in semiconductors.
SanDisk (SNDK) has fallen about 13% from its mid-August high, and the question is whether to buy. Its own record says buying a dip here has paid, though that record is one completed event. The catch: this fall is smaller than the ones the record measures. And SanDisk now sells much of its memory under multiyear contracts.
The company said the module consumes more than 60% less operating power than four 128GB DDR5 modules.
Yorkville America Equities launched the Yorkville America Next Generation Memory Index ETF (NYSE:NRAM) last week, with Micron (NASDAQ:MU) as its largest holding. CEO Steve Neamtz says the supply thesis behind the fund could take years to play out. New factories...
Sandisk rides on surging AI-driven Edge storage demand as device content rises, but Micron and Seagate pose formidable competitive threats.
Micron stock has stabilized following an AI slowdown panic but it still has to deal with union demands in Taiwan.
Micron stands out with stronger near-term growth, accelerating AI memory demand and a far lower valuation despite capex and memory-cycle risks.
Micron stock has stabilized following an AI slowdown panic but it still has to deal with union demands in Taiwan.
Stock Market Today: The Dow Jones index drops Tuesday as the 10-year Treasury yield reaches its highest level since 2007. Nvidia stock rises.
Micron and Sandisk have been some of the biggest winners over the past year, and these AI stocks may be next.
Micron's stock has already sprinted hundreds of percent, yet Wall Street's consensus target is even higher while one valuation model tells a very different story about where the price actually belongs.
FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.
The party may just be getting started for these foundational artificial intelligence (AI) stocks.
Two of the three are active participants in the AI revolution.
This technology giant has an uncertain road ahead.
The company’s Tokyo-listed shares have surged almost 400% this year, giving it a market value of about $183 billion.
Chip stocks slid as Dario Amodei's AI slowdown call rattled markets, but analysts say a crash is not the base case yet.
Micron's stock is off its all-time high, but not for long.
AI fears are mounting.
Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) fell 4.8% in the afternoon session after the company announced the redemption of all $109.5 million of its 3% convertible notes amid broader weakness across AI memory and storage stocks.
Micron (MU) closed at $923.97 in the latest trading session, marking a -5.26% move from the prior day.
On 14 September 2026, AI leaders including OpenAI and Anthropic jointly urged a slowdown in advanced AI development on safety grounds, affecting Micron Technology (NasdaqGS:MU) and other AI hardware suppliers. The group called for coordinated global regulation of high capability AI systems, highlighting potential systemic risks from unrestrained model scaling. Following the appeal, investors began reassessing projected demand for high bandwidth memory and storage used in large AI data...