Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The Nasdaq broke key support Tuesday as AI stocks sold off, even as SpaceX reversed higher. FedEx and AI chip IPO Cerebras reported late. Micron earnings loom.
Micron’s Anthropic agreement keeps the AI-memory story in view, with earnings set to show whether HBM demand, pricing, and margins can support expectations after the pullback.
Check out the companies making headlines yesterday:
Investors seek fresh clues on chip demand.
The Fund Is Heavily Exposed to Korean Stocks That Plunged Tuesday
Technology companies are spending big to incorporate artificial intelligence into their businesses and to build huge data centers. Investors who had jumped on the bandwagon appear to be having second thoughts. Just four companies — Alphabet, Amazon, Meta Platforms and Microsoft — plan to spend up to $720 billion this year, primarily on AI data centers.
AI Stock Meltdown Deepens as South Korean Chip Giants Plunge 12%
I have covered Micron several times in the past. And each time, the headline has been some variation of the same theme. The numbers keep getting bigger and bigger, the analyst targets keep moving higher, and of course, the artificial intelligence (AI) memory supercycle keeps defying the skeptics ...
Today, June 23, 2026, investors faced sharp volatility as rate-hike expectations and a South Korean tech sell-off rattled Wall Street.
The tech fund's impressive return looks broad, but a closer look reveals the heavy lifting was done by just a few of its holdings.
BofA hiked its price target on Micron to $1,500 from $950, while keeping a ‘Buy’ rating.
A South Korean memory selloff rippled through the U.S. on Tuesday morning, but Dan Ives isn't worried.
Micron's latest partnership should ensure that the demand for its memory chips remains strong in the long run.
The agreement covers memory and storage products used in AI infrastructure.
Investors are digesting a hawkish Fed, with risk-off sentiment driving a sell-off in AI and crypto
Investing.com -- South Korea's KOSPI retreated on Monday as investors weighed a combination of technical, policy and sentiment-driven concerns after the market's recent sharp advance, according to Citrini Research.
Single-stock leveraged ETFs were ticking time bombs. They just blew up in Korea.
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,
Technology stocks are getting hammered today as investors react to a broad market sell-off, and memory-chip maker Micron Technology (NASDAQ:MU) has been swept up in the downturn. The memory chipmaker’s stock fell roughly 12% in early trading, wiping billions of dollars from its market value at the open. Yet the sell-off looks disconnected from the ... Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Artificial intelligence is creating winners and losers across the global economy. Investors have spent the last two years focused on the obvious beneficiaries — Nvidia (NASDAQ:NVDA), Micron Technology (NASDAQ:MU), and the hyperscale data center operators spending hundreds of billions of dollars on AI infrastructure. Yet every boom creates unintended consequences. A recent Deutsche Bank report ... AI’s Memory Boom Could Run the Self-Driving Car Revolution Off the Road
Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted what the company needs for its stock to go higher, as he commented: Alright, after the close, we get the most consequential […]
Technology stocks may face spillover impact from the recent sharp selloff in South Korea, though the
At $2,184 for SanDisk (NASDAQ:SNDK) and $1,134 for Micron Technology (NASDAQ:MU), both warrant scrutiny. Each has rerated so violently on the AI memory supercycle that fundamentals, however strong, now have to catch up to the rally. SanDisk is the standalone NAND flash pure play spun out of Western Digital in February 2025. Micron is the ... Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134
The tech-heavy Nasdaq Composite was down more than 2% at the time of writing, on track for its second-worst single-day performance after tanking 4% earlier this month.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
