Notícias

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.75%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.29%. June E-mini S&P futures (ESM26 ) rose +1.73%, and June E-mini Nasdaq futures...

DRAM and NAND prices could both triple through the end of 2026 -- then keep rising.

The Nasdaq Composite and semiconductor stocks have stumbled after a powerful AI-driven rally. Technical indicators suggest investors should watch several key support levels for signs the selloff is nearing an end.

Shares of SanDisk (NASDAQ:SNDK) are up 14% to roughly $1,873 in midday trading Thursday, while Western Digital (NASDAQ:WDC) stock is climbing 6% to around $520. The bounce snaps a rough stretch for memory and storage names that had pulled back hard from last week’s highs. Both moves arrive alongside a broader rebound across the memory ... SanDisk Jumps 14%, Western Digital Climbs 6% as Memory Stocks Rebound on SK Hynix’s Capacity Plan

MRVL and SNDK are emerging as AI growth plays alongside MU, driven by strong demand, rising revenues and expanding AI infrastructure roles.

Is PLAB a good stock to buy? We came across a bullish thesis on Photronics, Inc. on r/ValueInvesting by blee1236. In this article, we will summarize the bulls’ thesis on PLAB. Photronics, Inc.’s share was trading at $29.56 as of June 9th. PLAB’s trailing P/E was 10.76 according to Yahoo Finance. Photronics, Inc., together with its subsidiaries, […]

Shares of Micron Technology (NASDAQ:MU) are up 5% in midday trading on Thursday, June 11, changing hands near $939. The move extends a historic run that has the memory giant up 223% year to date, with the stock having more than tripled in 2026. A fresh catalyst is a price target hike from Wolfe Research. ... Micron Is Already Up 223% This Year. Wolfe Research Sees More Upside. Brilliant Setup, or Recipe for Disaster

Before Intel shares took flight, a critical vote of confidence from one of the world’s biggest chip buyers was hiding in the fine print of an earnings call.

Micron Technology, Inc. (NASDAQ:MU) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin. Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU)’s shares are among the top performers in the market. They are up by 671% over the past year and by 171% year-to-date. Morgan Stanley discussed the firm on June […]

Marvell Technology (NASDAQ:MRVL) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack. Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewarding very ... Marvell vs. Micron: One Stands to Gain More From AI Demand

Retail investors are liquidating some of the biggest winners in the AI trade to raise cash for Friday’s SpaceX (SPCX) IPO, and the selling pressure is landing hardest on semiconductors. MU stock is moving. See the chart and price action here. Data from Vanda Research shows individual investors net sold equities for three consecutive days through Wednesday — the first such stretch since March 2020, according to CNBC. On Monday alone, retail pulled the most capital from individual stocks since Nov

By Joel Jose and Twesha Dikshit June 11 (Reuters) - Wall Street's major indexes inched higher in choppy trading on Thursday, as technology stocks steadied after a recent selloff, while investors kept

Wall Street may be turning on AI, as Oracle (NYSE:ORCL) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago. ORCL stock is now up just 2.3% from ... Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse

Wolfe hiked its price target for Micron to $1,250 from $550, while maintaining its ‘Outperform’ rating on the stock.

Oracle stock falls, leading decliners among S&P 500 components. Intel, Sandisk, and Micron rise as tech stocks recover following a brutal selloff.

Stronger memory pricing drives a much higher outlook for the chipmaker.

Micron, Five Below and Marathon Petroleum stand out in a momentum screen driven by earnings growth, surprises and strong price trends.

After a stock like Seagate (STX) runs up over 500% over the last 12 months, it’s natural to assume you’ve missed the party. The story of surging AI demand is well known, and the fear of buying a cyclical hardware company at the top of its game is a powerful one. But buried in management’s commentary is a single, forward-looking metric that suggests the market may be misjudging the durability of this cycle.

The looming SpaceX IPO and growing concern in the market about high valuations may be impacting Micron and other tech stocks of late.

Micron Technology (NasdaqGS:MU) has selected Bechtel as the engineering, procurement, and construction partner for its planned semiconductor manufacturing complex in Clay, New York. The project is described as the largest in Micron's history and is intended to be a cornerstone facility for U.S. advanced memory manufacturing. The New York megafab is expected to support domestic chip supply chain resilience and create tens of thousands of jobs as AI related memory demand remains a key industry...

AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) is one of the rare ones doing both. AIQ is up 20.6% year-to-date through June 10, ... The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?

Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 8, C.J. Muse, an analyst at Cantor Fitzgerald, raised the firm’s price target on Micron Technology Inc. (NASDAQ:MU) from $700 to $1500 and maintained an Overweight rating on the stock. The […]

Susquehanna analyst Mehdi Hosseini recently slapped a $1,750 price target on Micron (NASDAQ:MU). The stock is trading at below $900, which means the call implies the shares would have to roughly double from here. The number is conspicuous enough that we should treat it as a high-end outlier rather than a Street base case. The 3-month ... Wall Street Just Put a Monster Target on Micron. Is the Stock Still Too Cheap?

Retail investors are clearing the decks ahead of the SpaceX IPO. For two straight days this week, ordinary investors dumped their single-stock holdings on a net basis, according to Vanda Research. The moves suggests that mom-and-pop investors are amassing dry powder ahead of SpaceX's anticipated public debut tomorrow.

Barclays reiterates Overweight ratings on Applied Materials and KLA amid strong investment in new chip supply.

Investing.com - U.S. stock index futures rose on Thursday, buoyed by reports that the U.S. and Iran have held peace talks despite recent military strikes, while technology shares looked set to rebound from recent losses.

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A

S&P 500 futures gained 0.72% and Nasdaq 100 futures added 1.2% in premarket trading as semiconductor stocks recovered from a steep weekly slide

Don't fret about a lot of stock coming to market, Goldman Sachs contends.

Micron could have further upside in store thanks to a memory chip shortage.