Notícias

The New York megafab facility is expected to generate thousands of jobs and deliver significant economic benefits to the state.

Wall Street is reeling after a brutal two-session selloff, but some of the worst performers from that stretch are leading the market higher.

↘️ Oracle (ORCL): Shares slid premarket after the software and cloud-computing company reported larger-than-forecast capital expenditures related to its data-center buildout. ↗️ Super Micro Computer (SMCI): Shares rebounded premarket, following a 28% drop Wednesday.

Shares rally as investors buy the dip in tech stocks despite the U.S. and Iran exchanging fire for a second straight day.

Stocktwits data showed retail traders have turned cautious, with sentiment dipping to ‘bearish’ on SPY and ‘neutral’ on QQQ.

Retail investors are increasingly viewing the recent pullback in memory stocks from their record highs as a buying opportunity.

Shares are mostly lower in Asia following another sell-off of artificial-intelligence stocks that dragged the U.S. market sharply lower. U.S. futures advanced and oil prices gained more than $1 a barrel.

Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires. Nvidia shares are up 14% over the past month and up more than 48% over the past year. On June 6, Micron Technology (NASDAQ:MU) secured certification for its HBM4 memory on Nvidia Corp (NASDAQ:NVDA)’s upcoming Vera Rubin AI […]

Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade got so far above their moving averages that you just knew that usually chart patterns like that are unsustainable,” he said. His call ... Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.

Is Broadcom (AVGO) the Other AI Trade? By IPO Edge Editorial Staff Broadcom’s (AVGO) AI business is growing faster than almost anyone expected. Last quarter, AI semiconductor revenue hit $10.8 billion, […]

AI hardware shares slide as investors digest Super Micro’s massive stock sale, hot inflation, and rising tensions in the Gulf, today, June 10, 2026.

The company is telling a story of explosive AI-driven growth, but its strategy for meeting it is what has Wall Street truly captivated.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.87%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.98%. June E-mini S&P futures (ESM26 ) fell -1.62%, and June E-mini Nasdaq futures...

Patrick Moorhead says the AI buildout is still intact — and explains why now is the time to get in on the AI trade revealing the names he thinks are best positioned, including Dell, HP, Cisco, Qualcomm, Micron, and Intel.

Wall Street Slides as Oil Spikes on Renewed Iran Conflict Risks

MU, FIVE and MPC screened as top momentum stocks, combining strong earnings trends, positive price action and upbeat growth forecasts.

New construction partnership keeps one of America's largest chip investments on track.

Project Will Focus On Leading Edge Memory Production

Micron's incredible rally has been halted by a recent surge of bearish catalysts.

Citi’s Panic/Euphoria Model is off the charts. Wall Street hasn’t felt this good in five years. And investors are taking chances, willing to get burned.

On Friday, June 5, Micron Technology, Inc. (NASDAQ:MU) declined almost 20% due to a sector-wide correction triggered by Broadcom’s earnings. On Thursday, June 4, Broadcom released its fiscal Q2 2026 earnings, in which the company did not raise its full-year AI semiconductor revenue target, thereby sparking a sector-wide concern that AI capital expenditure has plateaued. […]

On June 10, 2026, a $7 billion share sale sent Super Micro Computer tumbling and intensified a broader retreat across Wall Street.

Micron (MU) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

The appointment of Bechtel advances construction of Micron’s planned New York memory manufacturing complex, a project expected to become the largest semiconductor facility in the United States. Key Investor TakeawaysMicron selected Bechtel as engineering, procurement and construction partner for the first phase of its New York semiconductor manufacturing campus.

Sandisk's NBM model has secured $42B in revenue commitments, boosting demand visibility and aiming to reduce exposure to NAND market volatility.

The semiconductor cycle has always moved in waves — shortage, oversupply, correction, repeat. But the current cycle feels different. Demand isn’t just being pulled forward by smartphones or cloud servers. It’s being reshaped by artificial intelligence infrastructure that requires vastly more memory, more bandwidth, and more advanced packaging than the industry was ever scaled to ... Micron, SanDisk, and SK hynix Investors Should Fear One Thing: Elon Musk

The AI trade continues to stand on unsteady ground this week as semiconductor stocks waver. Oracle's (ORCL) fiscal fourth quarter earnings are due out after Wednesday's market close, which could ultimately be a tipping point for the AI sector. JonesTrading chief market strategist Michael O'Rourke speaks with Yahoo Finance Executive Editor Brian Sozzi about his outlook on the AI sector.

As tech companies continue to invest heavily in artificial intelligence, these stocks can continue to flourish.

US stock futures (ES=F, NQ=F, YM=F) tick lower in Wednesday's pre-market trading after consumer prices rose 0.5% month over month and 4.2% year over year in May, according to the latest Consumer Price Index (CPI) survey. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the market reaction to the inflation data, especially in the bond market (^TYX, ^TNX, ^FVX) and various commidites. Additionally, core CPI — which excludes food and energy costs — rose 0.3% monthly and 2.9% yearly. All numbers met economists' estimates.