Notícias

Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a “neo cloud” by providing both Colossus-1 and Colossus-2 data centers to Anthropic’s Claude, which has been “severely compute constrained throughout the year.” The ... Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic

In early June 2026, Micron Technology showcased a comprehensive portfolio of AI-optimized memory and storage at COMPUTEX 2026, spanning HBM4, advanced DRAM, LPCAMM2, GDDR7 and ultra–high-capacity SSDs designed for data center and edge AI workloads. The company’s push to sit at every layer of the AI memory stack, backed by multibillion-dollar global fab investments, underscores how deeply it is embedding itself in the infrastructure behind large language models and on-device AI. We’ll now...

MU surges 271% YTD as AI demand drives record revenues, margins and sold-out HBM supply. Is the stock still worth buying?

Semiconductor stocks declined as Broadcom's forecast weighed down the broader complex.

Semiconductor stocks declined as Broadcom's forecast weighed down the broader complex.

US equity futures were mixed pre-bell Thursday as traders watched tech giant Broadcom's (AVGO) stock

MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.

Stock Market Today: The Dow Jones index rose Thursday ahead of jobless claims. Broadcom and CrowdStrike plunged on earnings.

The First Trust Nasdaq Semiconductor ETF does things differently than standard semiconductor ETFs, positioning it as a beneficiary of Micron's surge.

FEATURE The artificial-intelligence rally may be grinding to a halt. Technology stocks were getting hit hard on Thursday after mediocre revenue guidance from Broadcom caused investors to question how fast AI demand will accelerate.

Nasdaq 100 futures fell more than 1% as Broadcom's underwhelming AI chip guidance and escalating U.S.-Iran tensions pushed markets toward a second losing day

U.S. stock futures were mostly lower, led by losses in the Nasdaq-100, after Broadcom’s disappointing guidance.

Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer highlighted the company’s growth in earnings, as he commented: Micron seemed ridiculously expensive on trailing earnings when 2025 began. The company earned just over $1 per share in fiscal 2024, which ended […]

Micron stock was falling Thursday, with one analyst predicting memory-chip prices might be approaching a ceiling.

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.

High-flying tech stocks were struggling on Thursday after Broadcom's so-so revenue guidance failed to impress investors. Futures tracking the Nasdaq 100 were 1.1% lower as the tech-heavy index lagged behind both the S&P 500 and Dow Jones Industrial Average.

The memory chipmaker is going on a historic stock market run.

June 4 (Reuters) - S&P 500 and Nasdaq 100 futures fell on Thursday, as Broadcom's revenue miss pressured chip stocks, while equity investors took a breather after a strong rally to record highs.

Micron Technology (NasdaqGS:MU) is restructuring customer agreements with new long-term contracts tied to multi-year supply commitments. The company is responding to historic AI-driven demand and tight industry-wide supply for high-bandwidth memory. These contracts aim to create more predictable supply arrangements during a period of memory shortages. Micron Technology is entering this shift following strong recent stock performance, with NasdaqGS:MU at a current share price of $1,079.57...

Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".

Today, June 3, 2026, oil racing back toward $100 and Iran-related tensions rattled risk appetite as AI bellwethers faced fresh bubble talk.

Growing demand and rising prices could mean even more gains ahead for these memory stocks, after a blistering rally in recent months, according to analysts at Morgan Stanley.

Analysts are raising targets, but Micron's rally leaves less room for error.

Micron has joined the trillion-dollar club, but investors may be focusing on the wrong question.

The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic 7.” Weisenthal’s shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The ... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

MU and MRVL have soared on AI demand, but Micron's stronger margins, lower debt and cheaper valuation may give it the edge this June.

Micron is slated to report fiscal third-quarter earnings later this month.

Today, June 3, 2026, oil prices gained this morning as growing uncertainty in the Middle East reduced risk appetite.

Meta Platforms is spending heavily on artificial intelligence, weighing on investor sentiment. Morgan Stanley argues the company’s AI investments could unlock billions in new revenue and earnings growth.

Penguin Solutions' Integrated Memory segment posts 63% revenue growth as AI inference demand boosts memory needs and drives adoption of MemoryAI solutions.