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Nvidia and Micron Technology trade at P/Es of 16.6 and 6.3, respectively. They’re not as cheap as they look.

Leading AI stocks are under pressure this week, and Micron just got hit with a substantial sell-off.

Micron reached its all-time high back in June, but has been stuck in a downward spiral ever since.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Micron (NASDAQ:MU) and its peers.

Severe memory shortages support exceptional economics, but they also create expectations that ordinary results cannot satisfy.

Memory maker Micron reports fiscal 2026 fourth-quarter earnings on Sept. 30.

AI memory demand is booming. The harder question is how much of that future is already in the stock.

Micron just signed binding contracts covering years of memory supply at guaranteed floor prices, and analysts are pointing to a forward earnings multiple that makes the trillion-dollar valuation look cheap. The bear case, though, hinges on a single customer.

Micron stock was dropping Thursday. Kepler Computing, backed by Intel, thinks it can disrupt the memory-chip market.

Treasury Secretary Scott Bessent walked to the microphones this month with a line lifted from a poker table: “I am the house now.” The message to bond traders was blunt. Washington and Tokyo would jointly defend the yen, the Treasury would step up buybacks of longer-dated debt, and anyone shorting the long end of the […]

STX expects fiscal 2027 revenue growth to exceed fiscal 2026 as cloud demand, AI adoption and HAMR expansion support mass-capacity storage.

A 6.4-point gap shrank to 1.6 in a single quarter. Where the challenger's gain is coming from matters as much as the ranking.

The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...

Micron has already posted a 662% one-year gain on the AI memory boom, but our proprietary model puts its 12-month price target below where the stock trades today, and the reasoning challenges everything the bull case assumes.

AHBM has surged in its first weeks of trading, but the force moving it has nothing to do with AI ETF hype. One monthly data release from an obscure industry research firm holds more power over this fund than any earnings report.

Micron just posted numbers that look nothing like a commodity memory company, and management is pointing to billion-dollar contracts as proof the boom-bust cycle is finally broken. History has heard that argument before, and it has a consistent answer.

JPMorgan just slapped an Overweight rating on SK Hynix with a price target well above current levels, yet the stock is sinking anyway as surging Treasury yields and triple-digit oil prices gut the bull case in real time.

The famous investment manager is concentrating his AI chip bets on just a few names.

Oil prices stay above $100, stoking stock market inflation fears; Macy’s and other key earnings; and more news to start your day.

By Tharuniyaa Lakshmi and Niket Nishant Sept 10 (Reuters) - Futures tracking the Dow and the S&P 500 indexes attempted a recovery after a three-day slide, as investors cautiously returned to equities

Micron, Cisco, and Texas Instruments have helped lead value stocks as a class higher.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

A “Magnificent Seven” member that’s never split, and an AI powerhouse that hasn’t split in over a quarter-century, are the ideal forward-split candidates.

The memory chip market is cyclical, but this time may be different.

SanDisk (SNDK) shares changed hands at $70.50 a year ago. They now sit at $1,737.99. Flash prices rose over that stretch, and the whole memory group rose with them, so part of this is the cycle. The rest is what SanDisk did while it held the leverage, and that part comes with a bill.

Micron's soaring earnings and rising margins could help push other memory companies higher.

Micron Technology, Sandisk and SK Hynix have been three of the largest beneficiaries of the AI boom over the last year. After a summer correction, they appear poised for another rally.

Growth stocks have been down for months, but there are signals that it’s time for them to move higher again.

Bank of America Flags a Major Shift in Semiconductor Bets. Micron and AMD Gain Ground

AI shortages are sustaining extraordinary pricing, but September earnings must prove the economics remain defensible.