Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
SanDisk (SNDK) finished fiscal 2026 with $20.2 billion in revenue, and its stock has returned roughly 2,700% over the past twelve months, while the shares still sit about 25% below their 52-week high. Anyone buying now is asking one question. What powers the next leg, when the company has already said it can only make so many more bits.
Micron Technology, Inc. (NASDAQ:MU) and Alphabet Inc. (NASDAQ:GOOGL) offer two ways to invest in AI demand. One sells essential memory; the other must turn computing capacity into services customers will pay for. Insider Monkey’s tracked worksheet sample counted 184 Micron holders in Q2 2026 versus 154 in Q1, while Alphabet’s Class A shares attracted 275 […]
The latest trading day saw Micron (MU) settling at $1, representing a -1.61% change from its previous close.
Micron and Sandisk Surge as Goldman Spots Powerful Shift in Memory Stocks
Memory stocks are rallying again as AI demand strengthens and Goldman sees early signs that months of weakness may be ending.
Micron stock has pulled back, but the bigger question isn't whether it's cheap. It's whether today's extraordinary profits can last.
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
China isn't a threat to Micron's high-bandwidth memory dominance in the short term, but recent developments signal long-term competition in its most lucrative market.
The memory allocation split is defining today’s session as artificial intelligence customers pull wafer capacity toward high-bandwidth chips and away from the conventional parts that phones need. That divide is showing up cleanly across the semiconductor complex, with Korean suppliers rallying while their largest smartphone customer slides. SK Hynix (NASDAQ:SKHY) stock is up 7% to […]
AMKR's 9.6% monthly drop may offer a buying opportunity as advanced packaging, AI/HPC demand and global expansion support long-term growth.
Micron stock has risen 18% in the past month and the latest memory-chip prices can keep it motoring higher.
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”. The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at […]
The clearest evidence this week that the artificial intelligence buildout has moved beyond the stock market and into the physical economy did not come from a chip company like Nvidia Corp. or Micron Technology Inc. It came from a metal...
Analysts keep hiking their revenue forecasts for Micron Technology, Inc. (MU), as well as their price targets. For investors with limited funds, one attractive play is out-of-the-money bull credit spreads.
Stock Market Today: The Dow Jones index declined 400 points Tuesday, as oil prices jumped on continued U.S.-Iran attacks.
Micron is up more than 250% year to date, and it's set to release a crucial quarterly report at the end of September.
Two memory stocks may finally be escaping their summer slump
Both stocks are growing at an unreal pace.
The memory-chip industry remains in focus as booming artificial intelligence demand tightens supply, drives prices sharply higher and reshapes competition among major producers, including Samsung Electronics Co. Ltd., SK Hynix Inc., Micron Technology Inc., Yangtze Memory Technologies Corp. and ChangXin...
The U.S. struck three Iranian oil tankers on Saturday, while Iran’s Islamic Revolutionary Guard Corps (IRGC) responded by striking three tankers and three U.S.-linked vessels in other areas.
AI servers are absorbing premium memory capacity while Apple tries to protect hardware margins.
Korean memory stocks surged while Wall Street was closed, sharpening Micron's September 30 earnings test.
Here’s what could happen to MU and SNDK shares next
The memory stock has been struggling to get back to the highs it reached back in June.