
Memory prices could continue to rise next year.
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Memory prices could continue to rise next year.

Which of these neocloud stocks is a better buy right now?

Nvidia expects chip sales to double next year.

Once every planned deal is signed, Micron Technology (MU) expects about 40% of its revenue to sit under fixed prices or price ceilings near calendar Q2 2026 market levels. That matters because higher pricing drove most of the jump to a record gross margin in fiscal Q3 2026. The contracts typically run five years, and the largest also lock in a floor. But the ceiling is the number a holder should worry about most.

The demand for optical networking components is poised to boom, and Lumentum is one of the best ways to capitalize on this lucrative niche.

The chipmaker announced plans to unveil next-generation technology at an upcoming tech conference.

Vertiv and Arista offer AI data-center exposure beyond GPUs, spanning power, cooling and networking as hyperscalers expand capacity.

An analyst's new outlook on this nuclear energy stock is fueling the bulls' excitement.

Shares in the iconic chipmaker continue to climb.
Micron's order book is locked, its customers are desperate, and its margins are breaking records, yet the same forces that made memory a graveyard for investors for four decades have not disappeared.
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US President Trump and Chinese President Xi are set to meet this week at a summit to discuss AI, war in Iran, trade negotiations, and more. Yahoo Finance Executive Editor Brian Sozzi chats with Epistrophy Capital Research chief market strategist Cory Johnson and Laffer Tengler Investments CEO and CIO Nancy Tengler about what the summit could mean for Nvidia's (NVDA) position in China.

Oil, bond yields, and positive regulatory news are lifting the crypto.

Energy Transfer and Kinder Morgan mix growth potential with market-beating dividends.

The top healthcare stock has been underperforming the market, and its returns haven't been as impressive as in recent years.

A single quarter-point rate hike just wiped out hundreds of billions in NVIDIA's market value, and the forces behind that move are only getting more entangled with the AI buildout's financing structure.


Warren Buffett is stepping down as chairman of Berkshire Hathaway.

Oil fell back toward $100 and chip stocks went vertical. The S&P 500 is within 1% of a record again.

SoftBank is funding AI with debt. And it’s past the point of no return.

It's easy to forget that this stock-picking outfit also outright owns a bunch of reliably profitable businesses.

The healthcare-software group plunged after cyber fallout and disruption to America’s 340B drug-pricing market forced management to slash near-term revenue expectations.

The memory chipmaker still has plenty of room to run.

Arm powers 99% of smartphones with 22.8% revenue growth, while NVIDIA's $215.9 billion in revenue and 55.6% margins dominate AI infrastructure.
Intel's stock has surged over 250% in a year, NVIDIA just took a $5 billion stake, and the CEO is calling it the strongest revenue growth in fifteen years. So why does Wall Street's consensus still say hold?

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