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Micron Technology (MU) newly signed long-term customer agreements are emerging as a key source of ma

Micron reached record revenue for the fifth straight quarter.

NVIDIA (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed. Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands in 2026. Blackwell Carries ... NVIDIA vs Micron: Which Stock Will The Market Reward

AI chip rally powers gains as inflation data looms.

May's Personal Consumption Expenditures (PCE) index — the Federal Reserve's preferred inflation gauge — saw inflation rise 0.4% month-over-month and 4.1% year-over-year Core PCE, which excludes food and energy prices, rose 0.3% monthly and 3.4% annually, marking the highest level since 2023. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson to further examine rising price trends.

Micron Technology edged past the market valuation ‌of Meta Platforms and briefly ‌Tesla's for the first time on Thursday, ​after the memory chipmaker's solid forecast helped extend its AI-driven ascent. The company's shares were last up 18.4% ‌at $1,236, giving ⁠it a market capitalization of $1.398 trillion, compared with Meta's $1.392 ⁠trillion. Tesla had a market value stood of $1.4 trillion.

Micron Technology stock (MU) is up by more than 18% in Thursday's pre-market after releasing fiscal third quarter results (adjusted earnings of $25.11 per share, $41.46 billion in revenue) that blew past Wall Street forecasts. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson in reacting to Micron's massive earnings release.

By Stephen Nellis and Aditya Soni SAN FRANCISCO, June 25 (Reuters) - Apple raised iPad and MacBook prices on Thursday, saying it could no longer shield customers from soaring memory and storage chip

The Federal Reserve's primary inflation gauge, the core PCE price index, showed the 12-month inflation rate hitting its highest level since October 2023, as Wall Street expected. S&P 500 futures are solidly higher early Thursday after a three-session losing streak sparked in part by the prospect for tighter monetary policy under new Fed Chairman Kevin Warsh. Rate-hike expectations have sent the U.S. dollar surging to its highest level in more than a year, even as prospects for rate hikes by other global central banks have faded with tumbling oil prices.

Western Digital stock and shares of hard-disk drive rival Seagate Technology rallied after Micron's results.

June 25 (Reuters) - What matters in U. and global markets today , Editor-at-Large, Finance and Markets Micron Technology's impressive earnings update and demand forecasts on Wednesday have reheated the shaky chip sector, lifting the trillion-dollar memory chip maker's stock about ‌14% overnight and igniting a tech rally around the world on Thursday.

MU's Q3 call highlights AI-driven memory supply constraints, take-or-pay SCAs and a stronger Q4 outlook as management plans heavier spending.

Investing.com - U.S. stock index futures rose sharply on Thursday, with technology and semiconductor stocks leading gains after upbeat updates from two major players in the artificial intelligence ecosystem.

The yen was flat against the dollar. RBC Capital Markets said the yen is unlikely to recover until next year when the BOJ slows quantitative tightening.

U.S. stock futures pointed higher after Micron Technology’s expectation-thumping earnings reignited optimism in the AI boom.

Sebastian Raedler, head of European equity strategy at Bank of America, discusses his concern that the tech rally is overdone after US chipmaker Micron gained on a blockbuster sales forecast. "Who is going to pay for this capital expenditure that is basically fueling the Micron demand," Raedler asks during an interview on Bloomberg Television.

Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Stocks looked set to rally after memory-chip maker Micron’s strong earnings and guidance breathed some life into the artificial-intelligence trade, which has stumbled in recent sessions. Nasdaq 100 futures jumped 2% on Thursday. S&P 500 futures gained 0.7%.

June 25 (Reuters) - Nasdaq futures jumped 2% on Thursday after upbeat forecasts from chipmakers Micron and Qualcomm pointed to strong demand for artificial intelligence infrastructure, lifting

June 25 (Reuters) - European shares opened higher on Thursday, led by gains in technology stocks, as strong forecasts from Micron and Qualcomm assuaged concerns about ballooning valuations in the

Micron's hot streak continues.

By Ankur Banerjee SINGAPORE, June 25 (Reuters) - Asian equities surged on Thursday after strong earnings and forecasts from chip giants Micron and Qualcomm helped alleviate some concerns over the red-

Micron Technology Inc (MU) reports a remarkable 346% year-over-year revenue increase, driven by strategic customer agreements and robust demand in the data center sector.

Shares were mostly higher Thursday in Asia, led by tech-driven gains in Japan and South Korea as major computer chipmakers’ stocks surged following upbeat earnings reports from U.S. giants like Qualcomm and Micron Technology. Oil prices fell more than $1, bringing them closer to where they were before the war with Iran started. Qualcomm’s share price surged 12% in afterhours trading after the company announced it had raised its forecast for revenue this year to $40 billion from $22 billion.

A look at the day ahead in European and global markets from Ankur Banerjee High-stakes earnings from Micron more than delivered by outlining strong demand for its memory chips and that was enough to

Stocks in Asia climbed alongside US equity futures after Micron Technology Inc.'s blowout sales outlook reignited confidence in the artificial-intelligence trade. Bloomberg's Anthony Stephens has the context on how the AI sector is trending.

Micron blew past expectations for third-quarter revenue and profit on Wednesday.

June 25 (Reuters) - Indian shares are set to open higher on Thursday, tracking broader Asia after oil prices fell to pre-Iran war levels as stranded tankers exited the Strait of Hormuz following an

KOSPI surged over 5% after Micron's fiscal Q3 earnings crushed expectations, triggering a buy-side sidecar on the Korea Exchange.

By Ankur Banerjee SINGAPORE, June 25 (Reuters) - Asian equities surged on Thursday after strong earnings and forecasts from chip giants Micron and Qualcomm helped alleviate some concerns over the red-