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SanDisk is outperforming its rivals on key metrics, yet the market gives it one of the group's cheaper price tags. Is Wall Street seeing a risk others are missing, or is this a simple miscalculation.

Earlier this month, Micron Technology reshaped its leadership by elevating Manish Bhatia to President and COO and Scott DeBoer to President and Chief Technology and Products Officer, while also launching a US$250 million Micron Ventures Paradigm Fund, unveiling a US$10.00 billion Micron Research Labs initiative, and opening a 60,000-square-foot workforce Training Center in Boise to support its expanding U.S. manufacturing and AI-focused research footprint. Together, these moves tighten...

The rising values of artificial intelligence stocks and their outperformance compared to other S&P 500 stocks in 2026 has former hedge fund manager Whitney Tilson sending a bubble warning. Here’s why. Whitney Tilson Smells a Bubble Tilson draws a parallel...

SMH delivered a jaw-dropping year, yet three semiconductor funds quietly left it in the dust by betting on corners of the chip market that most investors completely ignored.

Micron Technology (NASDAQ:MU) is expanding capital spending and deepening long-term customer collaborations as artificial-intelligence workloads increase demand for higher-capacity, higher-bandwidth memory, according to Sumit Sadana, the company’s executive vice president and chief business officer.

Trump praised CEO Sanjay Mehrotra and said Micron’s latest investment will help keep the U.S. at the forefront of AI and advanced computing.

Trump hailed Micron's $10 billion lab plan a week late. MU stock had already priced it in and remains 5% in the last week.

Nvidia's shortage warning validates Micron's pricing power while exposing a constraint on AI-system shipments.

NVIDIA just disclosed a memory commitment that nearly tripled in a single quarter, yet the stocks of its named suppliers are falling hard on Thursday. One name in the group is bucking the selloff, and the reason points to a fault line running through the entire memory trade.

Micron Technology, Inc. (NASDAQ:MU) trades at roughly 7 times forward earnings despite an AI-driven memory boom that has sent revenue, profits and the stock sharply higher. That low multiple is usually treated as a warning: memory is cyclical, today’s earnings are near the top, and another bust will eventually crush profits. One $100 billion shift […]

The hottest margin in AI hardware no longer belongs to the company selling the GPUs. It belongs to the company selling the scarce memory those GPUs cannot run without. Micron Technology, Inc. (NASDAQ:MU) posted an 84.9% non-GAAP gross margin in its fiscal third quarter. NVIDIA Corporation (NASDAQ:NVDA) reported a 75% adjusted gross margin in its […]

Nvidia thinks the price of memory chips is outrageous—and it’s still willing to pay it. Apart from confirming that the artificial-intelligence boom has a lot further to run, Nvidia’s earnings on Wednesday came with one big message: higher memory prices are here to stay. “The magnitude of the price increase has exceeded our prior expectations and are headed even higher into next year,” Chief Financial Officer Colette Kress said during the earnings call.

Rising memory prices explain the earnings; the multiyear contracts Micron signed on the back of them are what the price now depends on.

Netlist's hardware sales are surging as the memory chip crunch boosts prices.

Nvidia stock rises and tech stocks advance in the wake of the company’s better-than-expected earnings.

Micron just posted numbers that made Wall Street scramble to rewrite its models, and a handful of deals locked in with its biggest customers suggest the memory cycle everyone expected to crack may not behave the way it always has before.

Micron stock is in focus as AI chip demand outpaces supply. Here's why analysts and executives say the memory shortage could last years.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Nvidia thinks the price of memory chips is outrageous—and it’s still willing to pay it. Micron shares were up 4.1% in premarket trading Thursday. SK Hynix’s American depositary receipts were gaining 4.1%.

The memory industry is driving solid growth in demand for ASML's machines.

Nvidia's fiscal second-quarter revenue more than doubled and topped forecasts by its largest margin in two years, lifting chip stocks broadly

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before T

Nvidia has struck an ultra bullish tone on memory chips.

↗️ Nvidia (NVDA): Shares of the world’s most valuable company jumped 7% premarket after the chip maker said it expects 70% revenue growth in the company’s 2028 fiscal year. ↗️ Super Micro Computer (SMCI), Marvell Technology (MRVL), Sandisk (SNDK), Micron Technology (MU): Shares of other companies tied to AI are getting a premarket boost from Nvidia’s earnings.

Retail sentiment on Stocktwits remained ‘bearish’ on QQQ and improved to ‘neutral’ on SPY.

Alphabet, Micron and Nvidia have been highlighted in this Earnings Trends article.

Asian stocks were mixed on Thursday following modest losses on Wall Street, while oil prices declined. U.S. futures were trading higher after Nvidia’s latest quarterly earnings beat Wall Street’s expectations as demand for its advanced artificial intelligence chips surged. In Japan, the Nikkei 225 slipped 0.2% to 66,162.72.

Nvidia’s purchase commitments tied primarily to memory procurement more than doubled to $279 billion last quarter, underscoring the scramble to lock in supply.

For 2026 Q3, the expectation is that total S&P 500 earnings will increase +22.6% from the same period last year on +10.9% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and five producing double-digit growth.