Notícias

Investors interested in taking some bullish exposure on Micron stock can do so with lower risk through a bull call spread.

The Philadelphia semiconductor index, known as SOX, slid Wednesday as chip stocks took a breather after a six-day climb.

Micron's September 30 earnings report could be the most important catalyst in its history, and three specific numbers will determine whether the AI memory bull case holds or breaks entirely.

One pillar of the semiconductor rally is coming under scrutiny

The famed investor added to bearish positions on Micron and other semiconductor stocks because he believes prices for AI chips will drop soon.

Investing.com -- Citi expects Micron shares to rally into the SEMICON West conference, raising its price target on the memory maker to $1,300 from $1,150.

Today on Sozzi Unleashed, we dive into the market's reaction to Meta's (META) Muse AI, Ray Dalio’s latest warning on a potential AI bubble, and Sozzi’s one-on-one conversation with IBM (IBM) Vice Chair and former US National Economic Council Director Gary Cohn.

Michael Burry has expanded his short positions in Micron Technology Inc (NASDAQ:MU), Palantir Technologies Inc (NYSE:PLTR), Nebius Group (NASDAQ: NBIS) and the iShares Semiconductor ETF (SOXX), deepening his bearish bets against parts of the artificial intelligence (AI) and semiconductor...

Michael Burry just disclosed short positions in Palantir, Nebius, and Micron, but the market is not reading his trade as a single unified bet, and at least one of his targets is moving in the wrong direction for him this morning.

Jensen Huang recently described software vendor CrowdStrike as Nvidia's top cybersecurity partner.

Micron (MU) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Elon Musk said President Xi Jinping "seems like a great leader" and that Chinese AI models are "generally outstanding."

Wall Street analysts are fighting over Micron more violently than they have in years, with targets ranging from a humble hold to a stunning $2,000 price, and a single line in the September 30 earnings report will determine who looks like a genius and who quietly disappears.

Sandisk has outperformed Micron stock over the past year, but the future could be different.

Micron Technology (MU) has returned about 575% over the past twelve months, against 17% for the S&P 500. The past three months added about 4%, so the run has flattened. At a price near $1,100, you would be buying the record profit that boom produced, and contracts that will cap the price of much of Micron's memory once its planned deals are signed.

Micron Technology (NASDAQ:MU) shares fell 0. 3% in pre-market trading, following a four-session advance that had contributed to a gain of approximately 14% during September.

Micron stock is surging ahead of its earnings but Citi analyst Atif Malik has a warning about memory-chip prices.

According to Wells Fargo, Micron’s next phase of growth will depend on confidence in the duration of memory tightness.

Burry added to short positions in Micron, Nebius, Palantir and the iShares Semiconductor ETF.

Michael Burry Adds Fresh Shorts in Micron, Palantir as AI Boom Faces New Test

Stock Market Today: The Dow Jones index falls Wednesday after the Nasdaq set new highs Tuesday. Micron and Sandisk drop in premarket trade.

Analysts are raising profit estimates for four leaders of the artificial intelligence trade: AI stock Micron is above a trendline entry.

In August 2026, AI confidence saw a notable increase, as evidenced by the BCC Research AI Sentiment Index rising to 77.78 from 75.10 in July. This growth is attributed to a shift from mere experimentation to the practical deployment of AI, with organizations reporting measurable efficiency gains and improved decision-making. Notably, life sciences and healthcare experienced significant advancements due to expanding AI applications, while the technology and consumer electronics sectors...

Micron is in a great position to soar after earnings.

One of 2026’s wildest AI trades is not Nvidia. It is SanDisk. SanDisk Corporation (NASDAQ:SNDK) was up more than 650% for the year after an 11% surge on September 18. The rally has turned a familiar memory manufacturer into one of the S&P 500’s best-performing stocks. Micron Technology, Inc. (NASDAQ:MU) has enjoyed the same AI-memory […]

Stock futures were little changed Wednesday after the tech-focused Nasdaq Composite registered its second consecutive record-high close, as oil prices and Treasury yields wavered.

Micron is enjoying a generational demand wave.

Micron Technology has turned into one of the market's most eye catching semiconductor stories. The real question for anyone looking at the stock today is whether the current price can be squared with the earnings that sit behind it. After a powerful multi year run and a stream of headline grabbing developments, the key issue now is what investors are actually paying for in terms of profits. Over the past 3 years Micron Technology has delivered a very large share price gain of about 15x. That...

This hot stock has climbed in the quadruple digits over three years.

It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.