Notícias

The 30-year Treasury yield hits highest level since 2007, Micron stock retakes key level, SpaceX makes $60 billion AI acquisition, and more news to start your day.

Markets stumbled to start the week as oil surged, Iran rattled nerves, and bond yields hit levels not seen since 2007, leaving Wall Street analysts scrambling to reassess positions across retail, tech, and telecom ahead of Tuesday's open.

The fund's top 5 positions — including Sandisk at $5.7 billion and Micron at $5.6 billion — all fell sharply in July as the AI trade reversed

Micron stock and other memory-chip companies were dropping on concerns about higher borrowing costs.

The Mad Money host argues Micron, SanDisk, Seagate, and Western Digital have broken their historical boom-and-bust pattern

Small-cap stocks are finally recovering after years of underperforming the major indexes.

Investors are ditching chip makers and other AI stocks that had helped keep the market afloat on Monday.

Jim Cramer is making one of his most aggressive calls of the year on a red-hot corner of the market, but his entire thesis hinges on a single assumption about AI demand that not everyone shares.

Chip stocks spent just 21 days in bear market territory. But that’s where the good news ends on Tuesday.

Demand from artificial-intelligence servers is expected to continue to support NAND flash market growth in the third quarter, even as smartphone and PC demand remains weak, according to research firm TrendForce.

Two foundational artificial intelligence (AI) stocks have billionaire David Tepper's undivided attention.

↗️ BHP Group (AU:BHP, BHP): The Australia-based miner reported a 9% increase in annual net profit as prices of copper surged to record highs. Its shares rose in Australia. 🔎 Home Depot (HD): The home-improvement company is set to report its earnings ahead of the opening bell.

Micron Technology (MU) is back in focus after launching the Micron Ventures Paradigm Fund, a new US$250 million vehicle aimed at backing companies across the AI stack, from model architecture to physical AI applications. See our latest analysis for Micron Technology. Micron Technology has ridden a strong wave of AI driven enthusiasm, with a 30 day share price return of 19.18% and a 90 day share price return of 44.80%. Over the longer run, momentum is even stronger, with a 1 year total...

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

Jim Cramer says Micron, SanDisk, Seagate, and Western Digital could keep climbing as AI memory demand persists.

Strong cloud growth and continued record data-center spending from Big Tech are fueling strength in the memory trade.

A number of stocks jumped in the afternoon session after Commerce Secretary Howard Lutnick told The Wall Street Journal the Trump administration opposes Apple buying Chinese memory chips.

Leopold Aschenbrenner built one of the most concentrated AI bets in hedge fund history, and then watched it come apart in under a month in ways that forced a fire sale to a rival firm.

U.S. stocks ended modestly lower as an apparent impasse in Middle East peace talks offset a surge in AI-related shares.

US Secretary of Commerce Howard Lutnick says the Trump administration does not want Apple (AAPL) to purchase memory chips from China. Yahoo Finance Technology Editor Dan Howley explains why this presents issues for Apple.

Management signed deals to guarantee years of record profits, yet the stock is slipping, a sign the market is more worried about the ceiling than excited about the floor.

The bank sees structurally higher earnings ahead.

US equity indexes ended lower Monday after crude oil prices rose following President Donald Trump's

The memory maker is earning more in a quarter than it once did in its best full years. Its own income statement shows what has happened after every peak like this.

SanDisk Corporation (NASDAQ:SNDK) hosted its “In Focus” 2026 Investor Day on August 13, reinforcing its case as an interesting AI infrastructure story. Not only did the company unveil a massive $93.9 billion customer backlog, but also gave investors a new way to think about Micron Technology, Inc. (NASDAQ:MU). On August 17, BofA reiterated its ‘Buy’ rating […]

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]

Famed investor Stanley Druckenmiller has taken a shine to cryptocurrency miners turned artificial intelligence (A.I...

Micron outpaces AMD on shareholder returns and valuation as strong AI memory demand fuels its growth outlook.

The investor day news was a day old when the analysts moved the stock, and what they were paying for was visibility.

Micron (NASDAQ:MU) was dumped by major hedge funds in the second quarter of 2026 despite the stock’s massive gains and AI-related demand. Latest 13F filings show that billionaire David Tepper’s Appaloosa Management cut its Micron stake by 41%. However, the stock is still among its top 5 picks. Tepper wasn’t alone in trimming. Citadel Advisors, […]