Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...
In August 2026, Micron Technology launched the Micron Ventures Paradigm Fund, a US$250 million vehicle that invests across the AI technology stack, covering model architectures, compute infrastructure, enterprise applications, and physical AI, to deepen partnerships and gain earlier insight into future memory and storage needs. By targeting startups that will shape tomorrow’s AI infrastructure, the Paradigm Fund effectively turns Micron’s venture arm into an early-warning system for shifts...
The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that’s key to the AI boom.
‘The Big Short’ investor is cutting overall exposure and shifting his portfolio as a recent market rally pushes his short book into the red.
Inflation, earnings and chip stocks were top of mind for investors on Thursday.
Micron and Sandisk are primed to skyrocket.
Micron Stock Surges Again as AI Boom Reignites Memory Trade
Investor Day targets 50% free-cash-flow margins.
A Korea-sparked overnight surge lit the fuse, but SanDisk's investor day dropped on top of an already-moving sector with some of these names still sitting deep in the red from last month. Here is what is actually driving the storage stack today and whether the momentum holds.
Shares of leading memory chipmakers soared on Thursday as SanDisk’s optimistic long-term margin and revenue projections restored investor confidence.
Michael Burry targets Nebius, Micron and Oracle with bigger bearish bets
The chipmaker has big plans for its growing cash pile.
Sandisk and Micron are surging on blowout earnings, lifting a handful of memory ETFs with them, but which fund you own today could mean the difference between capturing the rally and barely feeling it.
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
Rising Chinese supply adds to bearish pressure.
Shipment rankings tell only part of Micron's competitive story
One company's investor day just ignited a sector-wide rally, and the reason why has Wall Street rethinking everything it assumed about memory chip economics.
Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City.
The Dow’s early gains have faded away, but the S&P 500 is up to its highest levels on record. The Dow Jones Industrial Average was down 90 points, or 0.2%, after rallying 200 points earlier in the morning. The S&P 500 was up 0.4% and on pace for a record close.
By Avinash P and Purvi Agarwal Aug 13 (Reuters) - The S&P 500 climbed to an intraday record high on Thursday, powered by advances in semiconductor and other heavyweight technology stocks, as a retreat
Sandisk (NASDAQ:SNDK) stock is surging 15% to $1,545.35 on Thursday as investors digest the memory maker’s new long-term financial model and growth strategy. Sandisk’s 2026 Investor Day laid out an ambitious framework for fiscal 2028 through fiscal 2030, including mid-to-high teens revenue growth, approximately 80% non-GAAP gross margins and approximately 50% adjusted free cash flow ... Sandisk Unveils Multi-Year Financial Model and Growth Strategy, Memory Stocks Soar
Intel’s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix.
MU's AI memory push drives surging revenues and faster HBM4 execution as it battles SK Hynix in HBM and Sandisk in data-center storage.
Micron stock trades near $911 with a $1,569 average target, about 70% upside, as 2027 memory tightens. But one chart level flashes a warning.
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]
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