Notícias

Burry also advised shorting equipment makers Applied Materials and Lam Research at current prices.

SK Hynix is exploring something it has never done before: manufacturing memory chips in the United States. Reuters reported on September 16 that the Korean memory giant is discussing several possibilities with Intel Corporation (NASDAQ:INTC), including leasing part of Intel’s long-delayed Ohio complex or forming a venture involving Intel and large cloud customers. SK Hynix […]

It's not a dollar figure though.

Micron revenue jumped to $41.46 billion last quarter from $9.3 billion a year earlier.

The Nasdaq hit a new high with memory giants Sandisk and Micron flashing buy signals. But financials are struggling.

Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology (MU) and SanDisk (SNDK) delivering extraordinary rallies.

A number of stocks jumped in the afternoon session after growing optimism surrounding agentic artificial intelligence and Meta Platforms' Muse application fueled expectations of higher demand for central processing units.

Micron Faces Taiwan Strike Threat as Workers Demand Major Profit-Sharing Deal

AI agents are changing where chip spending is flowing.

SanDisk (SNDK) stock has risen nearly 1,700% over the past year, even after falling 18% over the past three months to about 24% below its 52-week high. At a price near $1,770, it trades at about 22.7 times trailing adjusted earnings. That is normalized net income with stock-based compensation added back. Analysts' forecast earnings are defined differently. On forecast earnings, it looks far cheaper, if those earnings last.

The milestone raises the bar for AMD's next phase

Tight supply could keep pricing power stronger for longer

Micron Technology is IBD Stock Of The Day as the memory-chip maker surges above an early buy point ahead of its fiscal Q4 earnings report next week.

Investors watch for developments in the Middle East as rally slows on further oil uncertainty, today, Sept. 22, 2026.

In a Substack note, Michael Burry cited Acer CEO Jason Chen’s warning about rising Chinese memory production as a potential sign that the current supply crunch may not last.

Rosenblatt's initiation on SanDisk sent shares surging and lit up the entire memory sector Tuesday, but the analyst's own warning buried inside the note raises a real question about how long this rally can last.

The valuation milestone prices complete-system execution, not merely a stronger GPU alternative.

A recurring 15% profit-share formula would convert AI scarcity into permanent variable labor cost.

Micron just reclaimed four figures after a brutal pullback, and the bull case at this price rests on a structural shift in memory markets that most investors have not priced in yet.

By Johann M Cherian and Tharuniyaa Lakshmi Sept 22 (Reuters) - The tech-heavy Nasdaq hit an intraday record high for the first time since early June on Tuesday, underpinned by strong gains in Gemini-

Yahoo Finance Executive Editor Brian Sozzi looks at the timeline of big wins and the rise of AMD (AMD) CEO Lisa Su as the company's market cap crossed the $1 trillion mark for the first time on Sept. 21.

Yahoo Finance Executive Editor Brian Sozzi looks at the timeline of big wins and the rise of AMD (AMD) CEO Lisa Su as the company's market cap crossed the $1 trillion mark for the first time on Sept. 21.

Gabelli Investment Management Firm recently released its “Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 12.84% in the second quarter of 2026, compared with 15.2% for the S&P 500 Index and 15.1% for the MSCI All Country World Index. The Fund benefited from strong […]

Sandisk stock is on an astronomical run over the past 12 months and shares could have even more upside.

NVIDIA stands out among four trillion-dollar chipmakers with broad AI hardware, networking and software strength as rivals face valuation and cycle risks.

ASML is one of the most important companies in the AI semiconductor ecosystem.

Micron Technology stock is under pressure from its own employees. The memory-chip company could soon face strike action by workers at one of its Taiwanese plants. Micron shares were down 0.6% at $1,038 in premarket trading Tuesday.

Investors are willing to pay more for AMD's future earnings.

Micron slid for three months while the S&P 500 climbed, reopening a price-to-target gap that one prominent analyst now believes is far larger than the Street consensus suggests. Whether that gap represents a generational opportunity or a familiar cycle trap depends entirely on a single question about memory.

FEATURE Stock futures were sliding on Tuesday as investors opted to lock in some profit following the previous session’s record-breaking tech rally. Artificial-intelligence stocks slipped, having surged on Monday.