Notícias

This detail from their earnings reports could spell trouble for Micron's stock in the long run.

Rising memory demand has shifted pricing power away from Apple, giving Micron and other memory makers a stronger negotiating position.

AI spending worries spread like wildfire.

Micron's business is booming, but slowing memory price gains could quickly test investor expectations.

Hyperscalers are spending more than $700 billion on AI infrastructure in 2026 alone, fueling a surge in specialized memory chips.

The S&P 500 has printed 25 record highs in 2026, and two stocks you might not expect are doing most of the heavy lifting. But history has a specific warning for investors who assume fresh highs mean smooth sailing ahead.

Micron has been caught in the memory sell-off, but its AI-driven business makes it a different story.

Citi believes the recent sell-off in memory chip stocks presents a buying opportunity, arguing that the artificial intelligence-driven memory cycle is still in its early phases and could ultimately exceed the industry’s previous boom between 2001 and 2007. The bank says the current environment shares many similarities with the long NAND expansion seen during the early 2000s, when products such as MP3 players and digital cameras transformed demand and flash memory steadily replaced older storage

There are several promising AI stocks to buy right now.

Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer relationships are stretching longer and becoming more predictable across more than […]

Choosing between these two stocks seems like a slam-dunk decision, but in reality it's complicated.

The real question isn't how far the stock has dropped -- it's whether the company's long-term earnings story has fundamentally changed.

A concerning historical pattern likely has weighed on Micron stock.

Ray Dalio built Bridgewater on one principle: never let a great story override the math. Applied to NVIDIA, Micron, and Broadcom right now, that principle points somewhere most investors are not looking.

NVIDIA and Micron both just shattered expectations, but they are winning the AI race in completely different ways. Which one belongs in your portfolio heading into 2027 depends entirely on what kind of risk you are willing to carry.

Elon Musk says that memory prices will continue to rise.

Two hot stocks, with one offering a few more advantages to investors than the other.

Micron's stock is priced dirt cheap for its growth.

Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is driving a steady stream of upward revisions for Q3 and future quarters.

Strong profits remain, but the cycle is starting to shift

Yahoo Finance Tech Editor Dan Howley discusses SK Hynix (SKHY) committing $38 billion to build new chip manufacturing facilities in an effort to scale up production of high-bandwidth memory (HBM) and DRAM amid persistent AI supply shortages.

Micron, SanDisk Stocks Tumble on Cooling Memory Market Warning

Michael Burry has been building short-semiconductor-book lately. I covered his Micron short, his Caterpillar bet, and his SOXX position. His pattern has been consistent. He first identifies a narrative the market treats as infallible, finds the structural vulnerability underneath it, and waits. ...

Citi retained its Buy rating but warned that DRAM and NAND pricing momentum could peak during 2027.

Your phone, an MRI and an AI server all need the same memory chip. Micron stock sells into every one, and Wall Street sees 75% upside.

SK hynix announces plans of investing $38 billion to build two new factories. Here’s what the disclosure really means for SKHY shares.

In March 2023, China opened its first-ever cybersecurity review into a foreign company’s products. The target was Micron, the Idaho-based memory chipmaker, CNBC reported, and the case ended seven weeks later with a ban on the sale of its products to Chinese state infrastructure operators. That ...

Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m

The ProShares Ultra SK Hynix ETF (NYSEARCA:SKHU) is sliding hard in Friday’s session, extending a punishing stretch for the newly launched, geared-daily product. The catalyst: SK Hynix’s US-listed ADR has come under fresh pressure this week after the company’s preliminary second-quarter revenue, while up sharply year over year, arrived below Street expectations that had run ... SK Hynix Slides and the ProShares Ultra SK Hynix ETF (SKHU) Tumbles With It

SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off. Whether that reaction signals panic over capital spending or a buying opportunity depends on a structural argument about 2027 that not everyone buys.