Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Data-center expansion is substantial, but pricing contributed more than volume to the latest sequential increase.

Tech stocks fell sharply on Monday after AI companies called for a slowdown in the development of the technology.

News about the broader AI landscape sent the chipmaker lower.
Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.

Seagate and Western Digital both posted blockbuster quarters with nearly identical revenue guidance, yet one is shipping next-generation HAMR drives into hyperscale contracts right now while the other bets its future on timing the market perfectly.

MU's manufacturing push targets rising AI memory demand, with new DRAM and HBM capacity planned as supply constraints support growth.

When the CEOs of Anthropic and OpenAI called for slower AI development over the weekend, memory stocks took the sharpest hit in the market Monday morning, and the reason behind that specific reaction reveals exactly how fragile the AI-infrastructure trade has become.

SanDisk Corporation (NASDAQ:SNDK) shares fell 5. 5% in pre-market trading on Monday to $1,543.

Shares of Intel, Marvell, Micron, and Sandisk are slumping—but investors shouldn’t make any rash moves right now.

Shares of Intel, Marvell, Micron, and Sandisk are slumping—but investors shouldn’t make any rash moves right now.

European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.

Broadcom, Bloom Energy, and Sandisk have been highlighted in this Market Edge article.

A year ago, the market valued the entire flash-memory maker near $10 billion. Its latest quarter's profit alone came to two-thirds of that.

Analysts are underestimating SK Hynix's growth potential, setting the stock up for a big jump.

The firm expects NAND prices to become stable by the end of the year.

Micron reports fiscal fourth-quarter earnings on Sept. 30.
The memory-shortage thesis assumes AI usage and memory demand rise together. DeepSeek just supplied a reason that relationship may be weaker. Its September 10 release says V4.1-Flash needs one-quarter as much HBM and one-eighth as much SSD capacity for its KV cache as the previous generation. That matters to Micron Technology, Inc. (NASDAQ:MU) and Sandisk […]

Jim Cramer spotted gigantic flex-call buying across a basket of tech and energy names on live television and openly asked who was behind it. A House disclosure filed weeks earlier quietly named two of those same stocks.







