Notícias

The rally for memory stocks is back on, with Micron leading the way after its earnings blew past expectations on booming AI demand.

Shares of Micron Technology (NASDAQ:MU) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon. The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and ... Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand

Dell Technologies' record AI backlog, lower valuation and broad AI ecosystem put it ahead of SanDisk as AI infrastructure demand accelerates.

Memory-chip maker Micron underlines its status as a market bellwether as stellar earnings revive the stuttering AI trade.

The chipmaker's fiscal third-quarter results topped expectations across the board, lifting chip stocks worldwide

Western Digital stock and shares of hard-disk drive rival Seagate Technology rallied after Micron's results.

Stock Market Today: The Dow Jones index rose Thursday ahead of a key inflation gauge. Micron stock rocketed 17% on earnings.

Technical analysis doesn't tell the whole story.

↗️ Micron Technology (MU): The memory-chip maker said revenue quadrupled in the second quarter and that it expects the chip shortage to extend beyond 2027. Shares surged 17% premarket. ↗️ Sandisk (SNDK), Western Digital (WDC), Qualcomm (QCOM): Memory makers and other stocks tied to the AI buildout also rallied ahead of the bell.

June 25 (Reuters) - Nasdaq futures jumped 2% on Thursday after upbeat forecasts from chipmakers Micron and Qualcomm pointed to strong demand for artificial intelligence infrastructure, lifting

Sandisk Corporation (NASDAQ:SNDK) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The share price of Sandisk has skyrocketed 4,047.87% in the past year and an equally impressive 613.41% year-to-date. Based on 28 analyst ratings compiled by CNN, 79% have assigned a Buy rating to Sandisk, while 18% have […]

Micron’s upbeat Q3 report and Qualcomm's ambitious AI chip sales target boosted the sentiment across the semiconductor segment.

Micron blew past expectations for third-quarter revenue and profit on Wednesday.

Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

I have been tracking Stephen "Sarge" Guilfoyle's Memory and Storage Basket for some time now. Four stocks. Four home runs. And of the four, Guilfoyle keeps returning to the same name with the most conviction. Mighty, mighty SanDisk. Guilfoyle, a former NYSE floor trader with more than 30 years of ...

Investing.com - Micron Technology Inc (NASDAQ:MU) delivered the strongest quarterly results in its history after Wednesday's close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 12.6% in extended trade to around $1,180.97, recovering from a regular-session close of $1,047.20.

The investment banking firm cites stronger confidence in IBM's software growth for the second half of 2026.

Micron surged overnight on strong earnings and guidance, lifting other memory and chip plays. The Fed's favorite inflation gauge is on tap.

The company's revenue exploded, but the physical volume it shipped barely budged, revealing a pricing power the market may still be underestimating.

After surging and sinking during the "green wave," Bloom Energy has rocketed higher as a hot AI data center play.

AMD Steady, Nvidia Higher: Semis Try to Shake Off Selloff Ahead of Micron

Sarat Sethi, managing partner at DCLA, went on CNBC on June 22, 2026 and said the quiet part loud about memory stocks. “Micron is [up] 800, 800% last year. So definitely a little bit ahead of itself. And then when you do get that pullback that could be the opportunity.” That is the whole trade ... Micron Is Up 800% in a Year, and This Money Manager Says the Next Pullback Is Your Entry

Sandisk has further upside despite being one of the best stocks to own so far in 2026.

Our 24/7 Wall St. price target for SanDisk (NASDAQ:SNDK) is $1,755.72, which sits roughly 22.78% below where the stock trades today. After a 857.84% year-to-date run, the NAND maker has lapped almost every analyst on the Street, and our proprietary model now signals that risk and reward have inverted. Our recommendation is sell, with high ... SanDisk Has Run Hot, The Price Target Carries a Warning

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

The legacy memory chipmaker is becoming a high-growth AI stock.

The memory specialist has been the top-performing stock in the Nasdaq-100 so far this year.

Companies in The News Are: SPCX, KFY, SNDK, PG

The AI sector is full of rapidly growing businesses.

Stock Market Today: The Dow Jones index dropped Wednesday after Tuesday's tech sell-off. FedEx dived on earnings.