Notícias
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Rising bond yields and worries over increased spending from mega caps Alphabet and Tesla put pressure on the broader stock market on Thursday.
D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.
Micron (NASDAQ: MU) shares rose 3.1% in intra-day action Thursday following the comments as investors interpreted the endorsement as confirmation of a deepening strategic supply relationship. The move is in stark contrast to Tesla, which is down 14.3% following an earnings miss, negative free cash flow and weak auto margins.
Google just gave investors another reason to love Micron stock.
The AI data center build-out has transformed the market for high-bandwidth memory.
(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of
Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Palantir has been crushed year to date while the S&P 500 climbs, yet a single performance metric shared by only three other companies in the world suggests the selloff may be creating a rare opportunity.
Micron Technology and Taiwan Semiconductor Manufacturing are highlighted as AI infrastructure plays with strong growth driven by rising AI demand.
Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into its most consequential earnings report of the year, and the bull and bear cases could not be further apart.
Memory chip companies are supposed to live and die by cycles, which makes one number buried in Micron's latest earnings report look like it belongs to an entirely different kind of business.
The supply agreement gives Tesla more certainty as memory prices remain elevated.
After a stunning +749% run over the last twelve months, Micron Technology (MU) stock has recently pulled back, trading at about $959.48 a share. The company sits at the heart of the AI buildout, supplying the critical memory chips that power modern data centers. Yet for investors, its position within its competitive group presents a puzzle. Micron trades at a premium 44.8 times earnings, more expensive than rival NVIDIA's 32.3 multiple, but its operating margin of 48% doesn't reach NVIDIA's 64.
Bank of America Has a Blunt Message for Micron Stock Investors
Tesla CEO highlights critical memory supply during AI buildout
AI-driven semiconductor demand continues to fuel the sector's rally, making MU, INTC, NVDA, AMAT and TXN stocks to watch for growth this year.
Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.
Micron and SK Hynix stock were rising ahead of the open Thursday after earnings from Alphabet and signs of continued spending on memory helped ease fears that have hung over chip makers. SK Hynix was outdoing its U.S. rival, though the Korean memory giant has been susceptible to bigger swings recently, since it made its debut in the U.S. stock market earlier this month. Micron stock gained 3.5% in premarket trading on Thursday with SK Hynix’s American Depositary Receipts (ADRs) up 6.7%.
(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le
Both memory makers have seen their stocks melt up this year due to the artificial intelligence boom.
This memory chip stock has soared in recent years.
Intel Corp (NASDAQ:INTC) reports second-quarter financial results Thursday after the closing bell, with investors expected to look for updates on whether the company has started easing the supply constraints that executives said limited revenue in the first quarter. Supply Limited Revenue in Q1 During the first-quarter earnings call in April, CEO Lip-Bu Tan said demand continued to outpace supply across Intel’s businesses, particularly for Xeon server CPUs, even as the company expanded factory o
I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...
A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.