Notícias

Is SanDisk's incredible bull run coming to an end?

Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology (NASDAQ:MU) stock is down 5% to $942, SanDisk (NASDAQ:SNDK) stock is off 5% to $1,664, and Marvell Technology (NASDAQ:MRVL) shares are lower by 6% to $298. The moves landed shortly after the open and have ... Micron, SanDisk, and Marvell Plummet as “Parabolic 7” Trade Unwinds

The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

In the last week, the United States market has stayed flat, but over the past 12 months, it has risen by 26%, with earnings expected to grow by 16% per annum in the coming years. In this environment of steady growth and promising earnings projections, identifying high-growth tech stocks involves focusing on companies that demonstrate strong innovation and adaptability to capitalize on emerging technological trends.

The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched on April 2, 2026 with a 0.65% expense ratio, just as Micron Technology (NASDAQ:MU) was approaching a trillion-dollar market cap. Micron is up ... Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

While market watchers obsess about the dominance of a handful of gigantic stocks, smaller companies are the real winners this year. The Russell Microcap index of market tiddlers is up 21%, the Russell 2000 small-capitalization index a bit less, and the S&P 500 only slightly over half as much. Investors should be paying attention, both to understand why smaller stocks did so well, and why it might not last.

↘️ Lululemon Athletica (LULU): The athleisure company cut its outlook for the year, citing challenges including a spike in negative commentary around the brand and a lackluster response to new products.

AI infrastructure demand is expanding beyond chips, and these five stocks are positioned to benefit from growth in memory, storage, servers and data centers.

The Roundhill Memory ETF (DRAM) is a proxy of the red hot memory chip sector.

Broadcom’s results triggered a selloff in memory and chip stocks on Thursday.

Broadcom’s downbeat AI outlook is rattling chipmakers even as the Dow notches fresh records, today, June 4, 2026.

Susquehanna’s bullish outlook on Sandisk reflects confidence that AI-driven storage demand and favorable memory-market dynamics could support further gains.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.73%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.53%. June E-mini S&P futures (ESM26 ) rose +0.36%, and June E-mini Nasdaq futures...

Beyond the initial AI-fueled surge, it is how management leveraged that momentum that has Wall Street taking notice.

Could this $271 billion memory giant reach $500 billion soon?

Broadcom's AI chip news isn't as bad for Sandisk as you might have heard.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...

Shares of Micron Technology (NASDAQ:MU) are down by about 7% to $1,004 in mid-morning trading on Thursday, June 4, after Broadcom (NASDAQ:AVGO) delivered an AI chip outlook that markets viewed as underwhelming. Broadcom shares are down 14% to $411 and change. The drop comes despite no Micron-specific news. It’s evidently a sympathy move tied to ... Micron Drops 7% as Broadcom’s Disappointing AI Outlook Triggers a Semiconductor Selloff

Investors just can’t seem to get enough of the memory and storage stocks, even after their mouth-watering parabolic moves. Micron (NASDAQ:MU) and South Korea’s SK Hynix are now $1 trillion companies. It’s hard to believe, but they’re rising up the ranks in a big way. And analysts across Wall Street still expect more from the ... Opinion: The Best Memory Stock to Buy Isn’t Named Micron or SanDisk

After a vertical run that has minted one of the most extraordinary rallies of this cycle, the real question for SanDisk (NASDAQ:SNDK) is whether the price has finally outrun the fundamentals. Our 24/7 Wall St. price target for SanDisk is $1,453.48, which sits below the current quote of $1,761.43 and implies a 17.48% downside over ... Price Prediction: Up 1400% in 2026, This Is Where We See SanDisk Heading

HON will own a large stake in Quantinuum following the IPO.

Semiconductor stocks declined as Broadcom's forecast weighed down the broader complex.

Semiconductor stocks declined as Broadcom's forecast weighed down the broader complex.

MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.

FEATURE The artificial-intelligence rally may be grinding to a halt. Technology stocks were getting hit hard on Thursday after mediocre revenue guidance from Broadcom caused investors to question how fast AI demand will accelerate.

It was nearly impossible to avoid these two AI names in May. Now June poses a critical question: buy, hold, or stay away?

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.

High-flying tech stocks were struggling on Thursday after Broadcom's so-so revenue guidance failed to impress investors. Futures tracking the Nasdaq 100 were 1.1% lower as the tech-heavy index lagged behind both the S&P 500 and Dow Jones Industrial Average.

June Nasdaq 100 E-Mini futures (NQM26) are trending down -1.12% this morning as a disappointing forecast from Broadcom led investors to hit pause on the AI trade.

The Morning Bull - US Market Morning Update Thursday, Jun, 4 2026 US stock futures are mixed this morning, with broad S&P 500 contracts slightly softer while tech linked contracts edge higher, as investors weigh three big forces. First, the OECD now expects global growth of 2.8% in 2026 and US growth of 2.0%, a signal that the world economy is still expanding but not racing ahead. Second, the US 10 year Treasury yield is holding near 4.45%, suggesting borrowing costs for mortgages, credit...