Notícias

MU's post-earnings pullback comes despite record results and strong AI memory demand, with growth guidance and analyst targets remaining upbeat.

The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT) they should actually own after the drawdown. According to Carson Group chief market strategist Ryan Detrick, from recent highs Micron stock is down 22%, Applied Materials stock ... Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

Micron Technology, Inc. (NASDAQ:MU) is one of the Best Stocks To Buy. On June 30, CNBC reported that Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said aggressive customer pricing pressure helped create today’s memory shortage by leaving the industry underinvested before AI demand increased. Mehrotra said, “Certain customers drove pricing significantly down in our industry.” He […]

A recent sell-off in high-flying chipmakers and momentum stocks is being viewed by Wall Street as an orderly unwinding of profits rather than a fundamental flaw in the artificial intelligence boom.

AI memory leader retreats sharply from June peak

Wall Street is becoming more confident in Micron Technology (MU). A Melius analyst now says the chipmaker could become the sixth-largest public company in the United States. That would make it worth more thanBroadcom (AVGO) and even Taiwan Semiconductor (TSM). The analyst's claim is a bold ...

The selloff follows a strong run tied to AI and memory demand.

Palantir Technologies (NASDAQ:PLTR) now carries a market capitalization of a little more than $300 billion as of July 3, 2026, which has taken many investors on a nice ride, given the company’s the software-with-a-defense-flavor story. Palantir is now arguing for a seat inside the mega-cap conversation, alongside the AI infrastructure names its own CEO likes ... Palantir Just Hit $300 Billion. The Numbers Say That’s Only the Start.

On July 8, 2026, a reescalation of U.S.-Iran tensions sent crude surging and equities tumbling across all three major indexes.

CNBC’s Jim Cramer has spent much of 2026 warning that the stock market’s biggest short-term risk lies in the ever building IPO pipeline. His concern boils down to a simple analysis pulled from a recent social post: “We have to be careful.” The immediate trigger is SK Hynix’s roughly $28 billion American Depositary Receipts (ADR) ... Wall Street Insider Says SK Hynix IPO Could Overwhelm the Market. Here’s the Risk Beyond Memory Stocks.

On The AI Investor Podcast, one point kept resurfacing when the panel discussed index concentration risk: “Nvidia is 8.5% of the NASDAQ, but it’s expected to contribute 37% of next year’s profits for the entire index. Nvidia, Micron, Broadcom combined, they’re just a little under half of all the profit contributions to the NASDAQ index ... Broadcom Stock: The 1 Number That Could Tell You a Market Turn Is Coming

Micron Technology Inc. (NASDAQ:MU) is one of the AI stocks on Wall Street’s radar. On July 4, Bloomberg reported that Micron has broken ground on the expansion of a factory in Western Japan. The $9.3 billion investment is part of the company’s push to expand capacity for advanced memory chip production. Japan’s Ministry of Economy, […]

Microsoft Corp (NASDAQ:MSFT) is a top AI stock on Wall Street’s radar. On July 6, Wolfe Research cut its price target on Microsoft Corp (NASDAQ:MSFT) to $525 from $570, citing surging memory costs that lifted its FY27 capex forecast to $270 billion from $230 billion, while maintaining an Outperform rating. Analyst Alex Zukin noted Micron’s […]

The narrative around artificial intelligence has shifted several times over the past year. Investors have worried about stretched valuations, slowing cloud spending, and whether businesses will generate enough return on their investment to justify the billions pouring into AI infrastructure. Yet the latest long-term forecasts suggest the investment cycle is still in its early innings. ... Wall Street Thinks AI Is Slowing. Wall Street Is Wrong

MU, ON, NXPI and NVDA stand to gain as AI-powered vehicles drive demand for memory, processors, sensors, networking and power chips.

SPCX stock falls to post-IPO lows as tech selloff pressure meets valuation concerns, but Starlink, Starship and AI ambitions keep its long-term story alive.

The average brokerage recommendation (ABR) for Micron (MU) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

AI Stocks Tumble as Middle East Fears Rattle Wall Street

The world’s hottest index has been dragged into a technical bear market as the memory-chip selloff gathered pace Wednesday. So long as AI demand drives huge spending on memory chips, the KOSPI is likely to resume its rally.

President Trump rang the opening bells of the NYSE and NASDAQ from the Oval Office on July 4, 2026, officially launching Trump Accounts. Two days later, he told reporters: “If we have a good market like we do now, they’re going to become actually very rich. They’ll have hundreds of thousands of dollars. Think of ... Trump Says New Accounts Will Make Kids ‘Very Rich.’ We Ran The Numbers.

Micron has delivered huge returns so far, but there's only so much one stock can do.

Chip stocks trimmed losses on Wednesday despite a decline in the overall market.

Stock Market Today: The Dow Jones index dropped Wednesday after Trump declared the ceasefire is "over." Micron and Sandisk dived.

Investors are pivoting to AI chatbot developers after a monthslong spell of dominance for memory-chip makers like Micron and SK Hynix.

A fund's label tells you the strategy, but never the full story of what you actually own.

Micron (MU) stock has surged nearly 8x over the past year, pushing its market capitalization above $1 trillion. The rally has been fueled by high-bandwidth memory (HBM), which sits alongside the AI accelerators from Nvidia (NVDA) and AMD (AMD) that are at the heart of the AI infrastructure build-out.

Certara has announced a partnership with NVIDIA to enhance its AI platform for drug discovery and development by incorporating the NVIDIA BioNeMo Agent Toolkit. This collaboration aims to unify Certara's biosimulation software, regulatory expertise, and datasets with AI-driven agents that provide specialized insights for life sciences. The toolkit enables AI agents to function autonomously, complementing biosimulation models and scientific expertise to accelerate the drug development process...

Gerber Kawasaki CEO Ross Gerber has publicly slammed “Big Short” investor Michael Burry over his newly revealed short position against Micron Technology Inc.. Gerber deconstructed the bearish bet, calling the move a “joke” as the memory-chip giant rides a wave...

Dow Jones futures tumbled as President Donald Trump said the U.S.-Iran ceasefire is "over." Crude oil prices soared.

Oil prices spike as president says cease-fire is over, power stocks slump on fears the tech boom is peaking, and more news to start your day.