Notícias

Strategic agreements now shape broader revenue strategy.

A report on Meta's AI compute plans sparked broad selling across chipmakers and AI infrastructure companies

Investors fear new competition in AI compute.

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

General Motors' (GM) US vehicle sales fell year over year in the second quarter, with the automaker

Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. AMD stock gained 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion. AMD stock was down 5.5% to $548.90, which brought AMD’s market value to $897.2 billion.

Even though Micron stock is falling, there is some good news for investors today.

Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would’ve let you trounce the broader market’s gains again and again. But what if I ... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers. For investors trying to translate that supply tightness into portfolio exposure, three exchange-traded funds capture ... The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM

Micron Technology (NASDAQ:MU) just delivered one of the most remarkable nine-month runs in mega-cap history, and the memory cycle bulls are convinced this is only the second inning. Our model takes a more cautious view. After running the numbers through our proprietary framework, the 24/7 Wall St. price target for Micron is $996.22, which implies ... Prediction: Micron’s Remarkable 800% Run Masks Risk and Our Target Reflects Caution Ahead

Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

A year ago today, taking a buy-and-hold position in Micron stock was one of the best moves investors could have made.

Meta surged more than 11% on a report that the company plans to sell its excess computing power to third parties. The stock is on track for its largest single-day gain since April 9, 2025, according to Dow Jones Market Data.

Micron Technology (NasdaqGS:MU) and General Motors announced a long term supply agreement for automotive memory and storage platforms for future vehicle production. The partnership focuses on securing semiconductors for next generation vehicles as computing and data requirements in cars continue to rise. Separately, Micron committed US$250 million to the new national Trump Accounts child savings program, currently the largest corporate pledge to the initiative. For investors watching Micron...

Strategas Asset Management chief ETF strategist Todd Sohn explains what's in store for the exchange-traded fund (ETF) market in the third quarter.

Shares of Micron Technology (NASDAQ:MU) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower. The ... Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ

The VanEck Semiconductor ETF has gained nearly 76% in the first six months of 2026.

GM will secure supply of LPDRAM, NOR, and UFS NAND products as demand for advanced memory in vehicles grows

Micron Technology (MU) became one of the world’s most valuable companies in 2026, but not too long ago, it was a four-person consulting firm operating out of the basement of a dental office in Boise, Idaho. Now, it has millions of owners, including company executives, institutional investors like ...

Micron's earnings confirm Sandisk's tailwinds will get even stronger.

SNDK's expanding QLC SSD portfolio targets AI storage demand with cost-efficient enterprise solutions, backed by multi-year supply deals and rising data center revenues.

The antitrust lawsuit calls the companies “oligopolists” and accuses them of “concerted anticompetitive behavior.”

Micron will supply GM with storage and memory chips and jointly work to strengthen semiconductor and automotive supply chains in the U.S.

Yahoo Finance Executive Editor Brian Sozzi discusses the current state of the AI "bubble" and tech trade with Slatestone Wealth Chief Market Strategist Kenny Polcari and Bianco Research President Jim Bianco.

Semiconductor shares retreated Wednesday as investors took profits following an 82% gain for the sector in the first six months of 2026

The AI stock bubble is looking bubbly.

GM strengthens semiconductor supply chain with Micron agreementShares of General Motors (NYSE:GM) edged higher on Wednesday after the automaker unveiled a strategic partnership with Micron Technology (NASDAQ:MU) aimed at securing a long-term supply of memory and storage components for its vehicles. The Strategic Customer Agreement is designed to ensure GM has dependable access to the memory and storage technologies needed to support large-scale vehicle production, while addressing ongoing supply

The memory industry is in the middle of an unprecedented boom.

The chipmaker says the pledge, which includes employee matching and community seed deposits, is the largest corporate commitment to the program

Futures fell amid key jobs data and with Fed chief Kevin Warsh due. Bloom Energy, Nike and SpaceX are early movers.