Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The market might be all-in on the AI trade, but a growing chorus of traders and analysts is changing strategies. Mega-cap tech companies like Microsoft, Meta, and Amazon have been hit particularly hard in recent weeks as their plans to spend billions on AI infrastructure have attracted growing ...
Micron Technology, along with Samsung and SK Hynix, faces a class-action lawsuit alleging collusion to fix DRAM prices by restricting production of older chips while focusing on high-bandwidth memory for AI.
Bernstein's $3,000 target reflects long-term supply agreements with fixed pricing floors
Micron Drops $250 Million Into Trump Accounts as U.S. Expansion Accelerates
Apple Inc.’s reported effort to secure access to memory chips from a Chinese supplier reflects mounting concerns over future chip availability rather than a search for lower costs, according to analyst Ming-Chi Kuo. AI Data Centers Are Reshaping The Global...
AMAT has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rallied nearly 200% year to date.
Sandisk and Micron maintained their aggressive momentum, contrasting with slumping consulting stocks and a lagging animal health firm.
Micron stock has gained 232% this quarter coming into Tuesday’s session, according to Dow Jones Market Data.
Rambus operates in a key part of the memory boom that most investors aren't noticing.
The company is raising prices on just about everything except its iPhones -- for now.
Employees can receive matching contributions of up to $1,000 per child.
Semiconductor stocks have had a standout quarter. The PHLX Semiconductor Index is up more than 86% for the quarter, Dow Jones Market Data show. Chip stocks are lifting the broader market as the sector leader.
Micron Technology (NASDAQ:MU) has delivered one of the most extraordinary first halves in semiconductor history, with shares up 301.46% year to date through June 29, 2026. After a run like that, the question is whether anything is left in the tank. My 24/7 Wall St. price target for Micron is $1,013.82, implying -11.48% downside from ... Micron Stock Price Prediction: After a 4x First Half, the Forecast Flashes Sell
SanDisk (NASDAQ:SNDK) is the ticker every screen is flashing right now, with the stock up 4,841.8% over the past year on a post-spinoff NAND euphoria trade that has Reddit calling it “the next play”. The SanDisk Trade Has Nothing Left to Give SanDisk went from $47.25 to $2,335 in twelve months. That is a 26-bagger ... Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform
Micron (MU) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Artificial intelligence has created shortages across nearly every part of the semiconductor supply chain. GPUs have received most of the attention, but memory chips have quietly become just as critical. Every advanced AI accelerator depends on high-bandwidth memory (HBM), and manufacturers are struggling to keep pace. Even after investing billions of dollars to expand production, ... Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand?
All three major US stock indexes were up in late-morning trading Tuesday, as investors look to end Q
A key rival plans to list its shares on a major U.S. exchange in the very near future.
Micron told Barron’s that purchasing decisions made by large customers in 2023 are partly to blame for the current shortage of memory chips.
MU may offer greater AI storage upside as HBM demand, strong earnings growth and attractive valuation outpace STX's AI-driven storage opportunity.
Palantir Technologies (NASDAQ:PLTR) has handed retirement investors a wild ride in 2026. Shares of Palantir closed Friday at $112.93, down 12.1% over the past week, 14.78% over the past month, and 36.47% year to date from a starting price of $177.75. The one year change sits at negative 21.71%, and the stock is roughly 46% below ... Palantir Price Prediction: The Stock Will Hit $150 on This Date
Memory has become the hottest corner of the AI trade, and after a sharp pullback in Micron, SK Hynix, and Samsung, investors want to know if it’s a buying opportunity or a warning sign. Thomas DiFazio, ETF Strategist at Roundhill Investments breaks down the firm’s DRAM ETF and why he believes this memory cycle is still in its early innings.
Investing.com -- China's three largest Android smartphone makers have cut their 2026 shipment targets by as much as 30%, according to reporting from Nikkei Asia, a sweeping retreat that illustrates how thoroughly AI-server demand has upended the global memory market and the consumer electronics companies that depend on it.
As US stocks (^DJI, ^IXIC, ^GSPC) tick up in Tuesday's session — the last trading day of 2026's first half — investors' eyes are on the segments of Big Tech that have underperformed thus far. Portfolio Wealth Advisors president and CIO Lee Munson and Yahoo Finance Tech Editor Dan Howley outline what investors have been seeing from Big Tech stocks, especially as memory chips begin to dominate the AI trade.
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