Notícias

Cencora (COR) was Smart Insider's stock pick of the week after Chair Mark Durcan bought $1 million i

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.

Micron Technology posted record Q3 results and stronger guidance as AI memory demand surged, raising the question of whether more upside remains.

Phil Rosen goes Inside The ICE House to explain how Micron’s blockbuster earnings are reinforcing the strength of the AI-driven memory trade and broader tech rally. He breaks down why investors remain bullish even as rising chip costs begin to pressure consumer-facing companies and create uneven outcomes across the market. Rosen also frames the recent tech sell-off as a healthy rotation into defensive sectors rather than a broader market breakdown. He discusses Fed Chair Kevin Warsh’s uncertain policy stance, with markets still searching for clarity on rates.

AAOI's CATV momentum and AI-driven datacenter demand are fueling strong revenue growth, with management expecting gains through 2026.

Investing.com -- Bernstein raised its price target on SanDisk to $3,000 from $1,700, a move driven by a fundamental shift in how memory makers are structuring long-term supply agreements (LTAs) with customers, which the broker says materially reduces the risk of severe earnings swings during industry downturns.

Nvidia sits at the center of this story as the single largest driver of the sector’s index weight expansion over the past few years amid the AI boom. However, the broadening of the semiconductor trade to include Broadcom, TSCM, ASML, AMD, and more recently memory stocks like Micron and SanDisk has pushed the index higher and higher.

Chipmakers reach unprecedented share of the benchmarkSemiconductor companies now account for a record 19. 7% of the S&P 500, almost four times their weighting of around 5% in June 2020, according to Citadel Securities strategist Scott Rubner.

Investing.com -- The "Magnificent 7" group of technology companies lost approximately $2.3 trillion in market value this month as investors increased scrutiny of large infrastructure spending by these firms.

More supply could become available within a couple of years, but that doesn't mean the shortages will end by then.

Apple raised prices across its lineup this week and blamed the chipmakers that supply its memory. One of those suppliers tells a different story about how the shortage started.

Micron Technology Inc. (NASDAQ:MU) is one of the 10 AI Stocks That Are Surging. On June 15, TD Cowen raised the firm’s target price on Micron Technology Inc. (NASDAQ:MU) from $660 to $1500 and maintained a Buy rating on the stock. The firm remained optimistic about MU due to growing memory demand, particularly DRAM used […]

This ETF provides investors with a way to stay invested in the Nasdaq-100 while reducing high-concentration risk.

This year's second quarter was a blockbuster period for tech stocks. The PHLX Semiconductor Index—which houses chip stocks like Nvidia and Broadcom—has climbed 81% through yesterday, putting it on track for its best quarter in history. Once darlings of the industry, some of the biggest names in tech have fallen out of favor with investors as they fret about these companies' big AI spending commitments.

Micron has been on an incredible run, but could there be more upside ahead?

Space Exploration Technologies Corp. (NASDAQ:SPCX) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 26, Argus initiated SpaceX as “Hold,” citing concerns over valuation and volatility. We are initiating coverage of Space Exploration Technologies Corp. (Nasdaq: SPCX) with a HOLD rating. The firm noted how SpaceX’s […]

Penguin Solutions Inc. (NASDAQ:PENG) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 25, Penguin Solutions announced an updated version of its ClusterWareAI operating system software, its specialized AI Factory Platform operating system and infrastructure management software. The three new updates include an AI-powered operations agent, […]

ON Semiconductor Corporation (NASDAQ:ON) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Recently, ON Semiconductor was in the news related to announced plans for buying Synaptics, an American neural network technologies and computer-to-human interface devices development company, for an estimated $7 billion, its largest acquisition ever. However, […]

International Business Machines Corporation (NYSE:IBM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 26, Deloitte, IBM and Red Hat’s Lightwell announced a joint collaboration aiming to address vulnerabilities in open source software supply chains as artificial intelligence makes cyber-attacks faster and more automated. Together, the […]

American Tower Corporation (NYSE:AMT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. One Wall Street firm has recently assumed coverage on American Tower, citing it as one of the best positioned stock in its peer group with a clear path toward high single-digit AFFO growth. On June […]

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. While Qualcomm’s expanding data-center revenue opportunity makes it difficult to remain bearish, one investment firm remains skeptical due to its product roadmap and competitive positioning. On June 25, Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight […]

Tech stocks posted their strongest first half of the year since 2023, when the AI boom first drove equities higher.

Tech stocks are set to notch their strongest first half of the year since 2023, when the AI boom first drove equities higher.

Apple raised prices on some of its products to account for higher memory costs, which could have implications across the AI sector.

Historically, memory chip stocks like Micron and Sandisk have crashed following periods of peak demand.

Bernstein raised its price target on SanDisk stock to $3,000 from $1,700.

Micron is now 1.9% of the benchmark index in terms of weight.

A recent This Week in Tech (TWiT) episode titled “Flock of SQLs,” explored an unintended consequence of the AI boom that feels meaningful for semiconductor and consumer hardware stocks. A global RAM shortage driven by AI data center demand is forcing device makers to raise prices. The three dominant memory suppliers, SK Hynix, Micron, and ... Tech Experts Warn: Memory Shortage Crisis Won’t Ease Until 2028, and RAM Makers Have No Incentive to Fix It

D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU) could be worth roughly four times its current price. However, if ... Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030

In the same way a dismal class performance on a business school exam will still yield some A’s, curves also apply in the stock market when a company’s results aren’t necessarily jumping off the page. Consumer stocks and housing-related companies were hit hard by the oil price spike this year. On May 19, WTI crude oil hit its most recent peak of more than $109 per barrel, while the 10-year Treasury yield hit its most recent high just below 4.69%.