Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just delivered earnings that expose opposite ends of the AI hardware trade. Micron reported $41.46 billion in fiscal Q3 revenue…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) and Google (NASDAQ:GOOGL) both just delivered blowout Q1 2026 reports, yet their businesses look nothing alike. Palantir rebounded 14.55% in the past week after touching a…
Bank of America Securities Senior Semiconductor Analyst Vivek Arya believes the AI-driven semiconductor boom is still in its early stages. In a recent CNBC interview, he argued that demand for AI infrastructure…
U.S. stocks ripped more than 15% higher in the second quarter of 2026. For retirees and those who remain fully invested in the idea that this bull market can continue for some…
Micron Technology (NASDAQ:MU | MU Price Prediction) has become the memory story of the AI cycle. Cloud Memory revenue hit $13.769 billion in fiscal Q3 2026 alone, and non-GAAP gross margin ballooned…
Vandita Jadeja Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is…
Live Updates IPO Central12:26pm ETDemand for SK Hynix, which is gearing up for a listing on the U.S. stock market, is through the roof. The stock has reportedly been oversubscribed “multiple times” over,…
Micron insiders have sold more than $100 million in company stock over the past 24 months, and they’re not slowing down. Per the Oppenheimer desk, as cited by CNBC’s Carl Quintanilla on…
Asia’s markets open a pivotal week with one question hanging over the semiconductor tape: how durable is the memory trade? On Bloomberg TV’s The Asia Trade this morning, analyst Anthony Stephens framed…
Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through…
SK Hynix, the world’s second-largest memory-chip maker, is coming to the NASDAQ on Friday with the largest stock sale anyone has priced in years, and the chip complex is already pricing it…
Micron Technology (NASDAQ:MU | MU Price Prediction) closed at $1,007.49 on July 6, 2026, up 3.27% on the day from Thursday’s $975.56 close. A year ago you could buy the same share…
DRAM makers have arguably been the in the hottest corner of the semi trade so far this year, and while a wave of increased volatility has made the names tough to buy…
Joey Frenette Memory names are ripping higher in early Monday trading. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is up 5% to $1,836, Western Digital (NASDAQ:WDC) shares are up 5% to $565.33, and Micron…
NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is up just 3.2% year to date, a striking laggard in a sector…
