Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price…
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The…
Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the silicon.…
Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and…
CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud…
Live Updates Markets Lose Steam1:53pm ETThe markets have run out of steam ahead of Micron’s earnings after the bell. After leading the market higher earlier today with a 4% gain, MU stock…
On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%. That gap is the product…
I’m opening with the headline number. Our 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is $586.55 over the next 12 months, against a current quote…
Vandita Jadeja Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) are leading a sharp midday slide in chip stocks on Tuesday. AMD stock down 5% to $523 while Intel…
Live Updates Flash PMI1:12pm ETThe S&P Global manufacturing flash PMI came in at 55.7 for June, edging above May’s reading and clearing the 54.8 Dow Jones consensus estimate. But the stronger headline…
Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction). Chase Coleman’s Tiger Global added…
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding…
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
