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…
Artificial intelligence has created no shortage of investment opportunities, but it has also exposed one bottleneck after another. First it was GPUs. Then networking. Then power generation. Today, memory has become one…
Rich Duprey The market has a habit of rewarding investors who recognize when an old pattern no longer applies. Cyclical industries eventually boom and bust, but structural shifts can stretch those cycles far longer…
Rich Duprey Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike. NVIDIA sells…
Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor…
