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…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 7% to $1,130 in early Friday trading. SanDisk (NASDAQ:SNDK) is slipping 7% to $2,176, while Western Digital (NASDAQ:WDC) is declining 6%…
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…
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle…
Apple (NASDAQ:AAPL | AAPL Price Prediction) just raised Mac and iPad prices by $100 to $300 depending on the device, and CNBC’s MacKenzie Sigalos framed the move as the first real crack…
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) are down 6% in midday trading Thursday, last changing hands near $407 after closing at $434.06 on Wednesday. The slide stands out because…
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the…
Shares of Apple (NASDAQ:AAPL | AAPL Price Prediction) are down 6% in midday trading on Thursday, sitting near $274 after closing the prior session at $293. The slide is Apple stock’s sharpest…
Micron Technology (NASDAQ:MU | MU Price Prediction) had signed 16 long-term customer agreements, 14 of them locking in roughly $100 billion in minimum guaranteed revenue through 2030, and the stock was up…
Micron Technology (NASDAQ:MU | MU Price Prediction) has climbed from roughly $127.60 a year ago to past $1,048 as the AI memory cycle accelerated. After a blowout fiscal Q3, our proprietary model…
Vandita Jadeja NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory…
Live Updates Tech Headwinds10:27am ETJPMorgan is flagging a potential headwind for tech stocks, warning that retail investors are pulling back on leverage in options and margin accounts after reaching extreme levels. The…
Pre-Market Stock Futures: Futures are trading higher this morning, after all the big funds and portfolio managers may have shown their hands on Wednesday, as the tech and chip stocks sell-off resumed…
Artificial intelligence has created a handful of corporate winners, but one company has towered above the rest. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) became the face of the AI revolution as demand…
Rich Duprey 
