Oracle (NYSE:ORCL | ORCL Price Prediction) recently reported blockbuster earnings, with both the top and bottom lines coming in above estimates. Revenue came in at $19.2 billion ($100 million higher than estimated), and…
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are up 14% to roughly $1,873 in midday trading Thursday, while Western Digital (NASDAQ:WDC) stock is climbing 6% to around $520. The bounce snaps…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are up 5% in midday trading on Thursday, June 11, changing hands near $939. The move extends a historic run that has the…
David Moadel Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack. Marvell sells the custom…
Wall Street may be turning on AI, as Oracle (NYSE:ORCL | ORCL Price Prediction) has lost a fifth of its value in just the past five days. This was a celebrated AI darling,…
Live Updates Oracle Falls 1:46pm ETOracle (NYSE:ORCL | ORCL Price Prediction) is taking a hard hit, shedding more than 11% after laying out plans to raise approximately $40 billion through a combination…
AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global…
Susquehanna analyst Mehdi Hosseini recently slapped a $1,750 price target on Micron (NASDAQ:MU | MU Price Prediction). The stock is trading at below $900, which means the call implies the shares would have…
Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade…
The crowd on Polymarket is pricing a 100% probability that SpaceX completes its IPO by June 30, with the offering targeted at $135 per share for a $75 billion raise. If that…
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the…
Live Updates High Water Mark11:56am ETJPMorgan is offering a measured read on Wednesday’s inflation print, characterizing May’s 4.2% CPI reading as the high-water mark for this cycle, according to Bloomberg. The bank…
The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH…
Micron Technology (NASDAQ:MU | MU Price Prediction) at $949.28 is a Hold, with fresh capital better deployed on a pullback toward $760. The stock has rallied on AI memory demand, but the…
Alex Sirois Memory and storage stocks are taking it on the chin at midday Tuesday, but the sell-off isn’t hitting every name equally. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 6%,…
