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AI customers are rushing to Micron for memory products.

Cerebras soared 68% on its first day of trading.

What does a sold-out memory supplier really tell you about the staying power of the AI chip boom?

TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broader tech rally rebound.

Wall Street could still be underestimating Nvidia and overestimating AMD.

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 morning after Micron Technology (NASDAQ:MU) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural ... BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story

Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and growing demand for AI memory chips may boost confidence in the broader AI trade.

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

Apple (NASDAQ:AAPL) has become one of the more interesting setups in mega-cap tech. After a 46.9% rally over the past year and an 8.01% year-to-date gain, the stock consolidated in June. With earnings accelerating and the iPhone 17 cycle feeding the top line, our model sees room for double-digit upside. Our 24/7 Wall St. price ... Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside

Micron Technology stock (MU) is up by more than 18% in Thursday's pre-market after releasing fiscal third quarter results (adjusted earnings of $25.11 per share, $41.46 billion in revenue) that blew past Wall Street forecasts. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson in reacting to Micron's massive earnings release.

Artificial intelligence has created a handful of corporate winners, but one company has towered above the rest. Nvidia (NASDAQ:NVDA) became the face of the AI revolution as demand for its chips exploded, pushing its market value to roughly $4.8 trillion. Even after a pullback of nearly 16% from its all-time high, most investors still view ... Micron’s Jaw-Dropping Earnings Show It Is Leaving Nvidia Behind in the AI Boom

Micron's hot streak continues.

STOCKS Asian equity markets were mostly higher after memory-chip maker Micron’s blockbuster results eased artificial-intelligence fears and oil slumped toward prewar levels as Middle East tensions continued to ratchet down.

Investing.com -- Memory-chip maker Micron Technology topped Wall Street expectations in its fiscal third quarter and issued significantly stronger-than-expected guidance for the current quarter, sending shares up about 9% in after-hours trading as investors cheered continued AI-driven demand for memory chips.

Moby summary of Daktronics, Inc.'s Q4 2026 earnings call

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

AI chipmaker Micron Technology (MU) is due to report its fiscal third quarter earnings results after Wednesday's market close. The company's stock has gained by 270% year-to-date in 2026. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Opening Bell Media CEO Phil Rosen discuss how much higher Micron's stock could run following this earnings report.

Micron’s fourth-quarter outlook will be closely watched. The red-hot memory stock needs a big number.

Moby summary of Korn Ferry's Q4 2026 earnings call

Moby summary of Carnival Corporation & plc's Q2 2026 earnings call

Its share price has plunged about 21% since second-quarter earnings were released on June 3.

Cerebras Systems, an AI chip maker, anticipates first-quarter sales of $181 million, an 82% increase year-over-year.

Moby summary of Outdoor Holding Company's Q4 2026 earnings call

The biggest IPO of all time is weeks away from its first earnings report as a public company.

The market has gotten a bit irrational with Broadcom's stock.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Micron Technology (NASDAQ:MU) stock is up about 6% in Monday morning trading to around $1,199, leading a broad memory and storage rally into the company’s Wednesday earnings report. Western Digital (NASDAQ:WDC) stock is also up by about 6% to around $788, while SanDisk (NASDAQ:SNDK) stock is up 5% to around $2,294. The group is resisting ... Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings