(Bloomberg) -- Chinese hardware technology stocks have been on a tear. The next challenge is showing the earnings to back it up.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityShip Struck in Hormuz as Oil Supertankers Turn Back AgainA surge in AI infrastructure spending by hyperscal
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What does a sold-out memory supplier really tell you about the staying power of the AI chip boom?
Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.
On June 25, 2026, BlackBerry reported impressive earnings, driven by its booming QNX unit.
BNP Paribas analyst Laurent Vasilescu called a reported plan by Nike to bar key Chinese distributors from selling products online starting in 2027 a “strategic misstep.”
WesBanco has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 10.9% to $37.87 per share while the index has gained 6.3%.

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.

US stocks (^DJI, ^IXIC, ^GSPC) search for direction ahead of Thursday's session close, while Micron Technology (MU) holds onto gains following its massive earnings beat yesterday. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the day's market moves, Big Tech stocks, and how Micron's stock gains may be impacting Apple (AAPL).
Wall Street could still be underestimating Nvidia and overestimating AMD.
AI Memory Demand Looks Stronger Than Feared
Over the last six months, Graco’s shares have sunk to $74.99, producing a disappointing 10.1% loss - a stark contrast to the S&P 500’s 6.3% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
ICU Medical has been treading water for the past six months, recording a small loss of 3.3% while holding steady at $142.98. The stock also fell short of the S&P 500’s 6.3% gain during that period.
(Corrects day of the week in the last paragraph.) Micron Technology (MU) newly signed long-term c
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how non-discretionary retail stocks fared in Q1, starting with Dollar General (NYSE:DG).
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
Let’s dig into the relative performance of nLIGHT (NASDAQ:LASR) and its peers as we unravel the now-completed Q1 electronic components earnings season.
Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. In the quarter, the Fund returned -3.07%, slightly better than the MSCI World Index’s -3.57%. Strong stock selection in information technology, especially companies tied to artificial intelligence […]
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.
Micron's blowout earnings sent the stock soaring Thursday, but the bigger market message showed up in Apple's share price.
United Airlines is projected to announce its second-quarter results soon, with analysts predicting a double-digit decrease in the company's earnings.
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 (MU) newly signed long-term customer agreements are emerging as a key source of ma
Nike Inc. will release its fourth-quarter earnings report after the closing bell on Tuesday, June 30. Analysts expect the company to report quarterly earnings of 12 cents per share. That’s down from 14 cents per share in the year-ago period....
Zscaler (ZS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Modine (MOD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Micron reached record revenue for the fifth straight quarter.
Kinder Morgan is poised to release its second-quarter results soon, with analysts expecting a double-digit increase in earnings.
DRI reports fourth-quarter fiscal 2026 results with EPS above estimates and sales up 13.7% YoY, supported by same-restaurant sales growth despite a revenue miss.