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Bloomberg58d agobullish
China’s Hardware Tech Stocks Look to Earnings to Sustain Rally

(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

Big Tech stocks tumble while Micron continues to gain on Q3 earnings
Yahoo Finance Video58d agobearishVIDEO
Big Tech stocks tumble while Micron continues to gain on Q3 earnings

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).

Graco (GGG): Buy, Sell, or Hold Post Q1 Earnings?
StockStory58d agoneutral
Graco (GGG): Buy, Sell, or Hold Post Q1 Earnings?

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.

BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
24/7 Wall St.58d agobearish
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story

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

Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
Insider Monkey58d agoneutral
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle

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 […]

Why Micron earnings beat may fuel AI trade optimism
Yahoo Finance Video58d agobullishVIDEO
Why Micron earnings beat may fuel AI trade optimism

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.

Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside
24/7 Wall St.58d agobullish
Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside

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

How To Earn $500 A Month From Nike Stock Ahead Of Q4 Earnings
Benzinga58d agoneutral
How To Earn $500 A Month From Nike Stock Ahead Of Q4 Earnings

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....