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Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.
Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that’s key to the AI boom.
Inflation, earnings and chip stocks were top of mind for investors on Thursday.
Investor Day targets 50% free-cash-flow margins.
The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.
(Bloomberg) -- Shares of SK Hynix Inc. advanced, lifted by an overnight rally in US chipmakers and speculation that the Korean firm may soon unveil buybacks and other details of a broader shareholder return plan. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersIran Weighs Allowing Europe to Clear Mines in Strait of HormuzTrump Discusses Iran W
Micron Stock Rises on New AI Storage Push With Microchip Technology
A single analyst note on one memory chip stock just sent leveraged semiconductor ETFs on a wild ride, but the same funds lost catastrophic ground only weeks earlier when tariffs hit the sector. Three ways to play this rebound carry very different risks.
SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.
(Bloomberg) -- Samsung Electronics Co.’s semiconductor arm reported a more than 250-fold jump in profit after AI’s reliance on memory delivered hefty margins. Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push With Siri AI at CenterThe unit, whi
(Bloomberg) -- A bipartisan group of US senators urged Apple Inc. to abandon any efforts to buy chips from blacklisted Chinese semiconductor suppliers CXMT Corp. and Yangtze Memory Technologies Co., warning that the iPhone maker risked becoming reliant on a US adversary for crucial components.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates Ag
China's CXMT just pulled off the biggest semiconductor IPO in mainland history, and Micron shareholders felt the tremors almost immediately. Whether that reaction is panic or opportunity depends on one critical gap between the two chipmakers.
Investor demand sends China's largest DRAM maker sharply higher
Sometimes three’s a crowd. But when it comes to the memory boom there’s room, and plenty of demand, for more chip makers.
Shares of the Chinese memory-chip company surged in their trading debut, buoying Beijing’s campaign to become a global force in semiconductors that power AI.
Shares of CXMT, China's largest memory chipmaker, soared Monday after they began trading in Shanghai in mainland China’s biggest initial public stock offering in recent years. CXMT's shares surged 472% and were trading up 462% by early afternoon. It has become the most valuable company listed on a mainland Chinese exchange, with a market capitalization of about 3.3 trillion yuan (more than $487 billion).
(Bloomberg) -- China’s memory-chip bellwether CXMT Corp. can extend its blockbuster stock market debut to rally 1,239% from its initial public offering price as it wins market share over time, according to Nomura Holdings Inc.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew With No End in SightAwakened Indian
South-Korea memory-chip maker SK Hynix stock offers its first buy point ahead of the firm's debut earnings report next week.
(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le
Micron stock and SK Hynix were rising ahead of Big Tech earnings but there is a risk that big customers will look to sidestep soaring memory costs.
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