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The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours befor

Data on Stocktwits showed that retail sentiment remains ‘bearish’ on SPY and QQQ.

U.S. stock futures rose, as markets stabilized after reacting sharply to the Fed’s rate meeting Wednesday.

The Nasdaq 100 Index ETF hit its first correction since March as Micron's strong AI-driven results and South Korea's market moves offer signals investors are watching.

Micron and Alphabet boosted S&P 500 Q2 earnings growth, while fading pricing power weighed on Consumer Staples outlooks and estimate revisions.

Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.

Samsung said it expects the global chip shortage to persist through 2028, a bullish signal for memory producers.

South Korea’s SK Hynix shares fell nearly 10% despite record results powered by the AI boom.

(Bloomberg) -- South Korea’s stock market is displaying what would appear to be clear dip‑buying signs: July’s record 33% plunge that has left the benchmark Kospi at its cheapest valuation ever.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapTrump Says US Will Strike Iran Hard as War Escalates AgainWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push

(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

The sell-off is treating four very different businesses as one trade. Sorting them apart is where the opportunity is.

(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

Every investor has felt this jolt. A stock is sliding, and then an executive’s name shows up in a regulatory filing next to a stock sale. The instinct is to assume leadership knows something the market does not. Micron Technology CEO Sanjay Mehrotra just handed shareholders that exact moment. He ...

Before you add to your position, understand what the fund's own past says about the extra downside that often comes first.

Penguin Solutions CEO Kash Shaikh is making a bold bet that the real chokepoint in AI factories has nothing to do with GPUs, and the company's financials suggest Wall Street is only beginning to price in what agentic AI could do to memory demand.

SK Hynix delivered a blockbuster earnings report on Wednesday, only to watch its stock crater. On Bloomberg Daybreak Europe, host Lizzy framed the paradox: “A sixfold surge in profits just isn’t enough. SK Hynix slumps as the chip giant says capital spending will rise around 50% this year.“ The Korean memory maker’s operating profit jumped ... SK Hynix’s Profits Explode 550%, but Its $31 Billion Spending Plan Sends Investors Running

Micron stock has taken a beating of late, but its biggest catalyst isn't going anywhere.

Wall Street Selloff Deepens as Oil Soars and Fed Decision Looms

Chip Stocks Tumble as SK hynix Miss Overshadows AI Demand Strength

A new Korean regulation could have unintended consequences for Micron investors.

Both chipmakers just crushed their earnings yet their stocks are cratering, and only one of them has a business reason to survive the back half of 2026 intact.

Lee argued that the Fed’s policy announcement itself could remove a layer of uncertainty that has weighed on markets in recent weeks.

Strong operating momentum now collides with uneasy investor optics.

A Chinese IPO just torched the entire memory sector in a single session, and one analyst is doubling down on a price target that implies 168% gains from here. The bull and bear cases for Micron have never been further apart.

Micron CEO Makes Another Big Stock Sale as Shares Sink From Record High

After a brutal 47% monthly collapse, SanDisk sits at a crossroads where one analyst sees a 200% recovery while bears argue the worst multiple contraction is still ahead.

A record-breaking earnings print from the world's top memory chip maker just triggered a brutal sector selloff, yet two storage giants are quietly trading green. Here is what the split reveals about where the AI hardware trade goes next.

The AI buildout has resulted in an unanticipated casualty distant from Silicon Valley: telecom equipment manufacturers, who now compete with hyperscalers for the same memory chips. Three major companies, SK Hynix, Samsung, and Micron, control more than 95% of worldwide DRAM production, and as AI data centers use an increasing share of that output, memory […]

July has been a rough month for some AI stocks.

Score one for the bulls.