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AMD and Cerebras Systems have unveiled a collaboration aimed at enhancing AI inference infrastructure through a new disaggregated solution. This partnership integrates AMD’s Helios™ rackscale solutions with Cerebras’ Wafer-Scale Engine, promising ultra-low latency and high throughput for AI applications. The joint solution, which will be available via Cerebras Cloud in late 2026, optimizes the workflow by independently enhancing throughput with AMD’s technology and accelerating token...
Is the memory giant's stock a buy after its recent pullback?
Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.
Stocks looked set to struggle for direction on Friday as a drop in oil prices eased fears about higher inflation, even as artificial-intelligence jitters lingered. Nasdaq 100 futures rose 0.1%. The Dow was on track to outperform the other two major indexes because it tends to be more reactive to oil prices, which were retreating having spiked above $100 a barrel the previous session.
Alphabet’s capex forecast raise and a hat tip from Elon Musk boosted sentiment for MU stock.
Moonshot AI’s Kimi K3 launch in China drew such heavy usage that the service quickly stopped taking new users. Analysts are pointing to the surge in demand for Chinese AI models as a potential tailwind for memory suppliers like Micron Technology (NasdaqGS:MU). The user cap at Kimi K3 highlights a tight balance between AI compute needs and available high performance memory supply. Micron Technology sits squarely in the path of this AI build out, with its memory products tied to data center...
Memory stocks were the hottest trade of 2026 until they weren't. In the span of a few weeks, one of the market's best-performing sectors flipped into a bear market. Micron (MU), Samsung, and SK Hynix (SKHY) all fell more than 20% from their late-June highs, and the Roundhill Memory ETF went ...
The picture emerging from Q2 earnings is one of broad-based strength. Companies are comfortably beating consensus estimates-even as those forecasts were revised upward leading into the reporting cycle-while the overall pace of earnings growth continues to accelerate noticeably.
Rising bond yields and worries over increased spending from mega caps Alphabet and Tesla put pressure on the broader stock market on Thursday.
D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.
Micron (NASDAQ: MU) shares rose 3.1% in intra-day action Thursday following the comments as investors interpreted the endorsement as confirmation of a deepening strategic supply relationship. The move is in stark contrast to Tesla, which is down 14.3% following an earnings miss, negative free cash flow and weak auto margins.
Google just gave investors another reason to love Micron stock.
The AI data center build-out has transformed the market for high-bandwidth memory.
(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.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
Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Palantir has been crushed year to date while the S&P 500 climbs, yet a single performance metric shared by only three other companies in the world suggests the selloff may be creating a rare opportunity.
Micron Technology and Taiwan Semiconductor Manufacturing are highlighted as AI infrastructure plays with strong growth driven by rising AI demand.
Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into its most consequential earnings report of the year, and the bull and bear cases could not be further apart.
Memory chip companies are supposed to live and die by cycles, which makes one number buried in Micron's latest earnings report look like it belongs to an entirely different kind of business.
The supply agreement gives Tesla more certainty as memory prices remain elevated.
After a stunning +749% run over the last twelve months, Micron Technology (MU) stock has recently pulled back, trading at about $959.48 a share. The company sits at the heart of the AI buildout, supplying the critical memory chips that power modern data centers. Yet for investors, its position within its competitive group presents a puzzle. Micron trades at a premium 44.8 times earnings, more expensive than rival NVIDIA's 32.3 multiple, but its operating margin of 48% doesn't reach NVIDIA's 64.
Bank of America Has a Blunt Message for Micron Stock Investors
Tesla CEO highlights critical memory supply during AI buildout
AI-driven semiconductor demand continues to fuel the sector's rally, making MU, INTC, NVDA, AMAT and TXN stocks to watch for growth this year.