Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
<body><p>STORY: U.S. stocks ended mixed on Thursday, with the Dow ticking up more than a tenth of a percent, while the S&P 500 closed flat and the Nasdaq dropped nearly half a percent.</p><p>Technology shares reversed early gains to move lower, as investors worried about hyperscaler spending on AI and who foots the bill.</p><p>:: Micron</p><p>Those fears outweighed upbeat signals on AI demand from Micron, which gained nearly 16%, while shares of Sandisk soared 22%.</p><p>Brian Mulberry, chief market strategist at Zacks Investment Management, notes that it's memory chip makers that are now leading the charge. </p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well is that they're memory chips. And you have to have memory, specifically DRAM or H-band memory, if you're going to have enough computing power to do all the computations. That is nothing if you don't have memory to transfer it from one place to another. So one of the reasons that these stocks have done so well and the growth at Micron is so solid is because a recent redesign in the server technology means we go from eight memory chips per server to 96. That's 12 times growth in demand for this one simple component."</p><p>The surging prices of memory and storage chips prompted Apple on Thursday to hike prices for its iPads and MacBooks. That weighed on the stock, sending it down more than 6%. Shares of Nvidia, Microsoft and Alphabet also dropped.</p><p>:: Archive</p><p>Among other movers, shares of Bio-Techne jumped after Merck agreed to acquire the biotech firm for $73 per share in cash, representing a total enterprise value of about $11.3 billion.</p><p>:: Archive</p><p>Meanwhile, U.S. Department of Commerce data on Thursday showed the annual inflation rate through May rose above 4% for the first time in three years, but oil prices this week fell to below pre-war levels.</p></body>
On June 25, 2026, investors tracked deal progress as Bio-Techne shares responded to the proposed buyout terms.
On June 25, 2026, BlackBerry reported impressive earnings, driven by its booming QNX unit.
US equity indexes were mixed on Thursday after Micron Technology's (MU) better-than-expected quarter
(Updates with index/price moves, macroeconomic data, and company/political news from the first parag
(Updates with index/price moves, macroeconomic data, and company news from the first paragraph.)
📣 “What we are getting right now is a power rotation. The 10-year Treasury is rallying, and that’s causing rotation into financials and consumer cyclicals. And the Nasdaq is bouncing all over the place because tech is a secular growth story and you don’t need tech as much when oil is at $70.
📣 "There are lots of traders there just trying to make a buck, so they follow the momentum and then try to take profits." —Thomas Martin, senior portfolio manager at Globalt Investments, on this morning's market moves.
Micron's earnings report gave the Nasdaq the jumpstart it desperately needed on Thursday. The Nasdaq was up 0.9%. Micron not only reported blowout results but also gave a forecast that had Wall Street ready to pile back into the chip sector after a brief road bump.
US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o
A modest projected decline in overall inflation for June doesn't tell the complete story.
U.S. stock futures pointed higher after Micron Technology’s expectation-thumping earnings reignited optimism in the AI boom.
Stocks looked set to rally after memory-chip maker Micron’s strong earnings and guidance breathed some life into the artificial-intelligence trade, which has stumbled in recent sessions. Nasdaq 100 futures jumped 2% on Thursday. S&P 500 futures gained 0.7%.
June 25 (Reuters) - Nasdaq futures jumped 2% on Thursday after upbeat forecasts from chipmakers Micron and Qualcomm pointed to strong demand for artificial intelligence infrastructure, lifting
By Ankur Banerjee SINGAPORE, June 25 (Reuters) - Asian equities surged on Thursday after strong earnings and forecasts from chip giants Micron and Qualcomm helped alleviate some concerns over the red-
By Ankur Banerjee SINGAPORE, June 25 (Reuters) - Asian equities surged on Thursday after strong earnings and forecasts from chip giants Micron and Qualcomm helped alleviate some concerns over the red-
A dayslong tech selloff raised new questions about whether America’s artificial-intelligence boom could continue at its breakneck pace. The blockbuster earnings arrived after a slump in tech shares that rippled from South Korean chip makers to American fiber-optic cable providers. As investors increasingly search for bottlenecks in the globe-spanning supply chain for AI, gauging whether profits will meet the hype, Micron suggested a worldwide scramble for memory shows no sign of slowing down.
Broader tech sell-off continued on Wednesday as investors awaited Micron earnings to judge the demand for AI and memory chips.
<body><p>STORY: U.S. stocks ended mixed on Wednesday, with the Dow gaining just over a third of a percent, while the S&P 500 edged slightly lower and the Nasdaq lost more than four-tenths of a percent.</p><p>Investors were intensely focused on chip maker Micron Technology's results after the closing bell. The stock, which has surged more than 200% this year, climbed in extended trading on Wednesday, after Micron forecast quarterly earnings above Wall Street estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips.</p><p>Michael Landsberg is chief investment officer at Landsberg Bennett Private Wealth Management.</p><p>"What's happened now is with AI, a lot of these chips are needed to make AI work faster and better. So the demand has really been strong across the entire sector. We think it continues. And that's really, I think, why this rally in that space has got some legs. And we think it could continue for a while."</p><p>Several tech stocks, however, slid during Wednesday's session, including chip designer Cerebras, which tumbled more than 19%. In its first report since going public, Cerebras forecast full-year profit margins would drop below first-quarter figures. </p><p>Concerns around debt-backed AI spending by hyperscalers and mounting fears of a more hawkish Federal Reserve have fueled a market downturn this week that has erased more than $1 trillion in market value from the Nasdaq 100.</p><p>Among the session's other stock moves, homebuilders soared after President Donald Trump canceled a planned signing of bipartisan legislation aimed at speeding up availability of affordable housing. Shares of Hovnanian Enterprises, PulteGroup and Toll Brothers all ended higher.</p><p>And shares of Hertz tumbled more than 40% after the car-rental firm said it expects second-quarter adjusted core earnings near the lower end of its forecast range and announced a proposed offering of $100 million of common stock.</p></body>
The tech sell-off was nerve-wracking for investors, but Morgan Stanley’s Andrew Slimmon feels the market might be getting exactly what it needed. In a recent CNBC interview, Slimmon made the case that AI winners weren’t collapsing due to fundamentals being broken. They fell because the trade became ...
U.S. stocks finished mixed Wednesday as investors cashing out bets on high-flying technology and artificial intelligence companies continued to rotate into beaten-down sectors of the market.
Micron surged overnight on strong earnings and guidance, lifting other memory and chip plays. The Fed's favorite inflation gauge is on tap.