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Inflation is heating up, but investors could be getting some relief.

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

Cathie Wood Buys the Dip as This AI Stock Crashes Nearly 20%

The hit landed before the bell. Andrew Ross Sorkin on CNBC walked viewers through a letter Anthropic sent to U.S. lawmakers accusing Alibaba (NYSE:BABA) of running what the AI lab called “the largest known distillation attack” on its Claude models to date. The mechanics, according to Anthropic, involved roughly 25,000 fraudulent accounts harvesting more than ... Anthropic Says Alibaba Used 25,000 Fake Accounts to Copy Its AI, and the Stock Is Already Sliding

Apple raises MacBook and iPad prices by $100 to $300 and leaves the door open to more increases

The AI investment sector has some bargain-priced stocks.

Shares of Apple (NASDAQ:AAPL) are down 6% in midday trading on Thursday, sitting near $274 after closing the prior session at $293. The slide is Apple stock’s sharpest single-day move in months and stands out against its 38% one-year gain. The trigger came straight from the C-suite. Apple announced price increases on MacBooks and iPads, ... Apple Sinks 6% in a Memory-Cost “Hundred-Year Flood” That Has Micron Surging

The answer depends on whether you're speculating or actually investing.

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.

Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.

Nvidia faces a stronger challenge from the law of large numbers.

Marvell Technology (NASDAQ:MRVL) has been one of the strongest performers in the 2026 AI infrastructure trade, rising from $84.88 at year-end to $276.70. The question now is whether the run has more left. Based on our proprietary model, the 24/7 Wall St. price target for Marvell is $306.71, implying 10.84% upside over the next twelve ... Marvell Price Prediction: The Case for Double-Digit Upside

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

I keep hitting the buy button on Salesforce (NYSE:CRM), and I am not sorry about it. The stock sits at $152.76, down 42.03% year to date and 43.18% over the past year, while the company itself just delivered the strongest quarter in its history. That is the gap I am buying. Wall Street panic-dumped a ... Wall Street Just Panic-Dumped an Unstoppable $72 Billion Software Empire: Here Is the 1 AI-Driven Bargain I Am Loading Up On

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

Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile. Early optimism shifted to a historic energy shock caused by US-Israeli strikes on Iran. Global equities […]

Novo Nordisk is no longer the front-runner, but it's not out of the running, either.

If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the demand wave. The fund holds NextEra Energy at 13.59%, Southern Company at 7.47%, and Duke Energy at 7.15%, charges an expense ratio of ... Forget XLU. The Grid Fund Actually Powering the AI Boom Is Up 23% in 2026

Shares of Palantir (NASDAQ:PLTR) stock are down 6% in Thursday morning trading, changing hands near $106.50 after a prior close of $113.50. The move drops PLTR stock to its lowest level in over a year, deepening a string of fresh 52-week lows. Zoom out and the picture is rougher, as Palantir stock is now down ... Palantir Is Down 6% Today and 40% in 2026. Will It Break Below $100 Next?

NVIDIA (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed. Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands in 2026. Blackwell Carries ... NVIDIA vs Micron: Which Stock Will The Market Reward

ServiceNow is doing everything right, and its stock price should begin to reflect that fact.

SpaceX (NASDAQ:SPCX) and Tesla (NASDAQ:TSLA) sit on opposite sides of the same Elon Musk story. SpaceX debuted on June 12 and carries a $2.13 trillion market cap. Tesla closed Q1 FY2026 with $22.39B in revenue. The question is which grows faster from here. Rockets Surge. Cars Carry the Quarter. Tesla’s earnings on April 22, 2026 ... SpaceX vs. Tesla: Which Will Grow More Over the Next 12 Months?

Palantir (NASDAQ:PLTR) has been one of 2026’s most punished AI winners, sliding from a December peak near $183.25 to roughly $113.50. After running the numbers, I think that pullback has overshot the fundamentals. Our 24/7 Wall St. price target for Palantir is $150.02 over the next 12 months, implying 32.17% upside from current levels. We ... Stock Price Prediction: Palantir at $113, The Forecast Says There’s Room to Run

He's still the wealthiest person in the world by a landslide.

Nvidia's growth potential is far greater than SpaceX's in the short term.

Micron's blowout earnings lifted the entire semiconductor complex on Thursday.

AI was supposed to be a tide that lifted all ships within the sector. Microsoft (NASDAQ: MSFT) is the leading exception. So far this year, the stock is down 24%. The market is 7% higher, and the market’s long-term trade is just bad or worse. Over the last five years, the stock has risen 38% ... Microsoft’s Stock Is Crippled

May's Personal Consumption Expenditures (PCE) index — the Federal Reserve's preferred inflation gauge — saw inflation rise 0.4% month-over-month and 4.1% year-over-year Core PCE, which excludes food and energy prices, rose 0.3% monthly and 3.4% annually, marking the highest level since 2023. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson to further examine rising price trends.

Investors are already losing money on SpaceX -- and there may be more losses ahead.

This oil supermajor's stock has outperformed the market in 2026. What's the best approach to take now?