Investing.com -- Memory-chip maker Micron Technology topped Wall Street expectations in its fiscal third quarter and issued significantly stronger-than-expected guidance for the current quarter, sending shares up about 9% in after-hours trading as investors cheered continued AI-driven demand for memory chips.
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.
Moby summary of Daktronics, Inc.'s Q4 2026 earnings call
The company's valuation is getting out of hand.
I hit the buy button on AbbVie (NYSE:ABBV) again last week, and I will hit it again the next time June’s macro noise hands me a discount. While short-term traders chase headlines around sticky 4.2% inflation and a softening jobs picture, I keep adding shares of a cash machine that does not care which way ... Why I Can’t Stop Buying This Unstoppable Dividend Juggernaut
Micron Technology forecast quarterly revenue above Wall Street estimates on Wednesday, signaling that insatiable demand for AI-related infrastructure will continue to drive strong demand for its memory chips. Shares of the company rose around 4% in extended trading. The company expects fourth-quarter revenue of $50 billion, plus or minus $1 billion, compared with analysts' average estimate of $43.58 billion, according to data compiled by LSEG.
The cybersecurity giant is about to execute its first stock split.
The SNPD ETF (NYSEARCA:SNPD) takes a narrower path than the standard Dividend Aristocrats index. Instead of requiring 25 years of consecutive dividend hikes, SNPD uses a 10-year minimum dividend growth screen to identify companies on the runway toward Aristocrat status. For income investors, that distinction matters: SNPD owns both seasoned Kings and the next generation ... SNPD ETF Targets Next Dividend Aristocrats With 10-year Growth Screen
The ChatGPT parent turned to Broadcom to create a custom processor.
Would rising rates change the calculus for the big banks?

Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Broadcom's (AVGO) partnership with OpenAI (OPAI.PVT), Cerebras's (CBRS) first quarterly earnings report, and Wendy's (WEN) meme stock status.

Qualcomm is increasing its line of AI data center products as it looks to grow its share of the market.
Wall Street's Only Nvidia Bear Issues Fresh Warning on Growing Risks
This ETF aims to capitalize on the volatility of semiconductor stocks.
The AAM S&P 500 High Dividend Value ETF (NYSEARCA:SPDV) screens the S&P 500 for companies that pair above-average yields with above-average free cash flow, then equal-weights five names from each of ten sectors. SPDV functions as a future-aristocrats farm system, and the holdings list reads like one: a confirmed Dividend King, two near-aristocrats, and three ... Equal Weighted Dividends Across 54 Stocks Deliver 24.7% Returns and Growing Payouts
Robotics has lagged some of the loudest AI winners over the past couple of years, weighed down by exposure to cyclical end markets like automotive. Yet, it also stands to be the next massive megatrend in AI and could standout as investors become fatigued chasing AI infrastructure winners. That setup is exactly why Eric Bleeker ... Why Robo Global Robotics & Automation ETF (ROBO) Is a Top ETF Buy for Robotics Investors
The stock has more than doubled, but it still trades at a reasonable valuation relative to future earnings.
Sarat Sethi, managing partner at DCLA, went on CNBC on June 22, 2026 and said the quiet part loud about memory stocks. “Micron is [up] 800, 800% last year. So definitely a little bit ahead of itself. And then when you do get that pullback that could be the opportunity.” That is the whole trade ... Micron Is Up 800% in a Year, and This Money Manager Says the Next Pullback Is Your Entry
Micron Technology (NASDAQ:MU) has gone vertical. The stock is up 268.68% year to date and 763.64% over the past year, riding an AI memory super-cycle that has reshaped the company’s earnings power. Our proprietary model says the rally has run ahead of the fundamentals. Our 24/7 Wall St. price target for Micron is $731, which ... Micron Price Prediction: The Forecast Flags a Big Pullback
Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips. Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.
Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10 to 15 years? I think yes,” the Coatue Management founder said, walking through the arithmetic. Global market cap sits near $120 to $140 ... Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’
Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers should welcome. His core message: sharp one-day drops in the chip complex have historically marked mid-cycle dislocations inside bull markets. Lee’s framing matters ... Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month
Mid-year 2026 is a stress test for long-term conviction. The S&P’s mega-cap leaders have diverged sharply this year, with Microsoft giving back gains as AI capex skeptics resurface, Visa drifting on litigation noise, and Apple riding the iPhone 17 cycle. For investors thinking in decades rather than quarters, that divergence is the opportunity. The three ... 3 No-Brainer Stocks to Buy in June and Hold Forever
The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova (NYSE:GEV). GE Vernova is the power-equipment business spun off from General Electric in April of 2024. According to the report, gas turbine prices ... AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years
I’m starting with the punchline. Webull (NASDAQ:BULL) trades at $6.64 after a brutal twelve months, and our proprietary model sees meaningful room for recovery. Our 24/7 Wall St. price target for Webull is $9.99, implying 50.43% upside over the next 12 months. The recommendation is buy at a 90% confidence level, which we consider high ... Prediction: Webull Set for 50% Jump
The humanoid robot startup Agility Robotics is going public at a $2.5 billion valuation via a SPAC merger with Churchill Capital. Shares of Churchill Capital initially soared nearly 30% on Wednesday morning.
Seema Mody walked CNBC viewers through it earlier this week, with the kind of detail that suggests the bankers had already started circling. “SpaceX is exploring the prospect of this mega bond sale that could kick off as early as tomorrow, reportedly raising as much as $20 billion,” she said. That “as early as tomorrow” ... The Aftermath: SpaceX Hits Bond Markets for $25 Billion as the Stock Cracks 25% From Its High
Emerging markets stocks have been a great investment over the past 18 months. But there's one country in particular that poses a risk.
CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
The day after FedEx (NYSE:FDX) reported, the stock is down again, and an analyst on CNBC’s Closing Bell Overtime spent his segment trying to convince viewers that the people selling are reading the wrong line of the income statement. The shares finished the prior session lower and slid another 1.83% in Wednesday’s session to $311.43, ... An Analyst Says the FedEx Selloff Is a ‘Misinterpretation’ and the Revenue Beat Is Getting Buried
After this stock's incredible run, it's fair to wonder whether there's room for it to keep racing higher.