Micron, Texas Instruments, NVIDIA and Broadcom pair AI-driven growth with billions in free cash flow amid market volatility.
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The elimination of a Dot Com-era pattern day trading rule is expanding access to margin for retail investors—and raising concerns about volatility.
The unwind in artificial intelligence and momentum stocks is entering its maturing stage and should not trigger prolonged market weakness, according to JP Morgan. The bank's equity strategists, led by Mislav Matejka, noted a challenging few weeks for AI-linked groups, with Korea's market down...
Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.
Helport AI has reached a significant commercial milestone with its AI Labor platform in the consumer finance sector, specifically within overseas markets. By integrating AI-driven processes across consumer finance collections and customer acquisition, the company has validated its platform's capability to perform complex tasks traditionally managed by human teams, including intelligent outbound calling and real-time engagement through WhatsApp. The AI Labor system successfully handled large...
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Micron stock has dropped 30% in the past month as debate rages about how long the memory shortage can last.
The memory chip specialist stock appears incredibly cheap.
By Caroline Valetkevitch NEW YORK, July 20 (Reuters) - Chipmakers are in focus on Wall Street, with their shares turning mercurial this month and investors banking on a few dozen newly valuable
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Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.
The artificial intelligence trade just hit some turbulence, and chip stocks are plunging.
While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.
Demand for memory chips to power AI workflows has led to surging prices in memory chip stocks like Micron.
Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.
The fundamentals say boom. The stock price says the boom is ending. One of them is wrong.
Micron Technology (NasdaqGS:MU) reached a US$1t market capitalization for the first time in its history. The company recently completed multiple long-term Strategic Customer Agreements with key Tier 1 automotive suppliers, including Qualcomm, DENSO, and Hyundai Mobis. These agreements aim to secure demand for Micron's memory and storage products in AI-focused automotive platforms. Micron Technology sits at the center of memory and storage used in data centers, consumer electronics, and...
Tech companies are on the hunt for more efficient technologies to reduce memory costs.
The AI race is far from over.
Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.
The fund that tracks the 30 biggest U.S.-listed chip companies no longer has the biggest one on top.
The AI boom has transformed the memory chip market into one of technology’s hottest — and tightest — segments. As hyperscale data centers race to build AI infrastructure, demand for high-bandwidth memory (HBM) has exploded, driving DRAM revenue sharply higher while keeping supply under intense pressure. That imbalance isn’t likely to disappear anytime soon. TrendForce ... AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up