Actualités

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

A week of tech stock crashes!

Nvidia's GPUs keep getting faster, but a deeper problem is quietly throttling AI's progress and reshaping where the next wave of infrastructure spending lands. Three stocks are positioned to profit from the shift.

Wall Street is looking to earnings season for evidence that the AI trade is tact.

The market is busy arguing about which AI chip designer wins. I'd rather own the company that gets paid either way.

Memory and data storage manufacturers can't keep up with AI-driven demand.

Has the memory chip industry undergone a significant change over the past few years?

Micron Technology recently announced it has completed Strategic Customer Agreements with key automotive technology suppliers including Visteon, aiming to secure long-term access to advanced memory and storage for AI-enabled vehicles. For Visteon, participation in these long-horizon supply agreements highlights its role in increasingly complex digital cockpit platforms just as analysts grow more optimistic about an upcoming earnings report despite expectations for lower quarterly revenue and...

QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.

Among the 14 S&P 500 stocks that have surged more than 100% so far this year, Micron stands out as my top pick.

Micron is expanding its automotive footprint with a string of strategic deals. Could this latest move add more fuel to MU stock’s remarkable rally?

Micron's top competitor is now trading on a U.S. exchange.

A tech selloff hit the S&P 500 and NASDAQ this week while energy and financial stocks gained; MarketBeat analysts recap Micron, Netflix, Broadcom, Apple and more ahead of Alphabet's earnings.

These Wall Street analysts recommend selling SpaceX and buying Micron.

Visteon (VC) is back in focus after joining Micron’s new Strategic Customer Agreements for automotive memory and storage, as investors watch for an expected year over year earnings and revenue decline. See our latest analysis for Visteon. Despite Visteon’s new role in Micron’s long-term automotive memory agreements and the upcoming earnings report, the stock’s share price return has been mixed. There has been a 30 day share price decline of 5.03% but a 90 day share price gain of 6.28%, while...

ChangXin Memory Technologies is expected to raise 57.9 billion yuan, or about $8.6 billion, in its Shanghai offering.

Micron and Nvidia look like great deals now -- and despite its recent stellar gains, so does Sandisk.

Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).

Watching a new investment portfolio drop nearly 10% within days of buying can make anyone question whether they made a mistake. That’s exactly what happened to one beginner investor after a basket of technology and AI-related stocks fell sharply, leaving...

The surprise release of a breakthrough artificial-intelligence model from China intensified a selloff in chip stocks on Friday, fueling concerns about competition in AI and massive corporate spending that underpins its build-out. Tech stocks led a Friday selloff that by late afternoon had broadened to envelop 10 of 11 sectors in the S&P 500 index. The latest trigger was China’s Moonshot AI, which unveiled its Kimi K3 large language model on Friday.

Readers weigh in on the 2026 Midyear Roundtable, SK Hynix and Micron, Travelers, and Berkshire, and the Dow.

India's smartphone slowdown highlights how the AI boom is reshaping consumer electronics, from pricing and demand to corporate strategy.

Japan's tech selloff spills into U.S. trading

Qualcomm has agreed long-term supply deals for memory and storage components for AI-capable vehicles. The arrangements involve Micron and other major automotive technology partners. The agreements aim to support next generation, AI enabled vehicle platforms and improve supply reliability. QUALCOMM, traded as NasdaqGS:QCOM, is pushing further into automotive technology with these new supply agreements, at a time when the stock is priced at $170.61. The share price is down 9.8% over the past...

Micron and TSMC are benefiting from AI demand, but Micron's lower valuation, stronger returns and lighter debt may give it the investment edge.

AI Chip Stocks Under Pressure as China's Moonshot Challenges U.S. AI Leaders

The PHLX Semiconductor Index has clawed its way back to the flatline, escaping a technical bear market. The index, which uses the ticker SOX, was up 0.5%, with memory chip stocks leading charge. With the chip selling easing, the Nasdaq and the S&P 500 pared their losses somewhat, with the indexes down 0.8% and 0.5%, respectively.

The tech selloff has spread beyond semiconductor stocks to many of this year’s biggest listings, even as some Wall Street analysts argue the pullback is a healthy reset rather than the end of the AI boom.

The favorable demand-supply dynamics that have powered Micron's terrific growth could continue beyond 2030.

Its history of deep, prolonged drawdowns is the risk every shareholder carries today.