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Chip stock weakness was taking its toll on Thursday, and tech stocks were losing steam. The Nasdaq was down 0.6%, while the S&P fell 0.1%. The Dow looked for direction near the flatline. Memory chip stocks, like Western Digital and Micron, were some of the worst performers premarket though the chip space struggled broadly.
Investors worried about another dot-com crash may be asking the wrong question. Jim Cramer argues that pockets of speculation do not make the entire stock market a bubble. Compared with the late 1990s, many of the companies leading the current rally generate substantial revenue, earnings, and cash ...
The memory boom is a multiyear trend that has made these three exchange-traded funds more attractive.
Strategic agreements strengthen future automotive chip supplyMicron Technology (NASDAQ:MU) has entered into Strategic Customer Agreements (SCAs) with seven leading automotive technology companies to help secure long-term supplies of memory and storage products for next-generation vehicle platforms. The agreements include Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis, all of which are major Tier 1 suppliers and technology partners serving global automotive manufacturers.
China's CXMT is heading for a massive IPO, and the news is sending shockwaves through the memory chip sector, hitting stocks that had already surged hundreds of percent this year. Whether this selloff is a buying opportunity or the beginning of a bubble burst has investors sharply divided.
Micron has surged over 600% in a year on the back of AI-driven memory demand, but three specific cracks in the story suggest new buyers at current prices are underwriting someone else's win.
Micron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer Qualcomm and audio products maker Harman, to secure memory and storage components that powers AI-enabled vehicles. The agreements come as the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data centers, consumer electronics and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.
Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.
Micron stock has the potential to double in price in the coming years.
Taiwan Semiconductor Manufacturing's U.S.-listed ADRs are selling off this morning, even after it delivered another big earnings beat. Some analysts are pointing to the chip giant's big capex plans as a possible catalyst.
U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.
SK Hynix is one of the world's largest memory manufacturers, and buying it is a no-brainer right now.
Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.
July 16 (Reuters) - U.S. stock index futures were subdued on Thursday as investors paused after a two-day rally, while chip stocks remained under pressure ahead of fresh economic reports and another
↘️ Dell Technologies (DELL): The stock extended its decline in premarket trading following a double-digit drop yesterday, driven by mounting fears of an industry-wide AI overbuild. ↘️ Taiwan Semiconductor Manufacturing (TSM): The chip maker’s U.
China's ChangXin Memory Technologies (CXMT) expects to raise at least $8.6 billion in an initial public offering (IPO) on Shanghai's STAR Market in what would be Asia's largest share sale so far this year. CXMT is China's leading manufacturer of dynamic random-access memory (DRAM) chips, ...
Investing.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) reported a 77% year-on-year surge in Q2 2026 net profit to a record T$706.6 billion ($21.99 billion) on Thursday, blowing past Wall Street's EPS estimate of $3.80 with a print of $4.31, yet the stock was indicated about 4% lower in premarket trading as investors weighed a sharply expanded capital spending plan against near-term margin pressure.
Micron stock could nearly double by late 2027 as the memory chip shortage continues.
With an architecture that directly solves AI's toughest physical hardware bottleneck and unprecedented EPS growth, Micron remains the quintessential picks-and-shovels play of this hardware cycle.
IBM's sharp post-warning selloff raises buy-the-dip questions as investors await its Q2 report and updates on AI strategy and guidance.
Micron Technology and Marvell Technology are highlighted for AI-driven opportunities as demand for advanced memory and networking solutions accelerates.
Micron's AI-driven memory momentum earns Bull of the Day, while General Mills faces pressure from softer demand and ongoing operating challenges.
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