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A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide buying opportunity or the start of something bigger?

The memory chip giant is on a tear, but its real value for your portfolio lies in how it moves on its own.

The AI cloud provider is reportedly studying put options to offset the risk that locked-in chip prices fall

A quiet admission that the company couldn't make its older chips fast enough revealed more than any grand AI promise.

Sandisk Corporation (NASDAQ:SNDK) is one of the Best Stocks to Buy Now for High Returns. The company is set to release its fiscal Q4 2026 earnings on August 5. The Street is bullish on the stock ahead of the earnings. Analysts’ 12-month average price target suggests more than 23% upside from the current level. ​Recently, […]

Micron Technology, Inc. (NASDAQ:MU) is one of the Best Stocks to Buy Now for High Returns. On July 9, Micron Technology, Inc. (NASDAQ:MU) said that it will boost US investment to more than $250 billion by 2035 as the demand for AI memory chips continues to surge. Moreover, the company is also allocating $3 billion […]

Derivatives could protect margins if chip prices tumble

Memory stocks are pulling back sharply Wednesday morning as traders lock in gains after a parabolic run. SK Hynix‘s (NASDAQ:SKHY) U.S.-listed ADR is down 5% to $184.50 in early trading, giving back a chunk of yesterday’s 27% surge to $193.92. The reversal is rippling through the group. Micron Technology (NASDAQ:MU) shares are off 3% to ... SK Hynix Drops 5%, SanDisk Slides 6%, Western Digital Slips 4% as Traders Take Profits in Memory Stocks

After ASML Holding (ASML) raised its full-year sales guidance, HSBC strategist Duncan Toms comments on how Wall Street's dialogue around the AI bubble has shifted into discussions of AI bottlenecks beginning to materialize.

Investing.com -- SK Hynix's $26.5 billion Nasdaq debut on July 10, 2026—the largest U.S. listing ever by a foreign company and the second largest IPO in history—highlighted an obvious question: with AI investments breaking records and the HBM supercycle in full swing, does the Korean market-share leader, or its fierce U.S. competitor Micron, capture more of the upside?

The South Korean memory chip maker’s shares are on course to give up some of their recent gains as investors lock in profit.

Market volatility could be looming. Here's how to protect your investments.

ASML stock pops as chip equipment maker raised its forecast on growing orders.

Micron stock has surged over the past year but Chinese memory-chip makers could pose the biggest threat.

In a significant development for the AI chip sector, Arteris, Inc. has announced an expanded partnership with Arm to enhance semiconductor cybersecurity. This alliance builds on a five-year collaboration, utilizing Arteris' Cycuity Radix hardware security assurance product. By integrating Cycuity Radix into Arm's CPU design processes, the partnership aims to proactively address potential security vulnerabilities and strengthen the security assurance of processor cores. This strategic move...

Stocks look set to build on their recent gains as investors try to make sense of another batch of quarterly earnings reports.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before W

Wall Street digests a cooler than expected inflation read and ASML's bullish outlook on the AI bo

QQQ, SPY, SanDisk, Micron and Dell have been highlighted in this Investment Ideas article.

(Bloomberg) -- Chinese hedge funds that made hefty gains on artificial intelligence-linked stocks this year are starting to dial back their exposure, telling investors they are on high alert for signs the rally is becoming unsustainable. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureOpenAI’s First Device Will Be Movable, Screenless Speak

Many call buyers likely have no idea that the implied volatility of calls is so high that stocks must make huge moves for them to profit.

ASML, the world's biggest supplier ‌of equipment used ‌to manufacture computer chips, ​on Wednesday reported better-than-expected second-quarter revenue and profit, as demand from ‌makers of ⁠artificial intelligence chips offset uncertainty over ⁠sales to China. Revenue for the three months ​ended June ​30 ​was 9.33 ‌billion euros ($10.90 billion), compared with the 8.80 billion euros expected by analysts, according to LSEG ‌median estimates. Net income was ​2.92 ​billion euros, ‌compared with the 2.62 ​billion ​euros expected, according to LSEG data.

The gains come after weeks of volatility due to shifting views on memory durability and the recent escalation in the U.S.-Iran war.

Micron Technology stock has run very hard in recent years, yet the valuation checks send a more mixed signal. The question for investors is whether the current price still reflects reasonable expectations or is starting to run ahead of itself. Micron has delivered roughly 14x total return over the past 3 years, which puts extra pressure on today’s valuation to be backed by durable earnings power. Expectations around long term AI driven memory demand can support higher earnings assumptions,...

The artificial intelligence chip trade is not stopping at GPUs. Micron Technology (MU) shares rose on July 14 after KeyBanc raised its price target on the memory-chip maker, citing tighter supply and higher prices for DRAM, NAND and high-bandwidth memory, or HBM. Micron stock was recently trading ...

AI cloud computing company CoreWeave is exploring the use of financial derivatives as a potential hedge ‌against a future drop in memory and storage chip prices, according to ‌a person familiar with the matter. To lock in supply amid soaring demand, thanks to a surge in AI infrastructure construction, cloud operators including CoreWeave have signed long-term agreements with memory and storage makers such as Micron and SanDisk. But the arrangement cuts both ways: it protects chipmakers from a downturn, but leaves cloud ⁠companies like CoreWeave exposed if prices fall and they are stuck paying well above the going rate.

Micron and SK Hynix are two of the leading companies fueling the artificial intelligence (AI) memory boom this year.

Micron Technology, Inc. (NASDAQ:MU) is among the Ray Dalio Stock Portfolio. On July 8, Barron’s reported that Micron Technology, Inc. (NASDAQ:MU) rebounded after entering a technical bear market, rising 0.3% on Wednesday after sliding 4.7% a day earlier. Barron’s said the prior decline left the stock more than 20% below its recent closing high. The report said investors […]

Micron Technology (MU) just took a financial stake in a wafer supplier that most investors have never heard of. On paper, it reads like a routine line item inside a much larger spending announcement. Wedbush Securities says it’s something else: an early signal that the AI memory boom is about to ...

ADR talks could expand access for American investors