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The company's valuation is getting out of hand.

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.

Would rising rates change the calculus for the big banks?

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.

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

Alphabet's inclusion in the Dow gives the 130-year-old blue-chip index a dose of the same mega-cap tech trade already dominating the Nasdaq 100.

AI chipmaker Micron Technology (MU) is due to report its fiscal third quarter earnings results after Wednesday's market close. The company's stock has gained by 270% year-to-date in 2026. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Opening Bell Media CEO Phil Rosen discuss how much higher Micron's stock could run following this earnings report.

Qualcomm said on Wednesday it would buy AI ‌startup Modular for an ‌undisclosed sum, as the chipmaker looks to ​diversify beyond its core smartphone business. The company was in advanced discussions to acquire Modular in a deal ‌valuing it at ⁠about $4 billion, Bloomberg News reported on Monday. Buying Modular pits ⁠Qualcomm against CUDA, the software platform that has helped underpin Nvidia's ​AI dominance ​by tying ​millions of developers ‌to the $5 trillion company's chips.

Cerebras shares tumbled about 14% before the bell on Wednesday after the chip designer warned that annual profit margins ‌would undershoot first-quarter figures in its debut earnings following a ‌blockbuster initial public offering. Cerebras forecast adjusted gross margins of 38% to 41% for 2026, compared with the 47% it reported ‌for the first quarter. The ⁠projection is far below those of rivals such as Nvidia's mid-70% range and Advanced Micro Devices' mid-50%, even as it ⁠came above analysts' estimates of 29.58%.

The war in Iran has had a trickle-down effect on inflation and interest rates.

Every technology boom eventually gets a villain the public can picture. For the railroads, it was land grabs. For artificial intelligence (AI), it became a data center quietly drinking a town's water while a chatbot wrote someone's emails. That picture is not imaginary. Massive computing warehouses ...

A three-year high for inflation may force the Federal Open Market Committee (FOMC) into action.

These two AI stocks are also great dividend stocks.

Micron’s fourth-quarter outlook will be closely watched. The red-hot memory stock needs a big number.

Qualcomm is in talks to provide chip-design services to China's ByteDance, four people familiar with the matter said, as the U.S. company seeks ‌to reduce dependence on the smartphone market, its biggest revenue source. If successful, the ‌negotiations would make ByteDance, the parent of short-video platform TikTok, an early customer of Qualcomm's chip-design services operation. ​Qualcomm is the world's largest supplier of smartphone modem chips, which manage cellular communications.

(Bloomberg) -- SK Hynix Inc. is expected to submit a statement to Korea’s financial regulator for an offering of American Depositary Receipts, according to Korea Economic Daily.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesSpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles Investors‘FOMO Really Got Me’: Taiwanese Go Deep Into D

Nvidia's ‌AI ‌chips have more ​than doubled in price ‌on ⁠China's black market, ⁠the ​Financial ​Times reported ​on ‌Tuesday, citing multiple Chinese chip traders. Reuters ‌could ​not ​immediately ​verify ‌the report. (Reporting ​by ​Angela Christy ​in ‌Bengaluru; Editing ​by Subhranshu ​Sahu)

Moby summary of Korn Ferry's Q4 2026 earnings call

With odds of a 2026 rate hike getting shorter, the Fidelity Dividend ETF For Rising Rates is a fund to consider.

Despite increased uncertainty, Coca-Cola and Walmart keep offering reliability.

Moby summary of Carnival Corporation & plc's Q2 2026 earnings call

Its share price has plunged about 21% since second-quarter earnings were released on June 3.

There's no ambiguity that the Fed has put inflation control as its top priority.

Chip stocks plunged on Tuesday, one day after the Philadelphia semiconductor index, known as SOX, hit a record high.

It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.

Nvidia is moving deeper into the biomedical space with its BioNeMo toolkit software

Tech stocks led the losses on Tuesday as investors went risk-off.

Stock Market Today: The Dow Jones index dropped, while tech futures plunged as Micron, Nvidia and Sandisk dived premarket.

Bank of America has predicted that the Federal Reserve will be forced to raise interest rates by 75 basis points this year, with the first 25-basis-point hike in September. They also see additional 25-basis-point hikes in October and December. The energy shock from the war with Iran drove inflation higher, with the CPI rising in ... Bank of America Sees Interest Rates Exploding Higher Soon: Play It Safe With 4 Dividend Giants