Actualités

Micron's earnings confirm Sandisk's tailwinds will get even stronger.

The list is dominated by semiconductor and computer-hardware manufacturers.

(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St

Here's what investors should do amid the stock market's divergent signals. Eli Lilly is strong while Tesla EV sales loom.

Shares stumbled Friday after gaining 22% on Micron earnings. Still, the stock could close lower on the week.

Tech looks set to extend a recent slump as Wall Street dumps some of the stocks that have benefited most from the AI trading frenzy.

A mixed session on Wall Street uncovers a deeper anxiety—what happens if tech giants decide the AI boom is getting too expensive? Plus, a look at today’s inflation data.

Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.

The Dow Jones Industrial Average rose 0.14%, while the Nasdaq Composite fell 0.46%. The S&P 500 also edged down slightly.

I have been tracking Stephen "Sarge" Guilfoyle's Memory and Storage Basket for some time now. Four stocks. Four home runs. And of the four, Guilfoyle keeps returning to the same name with the most conviction. Mighty, mighty SanDisk. Guilfoyle, a former NYSE floor trader with more than 30 years of ...

AMD Steady, Nvidia Higher: Semis Try to Shake Off Selloff Ahead of Micron

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

Micron’s results, due after market hours, would shape the view on the red-hot memory rally.

(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.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 Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke

I have covered Micron several times in the past. And each time, the headline has been some variation of the same theme. The numbers keep getting bigger and bigger, the analyst targets keep moving higher, and of course, the artificial intelligence (AI) memory supercycle keeps defying the skeptics ...

Investors are digesting a hawkish Fed, with risk-off sentiment driving a sell-off in AI and crypto

Anthropic appeared poised to become the next blockbuster public offering. Just weeks ago, enthusiasm surrounding artificial intelligence seemed unstoppable, private market valuations were climbing, and investors were already comparing Anthropic’s potential debut to SpaceX‘s (NASDAQ:SPCX) record-setting IPO. Yet markets can change direction in a hurry. A sudden global sell-off in technology stocks has raised an ... Will the Tech Stock Rout Force Anthropic to Pull Its IPO?

The market’s appetite for artificial intelligence and space technology helped fuel one of the most anticipated public offerings ever. Investors spent months waiting for SpaceX‘s (NASDAQ:SPCX) debut, and when shares finally began trading, enthusiasm pushed the stock far beyond its initial offering price. Yet history has a way of reminding investors that excitement and valuation ... The Biggest IPO in History Is Unraveling. Why SpaceX Stock Hasn’t Hit Bottom Yet

Micron's stunning performance this year could be about to get even better, with traders expecting a big move from the memory chipmaker's stock after its quarterly results.

Micron Technology led other AI hardware stocks higher to start the week, ahead of the memory chipmaker's earnings.

The benchmark US stock measures were pointing lower before the opening bell Monday as investors moni

June 22 (Reuters) - U.S. stock index futures started the week on a subdued note, after Friday's public holiday, with investors monitoring developments in U.S.-Iran talks following a tense start.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

FEATURE Artificial-intelligence stocks were mounting a comeback on Wednesday, having slumped the previous session, as hopes of a peace deal between the U.S. and Iran led investors to pile back into some of the market’s best-loved names.

SpaceX is an AI company. And AI companies need to buy memory from Sandisk.

The S&P 500 has climbed to near-record highs despite growing concerns about valuations, AI spending, and signs of speculative behavior across parts of the market. The S&P 500 has rallied 8% year to date, after delivering double-digit gains in 2023, 2024, and 2025. Investors have recently ...

Today, June 11, 2026, markets recovered on revived peace talk hopes, and chips helped power the S&P 500 and Nasdaq.

Dow Jones futures: The S&P 500 and Nasdaq jumped as Trump canceled Iran strikes, but still below key levels. The SpaceX IPO priced at 135 a share. CrowdStrike flashed a new buy signal.

Don't fret about a lot of stock coming to market, Goldman Sachs contends.

Sandisk has been a wild success since its return to the public markets as an independent company.