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IBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...
Buffett has a clear opinion when it comes to IPOs.
(Bloomberg) -- Chinese hardware technology stocks have been on a tear. The next challenge is showing the earnings to back it up.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityShip Struck in Hormuz as Oil Supertankers Turn Back AgainA surge in AI infrastructure spending by hyperscal
<body><p>STORY: U.S. stocks ended mixed on Thursday, with the Dow ticking up more than a tenth of a percent, while the S&P 500 closed flat and the Nasdaq dropped nearly half a percent.</p><p>Technology shares reversed early gains to move lower, as investors worried about hyperscaler spending on AI and who foots the bill.</p><p>:: Micron</p><p>Those fears outweighed upbeat signals on AI demand from Micron, which gained nearly 16%, while shares of Sandisk soared 22%.</p><p>Brian Mulberry, chief market strategist at Zacks Investment Management, notes that it's memory chip makers that are now leading the charge. </p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well is that they're memory chips. And you have to have memory, specifically DRAM or H-band memory, if you're going to have enough computing power to do all the computations. That is nothing if you don't have memory to transfer it from one place to another. So one of the reasons that these stocks have done so well and the growth at Micron is so solid is because a recent redesign in the server technology means we go from eight memory chips per server to 96. That's 12 times growth in demand for this one simple component."</p><p>The surging prices of memory and storage chips prompted Apple on Thursday to hike prices for its iPads and MacBooks. That weighed on the stock, sending it down more than 6%. Shares of Nvidia, Microsoft and Alphabet also dropped.</p><p>:: Archive</p><p>Among other movers, shares of Bio-Techne jumped after Merck agreed to acquire the biotech firm for $73 per share in cash, representing a total enterprise value of about $11.3 billion.</p><p>:: Archive</p><p>Meanwhile, U.S. Department of Commerce data on Thursday showed the annual inflation rate through May rose above 4% for the first time in three years, but oil prices this week fell to below pre-war levels.</p></body>
Wendy's spent months trying to convince Wall Street its turnaround was real. Then Reddit took over. Shares of the fast-food chain soared more than 42% intraday on June 24, 2026, briefly making Wendy's (WEN) the most talked-about ticker in retail trading circles. The "Save Wendy's" campaign ...
On June 25, 2026, investors tracked deal progress as Bio-Techne shares responded to the proposed buyout terms.
FedEx Freight which spun off from FedEx on June 1, beat analyst expectations for revenue in its first earnings report as a standalone company. Its fourth-quarter revenue came in at $2.4 billion, ahead of analyst estimates just shy of $2.3 billion. FedEx Freight focuses on less-than-truckload (LTL) deliveries to industrial customers that don’t need a full truck to send items short distances.
On June 25, 2026, BlackBerry reported impressive earnings, driven by its booming QNX unit.
Shares of the beloved—but beleaguered—chain surged after individual investors rushed to defend ‘our pigtailed savior’ from detractors.
ON Semiconductor said Synaptics’s AI compute platform, human-machine interface technology, and connectivity solutions would help it meet demand for increasingly capable AI solutions that can interact with the physical world.
Micron Technology predicts that memory-chip shortages will persist until at least 2028. Micron stock jumped Thursday after its strong Q3 report.
Eric Criscuolo, NYSE Market Strategist, recaps a volatile week as the S&P 500 declined amid weakness across mega-cap and AI-linked names. A growing divide within the AI trade emerged, with hyperscalers and software under pressure while memory and chip suppliers saw sharp swings. Despite index weakness, market internals held firm, with eight sectors higher and small caps outperforming. Rotation into Healthcare and Financials accelerated alongside falling oil prices, easing yields, and shifting Fed expectations. Focus now turns to quarter-end flows, key data including payrolls, and evolving AI spending trends.
Onsemi said on Thursday it had agreed to acquire Synaptics in an all-stock deal valued at about $7 billion, potentially broadening the chipmaker's presence in the fast-growing market for AI-enabled devices Shares of Onsemi fell about 7.4% in extended trading, while those of Synaptics were down 0.5%. Under the terms of the agreement, Synaptics shareholders will receive 1.350 shares of onsemi common stock for each Synaptics share. This exchange ratio represents a 19% premium based on the 10-day volume-weighted average closing prices of both companies' stocks.
US equity indexes were mixed on Thursday after Micron Technology's (MU) better-than-expected quarter
Caterpillar (NYSE: CAT) has been one of the more surprising mega-cap winners of 2026, riding a record backlog, AI-driven power generation demand, and aggressive capital returns to fresh highs. With the stock now changing hands above $1,038, the question is whether the next leg requires fresh fundamental fuel or a pause. Our 24/7 Wall St. ... Caterpillar Soars But Analysts Remain Cautious
TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broader tech rally rebound.
The “Dow curse” now favors Verizon over Alphabet.
AI Memory Demand Looks Stronger Than Feared
(Updates with index/price moves, macroeconomic data, and company/political news from the first parag
SpaceX fell over 30% since its peak last week. The Russell 1000 and the Nasdaq 100 will add the stock over the next few weeks.
Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and growing demand for AI memory chips may boost confidence in the broader AI trade.
Apple (NASDAQ:AAPL) has become one of the more interesting setups in mega-cap tech. After a 46.9% rally over the past year and an 8.01% year-to-date gain, the stock consolidated in June. With earnings accelerating and the iPhone 17 cycle feeding the top line, our model sees room for double-digit upside. Our 24/7 Wall St. price ... Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside
Investing.com -- Goldman Sachs initiated coverage of Intel with a Neutral rating and a 12-month price target of $150, acknowledging clear tailwinds in server CPUs and foundry optionality but arguing that the stock's recent run has already priced in much of the upside.
Micron reached record revenue for the fifth straight quarter.
Cathie Wood, chief of Ark Investment Management, likes to double down on her favorite tech stocks, especially when the prices are falling. That’s what she just did, buying a megacap tech stock amid a broader market sell-off. In 2025, the flagship Ark Innovation ETF gained 35.49%, far outpacing the ...
Investor Day Points To Bigger Non Handset Revenue
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