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Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,995 signal articles · 239 in last 24h · 119,250 total before filter · latest 49m ago
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✕ clear all filtersticker: MUSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Investing.com71d agoneutral
Micron to deliver ’another strong quarter’, Goldman says

Investing.com -- Analysts at Goldman Sachs expect Micron to deliver a strong fiscal third quarter when the company reports later this month, with the bank sharply raising its estimates and price target on the back of tightening supply conditions and surging demand for memory chips.

The One Hyperscaler Signal That Will Make or Break ARTY in 2026
24/7 Wall St.71d agoneutral
The One Hyperscaler Signal That Will Make or Break ARTY in 2026

The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio built almost entirely around the AI infrastructure stack: GPUs, custom silicon, high-bandwidth memory, optics, cloud capacity, and datacenter power. ARTY closed last week ... The One Hyperscaler Signal That Will Make or Break ARTY in 2026

Bloomberg71d agoneutral
Pentagon Accuses Alibaba, Baidu of Aiding China’s Military

(Bloomberg) -- The Pentagon accused some of China’s biggest companies, including Alibaba Group Holding Ltd., Baidu Inc. and BYD Co. of supporting the Chinese military, doubling down on an earlier decision to label crown jewels of the country’s corporate world as threats to US national security.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump Says He, Not Congress, Is in Charge of Kennedy Center

Why Are Micron (MU) Shares Soaring Today
StockStory71d agobullish
Why Are Micron (MU) Shares Soaring Today

Shares of memory chips maker Micron (NASDAQ:MU) jumped 7.9% in the afternoon session after investor optimism in the AI memory sector improved, sparked by Nvidia's announcement of a multi-year technology partnership with peer SK Hynix.

Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions
24/7 Wall St.71d agoneutral
Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions

The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by the cash that hyperscalers are physically wiring into AI data centers. If you own SOXX today, you are betting that the AI capex ... Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions

Roundhill CEO spots major shift for Micron stock
TheStreet71d agoneutral
Roundhill CEO spots major shift for Micron stock

Micron Technology (MU) stock spent years being labeled a cyclical player by Wall Street, but that might be changing. In a recent Fox News segment, Roundhill Investments CEO Dave Mazza argued that investors are now viewing memory-chip companies a lot differently due to AI. Memory has ...