Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Micron (MU) stock traded around $966 on August 14, according to Yahoo Finance, extending a sharp snapback that pushed its shares back to the psychologically important $1,000 level. Investors are weighing a couple of different signals. For perspective, Micron stock has more than tripled this year, ...
The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
‘The Big Short’ investor is cutting overall exposure and shifting his portfolio as a recent market rally pushes his short book into the red.
Michael Burry is still short, still warning of a shock on the scale of 1987, and doing so while the Dow sits near all-time highs and the VIX barely stirs. His reasoning traces back to a single, rarely seen S&P 500 signal he says has only appeared three times since 1999.
Netlist has launched new patent infringement proceedings against Micron and other technology companies at the U. S.
Micron stock has stuttered in recent weeks but Mizuho's Vijay Rakesh is confident it will only be a blip.
Micron, SanDisk Stocks Tumble on Cooling Memory Market Warning
Citi retained its Buy rating but warned that DRAM and NAND pricing momentum could peak during 2027.
In March 2023, China opened its first-ever cybersecurity review into a foreign company’s products. The target was Micron, the Idaho-based memory chipmaker, CNBC reported, and the case ended seven weeks later with a ban on the sale of its products to Chinese state infrastructure operators. That ...
The ProShares Ultra SK Hynix ETF (NYSEARCA:SKHU) is sliding hard in Friday’s session, extending a punishing stretch for the newly launched, geared-daily product. The catalyst: SK Hynix’s US-listed ADR has come under fresh pressure this week after the company’s preliminary second-quarter revenue, while up sharply year over year, arrived below Street expectations that had run ... SK Hynix Slides and the ProShares Ultra SK Hynix ETF (SKHU) Tumbles With It
SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off. Whether that reaction signals panic over capital spending or a buying opportunity depends on a structural argument about 2027 that not everyone buys.
Investing.com - Citi slashed its price target on Micron Technology to $1,150 from $1,400 while keeping a Buy rating, citing a more tempered outlook for DRAM and NAND pricing heading into next year.
Sandisk said pricing generated most of its recent revenue growth.
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.
Technology shares linked to the artificial intelligence boom came under renewed pressure on Thursday, as another wave of corporate earnings prompted investors to take profits from some of the market’s biggest winners. The weakness spread across Asia before carrying into U.
Memory and storage companies can't keep up with demand, but investors are starting to worry about what will happen in the next few years when that dynamic shifts.
Investing.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.
Today's shortage may be creating tomorrow's industry problem
While the S&P 500 just hit a record high and the AI trade roars back to life, one famous short seller is keeping his bearish bets intact and warning that the market's own mechanics could turn a celebration into a collapse.
Memory chip stocks have been volatile and fell as July came to a close, the market’s still-fragile sentiment.
Micron Stock Slides as $500 Billion Chinese Chip Rival Ramps Up Threat
CXMT's proposed Beijing factory increased concern about longer-term competition across the AI-driven memory-chip market.
Micron's record margins now face a longer-term supply test
NVIDIA, Micron, and Broadcom have powered some of the most explosive earnings in market history, yet each stock trades at a fraction of what its forward numbers could justify. Here is where the math points by 2027.
Memory chip stocks have been volatile and fell as July came to a close, the market’s still-fragile sentiment.
Micron's 39% plunge and SK Hynix and Samsung's $1.3 trillion spending plan are raising fresh worries for US chipmakers.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
