Sharemaestro Newsreel

Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says

TOKYO, Aug 10 (Reuters) - Sony Group and Taiwan's TSMC plan to spend around ‌1 trillion yen ($6.32 billion) to jointly ‌make next-generation microchips used in image sensors, the Nikkei ​business daily said on Monday. A joint venture owned about 60% by Sony and …

Micron Technology Just Bounced 10% Off Its Lows. History Reveals What a $5,000 Investment Will Be Worth by Mid-2027.

Key Points The massive demand wave from AI is pushing Micron's stock higher. Micron could deliver huge returns over the next year. 10 stocks we like better than Micron Technology › Micron Technology(NASDAQ: MU) has had an odd year. It started off red-hot, and …

1 Nasdaq 100 Stock for Long-Term Investors and 2 We Question

1 Nasdaq 100 Stock for Long-Term Investors and 2 We Question The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts …

5-star analyst resets AMD stock price target

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from …

Unpacking the Latest Pullback in Micron Stock

Key Points Some investors are worried that Micron and other semiconductor stocks won't enjoy the AI spending boom for long. But there's little evidence right now that large tech companies are backing away from massive AI capex spending.10 stocks we like better than Micron …

Micron Has Surged 207% This Year. Brace for a Steep Pullback.

Key Points AI-driven demand for HBM and tight memory supply have powered Micron’s exceptional earnings growth. Slower DRAM and NAND price increases could make current growth expectations harder to sustain. Micron’s low forward valuation may soon change if earnings upgrades begin to fade.10 stocks …

Nvidia and Micron Have Driven the S&P 500’s 2026 Rally to Record Highs. History Says It’s Not Over

Quick Read The S&P 500's 25 all-time highs in 2026 mark its seventh-best start in 33 years, fueled by 29% year-over-year earnings growth. Micron's 208% YTD return generated nearly as much S&P 500 index impact as Nvidia despite holding just a fraction of Nvidia's …

QUALCOMM (QCOM) sube un 13,7 % tras los resultados del tercer trimestre de 2026 y sus medidas de diversificación centradas en la IA: ¿qué ha cambiado?

AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge

Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock's price. On August 6, AMD confirmed a …

Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures

Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer …

SpaceX Lost $2 Billion in the First Half of 2026. Micron Made $28 Billion in Profits in Its Latest Quarter. But the Better Stock Pick Isn't as Obvious as Those Numbers Suggest.

Key Points SpaceX is a cash-burning furnace, while Micron is a cash-printing machine. SpaceX has an astronomical valuation compared to Micron's bargain valuation However, there are reasons why Wall Street is more bullish about SpaceX than Micron.10 stocks we like better than Space Exploration …

Micron's Stock Price Has Corrected 30% From Its All-Time High. Is It Time to Buy?

Key Points A 30% correction doesn't automatically make Micron a bargain. Investors have become more cautious about how long Micron's strong profits can last. As long as demand for AI infrastructure and advanced memory continues to grow, Micron could continue increasing its revenue and …

Intel Foundry Lands a Major New Client Worth Watching

Key Points Intel will manufacture Fortinet's next-generation Security Processor 6. The deal could help Intel challenge TSMC's dominance, particularly with security chips. Intel's high valuation may not make this deal actionable to shareholders, at least for now. These 10 stocks could mint the next …

Why the Market Continues to Sleep on Micron's Growth Potential

Key Points Micron's memory business is highly cyclical. Longer-term agreements could mitigate the effects of a downcycle.10 stocks we like better than Micron Technology › The behavior of Micron(NASDAQ: MU) stock has shown extreme volatility, particularly over the last year. The stock made gains …

Nvidia, Micron or Broadcom: What Would Raymond Dalio Do?

Quick Read NVIDIA trades at a forward P/E of 23 and PEG of 0.55, making it cheaper on growth than Broadcom's lofty P/E of 69. Analysts set a $303 consensus target on NVDA, implying 38% upside, with 58 of 61 rating it Buy or …

Noticias de acciones de Analog Devices Inc (ADI)

AMD Tops Q2 Estimates, but Investors Still Hit the Sell Button. What's Next for AMD Stock.

Wall Street has developed an expensive habit when it comes to artificial intelligence (AI) stocks. Every quarter has to be bigger than the previous one. Simply beating expectations no longer earns applause. Investors now want results that shatter forecasts, raise long-term expectations, and justify …

Is AMD Stock a Buy on the Dip as AI Revenue Surges?

Key Points AMD is seeing strong growth, but its larger growth opportunities are still in front of it. Its new Helios AI server racks should be a strong growth driver in the year ahead.10 stocks we like better than Advanced Micro Devices › Advanced …

Is Micron Still a Buy as the Global Memory Race Accelerates?

Micron (NASDAQ: MU) is spending billions to expand the memory infrastructure powering artificial intelligence. Its new fabs could strengthen pricing power and long-term growth, but they could also revive the oversupply cycle that has repeatedly punished memory investors. Stock prices used were the market …

Dear Analog Devices Stock Fans, Mark Your Calendars for August 19

Analog Devices Inc_ HQ photo-by Sundry Photography via iStock Artificial intelligence (AI) is reshaping the semiconductor landscape, fueling heavy investment in data center infrastructure while reviving demand for industrial automation. Defense spending tied to domestic chip capabilities adds another layer of support. These forces …

Advanced Micro Devices (AMD) Price Prediction: How Much a $5,000 Investment Could Be Worth by 2031

Quick Read AMD's Data Center revenue jumped 57% YoY, driving a base-case projection of $7,657 from a $5,000 investment by 2031. Export controls already cost AMD roughly $800 million in inventory charges, while a P/E of 206 leaves little room for execution stumbles. Lisa …

This Analyst On Wall Street Thinks The CPU Trade Is Overdone, Should You Sell ARM (ARM) Stock?

ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company's energy-efficient CPU designs are increasingly being adopted by major cloud providers …

Análisis y previsión de acciones de Qualcomm Inc (QCOM)

Advanced Micro Devices, Inc. acaba de superar las previsiones de beneficios: esto es lo que los analistas creen que sucederá a continuación

The Numbers Behind ON Semiconductor’s (ON) Higher Target and Unchanged Hold Rating

ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street's expectations, and reaffirming that its AI data center revenue is on track to more than double in 2026. Robert W. Baird analyst …

Noticias de acciones de Texas Instruments Inc (TXN)

Micron vs. Sandisk: Which Is the Better AI Memory Stock to Own for the Next 3 Years?

Key Points Both Micron and Sandisk have been huge winners in 2026. Micron is enjoying strong growth across all of its segments and projects sustained demand. Sandisk's NAND memory is in high demand, with its CEO saying the company's growth should continue.10 stocks we …

How Chevron became the AI darling of Big Oil

Welcome to rural Reeves County, which counts about 4,000 households over 2,600 square miles, in barren and arid West Texas. Soon, courtesy of Chevron, the county will possess enough gas-fired electricity to power more than 2 million homes—though in this case, all of that …

What Does Intel (INTC) Gain From Its Texas Chip Facility Joint Venture?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Intel (NasdaqGS: INTC) announces a joint venture with SpaceX and Tesla to build a semiconductor fabrication facility in Texas as part of the …

Stocks Settle Higher as a Weak Jobs Report Allays Rate Hike Fears

The S&P 500 Index ($SPX) (SPY) closed up +0.62% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.28%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.19%. September E-mini S&P futures (ESU26) rose +0.55%, and September E-mini Nasdaq futures (NQU26) …

Citi Revamps Micron Target Target With A Twist

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) remains one of Wall Street's strongest AI-memory plays, but Citi is warning investors that the extraordinary pricing cycle may be approaching its peak. Analyst Atif Malik cut his Micron price target 18% to $1,150 from …

Micron Stock Falls After Citi Slashes Price Target on Memory Risks

This article first appeared on GuruFocus. Micron (NASDAQ:MU) and SanDisk (NASDAQ:SNDK) remained under pressure on Friday as investors continued pulling back from memory-chip stocks following a weaker outlook from SanDisk and a cautious industry forecast from Citi. Micron shares fell about 1%, while SanDisk …

SoftBank Stock Drops 6.1% as AI Funding Pressure Intensifies

This article first appeared on GuruFocus. SoftBank Group (SOBKY), the Japanese technology investment powerhouse making some of the biggest bets in artificial intelligence, tumbled about 6.1% in Friday's Tokyo session after quarterly results reminded investors that building an AI empire doesn't come cheap. Net …

Micron Stock Slips as Citi Cuts Target by $250

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU), a memory and storage semiconductor leader riding the AI infrastructure boom, delivered another blockbuster quarter, yet its shares slipped about 0.6% in Friday's regular session after Citi cut its price target to $1,150 from $1,400 …

Qualcomm Stock Sinks 11% on Weak Guidance. Is the Selloff a Buying Opportunity?

Jim Cramer Called Linde plc (NASDAQ:LIN)’s Share Price Movement “Stupid”

Industrial giant Linde plc (NASDAQ:LIN)'s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in …