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Micron Trades at 6 Times Next Year's Earnings. The $38 Billion of Capacity That Ends This Cycle Doesn't Open Until 2028.

Memory specialist Micron Technology (NASDAQ: MU) trades near $878 as of this writing, at about 20 times its trailing earnings but only about 6 times the earnings analysts expect over the coming year. Earnings are climbing so fast that next year's expected number dwarfs …

Microchip's Data Center Revenue Grew 98% Last Quarter. Here's Why It's Guiding to $1 Billion for the Year.

Key Points Microchip's fiscal first-quarter net sales rose 38% year over year to $1.485 billion, above the high end of guidance. Management expects its total data center portfolio to grow 69.3% to $1 billion in calendar 2026. The company guided for September-quarter sales to …

Stock Market News for Aug 10, 2026

Wall Street closed higher on Friday as weak jobs data for July raised hope that the Federal Reserve may hold interest rates steady for longer. The Nasdaq Composite, the S&P 500 and the Dow ended in positive territory. The three major indexes also posted …

Microchip Aktie: Q2-Prognose auf 1,6 Milliarden

Micron Stock Gains Even as Apple Looks to China for Memory-Chip Supply

Micron stock was rising despite news that Apple has tested memory chips from China’s ChangXin Memory Technologies. Continue Reading

How Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: report

[Hooded hacker in dark room with AI text and digital file network icons symbolizing artificial intelligence and data breach concept.] OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]), Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]), and Meta (META [https://seekingalpha.com/symbol/META]) all reported recent security test anomalies involving their AI models, with each firm attributing …

Market Chatter: Apple Testing CXMT Memory Chips Amid Global Supply Crunch

Apple (AAPL) has been testing memory chips from China's CXMT for use in iPhones, MacBooks and other products as it seeks to ease a supply crunch driven by artificial intelligence demand, The Wall Street Journal reported Sunday, citing people familiar with the matter.The Silver …

Global stocks tick up with oil steady on Hormuz plans

By Wayne Cole and Harry Robertson SYDNEY/LONDON, Aug 10 (Reuters) - Global equities inched higher on Monday as oil prices held broadly steady after Iran said it was nearing a final pact with Oman defining new shipping lanes in the ‌Strait of Hormuz, and …

Mobile Wallet Market Report, Till 2035 Now Available — Forecasts Growth from $15.65B to $177.31B, Profiles Apple, Google, PayPal, and 15 Other Key Players

Company Logo Global mobile wallet market poised for rapid expansion as biometric security, super apps, and emerging-market digital payment initiatives reshape the competitive landscape Mobile Wallet MarketMobile Wallet Market Dublin, Aug. 10, 2026 (GLOBE NEWSWIRE) -- The "Mobile Wallet Market, Till 2035: Distribution by …

European stocks little changed as investors weigh inflation and Hormuz risks

[Global Business Strategy on Digital Display] London (UKX [https://seekingalpha.com/symbol/UKX]) -0.11%, The British pound traded around $1.349, remaining close to its highest level since July 15. Germany (DAX:IND [https://seekingalpha.com/symbol/DAX:IND]) +0.10%. France (CAC:IND [https://seekingalpha.com/symbol/CAC:IND]) +0.00%. Industrial production in Austria was unchanged in June. Norway’s annual inflation …

Sovereign AI Infrastructure Market Till 2040 Now Available — Forecasts Growth from $24.8B to $301.6B, Profiles NVIDIA, Microsoft, AWS, and 15 Other Key Players

Company Logo Opportunities span sovereign AI data centers and GPU clusters, compliant cloud and orchestration platforms, cybersecurity and confidential computing, modular cross-jurisdiction solutions, energy-efficient cooling, renewable power and resilient supply-chain partnerships. Sovereign AI Infrastructure MarketSovereign AI Infrastructure Market Dublin, Aug. 10, 2026 (GLOBE NEWSWIRE) …

Share buybacks in Ericsson during the period August 3 - August 7, 2026

STOCKHOLM, Aug. 10, 2026 /PRNewswire/ -- During the period August 3 - August 7, 2026, Telefonaktiebolaget LM Ericsson (publ) ("Ericsson") (LEI code 549300W9JLPW15XIFM52) repurchased own Class B shares (ISIN: SE0000108656) as follows: Date Aggregated daily volume (number of shares) Weighted average share price per …

Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report

Apple Inc.(NASDAQ:AAPL) is reportedly testing memory chips from China's ChangXin Memory Technologies across products including iPhones and MacBooks as the artificial intelligence boom tightens global memory supply Apple Explores CXMT Chips Amid Memory Shortage Apple has held preliminary discussions with CXMT, China's largest memory-chip …

Siltronic gibt Prognose für das Geschäftsjahr 2026 bekannt

Top economist warns that the AI math doesn’t make sense: ‘Profits are currently being funded by investors rather than earned from customers’

"Is there an AI bubble?" is such a tired thought. Here's something altogether more wired: The AI boom is paying off, but not in a way that the current equities market has accounted for. The success of the technology in one area of the …

Prediction: Sandisk Will Reclaim Its All-Time High by the End of the Year

Key Points Sandisk is still gaining market share in the memory chip industry, and its recent results were superb. A 51% sequential revenue growth rate comes as hyperscalers commit to spending capital over multiple years. Sandisk trades at a reasonable valuation, with bearish fears …

Zeta Global Holdings (ZETA) Refreshes Its Leadership Team With Two Senior Roles

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Zeta Global Holdings (NYSE:ZETA) appointed Leah Pope as Chief Marketing Officer, bringing experience from firms such as Salesforce and Adobe. The company promoted Candace Dean …

ASM announces start of €150 million share buyback program

ASM International NV Almere, The Netherlands August 10, 2026, 8:00 a.m. CET ASM International N.V. (Euronext Amsterdam: ASM) today announces the start of a share buyback program of up to €150 million of ASM common shares. This program follows ASM's announcement on March 3, …

EQS-Adhoc: q.beyond beschleunigt KI-Transformation und passt Prognose für das Geschäftsjahr 2026 an - boerse.de

LegalZoom.com (LZ) Could Be 32% Undervalued Following Copilot Launch And Guidance Cut

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Why LegalZoom.com Stock Is Back In Focus LegalZoom.com (LZ) is drawing fresh attention after launching an agent inside Microsoft 365 Copilot while cutting its full year revenue …

Nvidia, Eli Lilly, and Disney Show It’s Time to Back the Top Dogs

Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now. Continue Reading

What Is TotalEnergies (ENXTPA:TTE) Signaling With Its Cyprus LNG Commitment?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. TotalEnergies (ENXTPA:TTE) and Eni reached Final Investment Decision to develop the Cronos offshore gas field in Cyprus as a new LNG project. The Cronos development plans to …

Why Palantir Stock Skyrocketed This Past Week

Key Points Palantir is helping its customers reap the benefits of AI without sacrificing control over their data. Management says its fast-growing U.S. commercial business has plenty of room for further expansion.10 stocks we like better than Palantir Technologies › Shares of Palantir Technologies …

Campaign Asia Agency of the Year Awards 2026 Unveils Its Most Extensive Regional Judging Panel as Final Entry Deadline Nears

More than 80 senior marketing leaders from leading brands across Asia-Pacific to evaluate the region's best agencies. HONG KONG, Aug. 10, 2026 /PRNewswire/ -- Campaign Asia-Pacific, Haymarket Media Asia's leading media, marketing and advertising title, has unveiled its most extensive regional judging panel for …

AP Memory Strengthens Global Leadership Team with Appointment of Former Qualcomm Vice President Jian Zhang

HSINCHU, Aug. 10, 2026 /PRNewswire/ -- AP Memory, a leading global design company providing customized memory solutions, today announced the appointment of Jian Zhang to its leadership team. Jian will apply her extensive global semiconductor experience to help strengthen AP Memory's technology development, product …

Dow Jones Futures Fall After Market Ramps Up; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

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 …

Tencent AI Spending Key After Magnificent 7 Rout

(Bloomberg) -- Tencent Holdings Ltd.'s spending plans will draw investor scrutiny as investors cool on lavish outlays on artificial intelligence. Most Read from Bloomberg Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Shakes Up Security Team After Saying Oman Deal 'Very …

SpaceX vs. Quantinuum: Which Recent IPO Stock Is a Better Buy?

Key Points SpaceX debuted with the biggest IPO in history. Quantinuum saw so much demand for shares, the company upsized its IPO. Both have experienced share price declines since going public.10 stocks we like better than Space Exploration Technologies › Investors have been treated …

SK Hynix and Samsung Just Sent a Major Warning to Micron Investors

Key Points Memory chip prices have soared as demand far outstrips supply. SK Hynix and Samsung showed some weakness in chip pricing last quarter. The effect could extend well beyond the current quarter, and investors need to consider the long-term implications.10 stocks we like …

Dow Jones Futures Fall As Market Bulls Rule; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

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 …

1 Unpopular Stock That Deserves Some Love and 2 Facing Headwinds

1 Unpopular Stock That Deserves Some Love and 2 Facing Headwinds Wall Street's bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth. At …

3 Mega-Cap Stocks to Research Further

3 Mega-Cap Stocks to Research Further Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them. Sound complicated? With StockStory, it …

3 Growth Stocks Set to Flourish

3 Growth Stocks Set to Flourish Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. Luckily for you, our …

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 …