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Micron’s Memory Boom Is Heading For A Peak, Analyst Warns

Micron Technology, Inc.(NASDAQ:MU) stock gained about 1% in Monday premarket trading as technology stocks moved higher ahead of the opening bell. Nasdaq futures rose 0.41%, while S&P 500 futures gained 0.17%. The move comes as investors weigh Micron's longer-term growth prospects against expectations for …

Taiwan Semiconductor’s Blockbuster Run Rolls On: July Revenue Surges 45%

Taiwan Semiconductor Manufacturing Company Ltd.(NYSE:TSM) reported a sharp increase in July revenue on Monday, extending strong growth from a year earlier. The chipmaker reported consolidated revenue of approximately 467.58 billion New Taiwan dollars for July, up 44.7% from 323.17 billion New Taiwan dollars in …

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 …

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

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 …

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

Emerging-Market Stocks, Currencies Gain After Soft US Jobs Data

(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday's unexpectedly weak US employment report. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' …

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 …

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 …

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 …

Core Scientific (CORZ) Shareholders Rejected a $9B Sale. Does the AMD Deal Vindicate Them?

Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker's ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific …

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 …

Marvell (MRVL) vs. AVGO and NVDA: Can AI Interconnect Growth Deliver the Earnings Its Premium Valuation Demands?

Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on MRVL. Marvell Technology, Inc.'s share was trading at $211.02 as …

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 …

Por qué Astera Labs (ALAB) ha subido un 7,4 % tras publicar unos resultados del segundo trimestre muy positivos y unas previsiones optimistas para el tercer trimestre

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 …

Memory Sector Stocks Are Down 30% or More From Their Highs, But These 2 Are Worth Buying Now

Key Points Western Digital's sharp pullback looks more like a valuation reset than a sign of weakening fundamentals. Silicon Motion offers a different way to play the AI storage trend, backed by rapid revenue growth and new AI-focused products. Select names with solid execution …

How Investors Are Reacting To Texas Instruments (TXN) Deepening Its US Chip Supply Role With GE Appliances

Dow Jones Futures Loom 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

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 …

Taiwan Semiconductor Manufacturing (TSM) Is AI Demand Making The Stock Look Fully Valued

STMicroelectronics (ENXTPA:STMPA) Stock Looks Overvalued While Its 124% Return Stays Strong

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. STMicroelectronics stock has delivered a very strong 124.2% return over the past year, yet the current valuation checks lean expensive rather than pointing to …

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 …

Geron (GERN) Is Up 14.7% After Issuing First RYTELO Revenue Guide And Narrowing Losses - Has The Bull Case Changed?

In the second quarter of 2026, Geron Corporation reported revenue of US$57.48 million versus US$49.04 million a year earlier, a net loss of US$16.68 million, first-half revenue of US$109.32 million, and a reduced first-half net loss of US$20.32 million, while also filing a US$6.03 …

Humanoids are as much a compute story as a robotics one

Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain. Investor attention has largely focused on visible hardware …

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 …

Microchip Q1 Earnings: Data Center Sales Nearly Doubled and a $1 Billion Year Is Next

STMicroelectronics (ENXTPA:STMPA) Lifted Guidance, Is The Stock Fully Priced?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. STMicroelectronics (ENXTPA:STMPA) updated its guidance with higher revenue expectations, pointing to demand in AI infrastructure, automotive, industrial and Low Earth Orbit satellite markets …

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 …