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Micron Technology Inc. (NASDAQ: MU ) remains a key beneficiary of AI-driven memory demand as investors weigh strong earnings momentum against questions about pricing power, future supply, and the durability of the current cycle. Micron beat earnings and raised revenue and EPS guidance, keeping the AI-driven memory dema
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Bank of America semiconductor analyst Vivek Arya said Monday's AI-driven sell-off is noise within a secular bull market for semiconductors. He said AI capex could top $3 trillion by 2030 and remained bullish on semis despite near-term volatility.
Most American investors have a fairly limited map of Asia. They know Japan because Japanese stocks have finally awakened after several lost decades. They know China because it generates a steady supply of enormous opportunities, political headaches, and alarming headlines. Beyond those two markets, things get fuzzy. Th
NVIDIA Corp. (NASDAQ: NVDA) reports fiscal second-quarter results next Wednesday after the market close after a run of triple-play quarters and a recent flat stretch in the stock.
The Nasdaq 100 Index has slumped by over 8% from the year-to-date high as some high-profile artificial intelligence (AI) stocks like Micron (NASDAQ: MU ) and Nvidia (NASDAQ: NVDA ) have slipped. Its sell-off faded this week as the big-tech earnings came in and after the Federal Reserve left interest rates unchanged. Th
Palantir Technologies Inc. (NASDAQ: PLTR ) stock slid by more than 3% on Wednesday as risk appetite cools across growth-leaning tech names and traders lean defensive. The Nasdaq is down 0.55% while the S&P 500 has shed 0.76%. The company faces mounting scrutiny as political backlash, internal tensions, customer concern
The collapse of the US peace deal with Iran has caused the Dow Jones Industrial Average (DJIA) to sink lower as a more volatile outlook appears to be the new standard for the index amid the latest wave of geopolitical uncertainty in the Middle East. President Donald Trump announced on Tuesday evening that he believes t
The Roundhill Magnificent Seven ETF (CBOE: MAGS) stock has retreated by 8.7% from its highest point this year as most companies in the group dropped. MAGS was trading at $65.10 from its all-time high of $71.10, while its year-to-date outflows hit $248 million. MAGS stock chart | Source: TradingView Top Magnificent 7 St
SambaNova Systems, an AI chip startup backed by Intel CEO Lip-Bu Tan, is in talks to raise $800 million to $1 billion at a $10 billion valuation
Google announces new AI chips, posing a threat to Nvidia's market share and affecting other companies like CoreWeave and Nebius. This move may impact the AI and cloud computing sectors.