Tesla Inc. (NASDAQ:TSLA) investors expected Elon Musk to discuss Robotaxis, Optimus and artificial intelligence during the company's second-quarter earnings call. Few likely expected the CEO to pause
84.6%. That is Micron's GAAP gross margin in fiscal Q3 2026, up from 37.7% in the same quarter a year ago.
AI-driven semiconductor demand continues to fuel the sector's rally, making MU, INTC, NVDA, AMAT and TXN stocks to watch for growth this year.
Investors are piling into the Roundhill Memory ETF (DRAM) as top stocks in the industry bounce back. DRAM jumped to $59.23, up by 20% from its lowest level this month.
SK Hynix was outdoing its U.S. rival after Alphabet earnings.
Memory stocks gained in premarket trading Thursday as investors continued to favor companies expected to benefit from strong artificial intelligence infrastructure spending and tight memory supply.
Sandisk primarily makes NAND flash memory. Micron makes NAND and dynamic random-access memory (DRAM).
Micron has seen demand for its memory chips skyrocket amid the AI boom. Revenue is on track to continue climbing.
Famed technology investor Gavin Baker just made the case that cheaper AI models could be the biggest gift possible to the picks-and-shovels crowd.
Micron and TSMC are capitalizing on AI demand with strong revenue growth, expanding profitability and upbeat outlooks as NVIDIA's gains slow.
Memory stocks have gone vertical. Micron Technology (NASDAQ:MU | MU Price Prediction) is up 239.2% year to date, and SanDisk (NASDAQ:SNDK) has climbed 576.9% over the same stretch, with the Kurv SK Hy
Micron Technology (NASDAQ: MU | MU Price Prediction) and Intel (NASDAQ: INTC) have both reported earnings fueling the 2026 semiconductor rally, but their late-summer setups look nothing alike.
One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.
Chips took a beating in July, and if you sold in a panic, take a breath. On a CNBC segment earlier this week, Wells Fargo chief equity strategist Ohsung Kwon and Strategy Asset Managers CEO Tom Hulick

Nomura Core Equity Fund Q2 2026 Portfolio Review

12:35pm, Wednesday, 22'nd Jul 2026
Seagate Technology shares continued to advance as demand for high-capacity storage tied to AI data-center buildouts supported further positive earnings revisions. On balance, the Fund's artificial int
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