Weeks before Apple Inc. (NASDAQ:AAPL) blamed soaring memory costs for raising prices on several products—and before Samsung Electronics Co., Ltd. (OTC:SSNLF) forecast a blockbuster jump in quarterly
Citi Wealth's CIO Weekly Bulletin flags a subtle but important shift in the global memory landscape: China's domestic memory chips are now "gaining international recognition."
Oil surged and stocks slid after the president's comments at a NATO summit, while semiconductor stocks staged a quiet recovery.
CNBC's Jim Cramer has spent much of 2026 warning that the stock market's biggest short-term risk lies in the ever building IPO pipeline. His concern boils down to a simple analysis pulled from a recen
Tech retakes command of markets for Wednesday's trading session, which @CharlesSchwab's Nathan Peterson points to as the most important corner of Wall Street. He talks about the rampant volatility gri
The narrative around artificial intelligence has shifted several times over the past year. Investors have worried about stretched valuations, slowing cloud spending, and whether businesses will genera
Micron Technology Inc. (NASDAQ:MU) and Broadcom Inc. (NASDAQ:AVGO) have pulled back roughly 25% from recent record highs, creating what UBS views as a more attractive entry point across semiconductor
MU, ON, NXPI and NVDA stand to gain as AI-powered vehicles drive demand for memory, processors, sensors, networking and power chips.
Micron Technology, Inc. delivered an extraordinary Q3, prompting a rating upgrade to buy as AI-driven demand fuels record revenue and margin growth. MU Q3 revenues soared 346% y/y to $41.46B, with gro
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analy

Micron Vs. Sandisk: Time To Bank The Pair Trade

09:48am, Wednesday, 08'th Jul 2026
Micron and Sandisk have both seen significant valuation expansion, with the pair trade thesis now played out; I rate both stocks Hold. MU's Q3 revenue surged ~350% YoY, but price ceilings and supply c
Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks - and Apple didn't make the cut. Grab the names FREE today. AI Memory and Chip Stock Rut Just now Live AI me
Semiconductor have taken a hit this week — with indices such as the Philadelphia Semiconductor Index (SOX) down 10.8%, The VanEck Semiconductor Index (SMH) (-13% over ten sessions), and the iShares
President Trump rang the opening bells of the NYSE and NASDAQ from the Oval Office on July 4, 2026, officially launching Trump Accounts. Two days later, he told reporters: "If we have a good market li
Micron is seeing its revenue and earnings skyrocket. Long-term supply constraints could send Micron's stock even higher.
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