The semiconductor trade is losing steam following Broadcom's earnings report.
Investors are eager for clues that the blockbuster AI spending that has powered markets higher in recent months is slowing. They may not like everything they see.
Profits are soaring, for now. That does not guarantee they will in the future.

3 Stocks Crushing Nvidia This Year

12:45pm, Thursday, 04'th Jun 2026
Nvidia hasn't had the strongest 2026 so far.

Why Micron Stock Crashed Today

12:08pm, Thursday, 04'th Jun 2026
Everyone hates Broadcom stock today, and Micron is getting caught in the storm.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down by about 7% to $1,004 in mid-morning trading on Thursday, June 4, after Broadcom (NASDAQ:AVGO) delivered an AI chip outlook that
Although 2026 has been a roller coaster year for the markets so far, certain sectors have remained strong.
Micron Technology, Inc. MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the explosive growth of artificial intelligence (AI) and h
Micron Technology (NASDAQ:MU) CEO Sanjay Mehrotra unloaded nearly $36 million in company stock last week, filing a Form 4 with the SEC disclosing the sale of 37,439 shares on May 29 across 30 separate
Technology stocks came under heavy pressure on Thursday after Broadcom's latest outlook failed to satisfy investors who had been betting on an even faster acceleration in artificial intelligence-relat
Investors just can't seem to get enough of the memory and storage stocks, even after their mouth-watering parabolic moves. Micron (NASDAQ: MU) and South Korea's SK Hynix are now $1 trillion companies.
Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a "neo cloud" by providing both

Micron: The Market Is Right (Rating Upgrade)

10:08am, Thursday, 04'th Jun 2026
I'm upgrading Micron to a cautious buy on pullbacks. My call is mainly driven by structural AI demand and memory supply constraints. MU's valuation is now based on a multi-year AI supercycle, with HBM
For much of the past year, Wall Street has debated whether the semiconductor rally is a once-in-a-generation earnings cycle or bubble.
MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.
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