Micron Technology Inc
The Tech Download: Chip stocks surge in ‘historic’ month as investors’ AI buildout concerns ease
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. After a month or so in the doldrums as investors rode a wave of anxiety about the AI buildout, chip stocks have hit a real purple patch again in April. In March, Nasdaq’s PHLX Semiconductor Sector Index — […]
Read More
Apple CEO Tim Cook warns of extended memory crunch. ‘We’ll look at a range of options’
Apple CEO Tim Cook gestures as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, California, U.S. Sept. 9, 2025. Manuel Orbegozo | Reuters The global memory crisis played an outsized role in tech earnings season, which hit an apex this week. Apple CEO Tim Cook warned it’s just the […]
Read More
Tech stocks close out best month since start of Covid pandemic in 2020
Jakub Porzycki | Nurphoto | Getty Images The tech-heavy Nasdaq Composite climbed 15.29% in April, its biggest monthly gain since the start of the Covid pandemic in April 2020. Earnings for big tech this week have boosted the sector, with Alphabet, Amazon and Microsoft all beating expectations for revenue and cloud growth. Alphabet surged 10% […]
Read More
AI boom: Big Tech capital expenditures now seen topping $1 trillion in 2027
Google CEO Sundar Pichai gestures during a meeting with France’s President Emmanuel Macron on the sidelines of the AI Impact Summit in New Delhi on Feb. 19, 2026. Ludovic Marin | Afp | Getty Images Wall Street analysts estimate total AI capital expenditures could now climb above $1 trillion in 2027, following even bigger spending […]
Read More
Stocks making the biggest moves premarket: Seagate, Robinhood, Humana, Generac & more
Check out the companies making the biggest moves premarket: Seagate Technology — The data storage stock popped almost 18%. Seagate sees fiscal fourth-quarter revenue coming in at $3.45 billion, plus or minus $100 million, and adjusted earnings of $5 per share, plus or minus 20 cents. That compares to the LSEG estimate of $3.97 per […]
Read More
Tech’s hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring
Sebastien Bozon | Afp | Getty Images The last time tech’s hyperscalers addressed Wall Street, three months ago, they announced plans to collectively spend well over half a trillion dollars this year to build out their artificial intelligence infrastructure. That was before the U.S. invaded Iran, causing oil prices to spike, and leading to a […]
Read More
Micron and Sandisk continue rally as demand for memory expected to persist
The Micron Memory Japan K.K. booth at the Semicon Japan exhibition in Tokyo, Dec. 18, 2025. Kiyoshi Ota | Bloomberg | Getty Images Shares of memory companies Micron and Sandisk jumped on Monday, continuing their extended runs, after Melius Research said demand could remain high through the end of the decade. Memory companies are experiencing […]
Read More
Stocks making the biggest moves midday: Sandisk, Micron, Verizon, AMD, GE Vernova and more
Check out the companies making the biggest moves in midday trading: Sandisk , Micron — Memory stocks were trading higher after Melius Research highlighted the group and said the artificial intelligence cycle should keep demand high for memory through the end of the decade. The analysts said that investors will likely be willing to pay […]
Read More
Buying chip stocks is getting pricey. Traders don’t care
Intel Xeon 6 processors are shown to CNBC at Intel’s advanced packaging facility in Chandler, Arizona, on November 17, 2025. Tony Puyol Semiconductors are a runaway train — up 17 of the past 18 sessions — and options traders are buying increasingly expensive call options to chase the rally higher. The VanEck Semiconductor ETF (SMH) […]
Read More
Stocks making the biggest moves midday: Intel, AMD, Charter, Hims & Hers, Eli Lilly and more
Check out the companies making the biggest moves in midday trading: Comcast , Charter Communications — The NBCUniversal parent tumbled nearly 8% after a Deutsche Bank downgrade to hold from buy. Analysts at the bank said that, “there’s visibility into a return to sustainable revenue, EBITDA, and [free cash flow] growth; we do not expect […]
Read More