Micron Technology (MU) is back in focus after securing long-term customer agreements with leading automotive and technology partners, linking its stock story more tightly to AI-driven memory demand and expanding U.S. manufacturing plans. See our latest analysis for Micron Technology. Micron Technology’s share price has been volatile, with a 1-day share price return of 1.94% after recent AI and auto-related announcements, a 30-day share price return down 23.68%, a strong 90-day share price...

The rebound follows weeks of heavy selling in high-flying memory stocks and the broader semiconductor sector.

Dow Jones Futures: Trump sparked losses Monday after he said Iran "will pay" for killing American soldiers. SpaceX and Tesla sold off.

Michael Burry recently shorted Micron (NASDAQ:MU) and called it “cyclical like no other.” His argument: the stock’s rally reached historically extreme levels driven by fear of missing out and the greater fool theory, not fundamentals, and warned AI chip stocks face a 30% correction. Claude AI recently said Burry’s broader argument about semiconductor stocks, especially […]

Today, July 20, 2026, semiconductor and AI infrastructure shares pared early gains as U.S.-Iran tensions and crude oil gains pressured markets.

U.S. stocks were slightly lower in cautious trading, as chip shares bounced back from last week’s bruising selloff and investors shrugged off a new Chinese AI model.

Micron and Sandisk have tumbled since the calendar flipped to July.

A Vital Supplier of AI Infrastructure and a Renewable Energy Company with a Significant EPS Increase Projected

Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance.

Micron and Nvidia look like genius buys now.

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Shares of memory chips maker Micron (NASDAQ:MU) jumped 3.2% in the morning session after the company could repurchase more than 40% of its outstanding stock by 2028, sparking a rebound alongside a broader rotation back into semiconductor stocks, according to UBS. The investment firm expected Micron to generate over $400 billion in free cash flow through 2028. While the chipmaker was restricted from buying back stock until December 2026, UBS noted the company could allocate all free cash flow tow

Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.

Tech stocks face rare market divergence and sharp volatility as Micron and other AI names slide, while one fund manager sees improving risk-reward.

Micron, AMD, and more AI stocks mount a comeback as investors get over the worst of their AI trade fears.

Micron and Nvidia are driving Tech earnings growth, with their impact reshaping the S&P 500's Q2 profit outlook as earnings season gains momentum.

Big Tech earnings are on deck this week. The Opening Bid panel breaks down what to expect from Alphabet (GOOGL, GOOG) and Tesla (TSLA). Truist CIO and chief market strategist, Keith Lerner, and Yahoo Finance Senior Business Reporters Ines Ferré discuss the key themes and risks heading into earnings.

STOCKS Investors are kicking off the trading week with AI bubble anxieties seemingly in the rearview mirror, pushing chip stocks higher and powering a nearly 1% advance in the Nasdaq composite. The gains come despite Alibaba previewing its new artificial-intelligence model-the second time in a week that China has flexed its advances in AI.

Yahoo Finance Executive Editor Brian Sozzi welcomes Truist CIO and chief market strategist Keith Lerner and Yahoo Finance Markets & Data Editor Jared Blikre to the show to discuss the outlook for tech as chip stocks attempt to recover from recent pullbacks and the Philadelphia semiconductor (^SOX) sector falls into a bear market.

Micron, Texas Instruments, NVIDIA and Broadcom pair AI-driven growth with billions in free cash flow amid market volatility.

Semiconductor stocks jumped on Monday following a recent sell-off.

Following a significant surge, investors must determine if Intel's turnaround is just beginning or if its potential is already reflected in the stock price.

After a historic run-up, Micron's biggest opportunity goes beyond more growth to a fundamental business model change investors are just starting to grasp.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

(Bloomberg) -- Bearish bets across US stocks are surging to a record in the face of market gains, reflecting anxiety about the staying power of a rally that has seen the S&P 500 jump 18% from late March. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Aga

Stock Market Today: The Dow Jones index rose Monday on rising U.S.-Iran peace hopes. Nvidia, Micron and Sandisk rebounded.

The unwind in artificial intelligence and momentum stocks is entering its maturing stage and should not trigger prolonged market weakness, according to JP Morgan. The bank's equity strategists, led by Mislav Matejka, noted a challenging few weeks for AI-linked groups, with Korea's market down...

Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.

Helport AI has reached a significant commercial milestone with its AI Labor platform in the consumer finance sector, specifically within overseas markets. By integrating AI-driven processes across consumer finance collections and customer acquisition, the company has validated its platform's capability to perform complex tasks traditionally managed by human teams, including intelligent outbound calling and real-time engagement through WhatsApp. The AI Labor system successfully handled large...

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Micron stock has dropped 30% in the past month as debate rages about how long the memory shortage can last.

By Caroline Valetkevitch NEW YORK, July 20 (Reuters) - Chipmakers are in focus on Wall Street, with their shares turning mercurial this month and investors banking on a few dozen newly valuable

The memory chip specialist stock appears incredibly cheap.

↗️ Alibaba (BABA, HK:9988): Shares in the Chinese internet giant rose after it previewed its new AI model, which it said is second only to Anthropic’s Fable 5. ↘️ Ryanair (IR:RYA): Shares in the budget airline fell after it reported a drop in first-quarter profit, hit by lower fares and rising fuel costs because of the conflict in the Middle East.

Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.

The artificial intelligence trade just hit some turbulence, and chip stocks are plunging.

While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.

Demand for memory chips to power AI workflows has led to surging prices in memory chip stocks like Micron.

Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.

The fundamentals say boom. The stock price says the boom is ending. One of them is wrong.

Micron Technology (NasdaqGS:MU) reached a US$1t market capitalization for the first time in its history. The company recently completed multiple long-term Strategic Customer Agreements with key Tier 1 automotive suppliers, including Qualcomm, DENSO, and Hyundai Mobis. These agreements aim to secure demand for Micron's memory and storage products in AI-focused automotive platforms. Micron Technology sits at the center of memory and storage used in data centers, consumer electronics, and...

Tech companies are on the hunt for more efficient technologies to reduce memory costs.

The AI race is far from over.

Hyperscale data centers are devouring DRAM capacity faster than chipmakers can build it, and the supply math is grimmer than most investors realize. The window for relief is narrower than Wall Street expects, and the timeline could reshape the entire AI infrastructure trade.