Micron Technology reported a blockbuster fiscal Q3 with $41.456 billion revenue, up 345.72% year-over-year, driven by strong demand for AI-related memory products like HBM4. It achieved an 84.6% gross margin and expects even stronger Q4 results, signaling it is capitalizing on the AI memory shortage. Intel posted its best quarter in over 15 years with 25.42% revenue growth to $16.128 billion, led by Data Center and AI segments, but still recorded an $11.033 billion net loss due to heavy investment in foundry and product rebuilds. Intel’s turnaround is longer-term, focusing on new server chips and foundry capacity, while Micron benefits from immediate AI-driven pricing power. Investors should watch memory pricing trends for Micron and foundry progress for Intel to gauge future performance.
The S&P 500 has reached 25 all-time highs in 2026, continuing a streak of record-setting years fueled by robust earnings growth and rising investor optimism. Key contributors include Nvidia, Apple, and especially Micron Technology, whose 208% return ...
In 2026, the iShares Semiconductor ETF (SOXX) has outperformed the VanEck Semiconductor ETF (SMH) by about 20 percentage points due to its more balanced stock weighting. SMH focuses heavily on a few mega-cap chip companies, making it vulnerable when ...
Ray Dalio favors NVIDIA as the top AI chip stock due to its strong cash flow, reasonable valuation, and durable growth in AI infrastructure. NVIDIA reported $81.6 billion revenue last quarter, with a forward P/E of 23 and $48.55 billion free cash flo...
NVIDIA reported $81.6 billion in Q1 FY27 revenue driven by a 92% YoY surge in data center sales and strong networking growth, signaling rapid AI infrastructure expansion. Micron posted $41.5 billion with a sharp gross margin increase to 84.9%, fueled...
The ProShares Ultra SK Hynix ETF (SKHU), a leveraged fund aiming to deliver twice the daily return of SK Hynix's US-listed ADR, dropped 12% in one session and has lost 52% since its July 14, 2026 launch. This steep decline is due to SK Hynix's prelim...
