JP Morgan reports that the recent sell-off in AI and momentum stocks is entering a mature phase and should not cause prolonged market weakness. Despite significant declines in key stocks like Samsung and Micron, the MSCI World index remains close to its all-time highs. The bank expects strong earnings growth and limited semiconductor supply until 2028 to support a market rebound. Inflation appears to have peaked, potentially leading to lower bond yields and a weaker dollar, which could benefit broader market leadership. Early Q2 earnings are strong in both the US and Europe, indicating positive momentum ahead.
Micron Technology reported a strong third quarter with revenue rising 74% to $41.46 billion and an EPS of $25.11, driven by robust demand for its high-bandwidth memory chips used in AI servers. UBS maintains a Buy rating on the stock, citing strategi...
Micron, Super Micro, and Dell are key players in the AI infrastructure market, each showing significant growth and promising outlooks for 2027. Micron's shares have surged over 200% this year, driven by strong memory demand and strategic agreements, ...
Micron Technology reported robust Q3 2026 results with $41.46 billion in revenue, a 74% year-over-year increase, and an 84.9% gross margin. Earnings per share surged 13 times to $25.11, significantly beating expectations. The company secured strategi...
Dr. Michael Burry has taken bearish positions against several AI-related stocks like Palantir, Tesla, and Caterpillar, citing overvaluation concerns. However, these stocks have shown strong recovery and remain volatile, making timing critical for his...
The Global X Artificial Intelligence and Technology ETF (AIQ) provides dynamic exposure to leading AI and big data companies through systematic rebalancing and thematic screening, reducing risk from single stocks. With over $10 billion in assets unde...
