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Elon Musk warns of a major AI neocloud shakeout
26.10.2026 17:18
Laffer Tengler Investments CEO and CIO Nancy Tengler and her panel of experts weigh in on Elon Musk's stark warning that more than 200 neocloud companies could face what he calls "guppy-level death." The panel examines whether the AI infrastructure boom is creating an overcrowded market, which companies could be most vulnerable, and what a potential shakeout could mean for investors.Today's panel includes KraneShares chief investment officer Brendan Ahern, Futurum chief market strategist Shay Boloor, Raymond James Investment Management chief market strategist Matt Orton, Yahoo Finance anchor Julie Hyman, and "In the Loop" host Ejaaz Ahamadeen.
SanDisk Stock Is Back on Wall Street’s Radar. Here’s Where I See It Going
26.10.2026 17:00
SanDisk just posted a record fiscal year yet sits nearly 50% below its 52-week high after a brutal month-long selloff. Whether that gap represents a rare opportunity or a warning sign depends entirely on one factor most analysts are overlooking.
Micron Stock Finds Its Footing as It Pushes Back on Chinese Memory Threat
26.10.2026 14:51
Micron stock was gaining as it explained why it’s not worried about CXMT’s 4F square memory-chip design.
Bank of America Maintains Buy Rating on Micron Following Memory Supply and Technology Updates
26.10.2026 13:53
Bank of America has maintained its buy rating on Micron Technology (NASDAQ:MU) following meetings with company executives, citing developments in memory supply agreements, manufacturing technology and the company’s product roadmap through 2027 and 2028. The bank’s analysts met with Micron management in New York and Boston last week, following the semiconductor manufacturer’s recent technology and product webinar.
Seagate Eyes a Q1 Earnings Beat: Is the Stock Worth Buying Now?
26.10.2026 13:53
STX's Q1 FY27 earnings outlook reflects surging AI-driven storage demand, higher pricing and Mozaic technology growth.
After Two Spectacular Micron Buy Ratings, I'm Calling It Quits (Downgrade To Sell)
26.10.2026 11:50
Why this Micron bull turned bearish: strong fundamentals may be peaking as the memory cycle shifts.
SK hynix Earnings Preview: Wall Street Is Paying 42% Too Much
26.10.2026 08:17
SK hynix Inc. Q3 2026 profit could beat forecasts, but ADRs look overpriced. Click for this SKHY earnings preview and see if it is the right stock for you.
What's Going On With Micron Technology Stock Monday?
26.10.2026 07:49
Micron (MU) stock rises 1% premarket as investors weigh strong AI demand against warnings of an approaching memory chip cycle peak.
“Durability and Predictability”: Micron Is Up 200% in 2026. Take Profits, or Buy More?
26.10.2026 07:21
Key TakeawaysMicron stock is up 208% in 2026 through Friday’s close. Its quarterly revenue more than doubled over the same stretch, from $23.
Chip Stocks to Buy After Their Worst Day Since June
26.10.2026 03:37
Is a warning of too little supply actually a reason to sell chip stocks?
SK hynix Stock: Micron's AI Boom Sets Up A Cash Flow Test
25.10.2026 09:05
SK hynix earns a Buy on AI memory strength, rising cash flow, and valuation upside. Click for more on SKHY stock.
Sell Micron: Don't Wait For Memory Boom To End
25.10.2026 05:49
Is Micronâs AI boom sustainable? Explore why its low forward P/E may signal a cyclical peak, not value, and why investors should stay cautious now.
Micron stock gets stunning $3,000 call despite 6% plunge
24.10.2026 02:17
D.A. Davidson says investors still undervalue Micron’s AI moat.
Prediction: A $10,000 Investment in This Memory Stock Will Double by 2030 (Hint: It’s Not Micron or Sandisk)
23.10.2026 15:46
Lam Research's accelerating growth suggests that the stock can soar substantially by the end of the decade.
SanDisk Falters for 3 Months But One Top-Tier Institutional Desk Is Sure It’s Going to Nearly Triple
23.10.2026 14:45
SanDisk has shed a third of its value in a month even as its business posts record numbers and locks in nearly $94 billion in signed customer contracts. One top analyst sees a near-triple from here, but the bull case rests on assumptions that could crack fast.
MU vs. AMD: Which Stock Is the Better Value Option?
23.10.2026 14:40
MU vs. AMD: Which Stock Is the Better Value Option?
Nasdaq Nears Flatline With Chip Stocks Rebounding
23.10.2026 14:14
Chip stocks were bouncing back, helping cushion some of the Nasdaq's losses.
Not Nvidia. Not Micron. This Little-Known Chip Stock Is the AI Boom's Best-Kept Secret.
23.10.2026 14:05
Nvidia gets the glory and Micron gets the memory trade, but one $32 billion chip company makes the cables that keep every AI cluster talking.
Apple is catching up to Nvidia's market cap, and investors are waiting on Anthropic's IPO
23.10.2026 14:01
Yahoo Finance Executive Editor Brian Sozzi talks about the biggest stories to start your trading day. Starting with SpaceX (SPCX), looking at a massive cell tower deal, Apple (AAPL) hot on the heels of Nvidia (NVDA) as the top dog in market cap, and investors licking their lips, waiting for Anthropic's (ANTH.PVT) IPO. Sozzi then sits down with Manhattan Venture Partners Managing Partner Jared Carmel to discuss Anthropic's (ANTH.PVT) S-1 filing and what to expect, and how it compares to SpaceX's (SPCX) own, what to expect, and how it compares to SpaceX's (SPCX) IPO.