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The AI trade is still on': Wall Street sees Big Tech's spending as positive for semiconductor stocks
26.07.2026 12:10
Alphabet's increased capex forecast for 2026 this week was the latest tailwind for AI infrastructure stocks.
CXMT set for historic Shanghai debut after $9.8 billion IPO
26.07.2026 04:36
Investing.com -- Chinese memory-chip maker CXMT Corp. could become the mainland’s most valuable listed company shortly after its Shanghai debut, following a heavily oversubscribed 66.6 billion yuan ($9.8 billion) initial public offering, Bloomberg reported.
Memory Frenzy Primes China Champion CXMT for Historic Debut
26.07.2026 00:00
(Bloomberg) -- Investor excitement over the memory chip trade is setting outsize expectations for the Shanghai debut of CXMT Corp., which is on the brink of making history after a near-record initial public offering.Most Read from BloombergSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysRetina Chip Designed to Restore Sight to Go on Sale in EuropeTrump Seethes as Iran War Spirals Anew With No End in SightHouthis Claim Saudi Attack as US Ends Run of Iran StrikesDeepSeek Said to Tell
Curious about the most active S&P500 stocks in today's session?
24.07.2026 18:05
Looking for the most active S&P500 stocks in today's session? Join us as we dive into the US markets on Friday and discover the stocks that are dominating the trading activity and setting the pace for the market.
IPO Stock Of The Week: SK Hynix Offers First Buy Point Ahead Of Debut Earnings Report
24.07.2026 17:46
South-Korea memory-chip maker SK Hynix stock offers its first buy point ahead of the firm's debut earnings report next week.
Stocks making big moves this week: FTAI Aviation, Frontier, Alphabet, Micron, and 3M
24.07.2026 17:21
Check out the companies making headlines this week:
MU, SKHY, STX, WDC And Other Memory Stocks Tumble — Evercore's Daryanani Believes Supply-Demand Imbalance Is Going To Get Bigger In 2027
24.07.2026 17:06
The Roundhill Memory ETF, which has more than doubled year-to-date, was down nearly 7% at the time of writing.
Micron (MU) Down 18.4% Since Last Earnings Report: Can It Rebound?
24.07.2026 15:30
Micron (MU) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
SK Hynix and Micron Sink 6%, SanDisk Drops 9% as Korea Chip Selloff Hits U.S. Memory Stocks
24.07.2026 14:58
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is what is driving the group lower and what traders are watching into the close.
Financial Institutions Q2 Earnings Call Highlights
24.07.2026 14:03
Financial Institutions (NASDAQ:FISI) reported higher second-quarter earnings, loan growth and net interest margin, while raising several full-year profitability targets as commercial lending momentum strengthened across its core Upstate New York markets. Net income available to common shareholders
10 Information Technology Stocks Whale Activity In Today’s Session
24.07.2026 13:35
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often
Wall Street Analysts Think Micron (MU) Is a Good Investment: Is It?
24.07.2026 13:30
Based on the average brokerage recommendation (ABR), Micron (MU) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race?
24.07.2026 12:47
MU's faster HBM4 ramp-up, rising AI demand and quicker yield gains are likely to aid revenues, profitability and its AI memory position.
QUICK SPARK: Micron, SK Hynix, SanDisk Fans Get a New ETF to Turbocharge the DRAM Trade
24.07.2026 12:21
New RAML ETF gives traders 2X daily exposure to the Roundhill Memory ETF, amplifying bets on Micron, SanDisk and AI memory stocks.
Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech Stocks Bleeding
24.07.2026 11:07
CPUs For Agentic AI Please click here for an enlarged chart of Intel Corp (NASDAQ:INTC). Note the following: This article is about the big picture, not an individual stock. The chart of INTC stock is
Here's the Price Where I'd Start Considering Buying Micron Stock
24.07.2026 11:05
Is the memory giant's stock a buy after its recent pullback?
Micron, SanDisk Stock Rout Looks Ugly — This New ETF Thinks That’s Perfect
24.07.2026 08:51
Micron and SanDisk are down in the past month, but T-REX sees opportunity. It is launching the first inverse DRAM ETF for AI memory traders.
Stock Futures Rise as Oil Prices Dip After AI Selloff
24.07.2026 08:50
Stocks looked set to struggle for direction on Friday as a drop in oil prices eased fears about higher inflation, even as artificial-intelligence jitters lingered. Nasdaq 100 futures rose 0.1%. The Dow was on track to outperform the other two major indexes because it tends to be more reactive to oil prices, which were retreating having spiked above $100 a barrel the previous session.
Micron (MU) Is Getting A New China AI Demand Signal From Kimi K3
24.07.2026 03:16
Moonshot AI’s Kimi K3 launch in China drew such heavy usage that the service quickly stopped taking new users. Analysts are pointing to the surge in demand for Chinese AI models as a potential tailwind for memory suppliers like Micron Technology (NasdaqGS:MU). The user cap at Kimi K3 highlights a tight balance between AI compute needs and available high performance memory supply. Micron Technology sits squarely in the path of this AI build out, with its memory products tied to data center...
Why Nvidia Stock Isn’t Rallying as It Should After Alphabet Earnings
23.07.2026 13:54
The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind.