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EXPLAINED: 2 | Rare Historical Photos

Elon Musk Ties Tesla's Optimus to Starlink's Next Growth Phase: 'The Appetite for Bandwidth Will Be Much Greater'

Elon Musk said on Tuesday that artificial intelligence (AI), humanoid robots and autonomous vehicles will dramatically increase demand for network bandwidth, arguing the world will need far more connectivity than ever before.

Benzinga

Stocks Finish Sharply Higher on Strong Earnings and Push to Reopen Hormuz

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +1.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.71%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.32%. September E-mini S&P futures (ESU26 ) rose +1.79%, and September E-mini Nasdaq futures...

Barchart

S&P 500 Hits Record Highs, Palantir Jumps 27%: Stock Market Today

U.S. equities powered to fresh record highs by midday Tuesday as blowout guidance from Palantir Technologies Inc. (NASDAQ:PLTR) and a Caterpillar Inc. (NYSE:CAT) earnings beat reignited the AI trade, while crude oil tumbled more than 5% on growing conviction that a deal to reopen the Strait of Hormuz is days…

Benzinga

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You Hit Micron’s Bear Thesis Every Time ChatGPT Says ‘Start a New Chat.’ Burry’s MU Short Might Be Onto the Same Thing.

Michael Burry’s latest Micron short highlights a long-term bear case that hinges on AI breakthroughs reducing future memory demand.

Barchart

Semiconductor ETF SOXX’s Worst Month Since 2002: 'A Significant Discount,' Ed Yardeni Says

A monthly loss last recorded during the dot-com unwind has returned to the semiconductor complex, and it arrived while the sector’s earnings estimates were still rising.

Benzinga

1 Japanese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.

Kioxia’s weak outlook has cast fresh doubt on the AI memory boom. Here’s how investors should approach Micron stock.

Barchart

Michael Burry Just Turned His Guns on Nvidia, Micron and SOXX — ETF Investors Are Watching the Fallout

Michael Burry is doubling down on his cautious view of the artificial intelligence trade, increasing his bearish exposure to NVIDIA Corp (NASDAQ:NVDA) while expanding outright short positions in Micron Technology Inc (NASDAQ:MU) and the iShares Semiconductor ETF (NASDAQ:SOXX).

Benzinga

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SanDisk Leads Memory Stock Rally — Here's What's Fueling the Bounce Back

Memory stocks are rallying Thursday, clawing back a chunk of Wednesday’s steep losses. Sandisk Corp. (NASDAQ:SNDK), Micron (NASDAQ:MU), Seagate (NASDAQ:STX), Western Digital (NASDAQ:WDC), SK Hynix Inc. (NASDAQ:SKHY) and the Roundhill Memory ETF (NASDAQ:DRAM) are all higher in early trading, reversing course after a sharp selloff a day earlier.

Benzinga

Semiconductor ETF SOXX Eyes Worst Month Since 2001: 5 Shocking Charts To Watch

The semiconductor trade is facing its worst reckoning in decades. The industry that led the market all year has lost more value in 30 days than in any month since 2001.

Benzinga

Warsh Says Five-Year Inflation Fight Won’t End Fast as 30-Year Tops 5.2%: What Do Prediction Markets Say?

Federal Reserve Chairman Kevin Warsh held interest rates steady Wednesday for a fifth straight meeting, then told reporters that while the Fed "hasn’t done much in 42 days, the markets have done quite a bit."

Benzinga

Michael Burry Is Doubling Down His Short Bets Against Micron and Nvidia. What That Tells Us About the Future of Chip Stocks.

Michael Burry has added to his short position on Micron per a new Substack post.

Barchart

Is Wall Street Bullish or Bearish on Micron Technology Stock?

Micron Technology has substantially outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Barchart

SK Hynix Earnings Could Decide Whether Wall Street Has Misread The AI Memory Selloff

Since last month, when memory stocks hit their highs, SK Hynix Inc. (NASDAQ:SKHY) has plunged nearly 47%, and SanDisk Corp. (NASDAQ:SNDK) has lost more than 50%. Micron Technology Inc. (NASDAQ:MU) and Western Digital Corp. (NASDAQ:WDC) have each fallen roughly 33%.

Benzinga

5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?

AI stocks like AMD, Micron, Credo, Cloudflare and AirJoule face a summer pullback, but intact spending trends and analyst price targets suggest their uptrends remain in place.

MarketBeat

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Benzinga

Oil Crashes 8%, Chip Rout Weighs on Nasdaq 100: Stock Market Today

Crude oil cratered as much as 8% on Monday after Washington paused its strike campaign against Iran, but a brutal sell-off in semiconductors wiped out Wall Street’s early relief rally, leaving the major averages mixed ahead of Wednesday’s Federal Reserve decision and a wave of Magnificent Seven earnings.

Barchart

Why the Outlook for Micron Stock Is Mixed Despite a Very Bullish Note from Bank of America

Alphabet has invented a compression method that could cause Micron's growth to meaningfully decelerate.

Benzinga

EXCLUSIVE: China Is Coming For SanDisk—But Not Yet For Micron’s Memory Crown (CORRECTED)

Editor’s Note: This story has been corrected to remove an inaccurate company reference.

Barchart

Elon Musk Just Revealed a Quiet Win for Tesla’s AI Ambitions

Elon Musk revealed that Micron gave Tesla a 'very significant allocation' of memory chips on 'reasonable terms' and is making room for Tesla in the years ahead, amid soaring industry memory prices driven by AI demand.

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Why BofA Thinks Micron Stock Could Be One of AI’s Biggest Long-Term Winners

Bank of America says open-source AI models could expand memory demand, reinforcing its bullish outlook on Micron despite MU stock's massive rally.

Benzinga

NVIDIA's Next Breakout? Market Veteran Sees Plenty of Fuel Left in the AI Leader

Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum.

Benzinga

Elon Musk Says Tesla's Spending Spree Is the 'Fastest Industrial Scale-Up Since World War II' as 2026 Shapes Up To Be a 'Massive CapEx Year'

Tesla Inc. (NASDAQ:TSLA) is increasing its capital and operating expenditure to achieve the most rapid industrial expansion in the U.S. since World War II, as revealed by CEO Elon Musk and CFO Vaibhav Taneja.

Barchart

UBS Says Micron Could Buy Back Nearly Half Its Stock. Why I’m Not Counting on That MU Catalyst.

The company could theoretically retire more than 40% of its outstanding shares. However, that is not as easy as many make it out to be.

Barchart

Bank of America Is Feeling Bullish on Micron Stock. Here's Why

Micron shares rallied today as BofA adds the memory chips specialist to its highest conviction buy calls. Here’s why MU stock is attractive to own at current levels.

Barchart

Micron Stock Is Near Bear-Market Territory. Here’s Why ASML’s Guidance Says Buy the Dip.

Micron shares have fallen sharply despite explosive growth in its data center and cloud memory businesses.

Benzinga

Micron’s Moonshot Meets UBS: Was the AI Stock Warning Early or Just Unloved?

UBS’s June warning to "reduce risk meaningfully" in AI‑linked semi stocks landed in one of the most crowded trades in the market, and the past month has delivered enough volatility to judge it on more than vibes.

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