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FORGOTTEN HISTORY: 3 - The Untold Story

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 · Jul 30

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 · Jul 29

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 · Jul 29

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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 · Jul 29

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 · Jul 28

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 · Jul 28

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.

Benzinga · Jul 27

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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.

Barchart · Jul 27

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.

Benzinga · Jul 27

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.

Barchart · Jul 26

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.

Barchart · Jul 24

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 · Jul 23

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.

Benzinga · Jul 23

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 · Jul 22

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Barchart · Jul 21

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 · Jul 21

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 · Jul 20

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.

Barchart · Jul 20

The MANIA Stocks Are Tanking. Here's How to Take Advantage of Semiconductor Volatility.

While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.

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Barchart · Jul 18

14 S&P 500 Stocks Are Up Over 100% in 2026. Why Micron Is My Favorite for the Rest of the Year.

Among the 14 S&P 500 stocks that have surged more than 100% so far this year, Micron stands out as my top pick.

Barchart · Jul 18

Micron Is Signing Deals in the Automotive Space. What That Means for MU Stock Here.

Micron is expanding its automotive footprint with a string of strategic deals. Could this latest move add more fuel to MU stock’s remarkable rally?

Benzinga · Jul 18

SK Hynix, AST SpaceMobile, SpaceX: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Retail investors talked up five hot stocks during the week (July 13 to July 17) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, listings, AI infrastructure momentum, and corporate/geopolitical news flow.

Barchart · Jul 16

MU Stock Alert: What to Know as Micron Teams Up With Qualcomm

Micron has completed SCAs with seven tier 1 automotive suppliers, including Qualcomm. Here’s what these agreements really mean for MU shares in the second half of 2026.

Barchart · Jul 16

Micron Stock Is Off 31% From Its High. Why This Could Be the Best Time to Buy.

Micron continues to benefit from robust AI-driven memory demand, favorable pricing, and greater earnings visibility through its long-term supply agreements.

Barchart · Jul 16

Micron Technology Bear Call Spread Could Net 16% in Five Weeks

Micron Technology stock was a bearish candidate that came up on one of my Barchart Stock Screeners that searches for stocks crossing below their 50-day moving average and have a high IV Percentile.

Benzinga · Jul 16

Jim Cramer Says ASML Rally Reflects AI Market 'Mood' as Shay Boloor Calls ASML the 'Toll Road' of the AI Revolution

On Wednesday, ASML Holding N.V.’s (NASDAQ:ASML) strong quarterly results and upbeat outlook sparked fresh commentary from market watchers, with Jim Cramer and Shay Boloor offering different perspectives.

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