Micron CEO Sanjay Mehrotra said the AI-fueled global RAM and NAND shortage will continue through 2027 and improve gradually in 2028, but the company has no visibility on when supply will catch up with…
Apple CEO Tim Cook confirmed that price increases for the upcoming iPhone 18 Pro are unavoidable due to a global memory chip shortage driven by AI demand, with DRAM and NAND costs surging up to 75% ye…
H&M's quarterly report missed expectations on both profit and revenue, while US memory chip maker Micron delivered a strong report that eased market concerns about overheating among AI companies. Anal…
Stockholmsbörsen förväntas öppna upp 0,2 procent på måndagen, drivet av AI-optimism efter Microns starka rapport och fallande oljepriser. Investerare fokuserar på nya PCE-inflationssiffror från USA so…
Micron Technology's shares fell 13% in early June 2026 as the debasement trade unraveled, but the chipmaker's AI-driven demand for high-bandwidth memory and DRAM chips has kept it resilient. The PHLX …
Micron has secured five-year deals with major buyers locking in historically high memory prices, ensuring the chipmaker will deliver enormous margins and profits over the period.…
Micron forecast quarterly profit and revenue well above expectations on Wednesday, with customers committing $22 billion to secure future memory chip supply, sending shares up 12% in after-hours tradi…
Wall Street stocks showed mixed results on Wednesday, with the Dow rising 486 points intraday but the Nasdaq closing down 0.6% amid a two-day slide of over 4%, as AI-related stocks like Micron and Cer…
Micron Technology reported record third-quarter earnings, with revenue quadrupling to $41.45 billion and profit surging to $28.2 billion, driven by AI-fueled demand for memory chips. The company's sha…
Micron shares surged nearly 8% in after-hours trading after the memory chipmaker reported record quarterly revenue of $41.46 billion, beating Wall Street expectations of $35.9 billion. The company als…
Wall Street indexes rose on Wednesday, with the Dow Jones leading gains as semiconductor stocks struggled. Investors are recalibrating expectations for tech earnings, viewing the recent selloff as a h…
Cerebras nearly doubled its first-quarter revenue to $193.4 million and guided 2026 sales above Wall Street estimates, but its stock fell about 10% after warning that core gross margins would drop sha…
Valve revealed that DRAM makers now dictate monthly prices and allocations, with no room for negotiation, threatening to cut off supply permanently if terms are refused. The imbalance stems from AI in…
Micron Technology is set to report fiscal Q3 earnings after the close, with analysts expecting sales of $35.6 billion and adjusted EPS of $20.49, exceeding management's guidance. The memory chip maker…
Major US indices opened higher on June 24, snapping a two-day tech-led sell-off that erased billions in market value. The Nasdaq Composite had fallen 2.2% in a single session, while the Dow Jones Indu…
Wall Street öppnade försiktigt på tisdagen med S&P 500 upp 0,1 procent och Nasdaq Composite upp 0,3 procent. Brentoljan föll 3 procent till 75 dollar per fat efter signaler om framsteg i Iran-konflikt…
SK Hynix plans to list about $29.7 billion in American depositary receipts on Nasdaq on July 10, betting that AI memory demand will sustain growth beyond historical boom-and-bust cycles. The company a…
SK Hynix plans to list American Depositary Receipts on Nasdaq on July 10, targeting a $30 billion raise as AI demand drives its market cap past $1 trillion. The South Korean memory chipmaker, a leader…
Stockholmsbörsen öppnade nära nollstrecket på torsdagen, med OMXSPI upp 0,2 procent. Truecaller rusade 11 procent efter att SEB höjt sin rekommendation till köp, medan Skanska steg 1 procent efter ett…
European markets are set to extend losses on Wednesday after a tech-led sell-off, with the FTSE 100 closing down nearly 0.1% on Tuesday. The Nasdaq slid 2.2% as investors dumped AI stocks, while Donal…