U.S. memory chip stocks experienced significant gains last Friday as supply chain disruptions led to suspended quotations for key products. SanDisk led the rally with an 11% surge, while Micron, Seagate, and Western Digital all posted substantial intraday increases. Industry sources indicate that certain DRAM and Flash products are currently unavailable for pricing, signaling potential supply constraints that could reshape market dynamics across the technology sector.
about Memory Chip Stocks Surge as Supply Chain Halts Quotes
Micron
3 Tech Stocks Outperforming Nvidia With Better Valuations
While Nvidia continues to dominate the AI landscape, several semiconductor companies are delivering superior returns with more attractive valuations. Micron, Lam Research, and Intel have all significantly outperformed NVDA year-to-date, offering investors alternative plays in the AI boom with potentially less downside risk.
about 3 Tech Stocks Outperforming Nvidia With Better ValuationsUS Stocks Slide on Weak Tech Earnings, Shutdown Worries
US stocks retreated Wednesday as disappointing earnings from major technology companies sparked a broad selloff, with the Nasdaq Composite leading declines with a 0.9% drop. The Dow Jones Industrial Average fell 147 points (0.3%) while the S&P 500 declined 0.4% as investors monitored the ongoing 22-day government shutdown and awaited Friday’s crucial consumer price index report.
about US Stocks Slide on Weak Tech Earnings, Shutdown WorriesWall Street Bullish on Tech: NVDA, MU, NFLX, TMUS Upgraded
Major Wall Street firms are doubling down on technology stocks despite persistent market headwinds, with Bank of America, Morgan Stanley, UBS, and Wells Fargo issuing bullish ratings and price target increases for Nvidia, Micron, Netflix, and T-Mobile. These optimistic assessments come as investors continue to shrug off ongoing trade tensions between the United States and China, including recent threats of additional tariffs and cooking oil bans, alongside a prolonged U.S. government shutdown that shows no immediate signs of resolution. The collective analyst confidence suggests underlying strength in specific tech sectors that may outweigh broader geopolitical and domestic uncertainties.
about Wall Street Bullish on Tech: NVDA, MU, NFLX, TMUS UpgradedS&P 500 Rises Pre-Market Ahead of Key Economic Data
The Vanguard S&P 500 ETF (VOO) is showing modest gains in pre-market trading Wednesday, rising approximately 0.2% following Tuesday’s 0.5% decline, as investors adopt a cautious stance ahead of crucial economic reports later this week. While Wednesday lacks major economic catalysts, Thursday’s unemployment data from the U.S. Bureau of Labor Statistics and Friday’s Personal Consumption Expenditures (PCE) report from the Bureau of Economic Analysis loom as potential market-moving events. Meanwhile, significant corporate developments from Alibaba, Micron, and Cintas are creating distinct sector-specific movements, highlighting the market’s current balancing act between macroeconomic anticipation and microeconomic execution.
about S&P 500 Rises Pre-Market Ahead of Key Economic DataTrump’s Iran Talks, Nasdaq Rally & Robinhood Risks
The latest episode of ‘Bloomberg Open Interest’ covered key financial developments, including President Trump’s ambiguous remarks on potential Iran talks at the NATO Summit. Meanwhile, the Nasdaq 100 continued its record rally ahead of Micron’s earnings report. Robinhood’s CIO, Stephanie Guild, highlighted growing risks in low-quality stocks, signaling caution for investors. These insights provide a snapshot of market-moving events shaping the US trading landscape.
about Trump's Iran Talks, Nasdaq Rally & Robinhood Risks