US stocks rebounded on Thursday as investors digested easing inflation pressures from the latest reading on consumer prices that could help set expectations for the path of interest rates. The tech-heavy Nasdaq Composite (^IXIC) led the way up with a gain of 1.4%, pushed north by a strong earnings report from Micron (MU), which saw its shares rise 10%. The tech gain came after AI trade worries had spurred another bruising session for tech on Wednesday. Shares in the benchmark S&P 500 (^GSPC) and the blue ...

Key Takeaways MU posted fiscal Q1 2026 revenues of $13.64B, up 56.8% year over year, with profits beating estimates.MU benefited from strong AI-driven demand for high-bandwidth memory, keeping HBM supply tight.MU guided Q2 revenues of $18.3B-$19.1B and reported record $3.9B free cash flow in Q1.As 2026 draws closer, investors are actively seeking stocks poised to benefit from the artificial intelligence (AI) boom. Micron Technology, Inc. (MU) stands out given its recent strong quarterly results. So, does th ...

For years, investors have been, to use an old-fashioned phrase, in the chips. And very into chip stocks. That’s been reflected by the outstanding long-term performance of ETFs that track the semiconductor sector, such as the $35 billion VanEck Semiconductor ETF (SMH). It was one of the first to track this key sub-sector of technology, debuting back in 2011. That was well before artificial intelligence was running the show. But that’s simply the most contemporary application of the semiconductor industry, ...

Micron Technology ((MU) shares surged more than 11% after the company reported blowout earnings yesterday evening, easily beating analyst estimates on both the top and bottom lines. The most notable takeaway was Micron’s guidance for next quarter, with revenue expectations raised to $18.7 billion from roughly $14.2 billion and earnings guidance nearly doubling from $4.78 per share to $8.42.Management struck a confident tone, noting that it is “more than sold out,” and reiterated expectations for the total a ...

Micron Technology (NASDAQ: MU) rallied some 15% today after reporting top- and bottom-line growth for its fiscal Q1 that Morgan Stanley dubbed the "best in the history of the US semis industry†outsid... ...

It's time to welcome in Matthew Tuttle, CEO, CIO, Tuttle Capital Management. Thank you for being with us. You have a couple of market two main pillars in this market that you're focusing on.What are those. >> Yeah, those are the Fed and the AI infrastructure spend. >> [clears throat] >> So, I think a lot of what's been driving the market this year is hope for a dovish Fed and massive unlimited AI spend.Uh what we've seen the past couple of weeks is both of those under attack somewhat. Uh you know, the Fed c ...

With AI and data centers being among the hot investment themes, Western Digital (WDC) stock has rallied by almost 180% for the year. The rally from undervalued levels has been supported by industry tailwinds, robust top-line growth, and a strong outlook for the coming years. While the outlook is optimistic, the big rally in WDC stock does make investors cautious. However, Morgan Stanley recently highlighted WDC as one of the top picks for 2026 with an “Overweight” rating. More News from Barchart Simil ...

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U.S. tech ETFs rallied Thursday after a cooler-than-expected inflation figure dampened Treasury yields, while semiconductor shares were already moving upward in response to strong earnings reported by Micron Technology Inc (NASDAQ:MU) . • VanEck Semiconductor ETF shares are advancing steadily. Why are SMH shares climbing?The Consumer Price Index in November was lower than expected at 2.7% year-over-year, alleviating concerns of inflation resurgence. Additionally, the core inflation rate softened to 2.6%, wh ...

Micron Technology (MU) opened the fiscal year on a strong note, reporting an impressive set of first-quarter results that reflected the company’s improving fundamentals. Revenue reached record levels across all of Micron’s business segments, highlighting broad-based demand for its memory and storage products. Meanwhile, margins soared. The market reacted positively to the earnings release, with Micron shares jumping roughly 9.6% in pre-market trading as investors welcomed the upbeat performance and strong ...