News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- ICE And OKX's Tokenized Stock Venue Hits A Wall As Nvidia, Nike Join Growing List Of Objectors
OKXICE plans 24/7 trading of tokenized stocks against stablecoins, under a temporary SEC exemption.
- SK hynix Just Dropped 33% in a Month. Is It Time to Sell, or Load Up?
Key TakeawaysSK hynix (SKHY) fell 33% in the month through October 22, compared with a 22% decline for Micron (MU) and a 6% drop in the Nasdaq 100. Lam Research (LRCX) added pressure to semiconductor stocks as investors questioned whether AI infrastructure spending could sustain …
- Sandisk Sinks 13% Last Friday After a Beat: Kioxia Says the Flash Price Surge Is Fading
Sandisk (SNDK:NASDAQ) shares fell 13. 47% to $1,150.
- Why Micron Stock Looks Cheap After a Record Year
Investors are pricing in a downturn that the latest numbers don't yet show.
- QQQM: The Nasdaq 100 Is Having A Panic Attack And I Think This Pullback Should Be Bought
QQQM looks like a buy after its October drop, with attractive tech valuations and strong EPS growth.
- US Hedge Funds Just Sold Every AI Stock They Bought Since 2025
Hedge funds made their biggest stock pullback since 2017, and AI stocks took the hit. Is it a bubble or forced selling?
- FOMO Rally: Top 5 Stocks To Buy Ahead Of 2026 Midterms
AI and chip stocks are in focus as midterm election history points to a potential year-end rally. Discover 5 stocks positioned for growth.
- Micron's Chinese Rival CXMT Just Grew Its Sales More Than Sevenfold. I'd Buy Micron Stock Now.
What does a sevenfold sales leap for a Chinese rival say about the memory maker's stock?
- 5 Most Profitable Stocks of the Past 5 Years
Profitability has become increasingly concentrated among companies controlling the infrastructure, software, and platforms supporting the digital economy, and investors are increasingly looking towards the most profitable stocks of the past five years to make sense of the ongoing…
- Intel Sinks 27% in a Week on a Weak Outlook, Despite “Extraordinary Demand” for Its Server Chips
Key TakeawaysIntel shares fell 27% in the past week on a fourth-quarter revenue guide well short of the $17. 1 billion expected.
- Micron, SanDisk, and Western Digital Remain in Bear Territory, But Key Catalysts Remain Intact
Top memory stocks like Micron, SanDisk, and Western Digital stocks have slumped into a bear market as key catalysts remain intact.
- Elon Musk Has Incredible News for Micron Stock Investors
Musk's comments suggest that the incredible demand for memory chips is sustainable over the long run.
- Anthropic IPO Faces Real Risk as AI Bubble Fears Linger and Blackstone Sounds a Warning
The upcoming Anthropic IPO is facing substantial risks amid the ongoing AI bubble fears, with Blackstone sounding a major warning
- OpenAI’s CEO Thinks Your Laptop’s Memory Should Be in a Data Center
Sam Altman just told the world that memory chips in your laptop are a waste, and his argument has Micron investors watching their screens and wondering which side of the trade benefits most.
- Prediction: 2 Under $1 Trillion Stocks That Will Be Worth More Than Micron 5 Years From Now
SK Hynix and AMD should surpass Micron's valuation in the next few years.
- Strong Growth Momentum and Rising Revisions Fuel Bright Earnings Outlook
The Q3 results we have already seen from 60% of S&P 500 members through Friday, October 30th, reconfirm the broad-based growth momentum we have become used to in the last few reporting cycles. Upcoming notable reports include Tech bellwethers like Apple, Advanced Micro Devices, a…
- The selloff in tech stocks is shifting into overdrive
Technology stocks had been priced for perfection. They are now getting hammered.
- Tech Selloff Wipes Out $1 Trillion In Value
AI worries sting major indices. Intel clocks it worst day since 1974. Nvidia loses $5 trillion market cap
- 2 AI Stocks Poised to Surge on the Halloween Effect
Micron and NVIDIA could benefit from the Halloween effect as AI demand, surging revenues and expanding margins strengthen their growth prospects.
- If AI Spending Slows in 2027, These Semiconductor Stocks Could Hold Up Best
AI budgets face real pressure heading into 2027, but three chipmakers controlling very different choke points in the supply chain may not feel the pain equally. Here is what separates the most resilient semiconductor plays from the one with the most to lose.