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27.04.26 - 14:48
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Futures Flat At All Time Highs Ahead Of Huge Week, Semis Set For 19th Day Of Gains (ZeroHedge)
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Futures Flat At All Time Highs Ahead Of Huge Week, Semis Set For 19th Day Of Gains
Risk sentiment improved overnight on another Axios report that Iran has given the US a new proposal to reopen the Strait of Hormuz with more detailed nuclear talks expected later. Oil pares early gains, and US equity futures jumped although they have also pared gains since and are trading flat as traders await a huge week of earnings (44% of the S&P by mkt cap is set to report) and central bank decisions (Fed, BOJ, ECB, BOE and BOC all expected to keep rates on hold). As of 8:00am ET, S&P 500 futures are flat and Nasdaq 100 contracts gain 0.2% after Friday's records for both indexes even though leadership is narrow, and the S&P equal weight index closed negative on the week; premarket gains by chip stocks like Nvidia, Qualcomm, Intel and Micron suggest the semiconductor ETF (SOX) is set for a record 19th day of gains. Mag7s are mixed, semis are bid, discretionary outperforms staples, cyclicals over defensi...
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27.04.26 - 11:21
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Megatrend-Folger: KI-Boom vor der nächsten Stufe – 100% mit Micron (Der Aktionaer)
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Die Megatrend-Rallye bei der Künstlichen Intelligenz (KI) zeigt keine Ermüdungserscheinungen und steuert in dieser Woche auf einen neuen Höhepunkt zu. Die Börsenschwergewichte präsentieren ihre Quartalszahlen. Darunter Alphabet, Amazon und Meta, die am Mittwoch ihre Bücher öffnen, gefolgt von Apple am Donnerstag....
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24.04.26 - 19:09
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Intel, Micron, AMD: 5 Dot-Com-Era Red Flags Just Reappeared In The Market (Benzinga)
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Five semiconductor signals just fired together for the first time since the dot-com bubble. Every stock on the list is already above consensus targets.
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24.04.26 - 18:48
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2 ‘AI Bottleneck Stocks’ That Could Continue Their Heroic Run For Investors – AAOI + MU (24/7 Wall St.)
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In this article, I will explore the impressive FY25 growth of Micron and Applied Optoelectronics. These companies could extend during FY26 and beyond their bull run, due to their competitive advantages, AI expenditure tailwinds and their clear position in the complex value chain of advanced chip manufacturing. Micron Technology, Inc. ( $MU) Historic context ... 2 'AI Bottleneck Stocks' That Could Continue Their Heroic Run For Investors – AAOI + MU...
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24.04.26 - 02:18
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Largan, Sunny Optical target FAU in push toward CPO and AI optics (Digitimes)
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Largan Precision and Sunny Optical have recently announced plans to enter the fiber array unit (FAU) market, positioning it as a priority development area. Industry sources say the timing reflects the core requirements of FAU manufacturing — ultra-precision processing and sub-micron alignment — which closely match the technical strengths both companies developed in smartphone lens production. This overlap in capabilities offers significant value potential in the optical communications sector....
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23.04.26 - 20:54
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Micron Is Up 68% YTD as HBM Demand Explodes. Is the Memory Rally Sustainable? (24/7 Wall St.)
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Shares of Micron Technology (NASDAQ:MU) are changing hands around $480 midday Thursday, off 2% on the session but still sitting near record territory. MU stock is up 68% year-to-date, making Micron one of the standout names in the AI infrastructure rally. The catalyst is structural. Every AI GPU from NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices ... Micron Is Up 68% YTD as HBM Demand Explodes. Is the Memory Rally Sustainable?...
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