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Memory Stocks Are Plummetting. Jensen Huang Says the Bears Have It Wrong.
Motley Fool·Oct 24, 2026 at 05:43 AM
- Memory stocks like Micron and SK Hynix have experienced a significant sell-off despite reporting blockbuster financial results and ongoing chip shortages. - Nvidia CEO Jensen Huang defended the AI and memory sector at the GTC Berlin conference, stating he does not expect an oversupply of memory until after 2029. - The author argues that memory stocks are undervalued given their strong profit potential and the anticipated long-term demand driven by physical AI applications.
CRWV-2.46%MU+2.46%
These Analysts Revise Their Forecasts On Texas Instruments Following Q3 Results
benzinga_article·Oct 22, 2026 at 04:47 PM
TXN+1.86%TXNU+3.11%
NVIDIA Corporation $NVDA Shares Acquired by Empirical Finance LLC
Market Beat·Oct 23, 2026 at 07:28 AM
- Empirical Finance LLC increased its holdings in NVIDIA Corporation by 3.5% during the 2nd quarter, owning 844,676 shares valued at $169,011,000. - NVIDIA recently reported quarterly revenue of $96.22 billion and earnings per share of $2.22, surpassing consensus estimates. - The company also announced a share repurchase program authorizing the buyback of $150.00 billion in shares.
NVDA-0.59%ANV-0.08%
Hanseatic Management Services Inc. Buys New Stake in Marvell Technology, Inc. $MRVL
Market Beat·Oct 24, 2026 at 08:17 AM
MRVL+2.26%MRVU+4.73%
Texas Instruments Stocks Slip Despite Broad Chip Recovery
GuruFocus·Oct 22, 2026 at 07:01 PM
TXN+1.86%TXNU+3.11%
Texas Instruments (NASDAQ:TXN) Upgraded at Freedom Broker
Market Beat·Oct 22, 2026 at 08:48 PM
TXN+1.86%TXNU+3.11%
Earnings Preview | Texas Instruments reports after the US close on 22 October — pricing power and channel inventory in focus
Earnings Preview·Oct 22, 2026 at 10:17 AM
TXN+1.86%TXNU+3.11%
17,860 Shares in Marvell Technology, Inc. $MRVL Bought by Atlatl Advisers LLC
Market Beat·Oct 24, 2026 at 07:45 AM
MRVL+2.26%MRVU+4.73%
Stifel Nicolaus Forecasts Strong Price Appreciation for Texas Instruments (NASDAQ:TXN) Stock
Market Beat·Oct 22, 2026 at 01:30 PM
TXN+1.86%TXNU+3.11%
Texas Instruments CEO Sees No Slowdown in Data Center Demand: 'Actually Growing Demand'
benzinga_article·Oct 22, 2026 at 10:31 AM
TXN+1.86%TXNU+3.11%
TSX Heads for Losing Week
Baystreet·Oct 23, 2026 at 02:53 PM
- Canada's TSX dropped 337.63 points to 35,635.82 on Friday, heading for a weekly loss of 540 points or 1.5%. - Statistics Canada reported that retail sales increased 1.2% to $74.6 billion in August across all nine subsectors. - Wall Street also tumbled as the Dow fell nearly 800 points amid a Big Tech selloff and rising oil prices.
AMD+1.74%CRWV-2.46%
Needham reiterates Buy rating on Micron Technology, $1650 price target
TradingView·Oct 22, 2026 at 09:57 AM
- Needham has reiterated its Buy rating on Micron Technology with a price target of $ 1650.00, representing an 80.6% upside from its previous close. - The analyst note highlights Micron's strong positioning to benefit from robust data center spending and rising demand for high-bandwidth memory driven by artificial intelligence. - Additional factors include the company's technology leadership, product roadmap advancements like the 1-delta node technology, and recent analyst price targets ranging from $ 1500 to $ 3000.
MU+2.46%MUD-2.42%
Weekly Recap | Micron Tech -0.15%, consensus target above spot
Weekly Review·Oct 24, 2026 at 06:43 AM
- Micron Technology's weekly stock price experienced fluctuations and closed down 0.15 % at 877.55 USD, outperforming the S & P 500 by 0.32 percentage points. - Key market events involved a chip sector sell-off triggered by Meta's AI capital expenditure concerns followed by a swift rebound, alongside ongoing labor negotiations and reaffirmed supply tightness. - Institutional sentiment remains largely positive with a strong buy consensus and an average target price significantly above the current market price, despite wide valuation divergences.
MU+2.46%MUU+4.80%
Weekly Recap | Marvell Tech +0.3%, consensus target above spot
Weekly Review·Oct 24, 2026 at 06:39 AM
MRVL+2.26%MVLL+4.33%
AMD vs. Intel: Only One AI Chip Stock Is a Buy Ahead of Earnings, Says Top Analyst
Tip Ranks·Oct 23, 2026 at 11:32 AM
- Susquehanna analyst Christopher Rolland maintains a more favorable outlook on Advanced Micro Devices compared to Intel ahead of their earnings reports. - Rolland raised AMD's price target to $ 620 from $ 550 while keeping a Positive rating driven by strong AI chip demand. - Conversely, he lowered Intel's price target to $ 105 from $ 115 and maintained a Neutral rating.
AMD+1.74%INTC+1.72%