alxpin/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57) This is an abridged transcript. Netgear (NTGR) is on our biggest movers list. NTGR is up 14%. Shares surged after the Federal Communications Commission added foreign-made Wi-Fi routers to its “Covered List,” effect ...

Xiaomi reported a slump in quarterly net profit, caught between soaring memory-chip prices and subdued consumption in one of the world's largest consumer markets. ...

Welcome back to fast market here on swap network. Micron set to report quarterly results after the close today. The street is projecting earnings of 880 per share on revenue of nearly 20 billion.Investors will be looking for Micron to follow through on the memory pricing hype. Analysts are projecting demand for memory will remain high through 2027 which bodess well for Micron. Keep in mind shares have climbed more than 60% this year, up more than 350% year-over-year.All right, time now for the tugof-war on ...

Tesla (TSLA) has never been shy about thinking big. But what the company is set to unveil this week may be its most ambitious move yet, and most investors haven't fully processed what it means. On March 14, CEO Elon Musk posted on X, formerly Twitter, that the "Terafab Project launches in 7 days." That puts the official kickoff on March 21. If Tesla pulls this off, it could reshape the entire semiconductor industry. More News from Barchart Here's why Tesla shareholders should be paying close attention. ...

Soaring prices for memory chips have made Micron Technology one of the standout stocks of 2026 https://t.co/zQeX3em3tr ...

Samsung is considering a shift toward multi-year contracts for memory chips, a much longer timeframe than is typical that may help stabilize supply and ease concerns about a shortage of the essential components https://t.co/zEMRfCTr5j ...

Core Viewpoint - Micron Technology's stock surged after Applied Materials announced a partnership to accelerate the development of advanced memory for AI applications, alleviating concerns about Micron's production capacity [1][2][3]. Group 1: Partnership and Collaboration - Micron and Applied Digital are collaborating to enhance the development of advanced DRAM, high-bandwidth memory, and NAND storage specifically for AI applications [3]. - The partnership will involve joint research and development efforts to strengthen the semiconductor innovation pipeline in the United States [3]. - The collaboration is significant due to the high demand for Micron's memory processors, which management indicated were "more than sold out" at the end of the previous year [4]. Group 2: Financial Performance and Growth Outlook - Micron is expected to report second-quarter results on March 18, forecasting revenue of $18.7 billion and non-GAAP diluted earnings per share (EPS) of $8.42, marking a substantial increase from $8 billion in sales and EPS of $1.56 in the same quarter last year [5]. - The surge in memory demand driven by AI, combined with the new partnership, positions Micron for continued growth [6].

Micron Stock Is Surging. What Wall Street Is Watching Ahead of Earnings. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Micron Stock Is Surging. What Wall Street Is Watching Ahead of Earnings.By Nate WolfShareResize---ReprintsDemand for Mi ...

South Korean stocks have entered a bear market. Will the slide continue? - AFP via Getty Images After an ugly start to the week for the South Korean equities market, signs of a potential recovery were emerging on Wednesday. The iShares MSCI South Korea ETF EWY, a U.S.-listed exchange-traded fund that tracks an index of South Korean stocks, rebounded a sharp 1.5% on Wednesday. That’s after the ETF had tumbled more than 10% on Monday — its biggest one-day decline since the “COVID crash” in 2020 — before co ...

Core Insights - The article emphasizes the importance of adapting investment strategies in response to market changes, drawing parallels to Intel's historical shift from memory chips to microprocessors [1][2][3][4][5][6] Market Context - The S&P 500 has shown minimal growth of less than 1% in 2026, following three strong years with returns of +24% in 2023, +23% in 2024, and +16% in 2025 [5] - Investors are cautioned against expecting continued success from past winners, as market dynamics are shifting [6][10] Investment Strategy - The article suggests that investors should consider what a new portfolio manager would do, potentially moving away from popular AI stocks to identify emerging opportunities [7][10] - The current market phase is characterized as a rotation from application-focused investments to infrastructure investments, particularly in AI [8][10] Infrastructure Investment - Major companies like Microsoft, Amazon, Meta, and Alphabet are investing heavily in infrastructure, with plans to enhance data centers and networks, indicating a significant capital expenditure trend [9][10] - InterDigital (IDCC) is highlighted as a key player in the infrastructure space, with a 28% year-over-year sales increase and a strong financial rating, showcasing the demand for efficient data transmission as AI workloads grow [12][13][14] Conclusion - The article concludes that successful investors are not retreating from AI but are repositioning to capitalize on the next phase of growth, focusing on infrastructure rather than just application-based stocks [14][15]