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The second quarter of 2026 was historic in its nature for the U.S. equity markets. The S&P 500 Index recorded 28% earnings growth in the quarter, the sixth consecutive quarter of double-digit growth.

Here are five key things investors need to know to start the trading day.

Despite hotter-than-expected CPI and PPI, markets rallied as confidence in the Fed's inflation-fighting credibility grew, with investors anticipating a resilient economy. AI-driven growth is powering

Sandisk Corporation is initiated with a Buy rating and a $2,160 price target, driven by explosive revenue growth and exceptional margin expansion post-spin from Western Digital. Fiscal 2026 saw revenu

Despite investor concerns over the durability of data center spending, the long-term growth outlook continues to strengthen, reinforcing the AI infrastructure investment case. PwC expects global data

Micron Technology, Inc. is a core beneficiary of the ongoing AI-driven memory supercycle, with DRAM and NAND supply-demand imbalances fueling record profits. Despite parabolic share gains, MU stock's

Micron Technology, Inc. remains a bullish opportunity ahead of Q4 earnings, with upside potential of 32% to my price target. Fears of a cyclical memory peak are overblown; capacity constraints and pe

iShares Large Cap Core Active ETF has outperformed peers and indices since late 2023, delivering a 105% price return and maintaining strong momentum. BLCR's strategy targets fundamentally sound, high-

September's historically weak seasonality and rising Treasury yields could create additional volatility, particularly for growth stocks with premium valuations. Higher rates can compress growth-stock

Micron Technology earns a 'buy' rating as structural supply constraints and explosive AI-driven demand underpin a multi-year supercycle. MU's Q3 FY26 revenue soared 346% Y/Y, with Q4 guidance targetin

Micron Technology is rated Buy with 26% upside; Sandisk rated Hold with 13% upside, based on normalized FY2028 models. MU benefits from HBM-driven DRAM scarcity and strategic contracts, while SNDK rel

Micron Technology, Inc.'s customers are basically rationing DRAM, with some data center buyers getting only about half the memory they want while demand keeps rising. The shortage may get worse before

Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market's attention.

Nvidia (NVDA) CEO asserts AI has reached general intelligence, highlighting rapid model evolution and the income-generating potential of NVDA compute infrastructure. Intel (INTC) receives an upgrade t

U.S. equities posted double-digit quarterly gains despite volatility stemming from the Iran conflict. Key contributors include Infineon Technologies, Teradyne and Walmart. Key detractors include Micro

A machine learning model has forecast that Micron Technology (NASDAQ: MU) could trade at an average price of $1,061 by September 30, 2026.

Micron Technology, Inc. remains a Buy as consolidation offers a compelling entry point with improved valuation and robust medium-term earnings visibility. Bearish concerns around AI memory demand comp

Micron Technology, Inc. stands at the center of the AI memory boom, with HBM3E supply sold out through 2027 and HBM4E ramping in 2027. Expectations for fiscal Q4 are ridiculously high. We think you ne

The subdued weekly returns from from Wall Street this week hardly tell the full story to start September , a historically bearish month.

Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation out of AI and semiconductor stocks despite strong fundamentals. Current headwinds include sticky inflation, hawkish Fe