Micron bulls are getting even more optimistic about memory trends as earnings draw closer

MarketWatch· Britney Nguyen· Jun 15, 2026 · 8:39 PM

This memory upcycle has already been longer than recent ones, but one analyst thinks it can keep going for more than a year.

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Chip stocks suffer worst stretch in 16 months as AI fatigue grips the market

Anticipation is building for Anthropic’s investor day, as Wall Street grows less patient with heavy AI spending.

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AST’s commercial rollout could face delays due to satellite-launch challenges and SpaceX’s growing ambitions, an analyst warns.

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The comments made by Broadcom’s CEO at a conference in Singapore have been cited as a reason for microchip stocks’ slumps on both Monday and Tuesday.

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