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In their second-quarter earnings reports, both Alphabet (GOOGL) and Tesla (TSLA) saw free cash flow turn negative, as massive capital expenditures pressured their share prices. However, sector performance remained divergent, with memory stocks rising against the trend and the Philadelphia Semiconductor Index edging up 0.09%.","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260701/nasdaq1-e9c6f6c86abd402dbfa8877c486b0566.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260701/nasdaq1-e9c6f6c86abd402dbfa8877c486b0566.jpg"],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262050309-memory-chips-surge-google-tesla-capex-record-big-tech-selloff-sk-hynix-micron-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WTAI","DRAM","RAM","FFTY","MAGY","BULZ","LCLG","POST","TSLA","YMAG","NQmain","SOCL","SK","CNAV","MU","VERS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653745990","title":"Why Micron, Sandisk, and SK Hynix Are Surging—And How to Play It","url":"https://stock-news.laohu8.com/highlight/detail?id=2653745990","media":"Benzinga","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653745990?lang=en_us&edition=fundamental","pubTime":"2026-07-23 17:40","pubTimestamp":1784799600,"startTime":"0","endTime":"0","summary":"Memory stocks gained in premarket trading Thursday as investors continued to favor companies expected to benefit from strong artificial intelligence infrastructure spending and tight memory supply.AI servers require large amounts of high-bandwidth memory , DRAM, NAND flash and storage. As hyperscalers expand data-center capacity, investors expect memory makers to benefit from firmer pricing and sustained demand.Morgan Stanley’s Andrew Slimmon said memory chips and compute power are likely to remain in short supply for the foreseeable future, reinforcing his positive view on artificial intelligence-related investments despite concerns about heavy data center spending.Speaking on CNBC on Wednesday, Slimmon said Wall Street remains focused on the near-term cost of AI infrastructure, while technology companies are investing aggressively to capture long-term demand.Speaking on CNBC on Wednesday, Moore said memory remains “at the center of every methodology for AI training and inference” and","market":"nz","thumbnail":"https://cdn.benzinga.com/cdn-cgi/image/width=3840,format=auto,quality=85/files/images/story/2026/07/23/Modern-Data-Center-With-Ai-Server-Racks-.jpg","type":0,"news_type":0,"thumbnails":["https://cdn.benzinga.com/cdn-cgi/image/width=3840,format=auto,quality=85/files/images/story/2026/07/23/Modern-Data-Center-With-Ai-Server-Racks-.jpg"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/07/60630151/why-micron-sandisk-and-sk-hynix-are-surging-and-how-to-play-it","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/07/60630151/why-micron-sandisk-and-sk-hynix-are-surging-and-how-to-play-it","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"benzinga_hot_news","symbols":["ARTY","FWD","RAM","VTHR","CHPS","RULE","CGGO","SMH","FFTY","GK","MUD","FDTX","AIQU","PTF","XAIX","AIBU","VERS","DARP","AIPO","JGRO","PBOT","XLK","SMCX","LEGR","AIFD","DISK","WTAI","WDAI","QTOC","AMZY","IXN","VGT","EFIV","DRMP","CLCG","TRFK","AIS","CNAV","MULL","CHAT","SK","BAI","USXF","BERZ","AGIX","DRMY","HBM","MU","MAGQ","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653376795","title":"“Retail and Cloud Both Look Strong,” says Top Analysts as Amazon (AMZN) Approaches Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2653376795","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653376795?lang=en_us&edition=fundamental","pubTime":"2026-07-23 02:19","pubTimestamp":1784744362,"startTime":"0","endTime":"0","summary":"Amazon ($AMZN) heads into its Q2 earnings report on July 30 with analysts optimistic about the e-commerce giant’s performance. Top analysts expect ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/retail-and-cloud-both-look-strong-says-top-analysts-as-amazon-amzn-approaches-q2-earnings?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/retail-and-cloud-both-look-strong-says-top-analysts-as-amazon-amzn-approaches-q2-earnings?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["AMZN","BULZ","WTAI","YMAG","VERS","MAGY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653767936","title":"Micron Stock Reclaims Trillion Dollar Valuation Ahead of 3 Major Tech Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2653767936","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653767936?lang=en_us&edition=fundamental","pubTime":"2026-07-23 02:18","pubTimestamp":1784744329,"startTime":"0","endTime":"0","summary":"Buyers rushed back into semiconductor stocks yesterday, lifting Micron ($MU) over 12% to regain its $1 trillion market valuation before shares sett...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/micron-stock-reclaims-trillion-dollar-valuation-ahead-of-3-major-tech-earnings?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/micron-stock-reclaims-trillion-dollar-valuation-ahead-of-3-major-tech-earnings?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["FFTY","VERS","WTAI","CNAV","MU","RAM","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653765061","title":"Micron (MU) Bounces to $969 - Morgan Stanley and BofA Both Say Buy the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2653765061","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653765061?lang=en_us&edition=fundamental","pubTime":"2026-07-22 22:00","pubTimestamp":1784728800,"startTime":"0","endTime":"0","summary":"TradingKey - Micron bounced from $848 to $969 after Morgan Stanley called the selloff a buying opportunity and BofA said open-source AI actually helps memory demand. 16 non-cancelable contracts worth $22B. At $938, here is where resistance sits.\n","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260318/micron-f16675597b814e918668afb24c628c76.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260318/micron-f16675597b814e918668afb24c628c76.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262047242-micron-mu-stock-recovery-july-22-2026-morgan-stanley-bofa-buy-22b-contracts-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARTY","DISK","AIS","FTXL","FTXO","KBWB","MUD","RULE","TTXU","VFH","FNCL","FTEC","EFIV","SOXQ","BOBP","AIQ","XNTK","WUGI","MU","IETC","AIPO","HBMX","VTHR","VERS","WLDR","PSI","PTF","MULL","CHPX","XLK","BAC","DRMY","USXF","IXN","FAI","BERZ","CNAV","HBM","DRMP","WTAI","COPP","FXL","DRAM","AGIX","QTOC","CGGO","CHAT","FFTY","RAM","EGGY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653076888","title":"Nebius Insiders Sold $29.2 Million in Stock, while Nvidia Owns 9.3%. Who’s Right on NBIS?","url":"https://stock-news.laohu8.com/highlight/detail?id=2653076888","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653076888?lang=en_us&edition=fundamental","pubTime":"2026-07-22 20:33","pubTimestamp":1784723603,"startTime":"0","endTime":"0","summary":"Nebius Group ($NBIS), the AI cloud infrastructure company, is expected to report its next earnings in early August. Ahead of the results, TipRanks ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/nebius-insiders-sold-29-2-million-in-stock-while-nvidia-owns-9-3-whos-right-on-nbis?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/nebius-insiders-sold-29-2-million-in-stock-while-nvidia-owns-9-3-whos-right-on-nbis?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["METV","AIFD","NVDW","ORCZ","NBIS","FCLD","IVRS","PMDE","AIPO","RGLO","VOTE","VTHR","FEBU","NVDL","WTAI","ARTY","SOXQ","VERS","CHAT","AGIX","PTF","NVDQ","VGFPF","CLDL","YMAG","CLOU","IXN","DECU","AMZY","OND","QTOC","NVD","SNVD.UK","MAGY","CNEQ","ROM","NVDA","JOYT","IETC","NVII","NVDD","NBIL","BULZ","WCLD","NVD3.UK","IDAT","SKYY","TTEQ","XLK","GXDW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167819792","title":"Wistron's 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These 5 S&P 500 Stocks are Quietly Going All in on AI.","url":"https://stock-news.laohu8.com/highlight/detail?id=2653278865","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653278865?lang=en_us&edition=fundamental","pubTime":"2026-07-22 04:09","pubTimestamp":1784664540,"startTime":"0","endTime":"0","summary":"And I don't trust Costco. You go in for a $1.50 hot dog and you walk out having spent $150.Maybe there are a lot of companies like Costco out there that are hiding the ball when it comes to disclosing AI impact. But there's a big diff","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["XSPI","OND","SCHG","TSPA","XXX","CPST","ARTY","FLAO","HELO","QTOC","BKLC","AIPO","CFO","MRCP","UXJA","PTL","VOOX","VSL","VUG","LGDX","FEBT","VERS","GPIX","YMAG","SPYM","PTF","VYM","VOO","VTHR","MAGY","FLCC","SPY","SSS","ABIG","SPDF","ACLC","HJUN","LGH","XUSP","VOOG","GBXB","NVDA","OALC","BULZ","PTLC","XPAY",".SPX","AGIX","CHAT","TOPC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653273848","title":"Stocks to Watch: GM, Novartis, Swatch, Micron","url":"https://stock-news.laohu8.com/highlight/detail?id=2653273848","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653273848?lang=en_us&edition=fundamental","pubTime":"2026-07-21 17:26","pubTimestamp":1784625960,"startTime":"0","endTime":"0","summary":"Novartis : Shares in the Swiss pharmaceutical company climbed after it returned to sales growth in the second quarter, driven by some of its top-selling drugs.Swatch : The watchmaker's shares fell despite better first-half sales, as profit dropped compared to the same period last year.General Motors , Hasbro : Both companies are scheduled to report second-quarter earnings before the opening bell. Capital One Financial  will report after the market close.Applied Materials , Micron Technology , Marvell Technology , Intel , Advanced Micro Devices : Chip stocks rose in premarket trading, extending their recovery after last week's broader selloff.Var Energi , BlueNord : Norwegian oil-and-gas company Var Energi agreed to buy Oslo-listed peer BlueNord. Var CEO Nick Walker said the $1.3 billion deal would create Europe's largest independent oil-and-gas producer. 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Overpriced","url":"https://stock-news.laohu8.com/highlight/detail?id=1148056319","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148056319?lang=en_us&edition=fundamental","pubTime":"2026-07-21 16:06","pubTimestamp":1784621162,"startTime":"0","endTime":"0","summary":"Prominent hedge fund manager Bill Ackman has recently disclosed he is making significant bets on tech giants Meta and Amazon.com Inc (NASDAQ: AMZN), describing both as high-quality investments 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