Better Memory Chip Stock: Sandisk vs. Micron The Motley Fool

After surging in share price every single day last week, Sandisk (NASDAQ: SNDK) stock is starting off the month of June right with another 3.4% gain Monday morning (as of 9:45 a.m. ET). Shares of the computer memory-maker appear to be getting a lift both from positive news out of Nvidia (NASDAQ: NVDA) and also enjoying a tailwind from yet another price target hike that Sandisk received on Friday. Continue reading

Key PointsIBM CEO Arvind Krishna expects to see the first examples of quantum advantage in 2026.

Biggest stock movers Monday: TMHC, NVDA, IBM, and more Seeking Alpha

Dragon X USD (DAX1-USD) 最新股票消息和頭條新聞 Yahoo 財經

Nvidia's AI Reach Expands Beyond Data Centers as TSMC and Foxconn Scale Adoption

格隆汇6月1日｜美元指数涨幅扩大至0.45%，美国国债延续跌势，此前ISM制造业指数超出预期。

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The S&P 500 Index ($SPX ) (SPY ) is down -0.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.28%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.36%. June E-mini S&P futures (ESM26 ) are down -0.05%, and June E-mini Nasdaq futures (NQM26...

Qualcomm (QCOM) Shares Decline Amid AI Expansion Insights at COM GuruFocus

AVGO: HSBC Hikes Broadcom Price Target Ahead of Q2 Earnings The Globe and Mail

格隆汇6月1日｜据央视，海关总署发布最新数据，今年前四个月，我国3D打印机累计出口246万台，出口货值达61.06亿元，同比分别增长100.3%、110.4%。其中，消费级3D打印设备凭借高性能、高性价比等优势不断拓宽海外销路，备受消费者的青睐。这类设备操作简易，适配普通用户创意创作，且部分机型凭借技术升级，打印品质已接近工业级水准。据悉，深圳是国内3D打印机重要生产基地，占全球近九成的消费级3D打印机市场份额。今年前4个月，深圳3D打印机出口额达52.4亿元，同比增长128.6%，占全国同类产品出口总额的85.8%。

北京时间6月1日晚，美股周一早盘小幅下滑。伊朗因抗议以色列的罪行而暂停与美国的信息交流后，美国WTI与伦敦布伦特原油价格迅速拉升。 道指跌48.94点，跌幅为0.10%，报50983.52点；纳指跌27.64点，跌幅为0.10%，报26944.98点；标普500指数跌5.80点，跌幅为0.08%，报7574.26点。 英伟达在发布新款个人电脑处理器后股价上涨逾2%。 戴尔 科技和 惠普 公司跟随英伟达走高，分别上涨超1%和约4%。 英伟达发布新款PC处理器的消息，引发芯片市场格局剧变，传统芯片巨头股价遭遇重挫。多年来主导PC芯片市场的 英特尔 则下跌逾6%。 高通 股价大跌9%。多年来，高通一直致力于推动Windows on Arm平台走向主流，其骁龙X系列在续航和性能方面均有亮眼表现。然而，英伟达携软件生态优势强势入局，RTX Spark芯片在高端市场直接成为骁龙X Elite的强劲对手。高通高管虽回应称“欢迎加入大家庭”，但投资者显然并不买账，认为英伟达的入局将严重挤压高通在Windows PC领域的增长空间。 英特尔下跌6.8%。作为PC芯片市场数十年的主导者，英特尔面临前所未有的竞争压力。就在同一场展会上，英特尔发布了基于18A制程的Xeon 6+处理器，但关注度被英伟达的RTX Spark完全掩盖。分析师指出，英特尔股价年内已累计上涨逾200%，估值偏高，一旦遭遇竞争冲击，回调风险较大。 AMD 超过5%。除了面临英伟达在PC领域的新竞争外，AMD还承受着美国扩大AI芯片出口限制的压力。新规要求向最终母公司位于中国的买家销售先进AI芯片须取得出口许可，这对AMD的AI芯片销售预期构成冲击。 分析人士认为，市值约3.2万亿美元的英伟达携AI优势切入PC市场，正在重塑延续数十年的芯片产业格局。搭载RTX Spark的笔记本将于今年秋季从戴尔、惠普、 联想 、华硕等主流厂商上市，届时竞争格局或将进一步明朗。 与此同时，美伊冲突仍是市场关注的潜在风险。伊朗已恢复南帕尔斯三座海上气平台的生产，而油价在经历上周五下跌后周一反弹逾3%。不过，投资者似乎更愿意押注AI驱动的增长前景，而非担忧地缘冲突对能源市场的冲击。 伊朗国家通讯社塔斯尼姆周一表示，伊朗谈判代表将停止通过中间人与美国交换信息，并且伊朗将采取行动全面封锁霍尔木兹海峡，以此报复美国持续违反停火协议。 塔斯尼姆...

Bloom Energy Corporation (NYSE:BE) ranks among the top hydrogen stocks to buy now. On May 11, Barclays boosted the price target for Bloom Energy Corporation (NYSE:BE) to $254 from $177, while keeping an Equalweight rating on the company’s shares. The firm raised its price target in response to the company’s quarterly revenue and margin performance, […]

STORY: BYD ended its longest streak of falling sales in May. That was despite weakening demand in its home Chinese market and growing competition. The Chinese electric vehicle giant saw global sales rise 0.3% from a year earlier. Reuters calculated it sold just over 383,400 motors. May's uptick came after eight months of sales contraction. Overseas shipments continued to post strong growth as sales rose just over 80%. It was supported by stronger demand for EVs in Europe and emerging markets. That was driven by higher oil prices following the U.S.-Israeli war with Iran. BYD and other Chinese automakers have gained in Europe as demand for EVs continues to support overall market growth. It offset persistent softness at home where BYD's sales fell just under a quarter. But its home market is still challenging after the auto companies fought a bruising price war. While consumer demand has also weakened in China's slowing economy.

The Good Brigade Construction spending rose 0.4% month-over-month in April to $2,172.4B, vs. +0.3% consensus and $2,164.5B recorded for March (revised from $2,185.5B), according to data released by the U.S. Census Bureau on Monday. The April figure represents a 0.9% growth year-over-year. Spending on private construction rose 0.4% from the prior month to $1,639.7B in April. Residential construction increased 0.8% to $909.9B, while nonresidential construction grew 0.2% to $729.8B. Public construction spending was up 0.4% to $532.7B in April. Educational construction increased 0.6% to $113.7B, and highway construction grew 0.4% to $149.6B. During the first four months of 2026, construction spending amounted to $657.2B (+0.2% year-over-year). More on related topics: Homebuilding stocks surge after House passes amended housing bill Housing demand remains strong even with rate volatility - analyst

格隆汇6月1日｜根据TrendForce集邦咨询最新存储器产业调查，2026年第一季因一般型DRAM（Conventional DRAM）合约价加速上涨，季增幅度高达93-98%，激励产业整体营收季成长81%，达970亿美元。随着AI应用由大型语言模型（LLM）训练逐步转至AI推理，云端服务供应商（CSP）数据中心建设重点也从AI Server延伸至通用型Server，带动存储器采购需求由HBM3e、LPDDR5X及高容量RDIMM，扩大至各容量规格的RDIMM产品。

Wall Street remains bullish overall, though the average target implies downside after the rally.

Micron Rally Splits Wall Street Targets TradingView

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Tesla dropped its threat to terminate a graphite supply deal with Syrah Resources.

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美国供应管理协会（ISM）数据显示，受新订单和产量增长的推动，美国5月ISM制造业指数升至54，创最近四年新高。美国制造业已连续五个月发出扩张信号，这表明在人工智能（AI）投资激增、更有利的税收政策以及贸易政策不确定性降低的背景下，制造业正在重现活力。 持续的成本压力可能意味着美国消费者将面临更高的物价，美联储青睐的通胀指标在4月份同比上涨了3.8%。 新订单的增长加速至四个月来的高点，工厂生产也同样势头强劲。 这种强劲表现的部分原因，也可能反映了客户为了抢在价格进一步上涨之前囤积商品。中东地区的冲突以及霍尔木兹海峡的实际关闭，推高了石油和其他原材料的成本。 尽管油价已从峰值回落，但仍远高于战前水平。ISM的数据显示，生产商面临的原材料成本继续急剧上升，该协会的价格指数虽有小幅缓和，但仍接近2022年以来的高位。 持续的成本压力可能意味着美国消费者将面临更高的物价。上周公布的数据显示，美联储青睐的通胀指标在4月份同比上涨了3.8%——几乎是央行目标的两倍，也是自2023年以来的最快增速。 由于战争相关的干扰拉长了供应链，供应商交付指数维持在2022年以来的最高水平。5月份进出口均有所扩张，该协会的库存指数也升至一年来的高点。