Michael Burry Bets Against the Memory Boom: These ETFs Could Be Exposed if He’s Right
Michael Burry is betting against the memory boom as Chinese supply rises. Here’s why some semiconductor ETFs could face risks if his thesis plays out.
Stocks · News reference
Applied Materials, Globant And 3 Stocks To Watch Heading Into Friday
U.S. stock futures mixed, investors eye Suncrete Inc's quarterly loss. Applied Materials beats expectations, Bally's Corp to release earnings.
Reference Details
Connected Markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Checked
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related Headlines
LRCX Eyes Mid-40s Operating Margin: Is the Long-Term Goal Achievable?
Lam Research targets mid-40% operating margins over the next several years, up from current 38.4%. Q1'27 guidance shows continued margin expansion with expected revenues of $8.1B and 39.5% non-GAAP operating margin. AI demand, advanced packaging, and higher-margin services are expected to support growth, though the goal requires sustained execution and disciplined cost management amid planned $3B R&D investments.
Shares of semiconductor companies are trading higher amid overall market strength and easing inflation concerns as investors return to AI-related companies.
U.S.-China Talks Seem Successful: ETF Areas in Focus
Ahead of an expected Trump-Xi meeting in Washington, U.S.-China trade negotiations focusing on tariff reductions and AI could benefit semiconductor, technology, retail, and auto sectors. Companies with significant China exposure including Qualcomm, Intel, Micron, Applied Materials, NVIDIA, Apple, Walmart, Target, Best Buy, Costco, and Tesla may see positive sentiment if trade tensions ease.
Bally’s Corp. shares are trading higher after the company announced it has secured $560 million in financing to support development of the Bronx project and general corporate purposes.
8-K filing — Bally's Corp (BALY)
Filed: 2026-09-14 AccNo: 0001747079-26-000089 Size: 223 KB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits