Notícias

Higher prices and strong demand are setting Micron up for a massive quarter.

Micron has been one of the most volatile stocks in the AI trade all year. Something Citi published on September 23 changes how that volatility reads.

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.

In an interview with CNBC, Mazza said a sharp reset has reduced leverage in memory trades, while investors are broadening their focus across more specialized parts of the AI trade.

Wall Street analysts are fighting over Micron more violently than they have in years, with targets ranging from a humble hold to a stunning $2,000 price, and a single line in the September 30 earnings report will determine who looks like a genius and who quietly disappears.

Micron Technology (NASDAQ:MU) shares fell 0. 3% in pre-market trading, following a four-session advance that had contributed to a gain of approximately 14% during September.

Tight supply could keep pricing power stronger for longer

Micron Technology is IBD Stock Of The Day as the memory-chip maker surges above an early buy point ahead of its fiscal Q4 earnings report next week.

Another beat may not be enough this time

Micron shares are up 247% this year and Wall Street has piled on with 92% bullish coverage, yet the stock sits nearly 40% below the consensus price target heading into a make-or-break earnings report. What it takes to reach $1,600 is more complicated than the bulls want to admit.

Nvidia and Micron headline a Q3 earnings season marked by broad-based growth, with both companies expected to deliver major year-over-year gains.

S&P 500 earnings in Q3 are expected to increase by +24% from the same period last year, reflecting the 8th consecutive quarter of double-digit earnings growth for the index. Earnings revisions have been positive, sustaining the favorable trend in place for almost a year now.

Micron (MU) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Micron looks like a buying opportunity, but history may call for caution.

Micron and Nvidia have been highlighted in this Earnings Trends article.

The numbers suggest Micron may be leaving its old boom-and-bust memory cycle behind.

All signs point to another strong quarterly report from Micron.

Micron just signed binding contracts covering years of memory supply at guaranteed floor prices, and analysts are pointing to a forward earnings multiple that makes the trillion-dollar valuation look cheap. The bear case, though, hinges on a single customer.

Micron's soaring earnings and rising margins could help push other memory companies higher.

eGain (EGAN) delivered earnings and revenue surprises of +166.67% and +1.84%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]

Shareholders need to brace themselves for some potentially jarring price swings.

The Chinese chipmaker posted net profit of 77.6 billion yuan in its first earnings report since going public in July

A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.

The memory-chip maker has ridden the AI boom to become China’s most valuable company by total market cap.

Nvidia's fiscal second-quarter revenue more than doubled and topped forecasts by its largest margin in two years, lifting chip stocks broadly

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

Yahoo Finance Executive Editor Brian Sozzi talks with Yahoo Finance Markets and Data Editor Jared Blikre, Sevens Report Research Founder Tom Essaye, and Edward Jones Senior Global Investment Strategist Angelo Kourkafas about Nvidia's (NVDA) performance ahead of its earnings report and the surging cost concerns surrounding AI infrastructure.

BMO Capital started coverage on Micron with a standout conviction call, and the number is turning heads.

Micron has surged nearly 675% in a year as Nvidia's top memory supplier, but with Nvidia's earnings report arriving this week, a single guidance line could either push MU toward four digits or trigger a swift reversal.