Notícias

AI customers are rushing to Micron for memory products.

Bankers Investment Trust PLC (LSE:BNKR) outperforms the FTSE World Index with a 6.5% share price total return, despite market challenges and leadership transition.

Shares stumbled Friday after gaining 22% on Micron earnings. Still, the stock could close lower on the week.

Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone

What does a sold-out memory supplier really tell you about the staying power of the AI chip boom?

Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.

US stocks (^DJI, ^IXIC, ^GSPC) search for direction ahead of Thursday's session close, while Micron Technology (MU) holds onto gains following its massive earnings beat yesterday. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the day's market moves, Big Tech stocks, and how Micron's stock gains may be impacting Apple (AAPL).

AI Memory Demand Looks Stronger Than Feared

(Corrects day of the week in the last paragraph.) Micron Technology (MU) newly signed long-term c

Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural ... BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story

Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and growing demand for AI memory chips may boost confidence in the broader AI trade.

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

The Dow Jones Industrial Average and S&P 500 were up in late-morning trading Thursday, while the Nas

Micron Technology (MU) newly signed long-term customer agreements are emerging as a key source of ma

Micron reached record revenue for the fifth straight quarter.

Micron Technology stock (MU) is up by more than 18% in Thursday's pre-market after releasing fiscal third quarter results (adjusted earnings of $25.11 per share, $41.46 billion in revenue) that blew past Wall Street forecasts. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson in reacting to Micron's massive earnings release.

Western Digital stock and shares of hard-disk drive rival Seagate Technology rallied after Micron's results.

MU's Q3 call highlights AI-driven memory supply constraints, take-or-pay SCAs and a stronger Q4 outlook as management plans heavier spending.

Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Stocks looked set to rally after memory-chip maker Micron’s strong earnings and guidance breathed some life into the artificial-intelligence trade, which has stumbled in recent sessions. Nasdaq 100 futures jumped 2% on Thursday. S&P 500 futures gained 0.7%.

Micron's hot streak continues.

Micron Technology Inc (MU) reports a remarkable 346% year-over-year revenue increase, driven by strategic customer agreements and robust demand in the data center sector.

Micron blew past expectations for third-quarter revenue and profit on Wednesday.

KOSPI surged over 5% after Micron's fiscal Q3 earnings crushed expectations, triggering a buy-side sidecar on the Korea Exchange.

By Ankur Banerjee SINGAPORE, June 25 (Reuters) - Asian equities surged on Thursday after strong earnings and forecasts from chip giants Micron and Qualcomm helped alleviate some concerns over the red-

Broader tech sell-off continued on Wednesday as investors awaited Micron earnings to judge the demand for AI and memory chips.

Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (compared to analyst estimates of $35.69 billion). CFRA Research senior vice president and equity analyst Angelo Zino chats with Yahoo Finance about the results.

Investing.com -- Memory-chip maker Micron Technology topped Wall Street expectations in its fiscal third quarter and issued significantly stronger-than-expected guidance for the current quarter, sending shares up about 9% in after-hours trading as investors cheered continued AI-driven demand for memory chips.

The lesson from Micron's blowout Q3 earnings is that AI customers are treating memory like a bottleneck they cannot afford to leave to chance.