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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Micron Technology stock has plenty left in the tank after its nearly-600% gain in the past 12 months. Micron shares were down 2.4% at $1,046.37 in premarket trading Thursday. UBS’s Arcuri reiterated his target price of $1,625 and a Buy rating on the stock in a research note Wednesday.
Sept 24 (Reuters) - Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between
QQQ eyes a breakout as summer consolidation fades, while Micron's earnings and shifting oil dynamics could shape the market's next move.
S&P 500 Q3 earnings are projected to rise 23.9%, with Micron, NVIDIA and Alphabet materially shaping tech-sector growth.
Micron, Costco and Interactive Brokers headline Zacks research, with Canterbury Park and Stran offering microcap perspectives.
Investors are weighing lofty memory valuations, rising competition and sustained AI-driven demand ahead of Micron’s key earnings report.
One of these chipmakers shipped only slightly more DRAM than the quarter before -- and revenue from those chips still rose 67%.
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.
Micron, Costco and Interactive Brokers highlight today's research, with AI demand, membership growth and product expansion shaping their outlooks.
ON Semiconductor (ON) and Micron Technology (MU) are owned for the same reason. AI data centers need more silicon than the industry can make, and both sell into that shortage. The resemblance stops there. Micron has signed part of its peak pricing into multiyear contracts. ON Semiconductor is climbing out of a trough, still rationing parts between its AI customers and its car customers. Same shortage, opposite ends of a cycle.
Micron Technology (NASDAQ:MU) and Western Digital Corporation (NASDAQ:WDC) have both been transformed by the AI buildout, and both are effectively sold out. Micron has signed long-term supply agreements that run to the end of the decade, with customers putting down deposits to hold their place in the queue. Western Digital said on its August earnings […]
Pricing strength is reshaping Micron's near-term earnings outlook
SanDisk (SNDK) has run up 23.3% over the last five trading days, while the S&P 500 added 2.4%. A move like that in a NAND maker pulls money in. But next week's price is not the question. What matters is what owning the stock does to your money when the market moves, because SanDisk travels much further than the index in both directions.
Former hedge fund manager Martin Shkreli says he is short Micron Technology Inc. (NASDAQ:MU), just two months after declaring, "I like Micron right now," as the AI-driven memory shortage sent prices and profits soaring. Micron has surged roughly 280% this...
One analyst's initiation on SanDisk sent shockwaves through every memory stock at once, and the reason why suggests this may be a very different kind of NAND cycle than anything the market has seen before.
Wolfe Research just raised its SK Hynix target by 25% and reiterated its bullish outlook, yet the stock is sinking anyway alongside the broader memory sector, raising an uncomfortable question about whether analyst optimism has lost its power to move these shares.
CXMT's mobile chips challenge Samsung across both component sales and the smartphone supply chain.
CXMT's denser mobile DRAM increases competition without establishing comparable yields, HBM capability or international customer acceptance.
During the September 18 episode of Mad Money, a caller asked whether to lock in gains on Micron Technology, Inc. (NASDAQ:MU) after holding the stock since 2014, noting that it recently crossed $1,000 and is preparing to report earnings at the end of the month. Jim Cramer replied: No… I don’t. I don’t… And the […]
Bank of America (BofA) and UBS retained their 'buy' ratings on Micron Technology Inc (NASDAQ:MU), with both firms pointing to sustained memory demand, improving pricing and potential shareholder returns as key drivers for the semiconductor company. BofA said the key issue ahead of Micron’s...
Citi just lifted its Micron price target, but here is the catch: even that higher number sits well below what Wall Street analysts collectively expect, raising the question of how much further this rally has left to run.
The memory specialist looks like it will continue to be a major winner from the AI build-out, but three growing risks could give investors reason to pump the brakes.
Michael Burry expanded short positions against Micron Technology (NasdaqGS:MU) and several semiconductor peers, according to recent regulatory filings. He has cautioned that rising chip production could ease supply constraints and put pressure on memory pricing across the sector. Burry's bearish stance directly challenges bullish expectations tied to AI-related demand for Micron's memory and storage products. Burry's expanded short against Micron and memory pricing is important, but...
Micron Stock in Focus as Citi Lifts Forecasts on Hotter Memory Pricing
Wolfe Research raised its SK Hynix price target to $250 from $200 and reiterated an ‘Outperform’ rating.
Micron Technology's (MU) fundamentals keep improving as demand for its memory chips continues to out
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.
Investors interested in taking some bullish exposure on Micron stock can do so with lower risk through a bull call spread.
