Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
14 of the 16 Zacks sectors are currently expected to produce positive earnings growth in Q3, with six expected to see double-digit gains. This reflects the most broad-based earnings growth performance in recent times.
A $700,000 JEPQ position clears a $75,000 retirement budget today, but inflation-adjusted withdrawals over a decade expose a flaw baked into the fund's design that monthly distributions alone cannot fix.
Tight supply supports exceptional margins while making affordable phones and computers harder to manufacture.
Micron Technology (MU) ranks first in its peer group on revenue growth, operating margin and twelve-month stock return. It still trades at 20.7 times earnings, below a peer's 26.6. The gap is not an oversight. The market is paying Micron for what it earns now and refusing to pay for what it earns next.
Micron and Sandisk look like two memory stocks to buy, given the current market dynamics.
The numbers suggest Micron may be leaving its old boom-and-bust memory cycle behind.
AI investors are weighing warnings from technology executives about the safety risks posed by the rapid advancement of artificial intelligence. However, some believe that slowing AI development could leave the US behind China and other competitors in the global race. Brad Gerstner, founder and CEO of Altimeter Capital, said on CNBC that he supports AI […]
Here is how Micron (MU) and Airgain (AIRG) have performed compared to their sector so far this year.
The comments these two chip giants made about the memory market's outlook bode well for Micron Technology.
The Palo Alto startup says it has landed multiple seven-figure enterprise contracts within months of launch.
A Reuters report about SK Hynix possibly producing memory chips on Intel's Ohio campus sent shares of both companies surging, but the real story is what the deal's structure could mean for Micron and the future of U.S. chip manufacturing.
What comes next for this cloud infrastructure company?
Micron stock was reacting to news that Intel and SK Hynix are discussing U.S. memory-chip manufacturing.
Micron posted a blowout quarter, locked in $100 billion in committed revenue contracts, and then watched its stock slide anyway. Before you buy into a company sitting at the center of the AI memory boom, there is a specific earnings report and price level that changes everything.
Yorkville America Equities launched the Yorkville America Next Generation Memory Index ETF last week, with Micron as its largest holding. CEO Steve Neamtz says the supply thesis behind the fund could take years to play out. New factories capable of...
Hyperscalers keep pulling forward orders for custom silicon, high-bandwidth memory, and networking chips, and three semiconductor names just raised guidance into the surge. One of them already sees a $230 billion revenue trajectory taking shape, and another reports before the month ends.
Intel (INTC) stock has returned about 295% over the past year, but it has given back 22% over the past three months. It trades roughly 31% below its 52-week high. The question now is what powers the next leg, and the answer is what Intel can build, not what it can sell.
The quarter's numbers are all but settled. The guidance that comes with them isn't.
Micron Technology (MU) has added a key figure to its leadership bench by appointing Deirdre Hanford as corporate vice president and president of Micron Research Labs, a role focused on long-horizon memory and AI research. Recent trading has been choppy for Micron Technology as AI related headlines and sector wide pullbacks dragged the stock down 7.3% over the past week and 11.1% over the past 90 days. Yet the year to date share price return of 194.1% and a one year total shareholder return of...
One production risk is emerging at a sensitive moment
Workers are threatening a strike just as demand for AI memory remains strong.
Micron Technology (MU) trades near $924, up more than 500% over the past year and still about 24% below its three-year high. The easy read on a $1 trillion memory maker is that the run is over. But Micron has signed 16 strategic customer agreements that commit customers to buy set volumes, the largest at prices held between a contracted floor and a ceiling set at the June-quarter market price. A three-year scenario on Micron's own numbers shows what is still in front of you.
These stocks are all up more than 900% since September 2021.
These chipmakers operate in entirely different parts of the data center supply chain.
Western Digital is pitching AI storage at a major conference this week, but the market is voting with sell orders instead. Whether today's slide is a buying opportunity or a warning about stretched valuations depends on one critical gap between marketing and signed contracts.
On September 10, a caller outlined a detailed financial thesis showing Micron Technology, Inc. (NASDAQ:MU) reaching $1,400 and asked whether the analysis held water. In response, Mad Money host Jim Cramer said: I mean, that’s a remarkable analysis. It’s spot on in every single number. Every single thing you said is true, which is why […]