Notícias

Micron (MU) just reported blockbuster Q3 earnings. Revenue surged 4x year-over-year, earnings per share jumped 15x, and gross margins hit a massive 84.6%. The reasons are straightforward: an unprecedented AI buildout has driven explosive demand and pricing for high-bandwidth memory that sits alongside AI accelerators from the likes of Nvidia (NVDA) and AMD (AMD), with the supply crunch spilling into the broader memory market, too.

Monetary Matters Network Co-Founder Jack Farley and AInvest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.

The first bear catalyst is a report that Apple is seeking U.S. government approval to source DRAM from Chinese chipmaker CXMT, which appears on the Commerce Department's Entity List. Apple's interest in Chinese memory is a symptom of industry-wide scarcity, not a Micron-specific problem.

Although the stock is up big, its valuation still looks modest.

MU's booming data center business, AI memory products and customer agreements are fueling growth as demand is expected to outpace supply beyond FY27.

Seventeen plaintiffs allege the chipmakers coordinated a shift to HBM production to artificially restrict commodity DRAM supply and drive up prices

Big things are expected of Micron and Nvidia.

Apple and Microsoft can raise prices, but smaller device makers face a tougher squeeze.

Micron (MU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn't.

The stock market is broadening beyond tech as investors look for new market leadership into the summer months and over the back half of the year. Healthcare, industrials, and financials are the market’s three leading sectors over the past month as investors execute a quiet rotation out of tech and artificial intelligence names.

WNSTN.ai has expanded its presence in the AI chips sector by joining Google Cloud Marketplace with an enterprise API designed to enhance compliance while accelerating AI adoption in financial institutions. This integration allows brokerages and regulated firms to efficiently deploy AI-driven personalization and insights within their platforms, facilitating rapid and compliant innovation. The new API supports interoperability and scalability, enabling secure orchestration of AI experiences...

Investing.com -- Citi analysts have updated the firm’s AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand remains undersupplied.

Nasdaq 100 futures advanced more than 1% in premarket trade after tech stocks shed nearly 5% last week

Huge demand for the components that power artificial intelligence presents South Korea with an opportunity to bolster its chip industry against rivals such as China, analysts say.With China in particular racing to develop its tech industry, Seoul sees the boom period as a "one-time opportunity" to close the gap, said Lian Jye Su, a chief analyst at Omdia.

Micron's biggest competitor is raising capital to fund major spending plans.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.

Micron Technology, Inc. (NASDAQ:MU) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Micron Technology, Inc. (NASDAQ:MU) announced a strategic agreement with Anthropic covering memory and storage architecture design, a multi-year supply agreement, Micron’s internal adoption of Claude, and a strategic equity investment by Micron in Anthropic’s […]

The memory giant's stock price performance from here may come down to one simple question.

↘️British American Tobacco (UK: BATS): The tobacco giant and maker of Dunhill cigarettes saw its London-listed shares drop more than 1% after it announced plans to cut 5,500 jobs and outsource a further 3,500 roles.

Micron stock was gaining despite SK Hynix and Samsung being set to spend a combined 800 trillion won ($518.58 billion) to build new chip-making hubs in southwest Korea

Futurum Equities Chief Market Strategist Shay Boloor expects Micron Technology Inc. (NASDAQ:MU) to end the decade operating at a revenue run rate exceeding $300 billion. Micron Could Exit 2028 At $300 Billion-Plus Annualized RRR When another X user asked Boloor about Micron Technology’s long-term prospects, the strategist offered an equally bullish forecast. “MU will likely exit 2028 at a $300B+ annualized revenue run rate,” he responded. $MU will likely exit 2028 at a $300B+ annualized revenue

Higher component costs, ambitious capital spending and concerns over consumer demand drove sharp moves across several major technology stocks during the week.

Analysts continued to raise their targets on Micron stock over the weekend after the memory chip giant’s blowout earnings report.

Nvidia has been a major winner in the AI boom.

Micron Technology, Inc. (NASDAQ:MU) is among the Best Semiconductor Stocks. On June 24, Reuters reported that investors are gearing up for volatility ahead of Micron Technology, Inc. (NASDAQ:MU) earnings, as sharp semiconductor swings and large flows tied to SpaceX are disrupting markets. Analysts forecast the semiconductor firm to post Q3 profit growth exceeding 1000% and revenue […]

AMD's MEXT acquisition is an efficiency upgrade for data centers, not a disruption to the AI memory market.

Recent weakness in the market's hottest tickers has many investors suddenly rethinking everything.

Jobs data dominate a week heavy on economic data, including updates on home prices, consumer confidence, and manufacturing activity.