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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.
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.
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
Micron's margins just hit levels the memory industry has never sustained, and Bank of America is betting they stay there long enough to turn today's skeptics into believers. Here is why that forecast is thrilling, dangerous, and worth taking seriously.
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
Micron Technology Inc (NASDAQ:MU)'s earnings power looks headed for a structural reset, according to UBS, which pointed to memory supply so tight that Nvidia was forced to de-spec its upcoming VR300 GPU. UBS said Nvidia was forced to scale back the amount of high bandwidth memory, or HBM, in...
Micron Technology's (MU) long-term earnings outlook is firming as tighter supply for high-bandwidth
The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.
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