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SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.
South-Korea memory-chip maker SK Hynix stock offers its first buy point ahead of the firm's debut earnings report next week.
(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le
Micron stock and SK Hynix were rising ahead of Big Tech earnings but there is a risk that big customers will look to sidestep soaring memory costs.
The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.
Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.
After earnings failed to lift Micron's shares, a stock split may be in order.
Samsung Electronics stock dived even after it forecast a 19-fold increase in operating profit from the same period a year earlier.
AI customers are rushing to Micron for memory products.
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
AI Memory Demand Looks Stronger Than Feared
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.
Micron reached record revenue for the fifth straight quarter.
Western Digital stock and shares of hard-disk drive rival Seagate Technology rallied after Micron's results.
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%.
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-
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.
Micron’s fourth-quarter outlook will be closely watched. The red-hot memory stock needs a big number.