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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 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.
Shareholders need to brace themselves for some potentially jarring price swings.
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.
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.
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.
Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m
Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
Total earnings for the S&P 500 companies that have reported are up +41.7% from the same period last year on +14.8% higher revenues, reflecting a notably better showing relative to other recent periods.
GlobalFoundries (NASDAQ:GFS) reported second-quarter fiscal 2026 revenue of $1.786 billion, up 9% sequentially and 6% from a year earlier, as demand for communications infrastructure and data-center applications helped drive growth and margin expansion. Chief Executive Officer Tim Breen said revenu
Sandisk could work its way back to this number post-earnings.
Silicon Motion delivered exceptional results and implied the memory chip boom is on a multiyear run.
Netlist (OTCMKTS:NLST) reported second-quarter revenue of $109.8 million, up 163% from the second quarter of 2025, as demand for difficult-to-source DRAM products and the company’s memory product portfolio supported growth. Chief Executive Officer Chuck Hong said first-half revenue exceeded $200 mi
IDACORP (NYSE:IDA) raised the lower end of its 2026 earnings guidance after reporting higher second-quarter profit, supported by January rate changes, customer growth and an early ramp in revenue from large industrial customers. The utility holding company reported second-quarter diluted earnings p
There’s never a good time to miss on earnings, but memory-chip giant SK Hynix really picked its moment.
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