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Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
24/7 Wall St.89d agoneutral
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

Investing.com89d agoneutral
SpaceX IPO dominated moomoo platform as half of all traders bought SPCX

Investing.com -- SpaceX's stock market debut proved to be one of the most dominant single-stock events moomoo's U.S. platform has seen, with more than half of all active traders on the platform trading SPCX on IPO day and the stock generating nearly eight times more orders than the second-most traded name.

Micron Q3 earnings: How much higher can this chip stock run?
Yahoo Finance Video89d agoneutralVIDEO
Micron Q3 earnings: How much higher can this chip stock run?

AI chipmaker Micron Technology (MU) is due to report its fiscal third quarter earnings results after Wednesday's market close. The company's stock has gained by 270% year-to-date in 2026. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Opening Bell Media CEO Phil Rosen discuss how much higher Micron's stock could run following this earnings report.

Investing.com89d agoneutral
Absci, FuelCell Energy surge premarket; Cerebras, FedEx tumble

Investing.com - U.S. stock index futures were mixed on Wednesday, with the S&P 500 and Nasdaq edging higher after a bruising two-day selloff in technology and semiconductor shares. Investors were also looking ahead to earnings from memory chipmaker Micron for fresh clues on the outlook for artificial intelligence-related demand.

Micron to report Q3 earnings after market close: What to expect
Yahoo Finance Video89d agoneutralVIDEO
Micron to report Q3 earnings after market close: What to expect

As tech and software stocks take a hit on Tuesday, memory chipmaker Micron Technology (MU) has dropped by as much as 12% in the session. Shares are still maintaining gains of over 270% in 2026 ahead of the company's latest earnings this Wednesday, June 24. Yahoo Finance Senior Business Reporter Ines Ferré and Mariner Wealth Advisors chief investment strategist Jeff Krumpelman take a closer look at what Wall Street is expecting from Micron's fiscal third quarter earnings results.

Nervous investors await Micron earnings as chip sector whipsaws
Reuters89d agoneutral
Nervous investors await Micron earnings as chip sector whipsaws

The spotlight is on chipmaker Micron Technology as it prepares to report earnings, with investors bracing for further volatility following sharp market swings fueled by large flows tied to SpaceX and a two-day boom-bust in semiconductor stocks. Last ‌June, Micron was a well-known if somewhat obscure company with a market value of $136 billion and a long history, but not ‌necessarily one whose quarterly earnings reports caught investors' fancy. Fast forward a year, and Micron is one of the stars of the technology rally that has sent chipmakers around the world ​soaring, igniting a fresh trading frenzy even after a dozen or more months of AI excitement.

Morning Bid: Bubble or blasphemy?
Reuters89d agoneutral
Morning Bid: Bubble or blasphemy?

By Mike Dolan June 24 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets An 8% plunge in the high-flying U.S. chip stock index on Tuesday

Bloomberg89d agoneutral
SK Hynix Seeks $29 Billion With New US Listing to Fund AI Boom

(Bloomberg) -- SK Hynix Inc. is looking to raise 45.45 trillion won ($29.4 billion) by selling depositary receipts on the Nasdaq exchange.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsThe company

Bloomberg89d agoneutral
Micron Earnings Take on New Gravity With Market on Edge Over AI

(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke

Morning Bid: Time to cash in your chips?
Reuters89d agoneutral
Morning Bid: Time to cash in your chips?

A look at the day ahead in European and global markets from Tom Westbrook South Korea's chip-heavy KOSPI made an unconvincing attempt at a bounce on Wednesday after notching the fifth-biggest selloff

Bank of America strongly resets Micron stock price target
TheStreet89d agoneutral
Bank of America strongly resets Micron stock price target

I've covered Micron repeatedly, and each time, the story has been some version of the same thing. The artificial intelligence (AI) memory supercycle is getting bigger than the market expected, and Micron keeps proving the bears wrong. Tuesday, June 23, is a jarring interruption. MU dropped more ...

Micron earnings, US new home sales: What to Watch
Yahoo Finance Video90d agoneutralVIDEO
Micron earnings, US new home sales: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Wednesday, June 24, including US new home sales data and earnings results from Micron Technology (MU) and Trip.com (TCOM).

One Micron number could reshape entire AI trade narrative
TheStreet90d agoneutral
One Micron number could reshape entire AI trade narrative

I have covered Micron several times in the past. And each time, the headline has been some variation of the same theme. The numbers keep getting bigger and bigger, the analyst targets keep moving higher, and of course, the artificial intelligence (AI) memory supercycle keeps defying the skeptics ...

Micron Earnings Have Never Looked Better. Start Worrying.
Trefis90d agoneutral
Micron Earnings Have Never Looked Better. Start Worrying.

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,

Will the Tech Stock Rout Force Anthropic to Pull Its IPO?
24/7 Wall St.90d agoneutral
Will the Tech Stock Rout Force Anthropic to Pull Its IPO?

Anthropic appeared poised to become the next blockbuster public offering. Just weeks ago, enthusiasm surrounding artificial intelligence seemed unstoppable, private market valuations were climbing, and investors were already comparing Anthropic’s potential debut to SpaceX‘s (NASDAQ:SPCX) record-setting IPO. Yet markets can change direction in a hurry. A sudden global sell-off in technology stocks has raised an ... Will the Tech Stock Rout Force Anthropic to Pull Its IPO?

Micron ties its future to Anthropic in supply deal
TheStreet90d agoneutral
Micron ties its future to Anthropic in supply deal

Micron Technology (MU), the largest U.S, memory chipmaker, announced a strategic agreement with Anthropic on Monday that bundles three things together: a technical collaboration on AI memory design, a new multiyear supply contract, and a stake Micron already holds in Anthropic's funding round. The ...

Earnings Updates, PCE Inflation Data: What to Watch This Week
The Wall Street Journal90d agoneutral
Earnings Updates, PCE Inflation Data: What to Watch This Week

Investors are looking forward to another week of chip stock reveals. Qualcomm is expected to give more details about its business at its investor conference. Micron, the latest trillion-dollar semiconductor company, reports earnings, as do FedEx, Cerebras and Carnival.

Navellier explains why Micron is better than SpaceX
TheStreet90d agoneutral
Navellier explains why Micron is better than SpaceX

Micron Technology’s (MU) earnings announcement on June 24 is expected to be the grand finale to a stunning earnings announcement season. For the most recently reported quarter for the three months ended February 26, Micron increased earnings per share by 756% following 984% growth last ...