BeInCrypto53d agoneutral
Broadcom Built OpenAI’s First Chip in Record Time, but the Money Went ElsewhereThe Broadcom OpenAI partnership just shipped the Jalapeño chip, yet money is rotating to two other names even as analysts stay bullish.
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StockStory53d agobullish
Why Is Micron (MU) Stock Soaring TodayShares of memory chips maker Micron (NASDAQ:MU) jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked in $100 billion of contracts, and said it can't even see when supply catches up.
TheStreet53d agoneutral
Does Micron pay dividends? Its yield and payouts explainedMicron Technology’s (MU) fiscal third-quarter 2026 earnings report delivered results you rarely see from a company of its size. The trillion-dollar semiconductor’s revenue surged 346% year-over-year to $41.46 billion, profits soared 1,215% to $28.24 billion, and, according to the company, its ...
Motley Fool53d agoneutral
Micron's Blowout Earnings Could Be Great News for Nvidia InvestorsWhat does a sold-out memory supplier really tell you about the staying power of the AI chip boom?
Reuters Videos53d agobullishVIDEO
Wall St ends mixed as tech megacap losses outweigh upbeat chip outlook<body><p>STORY: U.S. stocks ended mixed on Thursday, with the Dow ticking up more than a tenth of a percent, while the S&P 500 closed flat and the Nasdaq dropped nearly half a percent.</p><p>Technology shares reversed early gains to move lower, as investors worried about hyperscaler spending on AI and who foots the bill.</p><p>:: Micron</p><p>Those fears outweighed upbeat signals on AI demand from Micron, which gained nearly 16%, while shares of Sandisk soared 22%.</p><p>Brian Mulberry, chief market strategist at Zacks Investment Management, notes that it's memory chip makers that are now leading the charge. </p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well is that they're memory chips. And you have to have memory, specifically DRAM or H-band memory, if you're going to have enough computing power to do all the computations. That is nothing if you don't have memory to transfer it from one place to another. So one of the reasons that these stocks have done so well and the growth at Micron is so solid is because a recent redesign in the server technology means we go from eight memory chips per server to 96. That's 12 times growth in demand for this one simple component."</p><p>The surging prices of memory and storage chips prompted Apple on Thursday to hike prices for its iPads and MacBooks. That weighed on the stock, sending it down more than 6%. Shares of Nvidia, Microsoft and Alphabet also dropped.</p><p>:: Archive</p><p>Among other movers, shares of Bio-Techne jumped after Merck agreed to acquire the biotech firm for $73 per share in cash, representing a total enterprise value of about $11.3 billion.</p><p>:: Archive</p><p>Meanwhile, U.S. Department of Commerce data on Thursday showed the annual inflation rate through May rose above 4% for the first time in three years, but oil prices this week fell to below pre-war levels.</p></body>
Stocktwits53d agoneutral
SNDK Stock: Citigroup Sees SanDisk As Top Beneficiary Of Strong Micron EarningsCitigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.
StockStory53d agoneutral
Why Powell (POWL) Stock Is Trading Up TodayShares of electrical energy control systems manufacturer Powell (NYSE:POWL) jumped 5.8% in the morning session after investors piled into AI-infrastructure names following strong results from a peer, Micron, reignited confidence in the long-term build-out of data center power systems.
Reuters Videos53d agoneutralVIDEO
AI boom keeps memory chip makers in sweet spot, says expert<body><p>STORY: Micron said on Wednesday customers such as Nvidia had committed $22 billion to lock in supplies of memory chips, playing up huge growth in five-year "take-or-pay" deals that require clients to either buy its chips or hand over cash.</p><p>The comments underscore the growing importance of memory chips in the artificial intelligence supply chain, where demand has surged alongside the need for greater computing power.</p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well, is that they're memory chips. You have to have memory specifically DRAM or H-band memory if you're going to have enough computing power to do all the computations. That is nothing If you don't have memory to transfer it from one place to another," said Mulberry.</p><p>That dynamic has helped fuel investor interest in memory-chip makers, particularly as AI-related demand continues to outpace available supply.</p><p>"So if I'm looking at sales trading at five times, but the demand went up by 12 times, this is actually still a good buying opportunity for a company like Micron."</p></body>
Motley Fool53d agobullish
Here's Why Teradyne Shares Surged Higher Today (Hint: It's AI and Micron-Related)AI and semiconductor demand are driving optimism for Teradyne's business.
Investor's Business Daily53d agobullish
Micron Sends Upbeat Signal For Memory Chips As Stock JumpsMicron Technology predicts that memory-chip shortages will persist until at least 2028. Micron stock jumped Thursday after its strong Q3 report.
Yahoo Finance53d agoneutral
Micron is looking to end the memory industry's boom-bust cycleMicron is looking to create a new business model that can withstand the old boom-and-bust memory chip cycle.
Yahoo Finance Video53d agobearishVIDEO
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center ventureMarket Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (MSFT) falling to their lowest level in nearly three years, memory chip stocks rallying around Micron Technology's (MU) post-earnings gains, and Qualcomm's (QCOM) latest move into AI data center products.
Yahoo Finance Video53d agobearishVIDEO
Big Tech stocks tumble while Micron continues to gain on Q3 earningsUS stocks (^DJI, ^IXIC, ^GSPC) search for direction ahead of Thursday's session close, while Micron Technology (MU) holds onto gains following its massive earnings beat yesterday. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the day's market moves, Big Tech stocks, and how Micron's stock gains may be impacting Apple (AAPL).
GuruFocus.com53d agobullish
Micron Earnings Spark Memory Stock RallyAI Memory Demand Looks Stronger Than Feared
GuruFocus.com53d agobullish
Bank of America Sees Durable Chip Rally AheadAI Memory Demand Could Make This Cycle More Durable
GuruFocus.com53d agobullish
Sandisk Jumps As Citi Raises TargetAI Data Center Demand Supports Stronger NAND Pricing
24/7 Wall St.53d agoneutral
Apple Is Quietly Hiking Prices on Macs and iPads, and the iPhone Could Be NextApple (NASDAQ:AAPL) just raised Mac and iPad prices by $100 to $300 depending on the device, and CNBC’s MacKenzie Sigalos framed the move as the first real crack in Apple’s pricing dam. “Those shares falling this morning as investors digest the company’s first real move to pass the AI memory crunch directly onto consumers,” she ... Apple Is Quietly Hiking Prices on Macs and iPads, and the iPhone Could Be Next
Reuters Videos53d agoneutralVIDEO
Micron overtakes Meta, Tesla in market value amid AI-driven demand<body><p>STORY: :: Micron</p><p>Micron Technology briefly blew past the market value of Big Tech brethren Meta and Tesla for the first time ever on Thursday.</p><p>Micron's stock surge came a day after the memory chip maker - and major supplier to AI powerhouse Nvidia - forecast quarterly profit and revenue well above Wall Street's expectations. </p><p>:: Micron</p><p>The company's shares, which have more than tripled in value so far this year, at one point soared more than 19% on Thursday, giving Micron a market cap of about $1.4 trillion.</p><p>That's roughly ten times higher than Micron's market cap just one year ago.</p><p>The company is the only U.S.-based manufacturer of high bandwidth memory chips used alongside Nvidia's AI processors.</p><p>Micron in its earnings results on Wednesday said customers such as Nvidia had committed a total of $22 billion to lock in supplies of its memory chips.</p><p>That follows in the footsteps of similar deals made by Korean rivals SK Hynix and Samsung.</p><p>The agreements are key to winning over investors who have been wary of the AI boom's durability.</p><p>Earlier this week, memory stocks led a more than $1 trillion stock rout stoked in part by valuation concerns.</p><p>:: Archive</p><p>Micron's results, however, sparked a global chip stock rally on Thursday, as investors grew more confident about persistent demand and tightening supply.</p></body>
Investor's Business Daily53d agoneutral
How To Validate Stock Market Ideas With The IBD Stock ChecklistStock market leader Marvell Technology gets a lot of green in the IBD Stock Checklist due to strong fundamentals and price performance.
MT Newswires53d agoneutral
Correction: Micron's Long-Term Customer Contracts Strengthen Earnings Durability, RBC Says(Corrects day of the week in the last paragraph.) Micron Technology (MU) newly signed long-term c
GuruFocus.com53d agobullish
Micron Shockwave Sends This AI Chip Stock SoaringSK Hynix Explodes After Massive Nasdaq Listing Plan and Micron Boost