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BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
24/7 Wall St.53d agobearish
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story

Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural ... BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story

Why Micron earnings beat may fuel AI trade optimism
Yahoo Finance Video53d agobullishVIDEO
Why Micron earnings beat may fuel AI trade optimism

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.

Nextech3D.ai Q4 Revenue Jumps 207% as AI Platform Scales
Exec Edge53d agobullish
Nextech3D.ai Q4 Revenue Jumps 207% as AI Platform Scales

By Karen Roman Nextech3D.AI Corp. (OTCQX: NEXCF | CSE: NTAR | FSE: EP2) said fourth quarter total revenue soared 207% to $939,000 compared to the year prior. Gross profit grew 263% to reach $858,000 in the fourth quarter compared to the year prior, while gross margin reached 91.3% compared to 95% in the third quarter, […] The post Nextech3D.ai Q4 Revenue Jumps 207% as AI Platform Scales appeared first on ExecEdge.

Micron Hits New Highs, Here’s What Smart Investors Are Doing
24/7 Wall St.53d agoneutral
Micron Hits New Highs, Here’s What Smart Investors Are Doing

Micron Technology (NASDAQ:MU) has climbed from roughly $127.60 a year ago to past $1,048 as the AI memory cycle accelerated. After a blowout fiscal Q3, our proprietary model says the easy money has already been made. Our 24/7 Wall St. price target for Micron is $889.73, implying 15.14% downside from the current $1,048.51 level. We ... Micron Hits New Highs, Here’s What Smart Investors Are Doing

NVIDIA vs Micron: Which Stock Will The Market Reward
24/7 Wall St.53d agoneutral
NVIDIA vs Micron: Which Stock Will The Market Reward

NVIDIA (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed. Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands in 2026. Blackwell Carries ... NVIDIA vs Micron: Which Stock Will The Market Reward

Nvidia Stock Slips Below $200, and the Competition Fears Are Growing
Barrons.com53d agoneutral
Nvidia Stock Slips Below $200, and the Competition Fears Are Growing

Nvidia was falling early Thursday after rising throughout premarket trading as initial semiconductor cheer from Micron earnings quickly reversed. Nvidia shares were down 2% at $2194.98 in early trading after Micron Technology blowout earnings. As Barron’s has written, Nvidia looked to be establishing a trading range with a floor of roughly $200, after breaking through that level in April.

Employers, governments join forces to address AI job loss concerns
Yahoo Finance Video53d agoneutralVIDEO
Employers, governments join forces to address AI job loss concerns

Major employers and even governments have begun to address concerns of AI-driven job losses, according to a new report by the Wall Street Journal. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson to take a closer look at this headline.

May PCE: Inflation ticks up to highest level since 2023
Yahoo Finance Video53d agoneutralVIDEO
May PCE: Inflation ticks up to highest level since 2023

May's Personal Consumption Expenditures (PCE) index — the Federal Reserve's preferred inflation gauge — saw inflation rise 0.4% month-over-month and 4.1% year-over-year Core PCE, which excludes food and energy prices, rose 0.3% monthly and 3.4% annually, marking the highest level since 2023. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson to further examine rising price trends.

Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demand
Reuters53d agoneutral
Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demand

Micron Technology edged past the market valuation ‌of Meta Platforms and briefly ‌Tesla's for the first time on Thursday, ​after the memory chipmaker's solid forecast helped extend its AI-driven ascent. The company's shares were last up 18.4% ‌at $1,236, giving ⁠it a market capitalization of $1.398 trillion, compared with Meta's $1.392 ⁠trillion. Tesla had a market value stood of $1.4 trillion.

AI trade: Making sense of Micron's massive Q3 earnings boost
Yahoo Finance Video53d agoneutralVIDEO
AI trade: Making sense of Micron's massive Q3 earnings boost

Micron Technology stock (MU) is up by more than 18% in Thursday's pre-market after releasing fiscal third quarter results (adjusted earnings of $25.11 per share, $41.46 billion in revenue) that blew past Wall Street forecasts. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson in reacting to Micron's massive earnings release.

Wedbush says chip rally has further to run after Micron's blowout quarter
Proactive53d agobullish
Wedbush says chip rally has further to run after Micron's blowout quarter

Wedbush has reiterated its bullish stance on technology stocks after Micron Technology Inc (NASDAQ:MU), the US memory chipmaker, delivered a quarter that the broker said should alleviate investor concerns over the sector. Analyst Dan Ives said the results showed the memory and chip trade...