Healthy demand for memory equipment should help Lam Research clock stronger-than-expected growth in the future.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
AI companies like SpaceX need lots of AI chips -- and lots of memory chips from Micron to help them work.
Deutsche Bank raised its Micron price target to $1,500 from $1,000.
Citi Sees Higher Micron Earnings Potential Through 2027
MU and STX have surged on AI-driven demand, with strong revenue growth, pricing power and expanding profitability supporting further momentum.
Deutsche Bank sees stronger DRAM demand ahead
This is the third piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece introduced the five companies and the data. The second piece covered defense and nuclear supplier Curtiss-Wright. This week: a company that moves ...
As Micron crosses $1,000 per share, it appears to be an eventual stock split candidate.
Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."
Micron Gets a Huge Price Target Boost Ahead of Earnings
Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.
Micron (MU) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Micron's earnings could be a huge boost to the stock.
Micron Technology stock was back on the rise early Wednesday as the memory-chip maker looks to resume its relentless rally. Micron was rising 1.4% in early trading as chip stocks rebounded. When there’s nothing happening Micron stock tends to gain.
Investing.com -- Micron Technology shares have gained around 2.7% in premarket trading on Wednesday after analysts at Deutsche Bank and Citi raised their price targets on the stock, citing a tightening DRAM supply-demand environment that both banks expect to persist well beyond 2026.
Stock Market Today: The Dow Jones index wavered Wednesday ahead of the Fed's decision and Fed Chair Warsh's comments. SpaceX stock rallied.
Chipmakers moved higher in premarket trading on Wednesday, with Intel (NASDAQ:INTC) leading the sector after announcing a significant advancement in its next-generation manufacturing technology. The gains helped reverse some of the weakness seen across semiconductor stocks during Tuesday’s session, lifting sentiment across the broader industry.
Analysts issued commentary on Micron ahead of its third-quarter results; they expect Applied Materials to benefit from demand for equipment for making memory chips.
Micron Technology stock was back on the rise early Wednesday as the memory-chip maker looks to resume its relentless rally. Micron was leading the rebound in premarket trading, rising 3.5%, the second-best performer in the Only Intel was climbing more ahead of the open. When there’s nothing happening Micron stock tends to gain.
Warsh’s first post-decision press conference, SpaceX valuation tops Amazon, GM, Lockheed Martin collaborate on weapons, and more news to start your day.
Bull and Foxconn have reached a significant milestone in their collaboration to advance AI infrastructure in Europe with the production of key components using the NVIDIA Vera Rubin NVL72 platform. This development marks a significant step in manufacturing AI systems in Europe, primarily processed at Foxconn's Czech facilities and completed at Bull’s plant in France. Designed to cater to demanding AI workloads, these systems aim to support cloud providers and AI factories across Europe. The...
Investing.com -- Chip stocks have rebounded in premarket trading Wednesday, led by Intel after the company announced its next-generation 18A-P manufacturing process had reached the risk production stage.
FEATURE Artificial-intelligence stocks were mounting a comeback on Wednesday, having slumped the previous session, as hopes of a peace deal between the U.S. and Iran led investors to pile back into some of the market’s best-loved names.
Warsh’s first post-decision press conference, SpaceX valuation tops Amazon, GM, Lockheed Martin collaborate on weapons, and more news to start your day.
↗️ SpaceX (SPCX): After three days of gains since its IPO, shares in Elon Musk's company are up about 3% premarket. ↗️ Intel (INTC), Broadcom (AVGO), Micron Technology (MU): The stocks are recovering some lost ground premarket after the PHLX Semiconductor index of chip stocks had its second-worst day of the year yesterday.
Stocktwits data showed retail sentiment has improved to ‘bullish’ on SPY and ‘neutral’ on QQQ from ‘bearish’ earlier in the week.
The stock has already advanced more than 200% this year.