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Three of its top holdings, flash memory/data storage companies Seagate, Western Digital, and Sandisk, were among the biggest losers in the S&P 500 Friday. The stocks continued to slide following Western Digital's earnings late Wednesday, which were merely good as opposed to mind-blowingly fantastic. The memory ETF was being dragged down even more by Micron Technology and South Korean rival SK Hynix.
The tech sector is chock-full of companies with high-quality earnings growth.
The firm expects memory prices to lose momentum over the next four quarters.
Note: the trade details cited in this article come from The Claude Portfolio account on X, a third-party account not affiliated with Anthropic. It tracks how different AI models would trade if given a live portfolio. Claude AI recently added two names that couldn’t be more different. One is a small biotech with one drug […]
Alphabet's recurring revenue businesses will boost its stock over the next decade.
Micron Technology was gaining early on Friday. Micron stock was up 3.9% at $915.08 in premarket trading. Eyes are on when the supply of memory chips might catch up with the surging needs of artificial-intelligence hardware.
Investing.com - Citi slashed its price target on Micron Technology to $1,150 from $1,400 while keeping a Buy rating, citing a more tempered outlook for DRAM and NAND pricing heading into next year.
A company known for cyclicality is locking in its future. Micron has signed strategic agreements with customers that include take-or-pay commitments. These 14 contracts alone represent approximately $100 billion in cumulative revenue at a minimum price. This move attempts to build a floor under a historically volatile business.
Advanced Micro Devices (AMD) has announced a definitive agreement to acquire Taalas, a specialist in AI inference silicon, aiming to enhance its compute solutions in the dynamic AI inference market. Taalas’ technology, which optimizes inference dataflows to reduce compute and memory bottlenecks, is set to bolster AMD’s AI roadmap by improving inference performance and efficiency. The acquisition will enable AMD to integrate Taalas’ solutions with its existing hardware and software platforms,...
Two investors who called the 2008 housing collapse agree the artificial intelligence trade has a dangerous weak spot. They disagree on whether it is time to bet against it. Michael Burry said Tuesday he is maintaining bearish positions against Nvidia...
SanDisk and Western Digital stocks inched higher overnight after two days of sharp losses, but analysts say moderating growth is beginning to raise red flags.
The memory chipmaker still has a bright future.
Micron, BrightSpring Health and Custom Truck One Source combine strong profitability with earnings growth. See why they stand out in August.
Nvidia is reportedly testing at least three Rubin Ultra variants with reduced HBM capacity.
Memory chip stocks like Micron and SK Hynix have been wild rides, and some famous bears are already circling. But a quieter corner of the market may offer a smarter, steadier path into the boom before the next leg up.
Sandisk said pricing generated most of its recent revenue growth.
Micron Technology (MU) shares dropped in late July when a Chinese rival’s stock market debut instantly minted one of the country’s most valuable companies. Investors read it as a warning sign for the world’s AI memory leaders. Bank of America read the same headlines and reached the opposite ...
Wall Street analysts are screaming 83% upside for Micron, but the math behind reaching $1,500 by 2028 hinges on three very specific dominoes that have to fall in exactly the right order.
Two investors who called the 2008 housing collapse agree the artificial intelligence trade has a dangerous weak spot. They disagree on whether it is time to bet against it. Michael Burry said Tuesday he is maintaining bearish positions against Nvidia...
Memory stocks are crashing even as SK Hynix, Micron, and Sandisk post the best financial results in their histories. What investors are reacting to has almost nothing to do with what these companies are actually reporting.
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.
During an interview with CNBC, Frasse said that the current downturn and volatility in chip and memory stocks is just a reversion to the mean more than anything else.
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