MU News and Press, Micron Technology Inc. From 08/29/23

2023-08-29 07:50:00 ET Memory chip manufacturer Micron (NASDAQ: MU) has been stumbling for multiple quarters through the worst downturn since the financial crisis. Memory chips are generally commodity products, with pricing dictated by supply and demand. With PC shipments falling of...

2023-08-28 09:22:21 ET More on AMD, Intel, etc. AMD: Do Not Discount Its Prospects In The AI Race AMD Is Not Worth Buying AMD And Nvidia: 2 Long-Term Winners Of Generative AI, But Only One Is A Buy AMD Is Stalling AMD: 5 Reasons To Expect A Decline ...

2023-08-28 09:18:33 ET Summary Micron is attracting strong attention among super-investors. It is currently the top 34th stock most held by these investors, very disproportionate to its size among tech stocks. Several high-profile money managers (such as Fairfax Financial and ...

2023-08-24 11:58:30 ET More on C3.ai, Nvidia, etc. Nvidia: It's Good To Be The King Of AI Nvidia: Did Someone Say AI? This Is The Real Deal Nvidia: The Hype Is Not Over Yet NVIDIA Corp. Q2 2024 Earnings Call Transcript ChatGPT can provide inaccurate r...

2023-08-24 09:10:50 ET Summary Micron Technology is facing a deep crisis, losing over a billion dollars in free cash flow each quarter. The company's revenue is expected to halve this year and take three years to recover. Valuation analysis indicates that the stock is overvalu...

2023-08-22 14:38:03 ET More on Analog Devices and Nvidia Nvidia Is Poised For Another Earnings Blowout Analog Devices: Slightly Expensive For My Risk Profile Nvidia Q2: Party May Be Over Nvidia: Why I Believe The Recent Dip Is An Opportunity Analog De...

2023-08-21 10:25:10 ET More on Micron Technology Micron Technology, Inc. KeyBanc Technology Leadership Forum Conference (Transcript) Micron: Slower Recovery, But Nothing Far From A Buy Micron: 5 Reasons To Sell Micron Losing Ground In DRAM In HBM And 128GB DD...

2023-08-17 10:38:22 ET Summary We're upgrading Intel Corporation to a hold as we believe low expectations could make the stock an in line performer rather than an underperformer in the near term. While our investment thesis of A.I. server cannibalizing computer server volumes is c...

2023-08-16 11:01:38 ET More on Advanced Micro Devices, Nvidia, etc. Nvidia: Mixed Outlook From Super Micro Computer And Taiwan Semi Q2 Earnings What To Watch For In Nvidia Earnings: The GPU Shortage And GH200 AMD: Best AI Investment Available Nvidia Stock: 6 ...

2023-08-16 01:39:00 ET Summary Q2 was a resilient quarter on the earnings front (again) which saw both a beat rate and an earnings surprise rate reaching a multi-quarter high. The ‘Magnificent-7’ saw Q2 earnings of $67.1 billion (+38.5% y/y, +11.4 q/q). All thing...