MU News and Press, Micron Technology Inc. From 03/08/24

2024-03-08 03:57:07 ET Summary Micron Technology is positioned to capitalize on the rapid adoption of AI and the growing AI server retooling market. The company's partnership with Nvidia to sell HBM3e memory for AI GPUs highlights its forward-looking approach. MU's positive op...

2024-03-08 00:28:52 ET Summary David Tepper's 13F portfolio value increased from ~$5.07B to ~$5.79B this quarter. Tepper established new stakes in Oracle, ARK Innovation ETF, and United Parcel Service. Tepper increased his stakes in Microsoft, Amazon, Alibaba Group Holding, Ca...

2024-03-07 17:00:03 ET Summary Micron Technology, Inc.'s efficient memory used in Nvidia GPUs has led to a 70% return in the past year, but the company is overvalued. Micron has a clear market in artificial intelligence with its HBM3E memory used in GPUs, but it has weak market po...

2024-03-07 15:22:56 ET Top semiconductor stocks are climbing again in Thursday's daily trading session. Broadcom (NASDAQ: AVGO) , Intel (NASDAQ: INTC) , and Micron Technology (NASDAQ: MU) were up 3.6%, 3.7%, and 4%, respectively, as of 3 p.m. ET, according to data fr...

2024-03-07 12:12:06 ET Nvidia Corp (NASDAQ: NVDA) is up another 4.0% on Thursday after a Mizuho analyst said it could hit $1,000 per share in the coming months. Micron stock has upside to $112 But if valuation is a concern that keeps you from taking a position in Nvidia stock &#...

2024-03-07 11:19:22 ET More on semiconductors Nvidia: Time To Admit My Big Mistake (Rating Upgrade) Advanced Micro Devices, Inc. (AMD) Morgan Stanley Technology, Media & Telecom Conference (Transcript) Nvidia: Supply Growth Not Keeping Pace With Demand SK...

2024-03-07 09:44:33 ET More on Nvidia Nvidia: Time To Admit My Big Mistake (Rating Upgrade) Nvidia: Supply Growth Not Keeping Pace With Demand NVIDIA Corporation (NVDA) TD Cowen 44th Annual Health Care Conference (Transcript) Nvidia, Arm see price targets rai...

2024-03-07 09:08:00 ET U.S. stock index futures on Thursday pointed to a higher open, as market participants digested more data on the labor market and looked ahead to Fed chair Jerome Powell's second day at Capitol Hill. Here are some stocks to watch on Thursday: ... Read th...

2024-03-07 08:10:30 ET More on Micron Micron Is One Of My Top Stocks To Buy For The AI Boom, PC Upgrade Cycle And Robotics Micron: HBM Technology Breakthrough But Fairly Valued Micron: Immense Bullish Support Embedded Here - Minimal Margin Of Safety Micron st...

2024-03-06 14:19:18 ET More on Semiconductors SMH: Nvidia's Earnings Is Key, But Long-Term Tailwinds Remain Intact SMH: Benefitting From Specialized AI Chips Demand, But Is Also At Risk SMH: Downside Risks To Consider For Semiconductors In The Event Of Recession ...