MU News and Press, Micron Technology Inc. From 07/05/24

2024-07-05 10:36:57 ET "We downgrade the stock to Neutral today, as upside will only materialize in a bull case, in which the outlook beyond 2025 increases materially, and we do not have the conviction on this scenario playing out yet," said New Street analyst Pierre Ferragu in a repor...

2024-07-04 05:41:47 ET More on tech stocks Intel: Between A Rock (NVIDIA) And A Hard Place (AMD) Micron Technologies: Profits Are Soaring And The Stock Is Likely Undervalued Micron: Market Overreacted, Time To Load Up - Maintaining Buy Semiconductors in focus...

2024-07-04 05:30:00 ET Shares of memory chip manufacturer Micron (NASDAQ: MU) have surged over the past year as a brutal industrywide downturn came to an end. Demand for the high-speed memory used in AI accelerators is soaring, the PC market has bottomed out and returned to growth, ...

2024-07-04 05:26:00 ET Summary Nvidia is the dominant chip leader (GPUs), benefiting from massive megatrends (i.e. the great cloud migration and AI). It has massive long-term upside. However, there are glaring "red flags" investors need to consider (we share four big ones). Af...

2024-07-03 01:22:04 ET Summary Micron Technologies is experiencing a profitability upswing due to high demand for memory and storage products. The company beat profit estimates for 3Q24, with sales skyrocketing and plans for increased capital expenditures to meet demand. Micro...

2024-07-02 18:27:08 ET Summary Micron Technology reported FY2024 results and outlook, disappointing investors' high AI expectations after the June rally. We say load up on the pullback. Our positive outlook is based on our expectations of higher DRAM sales due to AI-driven demand ...

2024-07-02 17:14:17 ET Summary Semis outperformed in H1 2024 thanks to favorable conditions, which remain out there going into H2 2024. AI made a huge difference in shaping the results for semis, but it seems China may have also contributed to determining the winners and losers. ...

2024-07-02 14:56:57 ET More on SPDR Portfolio S&P 1500 Composite Stock Market ETF: SPTM: The Potential Impact Of Red Sea Crisis On U.S. Market Earnings Seeking Alpha’s Quant Rating on SPDR Portfolio S&P 1500 Composite Stock Market ETF Dividend scorecar...

2024-07-02 13:00:30 ET "ENTG currently stands as the only semiconductor pure play company within the chemicals and materials ecosystem," said Deutsche Bank analyst Melissa Weathers, in a note. "We believe ENTG to have an outsized exposure to the fastest-growing trends in semiconductor manuf...

2024-07-02 09:17:31 ET More on semiconductors Nvidia And Dutch Tulip Bulb Bubbles (Technical Analysis) Micron Technology, Inc. (MU) Post Earnings Q3 2024 Earnings Call Transcript My Lower Estimates Prove That Micron Is Being Underestimated AI chip startup Lig...