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2023-09-07 06:27:55 ET Summary Huawei has unveiled a new smartphone called the Mate 60 with some latest features including 5G only about four years after having faced sanctions. Its conception helps to uncover how the Chinese company has been able to fix its supply chain. In s...
2023-09-07 06:24:02 ET Summary David Tepper's 13F portfolio value increased from ~$1.89B to ~$5.39B this quarter. Tepper established new stakes in Advanced Micro Devices, Intel Corp, Qualcomm Inc., Taiwan Semi, and Baidu, among others. Tepper reduced his stakes in Energy Trans...
2023-09-06 13:14:21 ET Summary Global memory and AI chipmakers are experiencing an end to the supply surplus for semiconductors. Excessive capex spending in memory chips has led to inventory problems and a sharp downturn is expected in 2023. New technologies, HBM and 128GB DDR...
2023-09-06 07:40:00 ET Memory chip maker Micron (NASDAQ: MU) has been fighting through a brutal downturn since its pandemic-era boom came to an abrupt end. Demand for PCs fell off a cliff; the smartphone market contracted; sales of gaming graphics cards slumped after the cryptocurre...
2023-09-05 12:57:47 ET More on Micron Technology Micron Technology, Inc. Deutsche Bank's 2023 Technology Conference - (Transcript) Micron: Why Big Money Buys/Holds At ~$63? Micron Technology: HMB3 Gen2 Is A Game Changer Micron: Depth Of The Crisis Is Underest...
2023-08-31 12:35:04 ET More on Micron and Western Digital Micron: Why Big Money Buys/Holds At ~$63? Micron Technology: HMB3 Gen2 Is A Game Changer Micron: Depth Of The Crisis Is Underestimated By The Market Micron: Slower Recovery, But Nothing Far From A Buy ...
2023-08-31 09:30:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2023-08-30 14:29:02 ET Micron Technology, Inc. (MU) Deutsche Bank's 2023 Technology Conference August 30, 2023, 11:00 AM ET Company Participants Mark Murphy - Executive Vice President and Chief Financial Officer Manish Bhatia - Executive Vice President, Global Operat...
BOISE, Idaho, Aug. 29, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), announced today that it will hold its fiscal fourth quarter earnings conference call on Wednesday, September 27, 2023, at 2:30 p.m. Mountain time. The call will be webcast live at investors.micron.com ...
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...
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VANCOUVER – USA News Group – In this ongoing artificial intelligence (AI) rally, not all tech stocks are experiencing the same growth. According to Reuters , tech giants such as Microsoft are facing setbacks, while chipmakers continue to climb, marking a divide in the benefi...
2024-07-31 13:25:37 ET One of the biggest driving forces behind the market rally that kicked off early last year has been the accelerating adoption of generative artificial intelligence (AI) . However, after the big run-up, investors have taken a step back, looking for additional eviden...
2024-07-31 04:55:00 ET The artificial intelligence boom isn't just about chip stocks like Nvidia (NASDAQ: NVDA) . It's also completely changing the dynamic random access memory (DRAM) market as we know it -- and for the better. High-bandwidth memory (HBM) has been a niche techno...