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2023-09-26 12:38:35 ET When Micron Technology ( NASDAQ: MU ) reports its fourth quarter results on Wednesday, investors will majorly focus on the memory chipmaker’s commentary regarding the pricing and demand environment, as well as the impact of restrictions placed on its pr...
2023-09-26 11:29:12 ET Semiconductor stocks have mostly been on fire on the market in 2023, which is evident from the impressive 33% surge in the PHLX Semiconductor Sector index so far this year. A key reason why the market is upbeat about this sector is enthusiasm over the potenti...
2023-09-26 05:33:55 ET Summary Micron's new HBM technology could be a big earner, with improvements in performance, capacity, and power efficiency. MU expects "meaningful revenues" from HBM3 in fiscal 2024 and has received strong feedback from customers. The Company's entry in...
2023-09-25 15:37:48 ET Summary Excessive capex spending in memory chips has led to inventory problems and a sharp downturn is expected. The much-anticipated recovery in consumer PCs and smartphones will not happen until 2024 as demand is pushed out. I expect Micron to report a...
2023-09-25 11:09:27 ET More on Nvidia Nvidia: The Ultimate Bear Trap Is Here Nvidia's Data Center Opportunity Nvidia: Correction Phase Is Not Over Nvidia generating $10B in DGX cloud revenue 'not difficult to envision:' UBS Nvidia, AMD GPUs see higher...
2023-09-25 09:09:11 ET The stock market could really use some good news this week. Investors have watched major market benchmarks give up most of their summer gains in the past couple of weeks, and sentiment as the fall season begins seems to be tepid at best. Often, financial reports f...
2023-09-24 14:00:00 ET More on Accenture, BlackBerry, etc. Compare metrics for ACN to BB, CCL, COST, MU, NKE Carnival Corporation: Continued Growth Expected Costco Earnings: Membership Fee Hike, Special Dividend And A Key Microeconomic Concept Nike: Explainin...
2023-09-24 08:32:59 ET Summary Weekly highlights of our ongoing market observations, MDA stock breakout picks, zombie stocks, ETF trading, Dow picks, and long-term value selections throughout the year. Technology and Real Estate sectors are showing breakdown patterns, indicating p...
2023-09-24 05:30:00 ET The artificial-intelligence boom has had a profound impact on all stocks, especially technology stocks, and, even more specifically, semiconductor stocks. This is especially true of names like Nvidia (NASDAQ: NVDA) , which is obviously going to be a big benefi...
2023-09-22 15:00:17 ET More on the markets No Signs Of A Major Top Yet, Staying Long BofA strategists have changed their view of the S&P 500 target, up 4%. Quant stock news sentiment measure keeps improving - BofA Amazon, Disney, Boeing boosted in Wells F...
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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...