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2023-12-04 07:49:00 ET Summary Micron's recent insider trading is completely dominated by selling, and you will see why I agree with the insiders' decisions. Micron's valuations have become ahead of the fundamentals, with overly optimistic growth projections. The growth rate o...
2023-12-03 08:20:00 ET Memory chip manufacturer Micron Technology (NASDAQ: MU) has been mired in one of the worst downturns in the industry's history. Demand for DRAM and NAND chips has fallen off a cliff, and pricing has tumbled far quicker than Micron has been able to reduce costs...
2023-12-01 10:11:22 ET The global semiconductor market is expected to contract 9.4% in 2023, according to the World Semiconductor Trade Statistics. But 2024 appears to be a bright spot, with the industry body forecasting a robust recovery with growth of 13.1%. More on Intel Inte...
2023-11-30 05:15:43 ET Summary Micron Technology's stock experienced a minor decline due to inflated expectations, but end-of-year pricing trends and an improved FY24 outlook indicate a promising future. The company's preannouncement revealed expectations for improved pricing tren...
2023-11-29 13:25:49 ET More on Micron Micron Stock - Still Buy: More Upside Likely Ahead Micron Technology, Inc. (MU) 2023 UBS Global Technology Conference Transcript Micron: Weak Competitive DRAM Metrics Illustrate Its Small HBM3 Market Share (Rating Upgrade) ...
2023-11-28 15:30:07 ET Summary We remain bullish on Micron Technology, Inc. Management’s updated guidance for Q1 2024 confirms our expectation of better memory demand dynamics and improved pricing in 2024. Management guides revenue higher from a previously projected $4....
2023-11-28 12:25:03 ET Micron Technology, Inc. (MU) 2023 UBS Global Technology Conference November 28, 2023 09:35 AM ET Company Participants Sanjay Mehrotra - President & Chief Executive Officer Mark Murphy - Chief Financial Officer Conference Call Particip...
2023-11-28 09:14:39 ET More on Micron Micron: Weak Competitive DRAM Metrics Illustrate Its Small HBM3 Market Share (Rating Upgrade) Micron: Results Are Terrible, And China Sales Are Dropping Like A Rock - Avoid Micron: I Was Wrong, But The Rally Went Too Far ...
BOISE, Idaho, Nov. 28, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) (the “Company”) today announced that it is updating its revenue, gross margin, operating expense, and EPS guidance for the first quarter of fiscal 2024, which ends Nov. 30, 2023. The Company previou...
2023-11-27 11:13:02 ET More on Intel, Nvidia and more Nvidia Q3: The Good, The Bad, The China Nvidia: Running Out Of Enthusiasm Nvidia Q3: Great Numbers But Math Is Undefeated Western Digital, Micron may benefit as memory prices rise: Morgan Stanley N...
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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...