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Texas Instruments has a lower valuation than it deserves, with industry leading margins/returns. A lower U.S. Dollar will be a huge catalyst for results with 85% of sales originating from overseas customers. Strong technical momentum since late summer may be signaling a robust 202...
The arrival of 5G (fifth-generation) wireless networks is going to be a huge catalyst for Micron Technology 's (NASDAQ: MU) mobile business, as the memory capacities of smartphones running on the next-generation network are expected to increase substantially. The memory speciali...
BOISE, Idaho, and MUMBAI, India, Oct. 27, 2020 (GLOBE NEWSWIRE) -- Micron Technology, Inc., (Nasdaq: MU) and Tata Communications (NSE: TATACOMM) today announced they are joining forces to create a worldwide cellular-enabled connectivity solution that will simplify and accelerate large-scale...
The Philadelphia Semiconductor Index is lagging behind the broader tech sector (XLK), down 1.3% vs. 0.9%, after Intel's Q3 Data Center Group sales fell 7% Y/Y and missed consensus estimates. The company guided for a 25% decline in Data-centric revenue for Q4.Earlier this week, Intel...
Shares of United Microelectronics (NYSE: UMC) were up by 10% as of 3 p.m. EDT today, after the company said it expects to settle a criminal lawsuit soon. The U.S. Department of Justice (DOJ) had filed the lawsuit in 2018 alleging that the company was part of a conspiracy to steal tr...
NZS Capital, an investment company focused on innovative businesses that work toward maximizing non-zero-sum outcomes for their investors, customers, employees, society, and the global environment. The NZS Capital Global Growth Strategy returned 14.41% in the third quarter of 2020 and...
Western Digital (WDC) shares closed up nearly 8% yesterday on reports (later confirmed) that Intel would sell its NAND business to SK Hynix.Benchmark analyst Mark Miller says the rally still leaves WDC "undervalued by more than 50% based on the value of Western Digital...
BOISE, Idaho, Oct. 20, 2020 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), today announced the launch of uMCP5, the industry’s first universal flash storage (UFS) multichip package with low-power DDR5 (LPDDR5) DRAM. Now ready for mass production, Micron’s uMCP5 comb...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify. Gap narrows on stimulusHouse Speaker Nancy Pelosi and Treasury Secretary Steven Mnuchin appear to be making progress in their latest coronavirus stimulus t...
Earnings Season starts in earnest this week. Don't get blindsided by a stock you own that is reporting this week. That's a rookie mistake. Earnings reports are one of the best ways to learn about a sector's prospects and how it may move a stock that you are trading or speculating in. ...
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2024-06-18 07:00:05 ET Brian Chin from Stifel Nicolaus issued a price target of $165.00 for MU on 2024-06-18 04:58:00. The adjusted price target was set to $165.00. At the time of the announcement, MU was trading at $147.83. The overall price target consensus is at $118....
On Monday, major U.S. indices saw gains, with the Dow Jones Industrial Average closing nearly 0.5% higher at 38,778.10, the S&P 500 rising almo...
Jabil Inc. (NYSE: JBL) is set to release third-quarter fiscal 2024 results on Jun 20, before the opening bell. In the last reported quarter, the co...