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Micron Technology Announces Upcoming Investor Events
Newsfilter· 2024-08-02 04:01
BOISE, Idaho, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (NASDAQ:MU) announced today that company executives will participate in fireside chats at the following investor events: KeyBanc Capital Markets Technology Leadership Forum in Vail, Colorado on Monday, August 5, at 9:00 a.m. Mountain time.Deutsche Bank's 2024 Technology Conference in Dana Point, California on Wednesday, August 28, at 9:45 a.m. Mountain time. Live webcasts and subsequent replays of presentations can be accessed from Micr ...
Micron Rival's Comments on Artificial Intelligence (AI) Suggest a Monster Year Is Coming
The Motley Fool· 2024-07-31 16:55
If SK Hynix is growing high-bandwidth memory this fast, Micron's growth will be truly shocking.The artificial intelligence boom isn't just about chip stocks like Nvidia (NVDA -7.04%). 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 technology for a long time, but with the advent of generative AI, it's now seeing massive demand as the go-to memory for training large language models.Micron (MU -4.91%) ...
Has Micron's Stock Drop Turned Into A Screaming Buy?
MarketBeat· 2024-07-30 21:47
Micron Technology TodayMUMicron Technology$108.10 +0.25 (+0.23%) 52-Week Range$61.75▼$157.54Dividend Yield0.43%Price Target$158.72Add to WatchlistHaving had a spectacular run since the start of 2023, shares of Micron Technology, Inc. NASDAQ: MU are experiencing their juiciest sell-off in quite a while. Since hitting an all-time high in June, after logging gains of more than 200% in the 18 months previously, they've sunk 30%. There are a couple of factors at play here. Of course, the most obvious is that it' ...
Micron Announces Volume Production of Ninth-Generation NAND Flash Technology
Newsfilter· 2024-07-30 21:03
文章核心观点 - 微创科技公司宣布开始出货第9代(G9)TLC NAND闪存,成为行业首家实现此里程碑 [1] - 微创G9 NAND具有业界最高的3.6GB/s传输速度,为人工智能和其他数据密集型应用提供卓越的性能 [1][3] - 微创G9 NAND密度比竞争对手高出73%,可提供更紧凑高效的存储解决方案 [2] 技术创新与性能优势 - 微创G9 NAND采用业界最快的NAND I/O速度,数据传输速度比现有NAND快50% [3] - 微创G9 NAND每颗芯片的写入带宽提高99%,读取带宽提高88%,相比现有竞争对手产品 [3] - 微创G9 NAND尺寸更小,使用空间减少28%,为多种应用场景提供更大的设计灵活性 [4] 产品应用与性能表现 - 微创2650 NVMe SSD采用G9 NAND,在PCMark 10基准测试中的得分比竞争对手高38% [6][7] - 微创2650 NVMe SSD在顺序读取、顺序写入、随机读取和随机写入等方面都大幅领先竞争对手 [9] - 微创G9 NAND已应用于微创2650 SSD,并正在与客户进行组件和消费级Crucial SSD的认证 [10]
Buy alert: 2 AI stocks with ‘strong buy' ratings for August 2024
Finbold· 2024-07-28 22:15
The excitement surrounding artificial intelligence (AI) has been a major driver of the stock market rally this year, with the market value of generative AI estimated to be around $1 trillion. AI’s potential to enhance productivity and transform industries such as marketing, healthcare, and manufacturing has fueled a surge in demand for leading tech companies. This surge has significantly boosted the stock prices of firms specializing in semiconductors and servers.In this context, Finbold analyzed the ongoin ...
Micron: Strong Prospects For Secular And Cyclical Growth Are Coming Together
Seeking Alpha· 2024-07-28 18:59
文章核心观点 - 文章认为Micron Technology, Inc. (NASDAQ:MU)的股票具有投资价值,尽管AI相关股票近期表现不佳,但MU在AI领域的强大前景和其在半导体行业的地位使其成为一个有吸引力的投资选择。文章最终给予MU股票"买入"评级。[6][31][42] 公司和行业分析 - **AI和半导体行业的关系**:文章通过对比George Orwell的《1984》中对信息控制的描述,暗示AI技术的发展可能会引起市场情绪的快速变化,这种变化类似于小说中对敌友关系的突然转变。[4] - **Micron Technology的业务和市场地位**:MU主要生产DRAM和NAND闪存芯片,这些产品在AI应用中需求量大增。MU是少数几家主导这些产品的公司之一,其最新一代的高带宽内存(HBM)技术在市场上具有竞争优势。[8][9] - **半导体行业的周期性**:半导体行业具有明显的周期性,这主要是由于技术更新快、投资成本高以及市场需求预测困难。这种周期性导致公司业绩和股价波动较大。[10][11][12] - **Micron Technology的财务表现**:尽管半导体行业整体面临周期性挑战,MU的财务数据显示其正在从低谷中恢复,并且其业务在AI驱动下显示出增长潜力。[12][13][14] - **市场对Micron Technology的评价**:MU在Seeking Alpha上的评级显示,尽管AI股票近期下跌,MU的估值评级仍保持在"C-",显示出市场对其长期价值的认可。[7] - **未来展望和风险**:文章指出,尽管MU面临行业周期性和市场情绪波动的风险,但其强大的AI相关业务和市场地位使其成为一个值得投资的公司。[49][50][51] 投资建议 - **买入评级**:基于对MU在AI领域的强大前景和其在半导体行业的地位,文章给予MU股票"买入"评级,认为其长期增长潜力值得投资。[6][31][42]
Micron (MU) Upgraded to Strong Buy: What Does It Mean for the Stock?
ZACKS· 2024-07-27 01:01
Micron (MU) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing ear ...
Are Computer and Technology Stocks Lagging Micron Technology (MU) This Year?
ZACKS· 2024-07-26 22:41
文章核心观点 - 微信(MU)是计算机和技术行业中表现出色的公司之一 [1][5] - 微信在年初至今的表现优于整个行业 [5] - 另一家表现出色的公司是Infosys(INFY),其年初至今的表现也优于行业 [6][7] 行业和公司概况 - 微信属于半导体存储行业,该行业今年平均涨幅为25.9%,与微信的表现相当 [8] - Infosys属于计算机-IT服务行业,该行业今年平均涨幅为3.8% [9] - 微信目前的Zacks排名为1(强烈买入),表明其盈利前景良好 [3][4] - Infosys目前的Zacks排名为2(买入),也表现不错 [7]
Down -19.04% in 4 Weeks, Here's Why You Should You Buy the Dip in Micron (MU)
ZACKS· 2024-07-24 22:35
Micron (MU) has been on a downward spiral lately with significant selling pressure. After declining 19% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.Here is How to Spot Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversol ...
Micron Introduces the World's Fastest Data Center SSD
Newsfilter· 2024-07-23 21:01
BOISE, Idaho, July 23, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (NASDAQ:MU), today announced availability of the Micron 9550 NVMe™ SSD – the world's fastest data center SSD and industry leader in AI workload performance and power efficiency.1 The Micron 9550 SSD showcases Micron's deep expertise and innovation by integrating its own controller, NAND, DRAM and firmware into one world-class product. This integrated solution enables class-leading performance, power efficiency and security features for ...