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Micron: Q4, I Was Wrong, Surging AI Demand Bridges Blackwell Delays (Rating Upgrade)
Seeking Alpha· 2024-09-29 11:40
文章核心观点 - 公司专注于20世纪股票(旧经济)正在经历21世纪转型的研究 [1] - 公司寻找商业模式创新,可能导致股票发生巨大变化的公司 [1] 公司概况 - 公司由Noah's Arc Capital Management管理,旨在为普通投资者提供华尔街级别的洞见 [1] - 公司的研究主要集中在20世纪股票(旧经济)正在经历21世纪转型的公司,偶尔也会研究帮助转型20世纪公司的公司 [1] - 公司的分析师包括Thomas Potter和Elijah Buell [1] 分析师披露 - 分析师拥有META的有益长期头寸,包括股票、期权或其他衍生工具 [1] - 分析师自己撰写本文,表达自己的观点 [1] - 分析师没有从Seeking Alpha获得任何报酬 [1] - 分析师与本文提到的任何公司都没有业务关系 [1] 免责声明 - 文章内容仅供参考,不构成任何投资建议 [2] - 过去的业绩不能保证未来的结果 [2] - Seeking Alpha不是注册的证券交易商、经纪商或投资顾问 [2] - Seeking Alpha的分析师是第三方作者,既有专业投资者也有个人投资者,可能未经任何机构或监管机构的认证 [2]
Micron Technology: Expect Continued Rallies (Rating Upgrade)
Seeking Alpha· 2024-09-28 21:00
When I last covered Micron Technology with “ Micron: Stay Long Into New Year’s Earnings Risk ”, the stock was trading below $77 per share and several key operational risks clouded the outlook in a negative lightAnalyst’s Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relat ...
1 Spectacular Semiconductor Stock Down 21% You'll Wish You'd Bought on the Dip
The Motley Fool· 2024-09-28 16:29
Micron just reported another fantastic set of quarterly financial results, driven by artificial intelligence.When it comes to artificial intelligence (AI) chips, Nvidia is rightly the center of attention. Its graphics processing units (GPUs) for the data center are the best in the industry for developing AI models, and they have helped the company add a whopping $2.6 trillion to its market capitalization since the start of 2023.But the AI landscape is rapidly expanding, and other semiconductor companies are ...
Stocks Head for Third Consecutive Winning Week Amid String of Record Closes
ZACKS· 2024-09-28 02:31
The secular bull market continues to chug along, buoyed by strong economic data and a resilient corporate earnings backdrop. With stocks surpassing former resistance levels recently, the breakout to all-time highs has kept any selling pressure to a minimum.Markets applauded several critical data points this week. The US economy grew at a 3% annualized pace during the second quarter, faster than economists had projected. This is another confirmation signal for this ongoing bull market.Stock returns are prima ...
Micron's Earnings Don't Change Our Bearish View
Seeking Alpha· 2024-09-28 00:24
Retirement is complicated, and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Micron (NASDAQ: MU ) is one of the largest memory companies in the world in an oligopoly with much larger peers Samsung, and SK Hynix. The company surged ...
Micron: Q4 Signals To Buy Now For An Exceptional FY25 Price Return
Seeking Alpha· 2024-09-27 21:44
I last covered Micron (NASDAQ: MU ) in August, and I put out a Buy rating at the time after a Hold rating in July, where the stock collapsed 25% in price following it. As a value investor, I lookOliver Rodzianko is an investment analyst specializing in the technology sector, with a focus on artificial intelligence, semiconductors, software, and renewable energy. He has earned a strong reputation on Seeking Alpha, where he is frequently featured in the platform’s "Must Reads." His work is also syndicated by ...
Micron: As FY25 Begins, Get Ready For A Fresh Rally
Seeking Alpha· 2024-09-27 21:30
Chip stocks, led by Nvidia ( NVDA ), were the trade of the year in early 2024... until they weren't by mid-summer, plagued by concerns on overblown AI demand and businesses stockpiling inventory and potentially not refreshing orders.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contribut ...
Why Micron Rallied 21% This Week
The Motley Fool· 2024-09-27 21:30
The company beat earnings and gave better-than-expected guidance, defying skeptics.Shares of Micron Technology (MU -0.41%) rallied 20.9% on the week through Thursday trading, according to data from S&P Global Market Intelligence.Micron reported earnings on Wednesday, blowing away analyst estimates while also giving strong guidance. The move comes after the stock had been down nearly 50% from its June highs amid widespread concerns over memory demand. Therefore, the strong beat and guide caused a near-15% su ...
Micron Technology Just Delivered Spectacular News for AI Semiconductor Investors
The Motley Fool· 2024-09-27 21:28
Micron Technology's earnings caused the semiconductor market to rally.In today's video, I discuss Micron Technology's (MU -0.01%) recent earnings and how they affected various semiconductor stocks. Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Sept. 26, 2024. The video was published on Sept. 26, 2024. ...
Micron To $150? Here Are 10 Top Analyst Forecasts For Friday
Benzinga· 2024-09-27 20:04
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Considering buying MU stock? Here’s what analysts think: Read Next: ...