Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today.Micron Technology, Inc. (NASDAQ: MU ) reported its Q4 FY25 earnings after the bell, confirming our belief that HBM has put Micron at the heart of the AI infrastructure boom. The stock's run-up ...

Shares of Micron Technology (MU) have gained considerably in value, rising about 97% year-to-date. This significant growth in MU stock is powered by solid demand for its cutting-edge memory chips and storage solutions. Notably, Micron has been one of the top beneficiaries of artificial intelligence (AI) in the semiconductor industry. The rapid expansion of data centers, alongside a recovery in consumer markets like PCs and smartphones, has driven demand for Micron’s products. More News from Barchart Tha ...

智通财经APP获悉，近日，美光科技(MU.US)举办FY25Q4业绩会。会上，美光科技表示，对于下一季 度的增长，DRAM的贡献将大于NAND。美光预计毛利率将环比提升580个基点，这主要得益于三个方 面：有利的产品组合、强劲的定价以及出色的成本控制。目前市场环境非常有利，DRAM供应紧张， NAND状况也在显著改善。 美光科技预测，到2030年，HBM市场规模将达到1000亿美元。HBM的增长速度将持续快于整个DRAM 市场，2026年也不例外。随着市场对性能要求越来越高，HBM的价值也在不断提升。美光对此已做好 充分准备，公司的HBM4产品将在性能和能效上处于行业领先地位。 Q：关于下一季度 12 亿美元的预期营收增长，您能拆解一下 DRAM 和 NAND 各自的贡献吗？另外， 有哪些因素会影响毛利率的变动？ A：对于下一季度的增长，DRAM 的贡献将大于 NAND。我们预计毛利率将环比提升 580 个基点，这 主要得益于三个方面：有利的产品组合、强劲的定价以及出色的成本控制。目前市场环境非常有利， DRAM 供应紧张，NAND 状况也在显著改善。 需求端，数据中心、传统服务器、PC、手机和汽车市场都在增 ...

U.S. stock futures are showing modest gains this Wednesday morning, September 24, 2025, as investors digest a mixed bag of corporate earnings and economic signals while keeping a close eye on Federal Reserve commentary. This premarket uptick follows a Tuesday session that saw major indexes retreat from their recent record-setting rally, partly influenced by cautious remarks from Fed Chair Jerome Powell. The renewed optimism in premarket trading is largely fueled by strong earnings from a key chipmaker and s ...

I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities. I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor ...

After coming under pressure over the course of the previous session, stocks may move back to the upside in early trading on Wednesday. The major index futures are currently pointing to a modestly higher open for the , with the S&P 500 futures up by 0.2 percent.Stocks may benefit from continued optimism about the artificial intelligence trade, which has helped lead the markets to record highs.A rebound by shares of Nvidia (NVDA) may generate some early buying interest, with the AI darling and market leader ...

Micron Technology, Inc. (NASDAQ: MU ) reported Q4 results after the close on Tuesday in the midst of a major stock run-up driven by recovering memory prices and optimism over data center demand. The after-hours movementTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my f ...

Source: TradingView.com Key Takeaways Micron shares were little changed in premarket trading Wednesday after the memory chip maker posted better-than-expected quarterly results and issued a rosy forecast amid surging AI-related demand. During Wednesday’s trading session, investors should watch out for a potential breakout above a recently formed pennant pattern, a move that would indicate a continuation of the stock's strong uptrend. Bars pattern analysis projects a potential upside target on Micron' ...

Micron Technology, Inc. (NASDAQ: MU ) reported Q4 results after the close Tuesday in the midst of a major stock run-up driven by recovering memory prices and optimism over data center demand. The after-hours movement wasTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my ...

Micron closed out fiscal 2025 with another blowout quarter, riding the AI boom to record revenue and bigger profits. The Idaho-based chipmaker reported $11.3 billion in revenue , up 22% from last quarter and a whopping 46% from a year ago. Adjusted earnings came in at $3.03 a share, up from $1.91 last quarter and — are you sensing a pattern here? — well ahead of the $1.18 reported last year. AI demand is everything Unsurprisingly, AI-heavy demand once again did the heavy lifting. Micron’s data-center bu ...