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We are back here on Market on Close. I'm Sam Vis here on the floor of the New York Stock Exchange alongside Marley Kaden in our Chicago headquarters. There's just a few minutes left in today's session.And let's welcome in Kevin Green, senior markets correspondent to help close out today's session. All right, Kevin, what levels are you watching on the S&P 500. What have we been watching today.Because we did certainly hit all-time highs as we got started this morning, but certainly losing altitude throughout ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick Bostic here with Matt Miller taking you through to that closing bell with a global simulcast Carol Massar. And Tim Stenovec, join us from the radio booth.Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube right across the screen. Carol Massar though that was a bit of a change from what we saw just a few hours ago. Yeah, not a new record, right.We've talked about you know, ...

Joining us now is Morning Star senior research analyst William Kerwin. He has a neutral rating for the stock. William, welcome.Um, so is this perhaps sustainable AI momentum enough to get you off a neutral rating. >> Well, we'll have to see when we digest more of the release and the call tonight, but the strong guidance is really the story of the release so far here. You know, expectations were strong coming into the print and the results were already really pre-announced back in August when Micron raised i ...

Key TakeawaysMicron Technology (MU) reported robust Q4 2025 earnings, surpassing analyst estimates with $11.32 billion in revenue and $3.03 in EPS, and provided strong Q1 2026 guidance, driven by significant investments in High Bandwidth Memory (HBM) and a strategic partnership with TSMC.U.S. stock markets, including the S&P 500 and Nasdaq 100, experienced a decline from recent record highs, with the S&P 500 falling 0.55% and the Nasdaq 100 dropping 0.7%, as Federal Reserve Chair Powell refrained from signa ...

In after-hours trading on the stock market today, Micron stock jumped nearly 2% to 169.27. It was last up nearly 1%. During the regular session Tuesday, Micron stock rose 1.1% to close at 166.41. Last Thursday, Micron stock notched a regular-session record high of 170.45 in intraday trades. It was the company's third consecutive quarter of triple-digit percentage gains in earnings. For the current quarter, Micron forecast adjusted earnings of $3.75 a share on sales of $12.5 billion. That's based on the midp ...

Wall Street expected a beat-and-raise quarter from Micron, which indeed gave an outlook far stronger than what analysts were expecting as AI drives strong demand for memory chips. ...

Our next guest says to own AI and AI enablers like utilities. Joining us now is Osen Quan, chief equity strategist at Wells Fargo. And Osang, it's great to have you back here on set with us.Welcome. Thanks for having me back. All right.So, so what do you think of equities here because we've been hearing that valuations are very rich. Uh, and certainly it seems like there's a wall of worry for investors to climb. Yeah, we're still bullish equities.Uh, we think the market's going higher. Uh, we're targeting 7 ...

业绩总结 - Micron在2025财年第四季度实现创纪录的收入，达到374亿美元，同比增长近50%[8] - FQ4-25的总收入为113.15亿美元，环比增长22%，同比增长46%[89] - FY-25的总收入为373.78亿美元，同比增长49%[81] - FQ4-25的净收入为34.69亿美元，占总收入的31%[80] - FY-25的净收入为94.70亿美元，占总收入的25%[81] - FQ4-25的GAAP净收入为32.01亿美元，较FQ3-25增长69%[95] - FY-25的GAAP净收入为85.39亿美元，较FY-24增长1008%[100] 用户数据 - 数据中心业务在2025财年占公司总收入的56%，毛利率为52%[24] - 云内存业务（CMBU）在FQ4-25的收入为45.43亿美元，较FQ3-25增长34%，同比增长214%[90] - 核心数据业务（CDBU）在FQ4-25的收入为15.77亿美元，较FQ3-25增长3%，同比下降23%[90] - 移动和客户端业务（MCBU）在FQ4-25的收入为37.60亿美元，较FQ3-25增长16%，同比增长25%[90] - 自动化和嵌入式业务（AEBU）在FQ4-25的收入为14.34亿美元，较FQ3-25增长27%，同比增长17%[90] 毛利率与现金流 - Micron的毛利率在2025财年增长了17个百分点，达到41%[8] - FQ4-25的非GAAP毛利率为46%，同比增长10个百分点[80] - FQ4-25的现金流来自运营为57.30亿美元，占总收入的51%[71] - FY-25的调整后自由现金流为37亿美元[71] 未来展望 - 预计2025年数据中心服务器单位增长约10%，高于之前的中低个位数增长预期[21] - 预计2025年行业DRAM位需求增长将在高十几个百分点范围内[45] - FQ1-26的收入指导为125亿美元±3亿[77] 新产品与技术研发 - Micron的HBM收入在2025财年第四季度接近20亿美元，年化收入接近80亿美元[24] - Micron的1γ DRAM节点在记录时间内达到成熟产量，比前一代快50%[16] - Micron的LPDDR5在第四季度实现超过50%的环比增长，创下收入纪录[33] 其他财务数据 - DRAM在FQ4-25的收入为89.84亿美元，占总收入的79%，环比增长27%，同比增长69%[88] - NAND在FQ4-25的收入为22.52亿美元，占总收入的20%，环比增长5%，同比下降5%[88] - FQ4-25的非GAAP净收入为34.69亿美元，较FQ3-25增长59%[95] - FQ4-25的GAAP每股摊薄收益为2.83美元，较FQ3-25增长68%[97] - FQ4-25的非GAAP每股摊薄收益为3.03美元，较FQ3-25增长59%[97]

Micron Technology (NASDAQ:MU) edged up during early post-market trading Tuesday after the company reported its fourth quarter fiscal 2025 financial results. Artificial intelligence data center growth propelled revenue well past estimates, and the company expects to increase its revenue by more ...