Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer talked about recently. Cramer noted that storage stocks like Micron have an “immense amount of demand.” He commented: “Honestly, it does seem pretty hopeless for the data center stocks. Consider, four out of the five top-performing in the S&P 500 this year are tech… Sandisk, Western Digital, Seagate, Micron. Why these? Because they’re plain old-fashioned data storage companies with an immense amount of demand and not nearly enough supply. ...

此外，人工智能芯片明星股英伟达股价上涨逾3%。路透社援引知情人士消息称，特朗普政府正在审查 该公司向中国出售先进AI芯片的可能性。本月早些时候，特朗普总统表示，他将允许英伟达向中国"经 批准的客户"运送其H200 AI芯片。 北京时间12月20日凌晨，美股周五尾盘走高。受甲骨文带动，人工智能相关交易在经历波动后试图重拾 升势。 道指涨292.73点，涨幅为0.61%，报48244.58点；纳指涨278.62点，涨幅为1.21%，报23284.98点；标普 500指数涨62.50点，涨幅为0.92%，报6837.26点。 软件巨头甲骨文股价大涨，此前TikTok同意将其美国业务售予由甲骨文和私募股权投资机构银湖资本等 成立的新合资企业。 根据一份内部备忘录，TikTok的母公司字节跳动已与甲骨文、银湖资本和总部位于阿布扎比的MGX签 署具有约束力的协议，将成立一家名为"TikTok USDS Joint Venture LLC"的合资公司。 此次上涨标志着甲骨文出现逆转。此前本周有报道称，这家云基础设施公司因市场担忧其债务水平和人 工智能支出规模，失去了一项数据中心项目的关键支持者，导致其股价承压，并拖累包括博 ...

Tech stocks led the major indexes higher Friday, with many AI investor favorites among the top performers, in what could be a sign of renewed confidence in the sector. Are investors ready to pile back into the AI trade? Shares of cloud computing giant Oracle (ORCL), which slumped recently amid worries about its dependence on a few big AI customers, saw its shares pop over 8% Friday afternoon following reports that it's set to become a major investor in a new TikTok joint venture. Memory chip supplier Micron ...

Key Takeaways MU jumped 10.1% after beating Q1 revenue and earnings estimates, driven by record revenue expansion. Micron saw strong growth across cloud, mobile, and automotive units, while guiding for higher margins ahead. ETFs like FTXL and SOXQ offer diversified exposure to Micron-led semiconductor momentum.Shares of Micron Technology Inc. (MU) rose 10.1% on the bourses during the last trading session after releasing better-than-expected first-quarter fiscal 2026 results. The company surpassed analysts’ ...

Micron (MU) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this chipmaker is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-t ...

Micron Technology (MU) delivered what Morgan Stanley called the best revenue and earnings beat in U.S. semiconductor history outside Nvidia (NVDA). Following its fiscal Q1 earnings, MU stock rose 10% as the memory chipmaker revealed it cannot keep up with surging demand for artificial intelligence. The company's blunt assessment during its earnings call captured the supply-demand imbalance reshaping the memory market: “We are more than sold out.” Micron stock is up 200% over the last 12 months and brough ...

I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multipl ...

akinbostanci/E+ via Getty Images Listen below or on the go on Apple Podcasts and Spotify Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30). Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of news. Happy Friday. Brian Stewart: Happy Friday, great to be here. Rena Sherbill: Always great to do a Wall Street Roundup with you. Yesterday, I d ...

The U.S. stock market is experiencing a robust midday surge on Friday, December 19, 2025, extending gains from the previous session as investor sentiment remains buoyed by cooling inflation data and significant corporate developments. All three major indexes – the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average – are firmly in positive territory, largely driven by a strong rebound in technology and artificial intelligence (AI) related shares. This positive momentum is helping the S&P 500 and Nas ...

Micron Technology, Inc. ( MU ) reported fiscal Q1 '26 on Wednesday after the bell, and the stock was up around 3% on the print alone but extended gains after the earnings call and wasI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve arou ...