Micron Technology(MU)

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Bank of America revamps Micron stock price on earnings
Yahoo Finance· 2025-09-25 15:07
Artificial intelligence has transformed the tech market. Memory manufacturers that don't make AI software or GPUs have reaped the benefits of the increased demand arising from this new trend. Micron is the third-largest supplier of memory chips, including DRAM, NAND, and high-bandwidth memory (HBM). HBM chips are essential to the AI market. GPUs that power AI data centers are becoming progressively powerful but are being bottlenecked by memory bandwidth, which has created a surge in demand for HBM. Anoth ...
Micron Is 'Unstoppable'— Jim Cramer Says Buy On Dips
Benzinga· 2025-09-25 15:07
Jim Cramer isn't holding back. On CNBC's Mad Money, he called Micron Technology Inc (NASDAQ: MU) "unstoppable" after its blockbuster fourth quarter earnings, saying the stock has more room to run and advising viewers to "buy on weakness."Track MU stock here.A Titanic Quarter, Says Cramer"Micron's revenue was up 46% year-over-year, almost 22% from the previous quarter…almost impossible to do," Cramer said, highlighting the company's stellar EPS of $3.30 versus $2.55 expected. Gross margins soared nearly 900 ...
Micron Just Delivered a Huge Fourth Quarter. 3 Reasons the AI Stock Can Move Higher.
Yahoo Finance· 2025-09-25 14:32
Key Points Micron breezed past fourth-quarter estimates. The tailwinds in memory chips remain strong. Micron also trades at a substantial discount to its chip stock peers. 10 stocks we like better than Micron Technology › Memory-chip maker Micron (NASDAQ: MU) has historically been one of the most cyclical stocks in the chip sector. Memory is prone to boom and bust cycles as inventory levels and prices fluctuate according to supply and demand. However, Micron has been one of the best performers i ...
纳指跌超1% 明星科技股普跌 甲骨文(ORCL.US)跌超6%
智通财经· 2025-09-25 14:05
此外,周二,美联储主席鲍威尔表示,美国经济正面临"滞胀式"挑战,经济增长和就业市场出现明显疲 软,而通胀仍处于高位。这种"上下两难"的局面使货币政策制定者面临艰难抉择。在谈及金融市场时, 鲍威尔表示,美联储会关注整体金融状况,并指出"从多项衡量指标来看,美国股市估值相对偏高"。 周四,美股盘初走低,纳指跌超1%,明星科技股普跌,甲骨文(ORCL.US)跌超6%,美光(MU.US)、特 斯拉(TSLA.US)、台积电(TSM.US)、博通(AVGO.US)跌超3%,英伟达(NVDA.US)跌超1%。消息面上, 随着美国国会民主党与共和党就联邦政府后续资金拨付方案陷入僵局,美国政府部门下周开始部分停摆 的风险正持续上升。如果政府停摆,这可能通过限制金融监管机构的运作、推迟关键经济数据的发布等 方式对市场产生影响。野村证券分析师在本周报告中指出,若停摆持续时间较长,可能导致投资者评估 宏观经济趋势所需的关键数据延迟发布甚至取消,例如月度就业报告与通胀数据。 ...
美股异动 | 纳指跌超1% 明星科技股普跌 甲骨文(ORCL.US)跌超6%
智通财经网· 2025-09-25 14:04
此外,周二,美联储主席鲍威尔表示,美国经济正面临"滞胀式"挑战,经济增长和就业市场出现明显疲 软,而通胀仍处于高位。这种"上下两难"的局面使货币政策制定者面临艰难抉择。在谈及金融市场时, 鲍威尔表示,美联储会关注整体金融状况,并指出"从多项衡量指标来看,美国股市估值相对偏高"。 智通财经APP获悉,周四,美股盘初走低,纳指跌超1%,明星科技股普跌,甲骨文(ORCL.US)跌超 6%,美光(MU.US)、特斯拉(TSLA.US)、台积电(TSM.US)、博通(AVGO.US)跌超3%,英伟达 (NVDA.US)跌超1%。消息面上,随着美国国会民主党与共和党就联邦政府后续资金拨付方案陷入僵 局,美国政府部门下周开始部分停摆的风险正持续上升。如果政府停摆,这可能通过限制金融监管机构 的运作、推迟关键经济数据的发布等方式对市场产生影响。野村证券分析师在本周报告中指出,若停摆 持续时间较长,可能导致投资者评估宏观经济趋势所需的关键数据延迟发布甚至取消,例如月度就业报 告与通胀数据。 ...
美股异动|费城半导体指数跌超2%,半导体股多数走低
格隆汇· 2025-09-25 14:00
费城半导体指数跌超2%,半导体股多数走低,Wolfspeed跌超9%,纳微半导体跌超6%,Arm跌超4%, 迈威尔科技、台积电、美光科技跌超3%,博通、AMD、高通跌超2.5%。(格隆汇) ...
Micron is finally getting credit for the business it will see from the AI data center boom: Cramer
Youtube· 2025-09-25 13:45
When a stock runs like crazy in earnings, even great numbers might not be enough to prevent it from selling off. Sell sell. >> Just look at Micron.Simple MU. It's a key maker of memory and storage ships that you know I have championed for years now. Going into last night's close, this stock was up 170% from its April lows, including a staggering 40% gain just since the end of August.Oh, it's been a terrific move as Micron wildly dismissed as a commodity shipmaker. That's the old days. is finally getting som ...
Investors Forgot That Micron Is Cyclical (NASDAQ:MU)
Seeking Alpha· 2025-09-25 13:34
Micron Technology, Inc. (NASDAQ: NASDAQ: MU ) is yet another semiconductor company on my list to review, assessing whether it could be a strong play in today’s ever-hungry world of chips. With the company justAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anythin ...
Micron's AI Hype Has Gone Too Far, Too Fast (Rating Downgrade)
Seeking Alpha· 2025-09-25 13:00
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Last time I published an article on Micron Technology (NASDAQ: MU ) stock, it was an upgrade from "Hold" to "Buy", and since then, the stock price doubled, although it was only 4 months or so since publication:Daniel Sereda is chief investment analyst at a family of ...
Dow Jones Futures Fall As Astera Labs, Credo, Other Hot Stocks Continue Slide
Investors· 2025-09-25 11:45
9/24/2025Small caps led a broad decline across the stock market.... BREAKING: Futures Fall As Many Hot Stocks Continue Slide Dow Jones futures fell modestly early Thursday, along with S&P 500 futures and Nasdaq futures. Several hot stocks, including Astera Labs (ALAB), Oklo (OKLO) and Credo Technology (CRDO), extended selling before the open. The stock market rally saw modest losses Wednesday for the major indexes. Micron Technology (MU) fell despite strong earnings and guidance. Alibaba (BABA) soared on AI ...