Workflow
High bandwidth memory chips
icon
搜索文档
Micron's guidance highlights AI-driven memory upcycle, says Morningstar's William Kerwin
Youtube· 2025-09-23 20:44
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 ...