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Micron Says ‘We Are More Than Sold Out.’ Should You Buy MU Stock After Earnings?
Yahoo Finance· 2025-12-19 18:09
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 ...
Stock Market Today: Russell 2000, Nasdaq Take Flight After Surprising Inflation, Jobless Claims Data
Yahoo Finance· 2025-12-18 17:46
This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Wednesday. This is TheStreet’s Stock Market Today for Dec. 17, 2025. You can follow the latest updates on the market here in our daily live blog. Update: 11:34 a.m ET In Focus: S&P 500 An astonishing 70.3% (3,912) U.S. issues are rising today against 26% (1,445) in decline. For a moment though, we turn our attention to the S&P 500(+1.04%) - ...
Dow Jones Today: Stock Indexes Jump After Inflation Data Comes in Cooler Than Expected; Dow, S&P 500 Poised to Snap 4-Session Skids; Gold Sets Record
Investopedia· 2025-12-18 17:00
Stock futures pointed higher ahead of delayed Consumer Price Index data Thursday, with the blue-chip Dow Jones Industrial Average and benchmark S&P 500 aiming to end four-session losing streaks. Futures associated with the tech-heavy Nasdaq, S&P 500, and Dow were up 0.8%, 0.5%, and 0.2%, respectively. Yesterday, they closed down a respective 1.8%, 1.2%, and 0.5%, as AI bubble concerns resumed. The belated inflation report at 8:30 a.m. ET is expected to show the Consumer Price Index rose 3.1% over the ...
Micron Technology Stock Soars on Strong AI Demand
Schaeffers Investment Research· 2025-12-18 16:25
Micron Technology Inc (NASDAQ:MU) stock is soaring today, after the AI heavyweight's fiscal first-quarter results blew past estimates. The company also issued strong guidance amid high memory chip demand, with business chief Sumit Sadana stating "we are more than sold out." MU was last seen up 11.4% at $251.27, earlier trading as high as $263.65 -- just below its recent Dec. 10 record high of $264.75. Should these gains hold, MU is headed for its largest daily percentage gain since an 18.8% pop in April. Ye ...
Stocks Rally as Chip Makers Soar and US Price Pressures Ease
Yahoo Finance· 2025-12-18 16:13
Overseas stock markets are mixed today. The Euro Stoxx 50 is up +0.73%. China’s Shanghai Composite closed up +0.16%. Japan’s Nikkei Stock 225 fell to a 3-week low and closed down -1.03%.The markets are discounting a 27% chance that the FOMC will cut the fed funds target range by 25 bp at the next FOMC meeting on January 27-28.This week's market focus will be on US economic news. On Friday, Nov existing home sales are expected to be up +1.2% m/m to 4.15 million. Also, the University of Michigan Dec consumer ...
US stock market jumps today: Dow surges 400 points as Nasdaq, S&P 500 rebound sharply — what’s driving the stock market rise today?
The Economic Times· 2025-12-18 15:39
US stock market jumps today: U.S. stocks moved higher on Thursday as Wall Street reacted to softer-than-expected The delayed November Consumer Price Index (CPI) showed inflation cooling more than economists had forecast. That data, combined with upbeat corporate earnings and resilient labor market signals, lifted investor sentiment after several rough sessions for equities. Semiconductor stocks, which had been under pressure earlier in the week, led the rebound as Micron’s results exceeded expectations and ...
MU Posts Strong A.I. Demand, GEV Upgrade Rally, KMX Stalls on Earnings
Youtube· 2025-12-18 15:30
I'm joined by Diane King Hall to talk about some of the movers and we mentioned Micron. We want to check out what's going on with the chips and Micron. Good morning D.>> My goodness, what a move in Micron and the question was when those earnings came out, could it hold through today's session. So, you have both the help of the memory sector giving a boost to markets today thanks to those blowout numbers for Micron and it wasn't just about the trailing quarter, it's about what the road ahead looks like. It i ...
Stocks Rebound on Strength in Chip Stocks and a Benign US CPI Report
Yahoo Finance· 2025-12-18 14:57
March 10-year T-notes (ZNH6) today are up by +9 ticks. The 10-year T-note yield is down -3.7 bp to 4.116%. Mar T-notes climbed to a 1.5-week high today, and the 10-year T-note yield fell to a 1.5-week low of 4.10%.Overseas stock markets are mixed today. The Euro Stoxx 50 is up +0.57%. China’s Shanghai Composite closed up +0.16%. Japan’s Nikkei Stock 225 fell to a 3-week low and closed down -1.03%.The markets are discounting a 27% chance that the FOMC will cut the fed funds target range by 25 bp at the next ...
Micron stock pops 14% as AI memory demand soars: 'We are more than sold out'
CNBC· 2025-12-18 14:15
公司业绩与市场反应 - 公司股价在财报发布后大幅上涨14% [1] - 公司2024财年第一季度业绩远超华尔街预期 [1][3] - 公司对下一季度的业绩指引远超市场预期 [3] 产品需求与市场前景 - 数据中心需求,特别是人工智能服务器,推动了公司产品的强劲需求 [1] - 公司预计高带宽内存的总可寻址市场到2028年将达到1000亿美元 [2] - 高带宽内存市场预计将以40%的复合年增长率增长 [2] - 公司业务负责人表示产品供不应求,需求在可预见的未来将大幅超过供应 [2] 公司运营与资本规划 - 公司将资本支出指引从180亿美元上调至200亿美元 [2]
Micron's Blowout Results Are Bad News for Anyone Buying a New Phone or PC Next Year
WSJ· 2025-12-18 10:30
行业动态 - 人工智能热潮正在导致存储芯片出现短缺 [1] - 存储芯片短缺可能推高各类电子设备的价格 [1]