The massive spending on artificial intelligence (AI) infrastructure has supercharged the growth of several companies that build or design chips and deploy them in data centers, and the good part is that such companies are likely to sustain their solid momentum over the next five years.
Latest earnings reports from leading chip stocks signal that the expansion phase of the current chip cycle is ending. Micron Technology, Inc., as one of the most cyclical chip stock, faces large downsides due to its particular product mix. Memory semiconductors and storage hardware are among the most discretionary and commoditized items for the IT industry, in my view.
Micron (MU -3.43%) stock moved lower in Tuesday's trading -- a session that saw significant swings for major indexes. The company's share price fell 3.4% in the day's trading and had been down as much as 4.5% shortly after the market opened.
Bloomberg's 50 Companies to Watch leverages catalysts like new leadership, AI, and policy shifts to identify high-potential stocks for 2025. Yield-based 'dogcatcher' analysis spotlights 15 dividend payers with strong free cash flow, with five 'IDEAL' stocks signaling safer, buy-worthy dividends. Top ten dividend focus stocks project an average 16.69% net gain by July 2026, with risk profiles ge...
Micron's run-up got interrupted by the Edgewater Research report, putting a big fat warning about memory growth next year. While there is merit to the report, particularly the NAND weakness highlighted, the concerns about HBM are overblown by current visibility. DRAM, particularly HBM, has more moat to support upside, more so as ASIC-related HBM kicks in, estimated to surge +80% next year.
Micron delivered a strong FQ3 with better-than-expected bit shipments, pricing, and margins, signaling a somewhat surprising shift in the memory market environment, considering the prior earnings call tone. Guidance for FQ4 points to continued revenue and margin expansion, driven by tight inventories and constructive demand, especially in DRAM. The upcoming HBM4 transition and its higher pricin...
BOISE, Idaho, July 22, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), the only-U.S. based memory manufacturer, announced today that it is launching the industry's highest-density, radiation-tolerant single-layer cell (SLC) NAND product. With a die capacity of 256 gigabits (Gb), this product is the first in a portfolio that will include space-qualified NAND, NOR and DRAM solutions.
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