• daz999999999daz999999999
      ·10-03

      Micron Technology (MU) : Zenith Stock !!!!!

      $Micron Technology(MU)$   Micron Technology MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate.  Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for utilizing the semiconductor
      4301
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      Micron Technology (MU) : Zenith Stock !!!!!
    • daz999999999daz999999999
      ·10-03
      $MU$   Micron Technology (MU) Is The New Zenith Stock To Buy MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate. Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific tim
      161Comment
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    • daz999999999daz999999999
      ·10-03
      $MU$   Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom. Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG): Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts) Earnings per share (adj): $33.42 / sh (vs. $31.61 expected) In addition, the company issued guidance which validate that demand for memory and storage product
      294Comment
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    • daz999999999daz999999999
      ·10-03
      $MU$   Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom. Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG): Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts) Earnings per share (adj): $33.42 / sh (vs. $31.61 expected) In addition, the company issued guidance which validate that demand for memory and storage product
      260Comment
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    • IsleighIsleigh
      ·10-02

      MU vs SNDK: I Would Trade Them Differently

      Micron currently gives me the cleaner read on DRAM and HBM demand. SanDisk gives me exposure to NAND and data-storage demand, but after its enormous rerating and recent index-related catalyst, I think price discipline matters even more. So I don't want to chase either stock simply because the memory thesis remains bullish. I want the market to give me my price. My MU Pick Levels Around the recent $1,080 area, MU is no longer cheap enough for me to treat every small dip as an opportunity. $1,030-$1,060: First Pick I would consider starting or adding modestly here if the broader memory thesis remains intact. $970-$1,020: Preferred Pick This is the zone I would find considerably more attractive after the earnings run. $900-$950: Strong Pick If MU reaches this area because of macro pressure ra
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      MU vs SNDK: I Would Trade Them Differently
    • daz999999999daz999999999
      ·10-02
      $MU$   The AI Boom demand for chips has skyrocketed ! Consider this: Micron added about $43 billion in sales in the most recent quarter compared to the year-ago quarter. That's massive. Operating margins exploded in all business segments. The market is forward-looking, so the race is on to predict Micron's results over the next 12 months. Don't lose sight of what this company is doing right now; that's all we're saying. Here's how Wall Street is seeing Micron's quarter and outlook: "While Micron again delivered a strong beat quarter and provided above-consensus F1Q27 guidance, the most important takeaway was management's indication that memory markets could be even tighter in 2028 than
      211Comment
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    • daz999999999daz999999999
      ·10-02
      $MU$   Share this article to as many investors as possible. Micron Technology (MU), the Boise Idaho-based company reported a 351.3% increase in revenue to $51.067 billion from $11.32 billion a year ago, according to the mean estimate from 28 analysts, based on LSEG data.The company's guidance on June 24 2026, for the period ended August 31, was for revenue between 49.00 billion and 51.00 billion. ​LSEG's mean analyst estimate for Micron Technology, Inc. is for earnings of $31.28 per share. The company's EPS guidance on June 24 2026, for the period ended August 31, was between 30.00 and 32.00 The current average analyst rating on the shares is "buy" and the breakdown of recommendations i
      193Comment
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    • daz999999999daz999999999
      ·09-30

      Micron(MU) : 349% Growth, Stock Price To Rise !💪

      $Micron Technology(MU)$   Micron Technology Inc. (NASDAQ:MU) reports fiscal fourth-quarter earnings after the bell Wednesday, with investors looking for clues on whether the AI-driven memory boom can keep running into 2027. Wall Street expects adjusted earnings of $31.45 per share, up from $3.03 a year ago, on revenue of $50.75 billion, up about 349%. The stakes stretch beyond Micron. FactSet estimates put the company on track to become the biggest contributor to S&P 500 earnings growth this quarter, ahead of Nvidia. Polymarket gives Micron a 95% chance of reporting adjusted EPS above $32.22, a threshold above both Wall Street consensus and the top of Micron’s own $30-to-$32 guidance range.
      821Comment
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      Micron(MU) : 349% Growth, Stock Price To Rise !💪
    • daz999999999daz999999999
      ·09-30

      Micron (MU) Quarterly Revenue Earnings Unveiled Today (09/30)

      $Micron Technology(MU)$   Micron Technology's fiscal Q4 2026 earnings announcement, scheduled for after the market close on September 30, 2026, serves as a critical barometer for the broader artificial intelligence and semiconductor sectors. Driven by tight global supply and an unprecedented boom in AI-driven memory demand, the announcement carries wide-ranging structural and financial implications. Core Expectations & Financial Targets Wall Street has set historically high benchmarks for Micron's performance: • Revenue Growth: Analysts project revenue to come in around $50.8 billion to $51.5 billion. This marks an approximate 350% year-over-year increase from the $11.31 billion reported in Q4 of the previous
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      Micron (MU) Quarterly Revenue Earnings Unveiled Today (09/30)
    • daz999999999daz999999999
      ·09-30

      IPO Of Solidigm (SK Hynix Subsidiary) Comparison With Micron (MU)

      $Micron Technology(MU)$   $SK hynix(SKHY)$   An IPO of SK Hynix's Solidigm would add to the multiple layers of ownership within the group, deepening the pyramid ownership structure, according to the Korea Corporate Governance Forum. (Sept 28): SK Hynix Inc shares fell on Monday as media reports of a potential listing of the chipmaker's US subsidiary added to concerns over its complex ownership structure. SK Hynix shares dropped 5%, the most in two weeks, after Bloomberg confirmed over the weekend that Solidigm is considering a US initial public offering (IPO) as soon as next year that could value the data-storage product maker at as muc
      495Comment
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      IPO Of Solidigm (SK Hynix Subsidiary) Comparison With Micron (MU)
    • daz999999999daz999999999
      ·09-29

      Micron (MU) Makes Waves With Expected Huge Quarterly Revenue Announcement

      $Micron Technology(MU)$   The Boise Idaho-based company is expected to report a 351.3% increase in revenue to $51.067 billion from $11.32 billion a year ago, according to the mean estimate from 28 analysts, based on LSEG data.The company's guidance on June 24 2026, for the period ended August 31, was for revenue between 49.00 billion and 51.00 billion. ​LSEG's mean analyst estimate for Micron Technology, Inc. is for earnings of $31.28 per share. The company's EPS guidance on June 24 2026, for the period ended August 31, was between 30.00 and 32.00 The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 46 "strong buy" or "buy," 3 "hold" and 1 "sell" or "strong sell." The
      442Comment
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      Micron (MU) Makes Waves With Expected Huge Quarterly Revenue Announcement
    • daz999999999daz999999999
      ·09-29
      $MU$   $CMBC CAPITAL(01141)$   Share this article to as many investors as possible. The Boise Idaho-based company is expected to report a 351.3% increase in revenue to $51.067 billion from $11.32 billion a year ago, according to the mean estimate from 28 analysts, based on LSEG data.The company's guidance on June 24 2026, for the period ended August 31, was for revenue between 49.00 billion and 51.00 billion. ​LSEG's mean analyst estimate for Micron Technology, Inc. is for earnings of $31.28 per share. The company's EPS guidance on June 24 2026, for the period ended August 31, was between 30.00 and 32.00 The
      1.58K1
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    • daz999999999daz999999999
      ·09-29

      Why Traders Love Micron (MU) Just Now !

      $Micron Technology(MU)$   • AI Supercycle Demand: High Bandwidth Memory (HBM) and DRAM shortages drive record pricing power. • Massive Earnings Growth: Fiscal 2026/2027 projected EPS and revenue surges dwarf historical baselines. • Tight Supply Window: New factory capacity remains offline until late 2027 or 2028, protecting margins. • Valuation Edge: Forward P/E multiples trade cheaper than peers like NVIDIA. 📉 Risk Evaluation & Historical Analogies • Cyclical Trapped-Door: Historically, memory chips run on brutal boom-and-bust inventory cycles. • Total Loss Potential: A sudden hyperscaler spending freeze can collapse gross margins overnight. • Mitigation Strategy: Size positions strictly; do not treat a cycl
      542Comment
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      Why Traders Love Micron (MU) Just Now !
    • daz999999999daz999999999
      ·09-29
      $MU$   Why Traders Love Micron Right Now • AI Supercycle Demand: High Bandwidth Memory (HBM) and DRAM shortages drive record pricing power. • Massive Earnings Growth: Fiscal 2026/2027 projected EPS and revenue surges dwarf historical baselines. • Tight Supply Window: New factory capacity remains offline until late 2027 or 2028, protecting margins. • Valuation Edge: Forward P/E multiples trade cheaper than peers like NVIDIA. 📉 Risk Evaluation & Historical Analogies • Cyclical Trapped-Door: Historically, memory chips run on brutal boom-and-bust inventory cycles. • Total Loss Potential: A sudden hyperscaler spending freeze can collapse gross margins overnight. • Mitigation Strategy: Si
      388Comment
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    • daz999999999daz999999999
      ·09-29

      Why Traders Love Micron : Quarterly Revenue Is Huge Success

      $Micron Technology(MU)$   Why Traders Love Micron Right Now • AI Supercycle Demand: High Bandwidth Memory (HBM) and DRAM shortages drive record pricing power. • Massive Earnings Growth: Fiscal 2026/2027 projected EPS and revenue surges dwarf historical baselines. • Tight Supply Window: New factory capacity remains offline until late 2027 or 2028, protecting margins. • Valuation Edge: Forward P/E multiples trade cheaper than peers like NVIDIA. 📉 Risk Evaluation & Historical Analogies • Cyclical Trapped-Door: Historically, memory chips run on brutal boom-and-bust inventory cycles. • Total Loss Potential: A sudden hyperscaler spending freeze can collapse gross margins overnight. • Mitigation Strategy: Size posit
      462Comment
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      Why Traders Love Micron : Quarterly Revenue Is Huge Success
    • daz999999999daz999999999
      ·09-29
      $MU$   Micron Technology, Inc. MU.OQ MU.O is expected to show a rise in quarterly revenue when it reports results on September 30 for the period ending August 31 2026 The Boise Idaho-based company is expected to report a 351.3% increase in revenue to $51.067 billion from $11.32 billion a year ago, according to the mean estimate from 28 analysts, based on LSEG data.The company's guidance on June 24 2026, for the period ended August 31, was for revenue between 49.00 billion and 51.00 billion. ​LSEG's mean analyst estimate for Micron Technology, Inc. is for earnings of $31.28 per share. The company's EPS guidance on June 24 2026, for the period ended August 31, was between 30.00 and 32.00
      299Comment
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    • daz999999999daz999999999
      ·09-29

      SanDisk (SNDK) OutTrumps Micron (MU) In Battle For Revenue Forecast Fluctuations

      $SanDisk Corp.(SNDK)$   $Micron Technology(MU)$   On September 28, SanDisk Corp. fell 3.05% in pre-market trading, trading at $1,720.09/share, with turnover of $12.716 million. The decline was driven by broad weakness across the storage sector ahead of Micron Technology's upcoming earnings report, compounded by persistent insider selling by the company's top executive. On the sector front, market participants adopted a wait-and-see stance ahead of Micron's financial results, dampening sentiment across storage names. Within the Technology Hardware, Storage & Peripherals sector, Western Digital fell 2.45%, Seagate Technology declined
      797Comment
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      SanDisk (SNDK) OutTrumps Micron (MU) In Battle For Revenue Forecast Fluctuations
    • HODL2MOONHODL2MOON
      ·09-28
      $Micron Technology(MU)$  Memory Stocks Pulled Back — Is Micron the Next Test? Memory stocks gave back some of Tuesday’s gains on Wednesday, with SanDisk, SK Hynix and Micron all falling around 2–4%. The bigger question now isn’t whether memory demand is strong. It’s whether Micron can deliver enough upside to justify what investors are already expecting. Micron reports fiscal Q4 results after the U.S. close on September 30, and the numbers investors will likely focus on go beyond revenue and EPS. What matters most? 1. Gross margin Micron previously guided for roughly $50B revenue and 86% gross margin for fiscal Q4. (Nasdaq) With memory pricing rising sharply, margins are becoming one of the clearest indicators of how powerful the current cycle
      452Comment
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    • daz999999999daz999999999
      ·09-28

      Micron Technology (MU) Quarterly Revenue Forecast

      $Micron Technology(MU)$   Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma
      827Comment
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      Micron Technology (MU) Quarterly Revenue Forecast
    • daz999999999daz999999999
      ·09-28

      Micron Technology (MU) Quarterly Revenue (09/30) Sets Up A Rollercoaster Ride

      $Micron Technology(MU)$   Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma
      563Comment
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      Micron Technology (MU) Quarterly Revenue (09/30) Sets Up A Rollercoaster Ride
    • IsleighIsleigh
      ·10-02

      MU vs SNDK: I Would Trade Them Differently

      Micron currently gives me the cleaner read on DRAM and HBM demand. SanDisk gives me exposure to NAND and data-storage demand, but after its enormous rerating and recent index-related catalyst, I think price discipline matters even more. So I don't want to chase either stock simply because the memory thesis remains bullish. I want the market to give me my price. My MU Pick Levels Around the recent $1,080 area, MU is no longer cheap enough for me to treat every small dip as an opportunity. $1,030-$1,060: First Pick I would consider starting or adding modestly here if the broader memory thesis remains intact. $970-$1,020: Preferred Pick This is the zone I would find considerably more attractive after the earnings run. $900-$950: Strong Pick If MU reaches this area because of macro pressure ra
      4072
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      MU vs SNDK: I Would Trade Them Differently
    • daz999999999daz999999999
      ·10-03

      Micron Technology (MU) : Zenith Stock !!!!!

      $Micron Technology(MU)$   Micron Technology MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate.  Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for utilizing the semiconductor
      4301
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      Micron Technology (MU) : Zenith Stock !!!!!
    • daz999999999daz999999999
      ·10-03
      $MU$   Micron Technology (MU) Is The New Zenith Stock To Buy MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate. Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific tim
      161Comment
      Report
    • daz999999999daz999999999
      ·10-03
      $MU$   Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom. Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG): Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts) Earnings per share (adj): $33.42 / sh (vs. $31.61 expected) In addition, the company issued guidance which validate that demand for memory and storage product
      260Comment
      Report
    • daz999999999daz999999999
      ·10-02
      $MU$   The AI Boom demand for chips has skyrocketed ! Consider this: Micron added about $43 billion in sales in the most recent quarter compared to the year-ago quarter. That's massive. Operating margins exploded in all business segments. The market is forward-looking, so the race is on to predict Micron's results over the next 12 months. Don't lose sight of what this company is doing right now; that's all we're saying. Here's how Wall Street is seeing Micron's quarter and outlook: "While Micron again delivered a strong beat quarter and provided above-consensus F1Q27 guidance, the most important takeaway was management's indication that memory markets could be even tighter in 2028 than
      211Comment
      Report
    • daz999999999daz999999999
      ·10-03
      $MU$   Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom. Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG): Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts) Earnings per share (adj): $33.42 / sh (vs. $31.61 expected) In addition, the company issued guidance which validate that demand for memory and storage product
      294Comment
      Report
    • daz999999999daz999999999
      ·10-02
      $MU$   Share this article to as many investors as possible. Micron Technology (MU), the Boise Idaho-based company reported a 351.3% increase in revenue to $51.067 billion from $11.32 billion a year ago, according to the mean estimate from 28 analysts, based on LSEG data.The company's guidance on June 24 2026, for the period ended August 31, was for revenue between 49.00 billion and 51.00 billion. ​LSEG's mean analyst estimate for Micron Technology, Inc. is for earnings of $31.28 per share. The company's EPS guidance on June 24 2026, for the period ended August 31, was between 30.00 and 32.00 The current average analyst rating on the shares is "buy" and the breakdown of recommendations i
      193Comment
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    • daz999999999daz999999999
      ·09-30

      Micron(MU) : 349% Growth, Stock Price To Rise !💪

      $Micron Technology(MU)$   Micron Technology Inc. (NASDAQ:MU) reports fiscal fourth-quarter earnings after the bell Wednesday, with investors looking for clues on whether the AI-driven memory boom can keep running into 2027. Wall Street expects adjusted earnings of $31.45 per share, up from $3.03 a year ago, on revenue of $50.75 billion, up about 349%. The stakes stretch beyond Micron. FactSet estimates put the company on track to become the biggest contributor to S&P 500 earnings growth this quarter, ahead of Nvidia. Polymarket gives Micron a 95% chance of reporting adjusted EPS above $32.22, a threshold above both Wall Street consensus and the top of Micron’s own $30-to-$32 guidance range.
      821Comment
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      Micron(MU) : 349% Growth, Stock Price To Rise !💪
    • daz999999999daz999999999
      ·09-30

      IPO Of Solidigm (SK Hynix Subsidiary) Comparison With Micron (MU)

      $Micron Technology(MU)$   $SK hynix(SKHY)$   An IPO of SK Hynix's Solidigm would add to the multiple layers of ownership within the group, deepening the pyramid ownership structure, according to the Korea Corporate Governance Forum. (Sept 28): SK Hynix Inc shares fell on Monday as media reports of a potential listing of the chipmaker's US subsidiary added to concerns over its complex ownership structure. SK Hynix shares dropped 5%, the most in two weeks, after Bloomberg confirmed over the weekend that Solidigm is considering a US initial public offering (IPO) as soon as next year that could value the data-storage product maker at as muc
      495Comment
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      IPO Of Solidigm (SK Hynix Subsidiary) Comparison With Micron (MU)
    • nerdbull1669nerdbull1669
      ·09-24

      Memory Stocks at the AI Crossroads: Micron’s Fiscal Q4 Catalyst and Tech Sector Dynamics

      Following a period of unprecedented rally driven by early Artificial Intelligence (AI) infrastructure builds, memory and storage equities—including $SanDisk Corp.(SNDK)$ SanDisk, $Western Digital(WDC)$ Western Digital, and $Seagate Technology PLC(STX)$ Seagate Technology—have transitioned into a digestion phase. This consolidation reflects a tactical pause across global markets as institutional investors await $Micron Technology(MU)$ Micron Technology’s (MU) fiscal Q4 earnings report on September 30, 2026. In this article, we would like to contextualize the consolidation, discuss Micron’s fiscal Q4 earnings, assess the poten
      1.74KComment
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      Memory Stocks at the AI Crossroads: Micron’s Fiscal Q4 Catalyst and Tech Sector Dynamics
    • ShawnLLSShawnLLS
      ·09-26
      From Leaders to Laggards: Is Memory Waiting on Micron? Memory gave back Tuesday's gains on Wednesday. SanDisk fell 3.73%, SK Hynix 3.12% and Micron 2.22%. The selling carried on into Thursday's pre-market, then all three bounced on Friday as oil eased after the Trump–Xi meeting. They fell together and bounced together, so this is one trade, not three. The real test is Micron's report after the close on September 30, which is about 4 AM on October 1 in Singapore. Wall Street expects $50.91 billion in revenue and $31.49 in earnings per share. Management guided about 86% gross margin, but also said price increases are moderating. The quarter also has 14 weeks, one more than usual. Bull case: 16 take-or-pay contracts lock in about $100 billion through 2030. HBM4 has already shipped over $1 bil
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    • MarktomarketMarktomarket
      ·09-24

      The 10-Year Hit Its Highest Since 2007. What Was Left Standing?

      The indices: three directions the day before, one direction now All three indices closed lower on Wednesday: the $NASDAQ(.IXIC)$ Composite fell 1.13 per cent to 26,936.04, down 308.24 points on the day, giving back the record it had set in the previous session; the $S&P 500(.SPX)$ fell 0.75 per cent to 7,706.03, down 58.61 points; and the $Dow Jones(.DJI)$ fell 0.68 per cent to 51,511.59, down 352.10 points. The previous session had the three running separately — the Nasdaq closing at a record, the Dow lower, the S&P 500 finishing flat to within 0.06 points. A day later they were back on the same heading, a
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      The 10-Year Hit Its Highest Since 2007. What Was Left Standing?
    • daz999999999daz999999999
      ·09-25
      $MU$   When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional customer agreements, rising prices and stock buybacks Micron is expected to report quarterly earnings on Sept. 30. Ahead of Micron Technology's highly anticipated earnings report, one analyst is focused on three areas that could give investors more confidence in the company's path forward. Even after rising by 269% this year, Micron's stock (MU) remains cheap, and Rosenblatt analyst Kevin Cassidy thinks that "reflects investors' concern that earnings will fall as new wafer capacity comes online." The memory-chip maker and its peers have all announced plans to add capacity as artificial-i
      397Comment
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    • daz999999999daz999999999
      ·09-26

      SK Hynix (SKHY) and Micron (MU) Comparison : Both Stocks Soar As AI Demand Increases

      $SK hynix(SKHY)$   $Micron Technology(MU)$   $Micron Technology(MU)$ Bullish SK Hynix (SKHY) and Micron (MU) Comparison SK Hynix began volume shipments in the second quarter of HBM4 utilizing 1b DRAM and Advanced MR-MUF packaging. Samples of its 48GB, 12-layer HBM4E have been provided to major customers, featuring a single-pin speed of up to 16 Gbps and an energy efficiency improvement of over 20% compared with HBM4, and it is currently in the customer validation stage. Micron's 36GB, 12-layer HBM4 utilizing 1β DRAM has begun volume shipments for Nvidia's Vera Rubin platform, with bandwidth exceeding 2.8 TB/s. HBM4E utilizing 1γ DRAM is
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      SK Hynix (SKHY) and Micron (MU) Comparison : Both Stocks Soar As AI Demand Increases
    • daz999999999daz999999999
      ·09-25
      $MU$   When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional customer agreements, rising prices and stock buybacks Micron is expected to report quarterly earnings on Sept. 30. Ahead of Micron Technology's highly anticipated earnings report, one analyst is focused on three areas that could give investors more confidence in the company's path forward. Even after rising by 269% this year, Micron's stock (MU) remains cheap, and Rosenblatt analyst Kevin Cassidy thinks that "reflects investors' concern that earnings will fall as new wafer capacity comes online." The memory-chip maker and its peers have all announced plans to add capacity as artificial-i
      424Comment
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    • daz999999999daz999999999
      ·09-28

      Micron Technology (MU) Quarterly Revenue (09/30) Sets Up A Rollercoaster Ride

      $Micron Technology(MU)$   Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma
      563Comment
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      Micron Technology (MU) Quarterly Revenue (09/30) Sets Up A Rollercoaster Ride
    • daz999999999daz999999999
      ·09-28

      Micron Technology (MU) Quarterly Revenue Forecast

      $Micron Technology(MU)$   Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma
      827Comment
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      Micron Technology (MU) Quarterly Revenue Forecast
    • daz999999999daz999999999
      ·09-26
      $MU$   $SK hynix(SKHY)$   $Micron Technology(MU)$ Bullish SK Hynix (SKHY) and Micron (MU) Comparison SK Hynix began volume shipments in the second quarter of HBM4 utilizing 1b DRAM and Advanced MR-MUF packaging. Samples of its 48GB, 12-layer HBM4E have been provided to major customers, featuring a single-pin speed of up to 16 Gbps and an energy efficiency improvement of over 20% compared with HBM4, and it is currently in the customer validation stage. Micron's 36GB, 12-layer HBM4 utilizing 1β DRAM has begun volume shipments for Nvidia's Vera Rubin platform, with bandwidth exceeding 2.8 TB/s. HBM4E utilizing 1γ
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    • daz999999999daz999999999
      ·09-24
      $MU$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a
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    • daz999999999daz999999999
      ·09-26
      $MU$   Micron Technology (NASDAQ: MU) has a major event coming up in a few days: its Q4 earnings for the fiscal year (FY) 2026. The last few times Micron has reported, it has announced some incredible results, and I expect this time to be no different. However, it's all part of a broader trend: Micron is a top-notch investment in the artificial intelligence (AI) arms race. Investors are eagerly awaiting Micron Technology’s fiscal fourth-quarter earnings on September 30 to see whether the memory chip company continues to enjoy solid demand and pricing tailwinds. Ahead of Q4 FY26 earnings, BMO Capital analyst reiterated a Buy rating on MU stock with a price target of $1,300. The analyst i
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