Latest Articles
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Why Micron Stock Jumped 16%
Micron Technology (NASDAQ: MU) stock surged by about 16% in pre-market trading on Thursday, following a stronger-than-expected Q4 earnings report. Revenue rose 93% year-over-year to $7.75 billion, with adjusted earnings at $1.18 per share. The ...
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Up 50% And Then Down 25% This Year: What Explains These Wild Swings In Micron Stock?
Micron Technology (NASDAQ: MU) stock has dropped more than 25% in the last two months after a brisk 50% growth in the first half of the year . This trend largely mirrors movements in stock price for the company’s peer in the semiconductor...
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What’s Happening With Micron Stock?
Micron Technology (NASDAQ: MU) stock has seen considerable volatility this year, rising by about 85% through mid-June, although it has fallen by close to 40% since then, taking its year-to-date returns to about 8%. There are a couple of factors...
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Our Digital Infrastructure Theme Which Includes Micron And Nvidia Surges 30% This Year On AI Demand. What’s Next?
Our theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell hardware and software that underpin the Internet including server processors, graphics units, memory, and networking equipment – has fared ...
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Up 52% This Year As Memory Market Picks Up, Will Micron Stock Rise Further Following Q3 Earnings?
Micron Technology (NASDAQ: MU) reports its Q3 FY’24 results toward the end of June, reporting on a quarter that is likely to see the memory major benefit from stronger pricing for DRAM chips and higher demand for High Bandwidth Memory t...
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Up 30% This Year, Will AI Tailwinds Drive Micron Stock Higher?
Micron Technology (NASDAQ: MU) posted a solid set of Q2 FY’24 results last week and provided upbeat guidance, as the company benefited from higher memory prices and rising demand for High Bandwidth Memory (HBM) targeted at AI applications...
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Up 12% This Year On AI Tailwinds, Will Micron Stock See Further Gains Following Q2 Results?
Micron Technology (NASDAQ: MU) is expected to publish its Q2 2024 results around March 20, reporting on a quarter that is likely to see the company benefit from stronger pricing for DRAM memory and higher demand for High Bandwidth Memory target...
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Digital Infrastructure Stocks Including Micron Had A Solid Year. What Lies Ahead?
Our theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell hardware and software that underpin the Internet – has had a solid year, rising by 54% year-to-date, outperforming the Nasdaq-100 which gai...
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Why Digital Infrastructure Stocks Such As Micron Are Outperforming
Our theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell hardware and software that underpin the Internet – has fared well this year, rising by a solid 40% year-to-date, outperforming the Nasdaq-1...
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Will Surging Demand For High-Bandwidth Memory Help Micron Stock?
Micron Technology (NASDAQ: MU) stock has done relatively well this year, rising by 26% since early January. The optimism stems from a couple of factors. Firstly, while the memory markets remain oversupplied leading to a collapse in prices for b...
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How Will The Chinese Chip Ban Impact Micron?
The Chinese government has barred the use of Micron Technology (NASDAQ: MU) products in key infrastructure applications in the country, citing national security risks, causing Micron stock to decline by about 3% in trading on Monday. So what is...
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With Memory Markets Moving Toward Equilibrium, Is Micron Stock A Buy?
Micron Technology (NASDAQ: MU) stock has performed relatively well this year, rising by about 22% since early January, amid optimism that the supply-demand balance in the memory markets could improve. Now Micron’s financial performance h...
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Micron Technology Stock Has Outperformed The S&P Despite Flat Sales Since 2018 – Here’s Why
Micron Technology (NASDAQ: MU) stock price jumped almost 1.8x from $32 at 2018 end, to $56 currently, primarily due to favorable changes in its P/S multiple. This comes as a surprise as the company has witnessed only a 1.2% rise in revenues ove...
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What’s Behind Micron Technology Stock’s Strong Outperformance Since 2018?
Micron Technology (NASDAQ: MU) stock price jumped almost 2x from $32 at 2018 end, to almost $62 currently, primarily due to favorable changes in its P/S multiple. This comes as a surprise as the company has witnessed only a marginal rise in rev...
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Despite Flat Revenues, Micron Technology Stock Has Doubled Since 2018: Here’s Why
Micron Technology (NASDAQ: MU) stock price rose more than 2x from around $32 in 2018 end to almost $70 currently, primarily due to favorable changes in its P/S multiple. This comes as a surprise as the company has witnessed only a marginal rise...
