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John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?
After earnings failed to lift Micron's shares, a stock split may be in order.
Micron's growing list of long-term supply agreements could make its business more predictable and give investors an early read on future demand ahead of earnings.
Can anything slow the memory giant down?
S&P 500 companies are expected to report 23.3% earnings growth for Q2, the second straight quarter above 20% and far above the average growth rate of 16.4% over the past five years, according to FactSet. The key question for markets, according to famed investment strategist Ed Yardeni, is whether analysts got carried away after Q1 earnings and set the bar too high. "The big risk up ahead is that technology companies, especially the hyperscalers, won't beat analysts' overly optimistic earnings growth estimates for the quarter," Yardeni wrote in Monday note.
Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
Samsung Electronics stock dived even after it forecast a 19-fold increase in operating profit from the same period a year earlier.
Samsung results spark declines across semiconductor sectorMicron Technology (NASDAQ:MU) shares fell 4. 9% in premarket trading on Tuesday, extending a broader decline across the memory semiconductor industry after Samsung Electronics’ latest earnings update prompted selling throughout the sector.
Samsung’s stock slid in Korea even as the company posted stellar Q2 preliminary results; retail traders believe strong performance was already priced into the shares.
Intel was leading a chip-sector recovery, while memory storage stocks Sandisk and Western Digital were also climbing.
HSBC Backs Micron, Says AI Demand Remains a Powerful Growth Driver
Micron just reported blowout earnings, but there's one detail from the report investors should not overlook.
For the first time, a U.S.-listed stock and ETF have been tokenized by a third party on a public blockchain and done so entirely within America's existing regulatory framework. Ondo Finance, the leader in tokenized securities by total value, has launched tokenized versions of BlackRock's iShares ...
U.S. stock futures were lower as AI-related stocks fell across the globe ahead of Thursday’s crucial jobs data.
Micron's earnings confirm Sandisk's tailwinds will get even stronger.
The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.
With demand for its memory and storage products driven by AI, Micron's stock price keeps climbing, and shareholders anxiously anticipate a stock split.
Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24. The stock is up 313.14% year-to-date, at the time of writing, Friday afternoon, June 26. Meanwhile, the ...
AI customers are rushing to Micron for memory products.
Bankers Investment Trust PLC (LSE:BNKR) outperforms the FTSE World Index with a 6.5% share price total return, despite market challenges and leadership transition.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last
What does a sold-out memory supplier really tell you about the staying power of the AI chip boom?
Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.