Here’s Our New Micron Price Target After It Crushes Earnings Estimates
Not all of the semiconductor manufacturers are looking as good as Micron, however.
Oil Falls to Pre-War Levels: 8 Key Items Shaping the Stock Market Thursday
Micron’s blowout earnings, May PCE, Bank dividend announcements, and other headlines are moving stocks this morning.
Why Booming Chip Demand May Not Be Great News for the Stock Market
Micron surpassed elevated expectations, but the Mag 7 is paying a price.
Watching the Semiconductors for Clues
This remains an either/or market. But the semis are at an important point and we’re watching to see if they can rally here.
Micron Delivers, but Will It Help the Broader AI Trade?
Profits for Micron mean more spending and tighter margins by everyone else.
More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.
Broadcom and OpenAI Make an AI Chip Splash with Jalapeño
This is the opening salvo in their relationship, but Broadcom has other irons in the AI infrastructure fire.
The Mid-Term Election Race Is Heating Up, and So Is the Advertising Spend
Facebook and Google are positioned to profit amid the larger shift to digital advertising.
