Jim Cramer says Wall Street is punishing the wrong tech stocks : Disappointing results from one company don't necessarily signal trouble for an entire industry.
cnbc.com/2026/10/29/jim-cramer-earnings-guilt-by-association.html
RAM Crisis: CXMT Profits Big - | Almost 90% Margin: The Chinese memory manufacturer CXMT reports a strong increase in profits for the third quarter of 2026 ...
pcgameshardware.de/RAM-Hardware-154108/News/krise-cxmt-bruttomarge-gewinn-speicherpreise-2026-1558330/
Micron’s stock rises after SK Hynix earnings. Here’s its next major test.: Samsung’s results are the next big barometer for a memory-chip trade that’s springing ...
marketwatch.com/story/microns-stock-rises-after-sk-hynix-earnings-heres-its-next-major-test-99853d0e
Paid articlePaywallJim Cramer sees major implications from SK Hynix's home-run quarter: CNBC’s Jim Cramer said SK Hynix’s blockbuster earnings showed that AI stocks can still rally ...
cnbc.com/2026/10/28/cramer-sk-hynix-ai-chip-stocks.html
Tech Bubble Will Pop In 2027: Sara Awad from Tech Contrarians answers if this is a dip worth buying and wonders whether tech earnings will bring a trick or a ...
seekingalpha.com/article/4958168-tech-bubble-will-pop-in-2027
Barron's Oct 21
These SpaceX Earnings Call Comments Are Welcome News for CoreWeave Stock: Elon Musk and SpaceX say demand for AI computing is surging and that so are prices per ...
barrons.com/articles/coreweave-stock-spacex-elon-musk-ai-a5076c18
Paid articlePaywall
GE Aerospace Stock Nears Death Cross Amid Valuation Concerns and Strong Earnings Outlook - RTX (NYSE:RTX), GE…
benzinga.com/markets/equities/26/10/62429765/ge-aerospace-stock-nears-death-cross-amid-valuation-concerns-and-strong-earnings-outlook
Micron Technology, HPE, and AMD lead technology quant picks ahead of Q3 earnings: S&P 500 Tech (XLK) Q3 update: 65% earnings growth forecast, semis lead.
seekingalpha.com/news/4652443-micron-technology-hpe-and-amd-lead-technology-quant-picks-ahead-of-q3-earnings
Ahh, it all makes sense now for the 64Gb DGX Spark - [Samsung expects 780% quarterly operating profit jump on AI boom]
france24.com/en/live-news/20261008-samsung-expects-780-quarterly-operating-profit-jump-on-ai-boom
CNBC Oct 01
Micron 'delivered an exceptional quarter,' says CEO Sanjay Mehrotra: Micron Chairman and CEO Sanjay Mehrotra joins 'Squawk on the Street' to ...
cnbc.com/video/2026/10/01/micron-delivered-an-exceptional-quarter-says-ceo-sanjay-mehrotra.html
Micron tops Q4 estimates on top and bottom lines, offers strong Q1 outlook
finance.yahoo.com/technology/article/micron-tops-q4-estimates-on-top-and-bottom-lines-offers-strong-q1-outlook-153230577.html
RAM prices remain high: Micron focuses on humanoid robots: Micron expects a tighter supply of DRAM and NAND in 2027 and 2028 than in 2026 and sees humanoid ...
pcgameshardware.de/RAM-Hardware-154108/News/Micron-RAM-Preise-KI-Blase-humanoide-Roboter-1555554/
CNBC Sep 30
We expect Micron's earnings to increase, says Susquehanna’s Mehdi Hosseini: Mehdi Hosseini, senior equity research analyst at Susquehanna International ...
cnbc.com/video/2026/09/30/we-expect-microns-earnings-to-increase-says-sfgs-mehdi-hosseini.html
CNBC Oct 01
Melius Research's Ben Reitzes: We do think Micron's stock doubles: Ben Reitzes, head of technology research at Melius Research, joins 'Squawk on ...
cnbc.com/video/2026/10/01/melius-researchs-ben-reitzes-we-do-think-microns-stock-doubles.html
Memory crisis: Micron with 88 percent margin on PC memory: In the tenth fiscal quarter of 2026, Micron achieved record sales of US$54.23 billion ...
pcgameshardware.de/RAM-Hardware-154108/News/Micron-Rekordmarge-PC-Speicher-Speicherkrise-1555670/
Micron's figures are in - | and this is how the stock market reacts: Micron Technology is publishing its quarterly figures today. What the market expects and ...
boerse-online.de/nachrichten/aktien/die-micron-zahlen-sind-da-und-so-reagiert-die-boerse-20403448.html
"It will never be like it used to be": One of the world's largest PC manufacturers says what nobody wants to hear anymore
gamestar.de/artikel/speicherkrise-keine-entspannung,3460484.html
RAM and SSD prices: PC and smartphone sales are on the verge of collapse: What had already become apparent is now becoming a reality: The storage crisis will ...
computerbase.de/news/wirtschaft/preise-fuer-ram-und-ssds-pc-und-smartphone-verkaeufe-stehen-vor-dem-kollaps.99630/
Microns Quartalszahlen sind ein wichtiger Taktgeber für den gesamten KI- und Technologiesektor. Sie zeigen, wie stark die Nachfrage nach Speicherchips – ... Show more
TSI Premium - | Performance with a system - | Börsenmedien AG
TSI Premium - | Performance with a system - | Börsenmedien AG
Micron has a chance to set the record straight with its earnings report: Micron is no longer the company it was before the AI boom, and one analyst says it’s ...
marketwatch.com/story/micron-has-a-chance-to-set-the-record-straight-with-its-earnings-report-a98fb935
Paid articlePaywall Volatility pre-programmed: Micron will publish figures for the fourth quarter of 2026 on Wednesday. Strong impulses for the markets.
deraktionaer.de/artikel/technischeanalyse/volatilitaet-vorprogrammiert-20409737.html
Micron earned billions: Chip manufacturer offers employees mega bonus - | who refuse
n-tv.de/wirtschaft/Chiphersteller-bietet-Beschaeftigten-Mega-Bonus-die-lehnen-ab-id31318044.html
"Falling short of expectations": Workers reject bonus of 68 months' salary: Employees of the Micron chip factory in Taiwan want to participate in the AI ...
kurier.at/wirtschaft/micron-taiwan-bonus-68-monatsgehaelter-ki-chipshersteller/403191577
3 things Micron investors need to watch as the stakes get higher: When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional ...
marketwatch.com/story/3-things-micron-investors-need-to-watch-as-the-stakes-get-higher-e53fde7e
Paid articlePaywall
OpinionNever Have Stocks Owed So Much to So Few: Market Analysis by covering: Nasdaq 100, Intel Corporation, NVIDIA Corporation, Micron Technology Inc ...
investing.com/analysis/never-have-stocks-owed-so-much-to-so-few-200688227
Why is Micron stock rising? - | The reason behind it: Micron stock rose significantly on Tuesday and is trading at around $1,080. Ahead of the upcoming quarterly ...
stuttgarter-zeitung.de/wirtschaft/warnung-stuetzt-micron-kurs-warum-steigt-die-micron-aktie-das-steckt-dahinter-79493762.html
Micron’s stock could climb 70% higher thanks to a factor that’s been largely absent so far
marketwatch.com/story/microns-stock-could-climb-70-higher-thanks-to-a-factor-thats-been-largely-absent-so-far-2489f2cc
Paid articlePaywall Barron's Sep 09
Chewy Stock Rises as Sales Guidance Overrides Mundane Earnings: Chewy stock advances after the company raises net sales guidance for the fiscal year.
barrons.com/articles/chewy-earnings-stock-price-53fd2d57
Paid articlePaywall Micron stock: The man who warned of bubbles has already sold: Ray Dalio's Bridgewater has sold 92 percent - | too soon?
deraktionaer.de/artikel/medien-ittk-technologie/micron-aktie-der-mann-der-vor-blasen-warnt-hat-schon-verkauft-20408546.html
Barron's Sep 07
Micron Stock Has Reclaimed $1,000—What Comes Next: Micron stock could continue its recent momentum in the run up to its earnings on Sept. 30.
barrons.com/articles/micron-stock-price-memory-8d770124
Paid articlePaywall
The real reason your phone is getting more expensive: Soaring RAM costs are driving up prices across the tech industry. It may take years to settle down.
theverge.com/tech/988225/ram-shortage-supply-chain-micron-apple-iphone
Micron stock: Strike in Taiwan draws closer - | what's at stake now: Micron: Unions demand 15 percent of profits - | strike draws closer
deraktionaer.de/artikel/medien-ittk-technologie/micron-aktie-streik-in-taiwan-rueckt-naeher-was-jetzt-auf-dem-spiel-steht-20407838.html
Micron Stock - | A Month of Anxiety or the Launch of AI?: Micron will present its Q4 figures on September 30. Demand for high-bandwidth memory and cloud storage ...
deraktionaer.de/artikel/aktien/megatrend-folger-micron-aktie-zittermonat-oder-ki-startschuss-20407776.html
Nvidia ignites - | will Micron, KLA and AMAT now see a rebound?: Nvidia's record numbers are fueling the semiconductor industry. Micron ...
deraktionaer.de/artikel/aktien/megatrend-folger-nvidia-zuendet-kommt-jetzt-der-rebound-bei-micron-kla-und-applied-materials-20407698.html
Shareholder portfolio stock Micron Technology attacks: Nvidia could now deliver a decisive signal
deraktionaer.de/artikel/aktien/aktionaer-depot-aktie-micron-technology-greift-an-nvidia-koennte-jetzt-entscheidendes-signal-liefern-20407244.html
Bank of America says Wall Street is underestimating Micron's long-term earnings power
qz.com/bank-of-america-micron-price-target-sandisk-investor-day-081826
S&P 500 Hits a New High as Sandisk, Micron Soar: Stock Market Today: Inflation, earnings and chip stocks were top of mind for investors on Thursday.
kiplinger.com/investing/stocks/s-and-p-500-hits-a-new-high-as-sandisk-micron-soar-stock-market-today
Wall St move never seen before, SpaceX stuns: Wall Street has surged to its highest level in history amid reports that a US-Iran deal on fully opening the Strait ...
news.com.au/finance/markets/world-markets/wall-st-move-never-seen-before-spacex-stuns-in-first-earnings-report/news-story/c05b630b137170e7af0cb13c73a64877
SK Hynix Puts Up 38 Billion: Should Micron Shareholders Be Worried?: SK Hynix is investing $38 billion in new chip factories. Why U.S. rival Micron Technology ...
deraktionaer.de/artikel/medien-ittk-technologie/sk-hynix-zueckt-38-milliarden-muessen-micron-aktionaere-zittern-20406394.html
Where does Wall Street's elite invest? 💰 The US Securities and Exchange Commission's 13F filings reveal quarterly which stocks hedge funds, banks ... Show more
13F Reports - | Investing like the Wall Street elite
13F Reports - | Investing like the Wall Street elite
Sandisk, Western Digital weigh on chip sector as high expectations eclipse strong earnings
reuters.com/business/sandisk-western-digital-drag-chip-stocks-lofty-expectations-eclipse-strong-2026-08-06/
These chip stocks have 50 percent potential: Micron, KLA, and Applied Materials offer potential in the AI boom. After recent corrections ...
deraktionaer.de/artikel/aktien/megatrend-folger-diese-chip-aktien-haben-50-prozent-potenzial-20406114.html
Mike Vinokur’s Top Picks for Aug. 4, 2026: Top Picks from Mike Vinokur, Portfolio Manager & Senior Wealth Advisor, Propellus Wealth Partners, iA Private Wealth
bnnbloomberg.ca/markets/2026/08/04/mike-vinokurs-top-picks-for-aug-4-2026/
Chinese memory chip manufacturer Changxin Technology Group (CXMT) saw its share price surge by more than 500 percent at one point during its initial public ... Show more
Samsung broke away from a broad memory selloff.
🟢 Samsung +8.34%
🟢 SK Hynix +0.58%
🔴 Micron -11.67%
🔴 Kioxia -14.91%
🔴 Winbond -15.84%
🔴 SanDisk -20 ... Show more
Monday is the big day—Chinese Micron competitor goes public: The mega-IPO of ChangXin Memory Technologies could have a major impact on the markets ...
deraktionaer.de/artikel/aktien/am-montag-ist-es-so-weit-chinesischer-micron-konkurrent-geht-an-die-boerse-20405479.html
In the new episode of Maydorn's Opinion - | NOW ON YOUTUBE/DER AKTIONÄR TV - | the focus is on earnings season. Earnings growth of 24 ... Show more
Wccftech Jul 23
Elon Musk Thanks Micron For Allocating Memory To Tesla – And Possibly SpaceXAI – At “Reasonable Prices”
wccftech.com/elon-musk-thanks-micron-for-allocating-memory-to-tesla-and-possibly-spacexai-at-reasonable-prices/
Chipquake on Wall Street: Buy AMD, Broadcom, and Micron now?: After the price turmoil in the chip sector, new entry opportunities are emerging ...
deraktionaer.de/artikel/aktien/chip-beben-an-der-wall-street-jetzt-bei-amd-broadcom-und-micron-zugreifen-20405146.html
Micron, Broadcom Just Got 25% Cheaper — UBS Torches Chip Bubble Case - Broadcom (NASDAQ:AVGO), Micron Tec
benzinga.com/markets/tech/26/07/60336891/micron-broadcom-just-got-25-cheaper-and-chip-stocks-are-far-from-bubble-territory-ubs-says
Micron picks up the pace - | Investment offensive provides impetus: Micron Technology is investing $250 billion in manufacturing and strengthening the US ...
deraktionaer.de/artikel/aktien/micron-erhoeht-das-tempo-investitionsoffensive-befluegelt-20404527.html
Der Hersteller von „Monster"-Lkw und Fahrzeugen für schwere Einsätze Caterpillar (Cat) ist auch mit Dieselgeneratoren für die Stromversorgung in ... Show more
Micron's blowout earnings just reset the AI memory trade: The lesson from Micron's blowout Q3 earnings is that AI customers are treating memory like a bottleneck ...
finance.yahoo.com/markets/article/microns-blowout-earnings-just-reset-the-ai-memory-trade-204039376.html
Key FactsMicron Soars with AI-Driven Memory Demand Boom
Jun 24, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: cnbc.com
Summary created with AI assistance · Source: cnbc.com
- Micron reported Q3 revenue of $41.46 billion, more than quadrupling the $9.3 billion recorded in the previous year.
- Rising memory prices are driven by strong AI-related demand and data center growth, with supply shortages expected to ease gradually by 2028.
- The company secured 16 long-term agreements guaranteeing $22 billion in sales over three to five years.
- Gross margin jumped to 84.9%, and net income surged to $28.24 billion, significantly exceeding analyst projections.
Our customers are recognizing that supply shortages in memory and storage will take considerable time to improve, even as we expect industry supply to improve gradually in 2028.— Sanjay Mehrotra, Micron CEO, on a call with analysts.
Bank of America resets Micron stock price target after earnings: Memory stocks like Micron are known for dramatic boom-and-bust cycles.
thestreet.com/investing/stocks/bank-of-america-raises-micron-stock-price-target-after-earnings
Micron: Client memory generates the highest margins: In just three months, one of the world's largest memory manufacturers has doubled its net profit ...
heise.de/news/Micron-Client-Speicher-bringt-die-hoechste-Marge-ein-11345019.html
Micron is currently making stock market history. Within just 48 trading days, the company has doubled its market capitalization from $500 billion to $1 ... Show more
'We don't view this as a bubble' that will pop soon: Wall Street weighs surging AI costs on stock market rally
finance.yahoo.com/markets/article/we-dont-view-this-as-a-bubble-that-will-pop-soon-wall-street-weighs-surging-ai-costs-on-stock-market-rally-115642288.html
Is Micron Still Cheap Post-Earnings? How $100 Billion In Contracts Is Making Cyclical Skeptics 'Offsides'
benzinga.com/markets/earnings/26/06/60091960/is-micron-still-cheap-post-earnings-how-100-billion-in-contracts-is-making-cyclical-skeptics-offsides
Micron is soaring after blowout earnings report. That's good news for this other memory chipmaker, Citigroup says
cnbc.com/2026/06/25/micron-soars-on-strong-earnings-thats-good-for-sandisk-citi-says.html
Paid articlePaywall Sudden fear: Now Micron must save the chip sector: Micron Technology steht vor der Veröffentlichung von Quartalszahlen, die hohe Erwartungen erfüllen müssen.
deraktionaer.de/artikel/aktien/ploetzlich-angst-jetzt-muss-micron-den-chipsektor-retten-20403332.html
Paid articlePaywall
Micron Is Up 285% So Far This Year. Will It Surge or Crash After Earnings? - Micron Technology (NASDAQ:MU
benzinga.com/markets/equities/26/06/60004657/micron-is-up-285-so-far-this-year-will-it-surge-or-crash-after-earnings
The processing and storage infrastructure layer anchoring advanced machine intelligence is rewriting historical growth cycles ... Show more
Over 80 percent margin: Micron secures high memory prices for five years - | Golem.de
golem.de/news/ueber-80-prozent-marge-micron-sichert-hohe-speicherpreise-auf-fuenf-jahre-ab-2606-210218.html
Stress test for the AI rally: Cerebras and Micron face their earnings reports.: Micron is profiting from the AI boom, while Alphabet is struggling ...
deraktionaer.de/artikel/deraktionaerplus/haertetest-fuer-die-ki-rally-cerebras-und-micron-vor-zahlen-20403294.html
S&P 500 futures rise as Micron bounces after earnings; Wall Street awaits key inflation reading: Live updates
cnbc.com/2026/06/24/stock-market-today-live-updates.html
Apple’s MacBooks and iPads are getting more expensive as the memory crunch deepens
marketwatch.com/story/apples-macbooks-and-ipads-are-getting-more-expensive-as-the-memory-crunch-deepens-ec6ae81d
Paid articlePaywallMicron's revenue and earnings surged to records on AI memory demand: The chipmaker posted $41.46 billion in quarterly revenue and guided to $50 billion next ...
qz.com/micron-earnings-record-revenue-ai-memory-demand-062426
eNCA Jun 25
Artificial Intelligence boom is far from over: United States (US) chipmaker Micron Technology has delivered stronger-than-expected quarterly earnings.
enca.com/news/artificial-intelligence-boom-far-over
Tech stocks see wild swings after Micron earnings, Apple price hikes: Stocks kicked off Thursday's trading session with a tech rally that quickly fizzled as ...
businessinsider.com/tech-stocks-micron-earnings-apple-price-hikes-memory-ai-chips-2026-6
The Korea Times Jun 25
KOSPI reclaims 9,000 intraday as chip stocks surge on Micron earnings: KOSPI jumped more than 6 percent intraday Thursday to reclaim the 9,000 level ...
koreatimes.co.kr/economy/others/20260625/kospi-reclaims-9000-intraday-as-chip-stocks-surge-on-micron-earnings
Micron Q3 adjusted gross margin beats estimates: Angelo Zino, equity analyst and senior vice president at CFRA Research, joins BNN Bloomberg to discuss ...
bnnbloomberg.ca/video/shows/the-close/2026/06/24/micron-q3-adjusted-gross-margin-beats-estimates/
