on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark L ...

Shares of Micron Technology (MU 2.28%) have been on a historic run. As of this writing, the stock is up more than 300% over the past 12 months, riding an extraordinary wave of demand for specialized memory chips powering artificial intelligence (AI) data centers.What's wild, however, is that despite the stock's wild run-up, Micron's valuation still looks attractive. And it looks downright cheap when considering analysts' consensus earnings forecast for the next 12 months.But investors need to think longer t ...

Key Takeaways Micron Technology, Five Below and Buenaventura lead momentum picks with major 1-year gains.MU shows 21.7% average earnings surprise, aligning with strong momentum and earnings growth criteria. FIVE and BVN post 63.4% and 80.4% average earnings surprises, supporting sustained price uptrends. A proven way to identify the strongest momentum stocks is by applying the principle of “buy high and sell higher" investment philosophy, a successful investment approach that helped Richard Driehaus earn a ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

are still only down 5% or less since Jan 1. Let's bring in Steve Sausnik. He's the chief strategist at Interactive Brokers here on set with me.I mean, maybe maybe forget it now that we've seen the two-year and everything go, but what did the market internals tell you. >> The market internals tell me that we still have this underlying bid. There's still this undercurrent of FOMO. There's still nobody who wants to miss a rally.And as a result, partially because, as Jeff Curry said earlier, that that oil is no ...

People visit Micron booth during the 7th China International Import Expo (CIIE) at the National Exhibition and Convention Center (Shanghai) on November 5, 2024 in Shanghai, China.Micron's blowout second-quarter earnings report fueled by a surge in memory demand hasn't been a boon for the stock.Since reporting on Wednesday, the memory maker's stock has dipped about 15% in the days since.Micron has benefited from the soaring demand for artificial intelligence chips, which require large amounts of memory. Micr ...

BREAKING: Tesla Loses Ground To China Rival In Europe X 'IBD Live' Ready Lists And Watchlists: What They Are And How To Use Them See All Videos NOW PLAYING 'IBD Live' Ready Lists And Watchlists: What They Are And How To Use Them Micron Stock Falls As Rival SK Hynix Ups Investments | Investor's Business Daily South Korea-based SK Hynix plans to spend about $8 billion on advanced production equipment from ASML (ASML) to meet the surging demand for memory chips. Micron Technology (MU) stock fell on the news fr ...

Quick Read Micron (MU) posted Q2 FY26 revenue of $23.86B (beating estimates by 18.8%), non-GAAP EPS of $12.30 (32.1% above consensus), and guided Q3 revenue to $33.5B with non-GAAP EPS of $9.5, with HBM4 supply entirely sold out and Cloud Memory revenue soaring 163% year over year to $7.749B. Micron trades at 8x forward earnings while the sector averages 25x, despite 109% projected annual earnings growth over five years and analysts expecting 900% earnings growth next quarter, creating a valuation disc ...

Wall Street Thinks These 5 Stocks Could Be the Next Big Winners - 24/7 Wall St. S&P 5006,556.90 -0.53% Dow Jones46,089.60 -0.40% Micron Technology (MU) reported record revenue of $23.9B (+196% YoY) with pricing power from tight supply, while Broadcom (AVGO) saw AI chip revenue jump 106% YoY to $8.4B with custom AI chips growing 140%, and Chevron (CVX) benefits from crude oil trading above $105 per barrel with production up 12% YoY following the Hess acquisition. Nikkei 22552,550.50 -1.37% Stock Market Live ...

Image by u_8t3emw1yia from Pixabay Micron (NASDAQ:MU) just tripled its revenue over its most recent quarter, delivered some of the highest margins in memory history, and guided for continued strength, projecting $33.5 billion in revenue and gross margins expanding to 81% in the current quarter. Yet its stock remains down by 13% since the earnings release. So why did the stock fall? It isn’t even expensive, trading at roughly 7x forward earnings and closer to 4x FY '27 estimates. Despite explosive growth ...