For Immediate ReleaseChicago, IL – January 29, 2026 – Stocks in this week’s article are Micron Technology, Inc. (MU) and NVIDIA Corp. (NVDA) .Up 30%+ in 2025, 2 Profitable Semiconductor Stocks to Buy in 2026Now that 2026 is underway, investors should focus on companies that generate solid returns after covering all operating and non-operating expenses. As a result, profitable businesses tend to be more attractive than the money-losing ones. To assess profitability, investors should rely on accounting ratios ...

Core Viewpoint - Micron Technology, Inc. is positioned as a leading semiconductor stock, with significant investments aimed at expanding its manufacturing capabilities to meet the growing demand for NAND technology driven by AI and data-centric applications [1][2]. Group 1: Investment and Expansion - Micron has initiated a $24 billion investment over 10 years for a new advanced wafer fabrication facility in Singapore, with production expected to start in the second half of 2028 [1][2]. - The new facility will create approximately 1,600 jobs and will enhance Micron's NAND Center of Excellence, supporting future technology transitions and long-term storage demand [2]. Group 2: Market Position and Growth Potential - Stifel has initiated coverage on Micron with an Outperform rating, citing a multi-year upcycle in the memory sector driven by AI demand and supply constraints [3]. - As the second-largest memory supplier, Micron is expected to see significant revenue growth, with high-bandwidth memory (HBM) revenue projected to increase by 164% in fiscal 2026 and 40% in fiscal 2027 [4]. Group 3: Competitive Landscape and Risks - Stifel has identified Samsung as a rising competitor in the HBM market, along with other risks such as elevated capital expenditures and potential shifts in the DRAM supply-demand balance [5]. - Micron's current valuation is approximately 9.7 times expected 2026 earnings, slightly below its historical average, indicating potential investment opportunities [5].

Core Viewpoint - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials, while promoting a service that facilitates quick transactions for surplus stock [1][8]. Group 1: Inventory Management - A significant amount of excess inventory, specifically 100,000 units, is incurring monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 if held for six months [1]. - The company offers a platform, "Chip Superman," which has served 22,000 users, to help sell excess inventory quickly, often completing transactions within half a day [8]. Group 2: Inventory Listings - The article lists various semiconductor components available for sale, including brands like Micron and SK Hynix, with quantities ranging from 4,000 to 30,000 units for different models [4][5]. - The inventory includes a diverse range of products, with over 1,000 models and 100 brands, totaling 50 million chips valued at over 100 million [7]. Group 3: Purchase Requests - The company is actively seeking specific components, such as 50,000 units of the brand Nexperia's PMEG4010EH and 400 units of Samsung's KHBBC4B03C-MC1K, indicating a demand for various semiconductor parts [6].

Group 1 - Lee & Man Paper Manufacturing (02314) rose nearly 6% after Nine Dragons Paper announced a profit forecast of approximately 2.15 billion to 2.25 billion yuan for the six months ending December 31, 2025, representing a year-on-year increase of 216.0% to 230.7% [1] - New Oriental Education (09901) increased nearly 4% following the release of its financial results for the second quarter of fiscal year 2026, showing a 14.7% year-on-year increase in net revenue and a 244.4% rise in operating profit [1] - Jolywood (06680) surged nearly 7% as rare earth prices continued to rise, with neodymium and praseodymium oxide prices increasing by over 120,000 yuan per ton [1] Group 2 - Chinese property management stocks saw a significant rise, with Sunac Services (01516) up 5.67% and Greentown Services (02869) up 5.81%, as a report predicted an average revenue growth of 6% for property management companies by 2025 [2] - Valiant Pharmaceuticals (09887) gained nearly 4% after receiving FDA fast track designation for its dual-specific antibody LBL-034 for treating relapsed/refractory multiple myeloma [2] - The commercial aerospace sector showed signs of recovery, with Junda Co. (02865) rising 12.1% as the China Aerospace Science and Technology Corporation emphasized the importance of the next decade for developing a strong aerospace industry [2] Group 3 - Aigo Group (00328) experienced a dramatic drop, falling over 88% at one point, with a total market value dropping below 35 million HKD [3] - China Overseas Development (00688) rose over 4.2% as Citigroup's report indicated that the Chinese real estate sector would face significant impairment and margin decline challenges in fiscal year 2025 [3] - Yuegangwan Holdings (01396) increased by 8% after announcing a share placement to raise 108 million yuan, with about 70% allocated for AI computing power cloud service projects [3] Group 4 - Junda Co. (02865) saw a rise of 11.99% as the China Aerospace Science and Technology Corporation held a meeting emphasizing the need to overcome challenges in commercial rocket launches and reusable technology [4] Group 5 - In the US market, New Oriental (EDU.US) rose 5.32% after reporting a net revenue of 1.191 billion USD for the second quarter of fiscal year 2026, a 14.7% year-on-year increase [5][6] - Semiconductor equipment and materials sector saw gains, with Texas Instruments (TXN.US) up 9.94% as it projected first-quarter revenue between 4.32 billion and 4.68 billion USD, slightly above analyst expectations [5] - Storage sector stocks surged, with Seagate Technology (STX.US) up 19.14% as it projected third-quarter revenue of 2.9 billion USD, significantly higher than analyst estimates [5]

Musk Talks Memory. Some Stocks Could Benefit.CONCLUDED[Tesla Stock Falls After Earnings. The Stock Is All About AI Now.]Last Updated:---23 hours ago# Musk Talks Memory. Some Stocks Could Benefit.By[Al Root]"Memory is a bigger limiter†than AI logic as companies push to develop artificial intelligence and put it to work in devices such as robots, said Elon Musk on his company's earnings conference call.That could move shares of Micron Technology and other producers of memory on Thursday.Micron stock was up 2. ...

Core Viewpoint - The U.S. stock market showed mixed results with the Dow Jones Industrial Average slightly up by 0.02%, the Nasdaq Composite rising by 0.17%, while the S&P 500 Index experienced a minor decline of 0.01% [1] Group 1: Market Performance - The Dow Jones Industrial Average increased by 0.02% [1] - The Nasdaq Composite rose by 0.17% [1] - The S&P 500 Index fell by 0.01% [1] Group 2: Sector Performance - Storage-related stocks saw significant gains, with Seagate Technology rising over 19% [1] - Western Digital experienced an increase of over 10% [1] - SanDisk rose by over 9% [1] - Micron Technology increased by over 6% [1]

Group 1: Market Performance - Nvidia ranked first in trading volume, closing up 1.58% with a transaction volume of $27.873 billion, amid a general rise in the semiconductor sector [1][9] - Tesla ranked second, closing down 0.10% with a transaction volume of $21.42 billion, reporting Q4 earnings per share of $0.24, down from $0.66 year-over-year, and a revenue of $24.9 billion, a 3.1% decrease year-over-year [1][9] - Micron ranked third, closing up 6.10% with a transaction volume of $17.715 billion, as the storage sector saw a general increase [1][9] Group 2: Company-Specific Developments - Apple closed down 0.71% with a transaction volume of $10.176 billion; only 6% of surveyed iPhone buyers chose the iPhone Air, significantly lower than the iPhone 17 series [2][10] - Intel closed up 11.04% with a transaction volume of $9.673 billion, as it announced a new initiative to match federal funds for employees' children [2][10] - Carvana saw a significant drop of 14.17%, closing at $8.062 billion, with allegations of artificially inflating profits by $1 billion, while its reported net profit for 2023-2024 was approximately $550 million [4][13] Group 3: Financial Results and Forecasts - Tesla's Q4 adjusted earnings per share were $0.50, exceeding the estimate of $0.45, while its free cash flow decreased by 30% year-over-year [1][9] - Seagate Technology's Q2 results exceeded expectations, with a 19.14% increase in stock price and a transaction volume of $6.379 billion, providing a positive outlook for the future [6][14] - Amphenol reported a sales figure of $6.43 billion for Q4 2025, a 49% year-over-year increase, surpassing market expectations [6][15]

美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数跌0.01%。存储概念股走高， 希捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光科技涨超6%。 本文源自：金融界AI电报 ...

Intel, Micron and These Other Chip Stocks Are Rallying. Thank Texas Instruments and ASML. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Intel, Micron, These Other Chip Stocks Are Rallying. Thank Texas Instruments and ASML.By [George Glove ...

Key Takeaways Profitable chip stocks are gaining attention in 2026 as investors prioritize a strong net income ratio.MU posted a 12-month net profit margin of 28.2%, underscoring its strong profitability among chipmakers.NVDA reported a 53% net profit margin, showing its strong ability to generate income from computing solutions.Now that 2026 is underway, investors should focus on companies that generate solid returns after covering all operating and non-operating expenses. As a result, profitable businesse ...