Core Viewpoint - Elon Musk highlighted that memory limitations are a more significant barrier than AI logic in the development of artificial intelligence, which could positively impact memory producers like Micron Technology [1]. Group 1: Company Impact - Micron Technology's stock rose by 2.6% in after-hours trading following Musk's comments [1]. - Over the past 12 months, Micron's shares have increased by 393% [1]. Group 2: Industry Implications - The focus on memory as a critical component in AI development may lead to increased demand for memory products from various producers [1].

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 ...

Micron Technology, Inc. (MU) stock has more than doubled from its low point a little over two months ago. That could be why there is unusual option activity in out-of-the-money MU puts expiring in just over 3 months. MU is at $430.28 in midday trading, up another 4.89%. MU stock hit a low of $201.37 on Nov. 20, 2025, so it's now up 114% in just over 2 months. That could explain why there is large put option activity today. More News from Barchart MU stock - last 3 months - Barchart Investors Expecting St ...

The artificial intelligence (AI) hype is warranted, but between giants like Nvidia and rising stars like Iren, many promising stocks can slip under investors' radars. Micron Technology (NASDAQ: MU) is one of those companies. It's far from small, with a $437 billion market cap, but its recent quarterly results, strong outlook, and bargain-basement valuation make it compelling. It's silently crushed the stock market over the past year, and is already starting 2026 strong with a 36% year-to-date gain. Even wi ...

Core Insights - Micron Technology, Inc. (NASDAQ:MU) is recognized as one of the most profitable cheap stocks to invest in currently, with HSBC raising its price target from $350 to $500 while maintaining a Buy rating due to a significant increase in DRAM prices [1] Financial Performance - HSBC anticipates Micron will report a Q2 fiscal 2026 operating profit of $12 billion, reflecting an 88% increase quarter-over-quarter, with sales projected at $20 billion, a 47% increase compared to the previous quarter [2] - The firm also forecasts a 45% increase in DRAM blended average selling prices quarter-over-quarter, up from an earlier estimate of 37% [2] Market Position and Growth Potential - William Blair initiated coverage of Micron with an Outperform rating, citing the company's strong position for profit growth driven by rising AI demand and ongoing supply constraints expected to last until 2027 [3] - The firm predicts a multi-year upcycle in the memory market, particularly benefiting from high-bandwidth memory (HBM) used in AI accelerators, which is becoming a bottleneck in AI systems [4] - William Blair forecasts Micron's non-GAAP EPS to grow by over 275% over the next two years [4] Company Overview - Micron Technology, Inc. is a leading semiconductor technology company known for its innovative memory and storage solutions, offering a portfolio that includes high-performance DRAM, NAND, and NOR memory products [5]

大家好，今晚继续关注海外市场的表现。 存储芯片全线暴涨 1月28日晚间，美股三大指数上涨，标普500指数首次触及7000点，再创新高，但随后涨幅较开盘时候有所收窄。 | 了 筛选 | 最新价 ÷ | 涨跌幅 ⇒ □* | | --- | --- | --- | | 希捷科技 | 437.76 | +17.75% | | us STX | | | | 西部数据 | 274.66 | +8.71% | | us WDC | | | | 美光科技 | 430.05 | +4.83% | | us MU | | | | Sandisk Corporation \ | 507.97 | +5.51% | | us SNDK | | | | 了 筛选 | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | | 英特尔 | 47.84 | +8.90% | | US INTC | | | | Sandisk Corporation | 507.33 | +5.38% | | us SNDK | | | | 美光科技 | 430.05 | +4.83% | | us MU | | | | Applo ...