Market Overview - The U.S. stock market opened slightly higher but then experienced a sharp decline, with the Dow Jones down 0.94%, S&P 500 down 1.32%, and Nasdaq down 1.76% [1][2]. Sector Performance - Chip stocks led the decline, with the Philadelphia Semiconductor Index dropping over 4% in the morning session. AMD fell over 7%, Micron Technology dropped about 6%, and TSMC's U.S. shares fell about 4% [2]. - Among the tech giants, Tesla fell over 4%, Nvidia dropped over 3%, and Apple decreased by over 2% [2]. Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 3.8%, with several popular Chinese stocks declining significantly [2][3]. Commodity Prices - International oil prices continued to decline, with WTI crude oil dropping over 3% to $59.34 per barrel, marking the lowest level since early May. Brent crude oil also fell by 3% to $63.14 per barrel [5][6]. - Spot gold prices increased slightly, currently at $4010.44 per ounce, with a rise of 0.86% [6]. Consumer Confidence - The preliminary consumer confidence index from the University of Michigan for October is reported at 55, the lowest since May, with a previous value of 55.1. The index reflects mixed views on personal financial situations and future business conditions [6][7]. - Inflation expectations for the next year decreased from 4.7% to 4.6%, while long-term inflation expectations remained stable at 3.7% [7].

智通财经APP获悉，周五，芯片股盘中暴跌，AMD(AMD.US)一度跌超7%。截至发稿，AMD跌幅缩窄 至5.7%，英伟达(NVDA.US)跌超1.5%，美光科技(MU.US)跌超3.7%，台积电(TSM.US)跌超3.4%，博通 (AVGO.US)跌超2.4%，英特尔(INTC.US)跌0.8%。消息面上，特朗普威胁将对从中国进口的商品实 施"大规模关税上调"，理由是中国计划对稀土出口实施新的管制措施。 ...

Key Takeaways Micron benefits from AI-driven demand for HBM and DRAM, fueling major revenue and earnings gains. Workday's expanding cloud portfolio and AI integration drive strong growth and customer momentum. Exact Sciences, Evercore and Coeur Mining post sharp earnings estimate hikes and solid revenue outlooks.Wall Street concluded an impressive third-quarter 2025 as U.S. stocks maintained their northward journey over the past two years and nine months. The Nasdaq Composite, the S&P 500 and the Dow Jones ...

Chipmaker Intel Corp. (NASDAQ:INTC) has been grabbing the spotlight in recent weeks, following the Trump administration’s decision to acquire a stake in the company, alongside recent investments from both Nvidia Corp. (NASDAQ:NVDA) and the SoftBank Group Corp. (OTC:SFTBY).Meanwhile, one of the company’s biggest competitors in the memory space, Micron Technology Inc. (NASDAQ:MU) looks all set to soar, with a spike in its Growth metrics in Benzinga’s Edge Stock Rankings.The Growth score in Benzinga Rankings i ...

We recently published 16 Stocks Jim Cramer Mentioned In An Episode Where He Said OpenAI Could Beat All Big Tech Giants. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer recently discussed. Micron Technology, Inc. (NASDAQ:MU) is a semiconductor company that designs and manufactures memory chips. It has come under investor attention during the current AI wave due to its HBM memory chips that are essential for AI GPU function. Cramer has discussed Micron Technology, Inc. (NASDAQ:MU) severa ...

An updated edition of the Aug. 19, 2025, article.Artificial Intelligence (AI) is reshaping industries by enabling machines to analyze vast datasets, identify patterns and make informed decisions. The rapid deployment of generative AI (Gen AI), agentic AI, and multi-modal learning supported by advanced hardware like GPUs and TPUs is fueling innovation across healthcare, finance, robotics, cybersecurity and e-commerce. AI now powers chatbots, diagnostics, fraud detection and autonomous systems, boosting agili ...

Core Insights - Micron Technology and Texas Instruments are key players in the semiconductor industry, focusing on different segments: Micron on memory chips and Texas Instruments on analog and embedded chips [1][2] Micron Technology - Micron is positioned for long-term growth due to its involvement in transformative tech trends such as AI, high-performance data centers, and autonomous vehicles [3] - The company has shifted its focus from the volatile consumer electronics market to more stable sectors like automotive and enterprise IT, resulting in a more resilient revenue base [4] - In Q4 2025, Micron's revenues and non-GAAP EPS increased by 46% and 157% year-over-year, driven by AI demand [8] - Micron's HBM3E products are in high demand due to their energy efficiency and bandwidth, making them suitable for AI workloads [5] - The company is a core HBM supplier for NVIDIA's GeForce RTX 50 GPUs, indicating strong integration in the AI supply chain [6] - The Zacks Consensus Estimate predicts revenue growth of 42.4% for fiscal 2026 and 14.8% for fiscal 2027, with EPS expected to rise by 100% and 12% respectively [7] - Micron's stock has seen a year-to-date gain of 133.5%, with a forward P/E ratio of 11.7, making it more attractively valued than Texas Instruments [8][20] Texas Instruments - Texas Instruments specializes in analog and embedded chips, with growth opportunities in robotics, electric vehicles, and infrastructure automation [11] - The company plans to manufacture over 95% of its wafers internally by 2030, enhancing control over production and costs [12] - In Q2 2025, Texas Instruments reported a 16% year-over-year revenue increase to $4.45 billion, with non-GAAP EPS rising by 15.6% to $1.41 [13] - Texas Instruments faces geopolitical risks, particularly in China, which accounted for about 20% of its 2024 revenues [14] - The automotive segment's slow recovery may hinder Texas Instruments' overall growth, with revenue growth estimates of 13% for 2025 and 8.7% for 2026 [15] - Texas Instruments' stock has declined by 3.2% year-to-date, with a forward P/E ratio of 29.1 [18][20] Conclusion - Micron Technology is currently viewed as the better investment option due to its strong fundamentals, established position in the AI-driven memory market, and favorable valuation compared to Texas Instruments [24][25]

Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty ImagesSOPA Images/LightRocket via Getty ImagesWe think there is not much to worry about regarding MU stock based on its overall Strong operational performance and financial health. This aligns with the stock's High valuation, leading us to consider it as Fairly Priced. Here is our multi-faceted evaluation.Buy or Fear ConclusionsTrefisMU stock has experienced a significant increase recently, and we currently view it as fairly priced. This might seem l ...

Micron Technology, Inc. (NASDAQ:MU) is one of the high-growth semiconductor stocks that are profitable in 2025. On September 23, the company delivered solid fourth-quarter and fiscal 2025 results, underscoring its leadership in technology products and operational execution. Micron Technology, Inc. (MU) Q4 and Full Year Results Impress on Data Center Business Growth Revenue in the quarter increased to $11.32 billion, up from $7.75 billion delivered in the same quarter last year. The company also delivered ...

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Is Amer Movil (AMX) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Amer Movil is a member of our Computer and Technology group, which includes 606 different companies and currently sits at #3 in the Zacks Sector Rank. The Zacks Sector Rank ...