Youtube·2026-03-16 14:00Micron Technology - Micron is set to report earnings this week, with multiple analysts raising their price targets ahead of the announcement [1][6] - The company is expanding its AI memory production in Taiwan by building a second semiconductor manufacturing facility, which will produce advanced DRAM and high bandwidth memory chips [2][3] - The new facility will add approximately 270,000 square feet to the existing 300,000 square feet of clean room space, aimed at increasing capacity for AI memory supply [3][4] - Micron's stock has seen significant gains, up over 50% year-to-date and more than 300% year-over-year, indicating strong market performance [5][6] - RBC Capital has raised its price target for Micron shares to $525, while TD Cohen has set a target of $500, both maintaining a buy rating [6][7] Qualcomm - Qualcomm has been downgraded to a sell from neutral, with a price target set at $100, reflecting analysts' concerns about the company's performance [9] - The stock is down over 20% this year and is trading near 52-week lows, with expectations of a decline in global smartphone volumes by 10-15% due to rising memory costs [9][10] - Analysts predict that the smartphone market may face pressure, leading to potential increases in handset prices or reduced memory specifications in devices [10][11] Dollar Tree - Dollar Tree shares have increased by about 3.5% following a more positive reaction to its earnings call, despite initial investor concerns [12][13] - The company reported earnings of $2.56 per share on an adjusted basis, recovering from a loss a year ago, with revenue reaching $5.45 billion [14] - Dollar Tree's stock is up more than 60% year-to-date, driven by strong demand from budget-conscious consumers and higher-income shoppers seeking bargains [14][15][16]