If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Micron Technology, Inc. ( MU ) stock has surged 24% since my last report , outperforming the S&P 500 ( SP500 ), which remained more or less flat. In my previous report, I noted that memory priceDhierin-Perkash Bechai is an aerospace, defense and ai ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Micron Technology, Inc. ( MU ) stock has surged 24% since my last report , outperforming the S&P 500 ( SP500 ), which remained more or less flat. In my previous report, I noted that memory priceDhierin-Perkash Bechai is an aerospace, defense and ai ...

Company Insights - Taiwan Semiconductor (TSM) is set to report its quarterly update, which is expected to influence market sentiment regarding NVIDIA (NVDA) and the broader AI and technology sector [2] - Alphabet (GOOGL, GOOG) has improved its position in the market, now surpassing Microsoft (MSFT) and Apple (AAPL) to become the second largest company globally, driven by advancements in its Gemini AI model and strong cash flow from its other businesses [3][4] - Alphabet reported approximately $387 billion in revenue and $124 billion in net income over the past year, while NVIDIA reported around $187 billion in revenue and approximately $100 billion in net income [4] Market Context - The upcoming earnings season is anticipated to provide significant data that could impact market movements, moving beyond current headlines related to geopolitical issues [2] - Alphabet's valuation is currently at 30X forward earnings, while NVIDIA is at about 26X, indicating that Alphabet's diversified revenue base justifies a higher earnings multiple [4]

Intel Corp. shares gained the most since September after President Donald Trump touted the technological progress — and stock-market performance — of the long-struggling chipmaker. Trump met with Intel Chief Executive Officer Lip-Bu Tan on Thursday at the White House, where the two men discussed the company’s new line of processors following the US government’s purchase of shares in the chipmaker. Most Read from Bloomberg In a post to his Truth Social network, Trump hailed recent advances at Santa Clar ...

My professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading. What You Will Find in My Analysis: Clear, actionable investment ideas designed to build a balanced portfolio of U.S. securities. A combination of macro-economic analysis and direct, real-world trading experie ...

Group 1 - The company has decided to extend the completion date of the "Annual Production of 1.8 Million 12-inch Semiconductor Silicon Epitaxial Wafer Project" to December 2027 due to market conditions and demand fluctuations [3][6][8] - The company raised a total of RMB 339 million through the issuance of convertible bonds, with a net amount of RMB 337.81 million after deducting issuance costs [1][2] - As of December 31, 2025, the cumulative investment from the raised funds amounted to RMB 286.99 million, excluding issuance costs [2] Group 2 - The project was initially delayed to May 2026 due to weak market conditions affecting the semiconductor industry, leading to underutilization of existing production capacity [3][5] - The construction of the new epitaxial workshop has reached the roofing stage and is expected to be completed by August 2026, followed by equipment installation and debugging [6][7] - The company has observed a recovery in the semiconductor silicon wafer industry since Q1 2025, with increased demand for high-end power devices, prompting a faster project construction pace [7] Group 3 - The board of directors approved the project delay during a meeting on January 9, 2026, and the decision followed necessary procedures [9][42] - The company has implemented a prudent investment strategy to protect shareholder interests and mitigate investment risks [5][8] - The company will continue to monitor market conditions and adjust the project implementation pace accordingly to ensure efficient use of raised funds [7][8]

Key Takeaways Micron posted fiscal Q1 2026 revenue of $13.64B, up 56.8% year over year, driven by AI-related memory demand.MU expects stronger Q2 2026 results, projecting $18.3-$19.1B in revenue and EPS of $8.22-$8.62. NVIDIA posted $57B in fiscal Q3 2026 revenue as Blackwell chips and cloud GPUs sold out. Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology, Inc. (MU) outperformed Wall Street’s darling NVIDIA Corporation (NVDA) last year (+239.1% vs +38.8%). Can Micron re ...

Tesla, Inc. ( TSLA ) saw a nice rally in its shares since the April lows, with the stock even making a new all-time high last month.James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies an ...

The only company that has ever topped a $5 trillion market cap is Nvidia.At the moment, there are just 10 public companies in the trillion-dollar club. In order from highest market cap to lowest, those companies are Nvidia, Apple, Alphabet (GOOGL +1.27%) (GOOG +1.13%), Microsoft, Amazon, Taiwan Semiconductor Manufacturing, Meta Platforms, Broadcom, Tesla, and Berkshire Hathaway.Within this cohort, only Nvidia has ever achieved a $5 trillion valuation -- doing so toward the end of 2025, before sliding by clo ...

If you’re looking for a masterclass in how quickly Wall Street can flip the script, look no further than the wild ride of 2025. Just six months ago, you would have found a market in total meltdown. As President Trump rolled out his "Liberation Day" tariffs—a bold economic gamble not seen in a century—you likely heard experts calling it "economic suicide" and bracing for a "Black Monday" style collapse.Fast forward to today, and that panic feels like a distant memory. Instead, you’re looking at a Nasdaq Comp ...