Micron Technology Inc., the largest US maker of computer memory chips, gave an upbeat forecast for the current quarter, helped by demand for artificial intelligence equipment. Fiscal fourth-quarter revenue will be roughly $10.7 billion, the company said in a statement Wednesday. That was well ahead of the $9.89 billion average analyst estimate, sending the shares up in late trading. Micron is seeing increasing demand for components like its high-bandwidth memory, which are used in machines that develop and ...

Micron Technology stock received a pair of price target raises Thursday after the memory chip manufacturer reported better-than-expected fiscal third-quarter results. https://t.co/XLOudSmlK1 ...

Nvidia shares hit a record closing high on Wednesday, pushing the chipmaker back to the top spot on the list of the world's most valuable companies. Monitor these major chart levels. https://t.co/mdEdq556x3 ...

Nvidia shares climbed to an all-time high Wednesday, helping the chipmaker reclaim the title of most valuable company by market value. https://t.co/kMvYOraj6s ...

Core Viewpoint - The technology sector, particularly in the semiconductor and chipmaking industries, has become highly institutionalized, requiring investors to adapt their analysis methods to understand institutional behaviors and identify investment opportunities [1][2]. Group 1: ASML Stock Analysis - ASML's current stock price is $815.46, with a 52-week range of $578.51 to $1,110.09, and a P/E ratio of 34.29, indicating a potential upside with a price target of $913.80 [2][11]. - ASML management has been actively buying back shares, with a notable increase in purchases in June 2025, totaling 92,654 shares valued at approximately $61.4 million, reflecting confidence in the company's future valuation [4][5][6]. - Institutional investors, such as Voya Investment Management, have also shown confidence by acquiring a new stake of $14 million in ASML stock, aligning with insider buying trends [7]. Group 2: Comparative Valuation - ASML is currently trading at 68% of its 52-week high, while peers like NVIDIA and Taiwan Semiconductor are at new highs, suggesting a potential for ASML's price to catch up [9][10]. - ASML's forward P/E ratio is 23.0x, which is higher than Taiwan Semiconductor's 21.1x, indicating that ASML may be undervalued despite its lower stock price [13]. - The price-to-sales (P/S) ratio for ASML is 16.0x, significantly above Taiwan Semiconductor's 7.2x, suggesting that ASML is expected to experience higher growth and quality in sales [14].

Micron Technology is scheduled to report earnings after the closing bell Wednesday, with traders expecting a sizable move from the chipmaker's stock. https://t.co/87sqwH0LWL ...

Core Viewpoint - Anterix reported a quarterly loss of $0.36 per share, which was better than the Zacks Consensus Estimate of a loss of $0.43, indicating an earnings surprise of +16.28% [1] - The company has struggled with revenue performance, posting revenues of $1.39 million for the quarter, missing the consensus estimate by 11.81% [2] Financial Performance - The loss per share improved from $0.51 a year ago to $0.36 this quarter, showing a positive trend in earnings despite still being in the negative [1] - Anterix's revenues increased from $1.26 million year-over-year to $1.39 million, but the company has not met revenue estimates in the last four quarters [2] Market Performance - Anterix shares have declined approximately 7.6% since the beginning of the year, contrasting with the S&P 500's gain of 2.4% [3] - The company's current Zacks Rank is 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$0.48 on revenues of $1.57 million, and for the current fiscal year, it is -$0.16 on revenues of $6.6 million [7] - The outlook for the Communication - Infrastructure industry, where Anterix operates, is currently in the bottom 25% of Zacks industries, which may impact stock performance [8]

Wolfspeed shares plunged 30% to an all-time low Monday as the struggling chipmaker announced it had filed for Chapter 11 bankruptcy in order to implement a Restructuring Support Agreement (RSA) with key lenders. https://t.co/tj7whYbUzq ...

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Texas Instruments said Wednesday it plans to invest over $60 billion in U.S. chip production, making it the latest chipmaker to announce funds earmarked for domestic facilities as President Donald Trump urges firms to commit to American manufacturing. https://t.co/4XG5jp1MyL ...