Core Insights - Micron Technology, Inc. is a leading player in the semiconductor industry, specializing in memory and storage solutions, particularly DRAM and NAND flash memory products [1] - The company is positioned to benefit from the emerging AI memory supercycle, which is expected to drive growth in its stock value [3][5] Price Targets and Market Sentiment - Wolfe Research has set a new price target of $300 for Micron Technology, indicating a potential increase of approximately 24.76% from its trading price of $240.46 [2][5] - Morgan Stanley has raised its price target to $338 with an Overweight rating, reflecting strong confidence in Micron's growth potential [2][5] Market Performance - Micron's current stock price of $240.46 reflects a 1.68% increase on the day, with a daily trading range between $231.50 and $242.36, and a 52-week range from a low of $61.54 to a high of $260.58 [3] - The company's market capitalization is approximately $268.35 billion, indicating its significant presence in the semiconductor industry [4][5] - The trading volume for the day is 17.54 million shares on the NASDAQ exchange, showing active investor interest [4]

Investors are discussing ex-US developed markets' out-performance of domestic equity gauges. The gaps between some of the relevant ETFs and U.S. equivalents are noticeably large. Japanese stocks are major contributors to that trend. Take the case of the WisdomTree Japan Hedged Equity Fund (DXJ). The $4.7 billion DXJ has a plethora of tailwinds heading into 2026, many of which are attributable to Sanaenomics. "A key pillar in Sanaenomics is targeted spending on strategic sectors like AI, semiconductors, ener ...

Live Coverage The Dow Jones Industrial Average, S&P 500, and Nasdaq all closed lower yesterday, ending a run of five consecutive sessions in which all three indexes finished higher. CHARLY TRIBALLEAU / AFP via Getty Images Close Stock futures ticked higher Tuesday, a day after the three major equities indexes ended their runs of five consecutive winning sessions. WTI crude futures, the U.S. oil benchmark, ticked 0.2% lower to $59.20 per barrel, and gold futures fell 1.3% to $4,220 per ounce. Nvidia (NVDA) s ...

Hey there, Carl. So AWS CEO Matt Garmin is on stage now unveiling major upgrades across the Amazon AI stack. Now let's start with what's increasingly become the deciding factor in both the cloud and AI wars.Those in-house chips AWS is rolling out its new tranium 3 chips. The headline here is performance and price. Roughly four times the compute, memory bandwidth, and energy efficiency of the prior generation.So customers can train much larger models faster and at a lower cost. Big users like Anthropic are a ...

We're back on Morning Trade Live. Marll will be in focus this afternoon when the company reports third quarter earnings. More on the numbers momentarily, but looking at the chart, Marll has been making steady climbs from its April low, up more than 90% from that point, but shares are still down more than 15% in 2025.So, that's the focus of the morning trade. Joining us now for a closer look is Schwab Network's host Marley Kaden. Marley, you and I will obviously be breaking down these numbers later today, bu ...

Nvidia's agreement with ChatGPT parent OpenAI to invest up to $100 billion in the startup is still not finalized, the chipmaker's chief financial officer Colette Kress said on Tuesday at the UBS Globa... ...

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Now, let's get to Kevin Green, who joins me for a good look at some of the stories that are moving markets. And one stock that is on the move higher to the tune of over 25% this morning is MongoDB, a stellar earnings report in what Goldman Sachs called out a standout quarter. Um, I've just been looking at some of the street recommendations as well.I mean, you've got a shopping list of price target boosts here. just talk us through what you're seeing as far as what the report card told us and the reaction in ...

Core Insights - The chip maker plans to begin ramping its first rack-scale solution, Helios, and its MI450 series of AI accelerators in mid-2026 [1] - TD Cowen advises investors to enter the market before the ramp-up begins [1] Company Developments - The introduction of the Helios rack-scale solution is a significant step for the chip maker [1] - The MI450 series of AI accelerators is expected to enhance the company's product offerings in the AI sector [1] Investment Recommendations - TD Cowen's recommendation suggests a potential investment opportunity ahead of the product launch [1]

NVLink Fusion-based custom solutions will be offered to support next-generation heterogenous AI infrastructureSAN JOSE, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced plans to deliver custom connectivity solutions, a new offering designed to address the increasing complexity and diversity of next-generation AI infrastructure featuring multiple types of computing resources to ...