AI and chip stocks have been among the winners this year, despite a crash in April following President Donald Trump's "Liberation Day" tariffs announcement. And Micron (MU 0.10%) has been one of the top performers in the sector.The memory chipmaker has continued to deliver strong growth, especially in artificial intelligence (AI) and the data center. It has also benefited from a return in overall bullishness among investors as the stock rose 46% through the first six months of 2025, according to data from S ...

Key Takeaways MRVL's revenues are rising due to strong demand for custom AI XPUs and high bandwidth memory chips. Higher manufacturing costs in AI silicon are driving a continued decline in MRVL's gross margin. MRVL faces stiff competition from AVGO and AMD in custom silicon solutions and AI accelerators.Marvell Technology’s (MRVL) top line is growing on the back of custom AI silicon chips that are experiencing massive traction among hyperscalers. However, Marvell Technology’s gross margin has been moving ...

Core Viewpoint - The article suggests that Arista Networks and Micron are more reliable investment options in the booming AI market compared to SoundHound AI, which has faced challenges despite its growth potential [1][6]. Group 1: SoundHound AI - SoundHound AI has been a polarizing investment since its public debut, initially attracting attention due to rapid growth and a diverse customer base [2]. - Much of SoundHound's growth has been driven by acquisitions rather than organic improvements, and it remains deeply unprofitable [3]. - Analysts expect SoundHound's revenue to grow at a compound annual growth rate (CAGR) of 48% from 2024 to 2027, with adjusted EBITDA turning positive by the final year [5]. Group 2: Arista Networks - Arista Networks is a leading networking hardware and software company that utilizes off-the-shelf chips and open-source software, making it compatible with a wide range of hardware [7]. - The company has seen its revenue grow at a CAGR of 24% from 2019 to 2024, with adjusted net income increasing at a CAGR of 30% [9]. - Analysts project Arista's revenue and earnings per share (EPS) to grow at a CAGR of 19% and 15%, respectively, from 2024 to 2027, driven by the demand for cloud and AI infrastructure upgrades [10]. Group 3: Micron - Micron is one of the largest producers of DRAM and NAND memory chips, with a technological edge in manufacturing denser DRAM chips [11]. - Analysts expect Micron's revenue and EPS to grow at a CAGR of 23% and 148%, respectively, from fiscal 2024 to fiscal 2027, as the PC and smartphone markets stabilize [13]. - Micron's stock trades at a lower valuation of 13 times next year's earnings, but it has significant upside potential due to the growth in cloud and AI markets [14].

Micron (MU 4.74%) stock rose in Tuesday's trading. The memory technologies company's share price climbed 4.7% in the daily session. Meanwhile, the S&P 500 (^GSPC 1.11%) gained 1.1%, and the Nasdaq Composite (^IXIC 1.43%) climbed 1.4%.Micron's valuation got a boost today as macroeconomic and geopolitical developments pointed to a more favorable backdrop for investors. Excitement surrounding the company's quarterly report tomorrow may have also factored into the valuation move. Micron stock rises on more favo ...

Key Takeaways Micron expects Q3 revenues of $8.8 billion, up 29.7% from the year-ago period. The consensus mark for EPS stands at $1.59, indicating 156.5% growth from the prior-year quarter. Growing AI server demand and DRAM strength are likely to boost Micron's Q3 performance.Micron Technology, Inc. (MU) will report third-quarter fiscal 2025 results on June 25, after market close.The company projects fiscal third-quarter revenues to be $8.8 billion (+/- $200 million). The Zacks Consensus Estimate for the ...

BLOOMBERG TECH IS LIVE WITH CAROLINE HYDE AND ED LUDLOW. ED: COMING UP, MICRON BOOSTS ITS COMMITMENT TO INVEST IN NEW R&D IN THE USA. CAROLINE: WE STAY ACROSS THE EVOLVING STORY OF THE BOEING DREAMLINER CRASH AT LEAST 200 DEAD.ED: THE FINTECH FIRM CHIME PRICES ABOVE RANGE. >> FIRST WE CHECK IN ON THESE MARKETS. THERE IS CAUTIOUS TRADING AS WE DIGEST ANOTHER POINT SHOWING INFLATIONARY PRESSURE IS NOT AS HIGH AS EXPECTED.CAN THE FED RAISE -- CUT NOT ONCE BUT TWICE THIS YEAR FOR 2025 WITH THE MARKET PRICES IN. ...

10 June 2025 | 10:26AM HKT China Semis: Ingenic (300223.SZ; NC): Computing and memory chipsets riding on mix upgrade towards more advanced solutions We talked to Ingenic (300223.SZ, Not Covered) management recently. Ingenic provides computing, memory, and analog chipsets for industry clients (consumer, automotive, industrial etc.). Overall, management is positive on a 2025 growth recovery post a weak 2024, with inventory bottoming and improving demand from automotive and industrial clients. The company is w ...

Key Takeaways MRVL's data center unit jumped 76% Y/Y in Q1 FY26, led by strong custom AI silicon and optics demand. Partnership with NVIDIA and new 2.5D packaging platform fuel MRVL's AI XPU scalability and cost control.Marvell Technology’s (MRVL) custom AI silicon chips are experiencing massive traction among hyperscalers, which is evident in the high-growth rate of Data Center end-market revenues. The custom AI silicon chips mainly account for Marvell’s custom AI XPUs and electro-optics solutions.Marvell ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help ...

Group 1: Walmart - Walmart's stock has outperformed the market over the past year, with a 5% revenue increase and a 3% rise in store traffic in fiscal Q4, building on a previous year's 4% boost [4][5] - E-commerce sales increased by 16%, and digital advertising grew by 24%, showcasing Walmart's technological advancements and investments in AI for efficiency [4][5] - Operating profit rose by 8%, leading to a 13% increase in the annual dividend for 2025, marking the largest hike in over a decade [5][6] Group 2: Micron Technology - Micron Technology is positioned strongly in the AI hardware market, being the only provider of low-power memory chips for data centers, which is crucial for large computing systems [7][9] - The company is trading over 50% below its all-time highs, with a modest valuation of 7 times forward earnings estimates, presenting a potential buying opportunity [10] - CEO Sanjay Mehrotra stated that Micron is in its best competitive position in history, with its products firmly integrated into high-value customer roadmaps [10] Group 3: Starbucks - Starbucks reported a 2% increase in consolidated revenue but missed earnings estimates, with non-GAAP EPS down 40% and operating margins at 8.2% [11][12] - The company faces challenges in consumer spending and performance in China, but management remains optimistic about long-term strategies focused on employee investment and customer experience [12][15] - Despite current struggles, Starbucks has a dividend yield of 3% and a history of 14 consecutive years of dividend increases, making it attractive for patient investors [16] Group 4: NextEra Energy - NextEra Energy operates Florida Power & Light, the largest utility in the U.S., and is a leader in renewable energy, with a 9% growth in adjusted EPS reported for Q1 [18][19] - The company plans to invest $8 billion to $8.8 billion in FPL this year and aims for a renewables generation and storage capacity of 70 GW by the end of 2027 [19][20] - NextEra Energy expects adjusted EPS growth of 6% to 8% through 2027 and a dividend growth of around 10%, with a current yield of 3.4% [20] Group 5: Enbridge - Enbridge's shares have increased nearly 10% year-to-date, building on an 18% rise in 2024, attributed to the stability of its business model [21][22] - The company has met or exceeded financial guidance for 19 consecutive years, providing predictable cash flows despite market volatility [22] - Enbridge anticipates a 7% to 9% increase in adjusted EBITDA through 2026, supported by growth drivers such as toll escalators and contributions from its natural gas utilities [24][25]