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13.05.26 - 21:12
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Micron Is Now Up 89% in a Month. Should You Sell in May and Go Away? (24/7 Wall St.)
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Shares of Micron Technology (NASDAQ:MU) are surging on Wednesday, trading at around $804 and up roughly 5% on the session. The move extends a parabolic one-month run that has the stock approximately 89% higher when including today's intraday gains. Year to date, MU stock has now climbed 182%, and the one-year return sits at a ... Micron Is Now Up 89% in a Month. Should You Sell in May and Go Away?...
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13.05.26 - 21:01
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Gamma And Momentum: A Recipe For Cheers And Tears (ZeroHedge)
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Gamma And Momentum: A Recipe For Cheers And Tears
Authored by Michael Lebowitz via RealInvestmentAdvice.com,
Intel (INTC) shares have risen 90% over the past month and more than 200% since the start of the year. Its competitors, Advanced Micro Devices (AMD) and Micron (MU), are posting similar gains. Many other semiconductor stocks, along with some computer hardware companies, are the market's latest AI darlings. Momentum and gamma are driving the outperformance, and, in their wake, a supportive narrative is trying to justify it.
The narrative holds that the insatiable infrastructure buildout for AI, including data centers, GPUs/CPUs, networking equipment, and power grids, requires massive capital expenditure from the largest hyperscalers (Microsoft, Google, Amazon, and Meta). The suppliers of these products, including semiconductor and hardware producers, are the most direct beneficiaries.
AI will significantly improve the bottom line for many companies. But investors should be asking wh...
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13.05.26 - 18:15
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Trump mit Riesen-Wirtschafts-Delegation in Peking angekommen (Tichys Einblick)
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Air Force One ist mit über zwölf namentlich genannten CEOs an Bord in Peking gelandet – von Tesla, Nvidia, Apple, BlackRock, Boeing, Goldman Sachs, Citigroup, GE, Qualcomm, Micron, Blackstone, Cargill und laut Trump viele weiteren nicht genannten CEOs, der größten Unternehmensdelegation je. Morgen sollen sich Trump und zu formellen Gesprächen treffen, Trump möchte von Xi
Der Beitrag Trump mit Riesen-Wirtschafts-Delegation in Peking angekommen erschien zuerst auf Tichys Einblick....
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13.05.26 - 17:06
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BofA Just Nearly Doubled Micron Price Target to $950: Memory Supercycle Just Got Bigger (24/7 Wall St.)
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A major analyst just made a bold bull case for memory. Micron Technology (NASDAQ:MU) stock picked up one of the most dramatic price target hikes a large-cap semiconductor has seen this cycle, as Bank of America raised its target to $950 from $500, while maintaining a Buy rating. The catalyst: an updated calendar 2030 AI ... BofA Just Nearly Doubled Micron Price Target to $950: Memory Supercycle Just Got Bigger...
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13.05.26 - 14:54
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Will Micron Be a Trillion Dollar Stock By 2030? The Answer is Yes. (24/7 Wall St.)
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Micron Technology (NASDAQ:MU) trades at $766.58 with a market cap of $896.92 billion, putting the only U.S.-based memory manufacturer within striking distance of the $1 trillion club. Our 24/7 Wall St. price target for Micron is $433.93 over the next 12 months, implying 43.39% downside after a parabolic run. Confidence is high at 90%. Yet ... Will Micron Be a Trillion Dollar Stock By 2030? The Answer is Yes....
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