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04.05.26 - 16:45
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Is Micron (MU) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
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Based on the average brokerage recommendation (ABR), Micron (MU) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?...
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04.05.26 - 16:30
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Über- oder Unterbewertet? Micron, Samsung und SK Hynix im Direktvergleich (Sharedeals)
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Im Markt für Speicherchips werden jetzt die Bullen von der Leine gelassen. Sogenannte High Bandwidth Memory (HBM) (auf Deutsch: Speicher mit hoher Bandbreite) sind mehr als nur ein Massenprodukt. Es ist eine hochprofitable Spezialkomponente des KI-Zeitalters, dessen Produktion sich gerade einmal nur drei Unternehmen weltweit untereinander aufteilen. Die bisherige Rallye war bereits steil, doch es […]
The post Über- oder Unterbewertet? Micron, Samsung und SK Hynix im Direktvergleich first appeared on sharedeals.de....
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04.05.26 - 15:12
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Think It’s Too Late to Buy Micron? Here’s the Case for Getting In Now (24/7 Wall St.)
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Micron Technology (NASDAQ: MU) has gained 597.2% over the past year, closing May 1 at $542.21 after starting last May at $77.58. That is nearly a 7× move in 12 months, and the stock now trades roughly 1% from its all-time high of $545.91. For a retirement-focused investor watching from the sidelines, the question is ... Think It's Too Late to Buy Micron? Here's the Case for Getting In Now...
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04.05.26 - 12:57
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Micron Technology Aktie: Frisches Kaufsignal! (Aktiencheck)
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Kulmbach (www.aktiencheck.de) - Micron Technology-Aktienanalyse von "Der Aktionär":
Andreas Agly vom Anlegermagazin "Der Aktionär" nimmt im "Der Aktionär TV" die Aktie von Micron Technology Inc. (ISIN: US5951121038, WKN: 869020, Ticker-Symbol: MTE, NASDAQ-Symbol: MU) unter die Lupe.
Speichermedien seien gefragt. [mehr]...
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04.05.26 - 10:30
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Micron-Aktie: Ist es schon zu spät für einen Kauf? (Sharedeals)
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Die atemberaubende Kursrallye der Micron-Aktie geht in die nächste Runde. Nachdem der Speicherchiphersteller bereits vergangene Woche mit einem Rekordhoch aus dem Handel ging, startet er mit einem Kursplus von +8% abermals bärenstark in die neue Handelswoche. Innerhalb der letzten zwölf Monate hat sich der Kurs der Micron-Aktie fast versiebenfacht. Was treibt den Kurs immer weiter […]
The post Micron-Aktie: Ist es schon zu spät für einen Kauf? first appeared on sharedeals.de....
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04.05.26 - 04:06
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United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand (Digitimes)
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United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases of 46.5% year-on-year and 76.15% year-on-year, respectively, the firm announced. The engineering and cleanroom contractor said it holds nearly NT$150 billion in orders and aims to reach NT$100 billion in annual revenue in 2026, while comfortably exceeding NT$10 billion in after-tax net profit, positioning itself as a leading profitable player in factory engineering services....
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02.05.26 - 16:54
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The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine (24/7 Wall St.)
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Nvidia (NASDAQ:NVDA) led the first wave of AI enthusiasm with its powerful GPUs. Investors piled in as data centers raced to secure chips that could train and run ever-larger models. Yet as AI expands, the opportunity spreads beyond GPUs into unexpected corners of the stack. Memory — long viewed as a cyclical commodity prone to ... The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine...
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01.05.26 - 17:06
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Memory Stick Prices Refuse To Come Back To Earth (ZeroHedge)
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Memory Stick Prices Refuse To Come Back To Earth
Apple CEO Tim Cook's warning during Thursday evening's earnings call about the deepening global memory shortage sent us back to review memory stick prices.
Let's review what Cook said…
"We believe memory costs will drive an increasing impact on our business," Cook told analysts, while also warning about "supply constraints." He added, "We'll continue to evaluate this."
It wasn't just Cook warning about memory prices this week. Meta and Microsoft also noted in their earnings results that higher prices contributed to their elevated capital expenditures.
Memory makers Micron, Samsung, and SK Hynix have all been racing to add new capacity as AI data centers absorb an ever-larger share of memory sticks, which are typically used in PCs and smartphones.
Comments from Cook and other Big Tech firms this week about the dire situation prompted us to check the latest prices amid the memory crunch.
Goldman analyst Kenta ...
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