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24.04.26 - 19:09
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Intel, Micron, AMD: 5 Dot-Com-Era Red Flags Just Reappeared In The Market (Benzinga)
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Five semiconductor signals just fired together for the first time since the dot-com bubble. Every stock on the list is already above consensus targets.
Latest Ratings for INTC
DateFirmActionFromTo Mar 2022Morgan StanleyDowngradesEqual-WeightUnderweight Feb 2022Raymond JamesUpgradesUnderperformMarket Perform Feb 2022BMO CapitalMaintainsMarket Perform
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24.04.26 - 18:48
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2 ‘AI Bottleneck Stocks’ That Could Continue Their Heroic Run For Investors – AAOI + MU (24/7 Wall St.)
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In this article, I will explore the impressive FY25 growth of Micron and Applied Optoelectronics. These companies could extend during FY26 and beyond their bull run, due to their competitive advantages, AI expenditure tailwinds and their clear position in the complex value chain of advanced chip manufacturing. Micron Technology, Inc. ( $MU) Historic context ... 2 'AI Bottleneck Stocks' That Could Continue Their Heroic Run For Investors – AAOI + MU...
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24.04.26 - 02:18
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Largan, Sunny Optical target FAU in push toward CPO and AI optics (Digitimes)
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Largan Precision and Sunny Optical have recently announced plans to enter the fiber array unit (FAU) market, positioning it as a priority development area. Industry sources say the timing reflects the core requirements of FAU manufacturing — ultra-precision processing and sub-micron alignment — which closely match the technical strengths both companies developed in smartphone lens production. This overlap in capabilities offers significant value potential in the optical communications sector....
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23.04.26 - 20:54
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Micron Is Up 68% YTD as HBM Demand Explodes. Is the Memory Rally Sustainable? (24/7 Wall St.)
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Shares of Micron Technology (NASDAQ:MU) are changing hands around $480 midday Thursday, off 2% on the session but still sitting near record territory. MU stock is up 68% year-to-date, making Micron one of the standout names in the AI infrastructure rally. The catalyst is structural. Every AI GPU from NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices ... Micron Is Up 68% YTD as HBM Demand Explodes. Is the Memory Rally Sustainable?...
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23.04.26 - 14:30
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Micron-Aktie: Sind sogar Kurse von 1.000 US$ möglich? (Sharedeals)
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Bei Micron geht der Höhenflug weiter: Am Mittwoch schoss der Kurs des US-Speicherherstellers um mehr als +8% nach oben und erreichte bei 491,98 US$ ein neues Rekordhoch. Seit Ende März belaufen sich die Aufschläge damit bereits auf über +50%. Ist es nun an der Zeit Gewinne vom Tisch zu nehmen oder kann die Rallye noch […]
The post Micron-Aktie: Sind sogar Kurse von 1.000 US$ möglich? first appeared on sharedeals.de....
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