Micron investors got a reality check as the market digested the company's disappointing guidance. MU's solid placement behind SK Hynix still positions it well in the rapidly evolving AI memory chips market. Increased reliance on Nvidia as AI takes center stage might elevate execution risks.
Micron Technology reported better-than-expected Q1 2025 earnings but missed Q2 sales forecasts, causing a 16% stock drop before a slight rebound. Despite the Q2 forecast miss, Micron's strong sales momentum, particularly in AI-driven data centers, suggests no reason for bearishness. Micron's stock, now cheaper, offers a healthy risk/reward ratio with a potential 44% profit growth in 2025, makin...
We're just days away from ringing in the new year, and the holiday break can be a good time for investors to review their portfolios and examine potential opportunities for 2025. Artificial intelligence (AI) was a dominant theme in the stock market during 2024, and tech giants are poised to spend a record amount of money developing the technology over the next 12 months.
Without question, semiconductor stocks have been some of the biggest winners amid the artificial intelligence (AI) revolution. While stars such as Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom fetch the most attention, investing in the chip sector at large during the past two years has yielded market-beating returns.
Micron's 1Q FY2025 earnings report triggered a sharp selloff, with the high end of 2Q guidance significantly below the market estimates. The revenue and margin weakness was driven by sluggish demand in consumer-oriented markets, which dragged down NAND revenue; however, the company expects a demand rebound in 2H FY2025. Management hinted that gross margin pressure could persist into 3Q FY2025 d...
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