Showing posts with label Micron. Show all posts
Showing posts with label Micron. Show all posts

#USA #Investment - Micron 'is benefiting from what Nvidia is doing,' portfolio manager says on earnings: Yahoo Finance

24 September 2025

Micron Technology (MU) topped estimates for its fiscal fourth quarter — revenue of $11.32 billion (vs. estimates of $11.15 billion), adjusted earnings of $3.03 per share (vs. estimates of $2.84) — while its next-quarter guidance outpaced Wall Street forecasts. Synovus VP and senior portfolio manager Daniel Morgan reacts to Micron's earnings and outlook, comparing the company's AI life cycle to that of chipmaking competitor Nvidia (NVDA). 

Also, Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead, sits down with Julie Hyman on Market Catalysts to discuss Micron's earnings and why he believes the AI trade is different from the dot-com bubble.

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#Bitcoin #USA - Why JPMorgan is saying bitcoin could hit 165K, plus a look at 'Uptober': Yahoo Finance

3 October 2025 As US stocks (^DJI, ^IXIC, ^GSPC) see gains amid the government shutdown that coincided with the start of October, this could...