#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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x 

#China #Investment #AI - BABA Building More A.I. Infrastructure, Hits 4-Year High: Schwab Network

24 September 2025

Alibaba (BABA) says it is dedicating over $50 billion to building out its A.I. infrastructure, sending the stock soaring to a four-year high. Marley Kayden talks about the momentum it adds to the A.I. trade in China. ‪

@ProsperTradingAcademy‬'s Scott Bauer leans slightly bearish on Alibaba's current position and offers an example options trade for investors.

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#UK #Investment - Rolls-Royce Sees Defense Spending Hike: Bloomberg Technology

3 September 2025

Rolls-Royce CFO Helen McCabe discusses the company’s defense sector spending, its deals with governments for small modular nuclear reactors, and talks with hyperscalers. McCabe joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”

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#UK #ftse - Rolls-Royce Holdings plc (RR.L) | 2025 Half Year Results

#USA #Investment - AMZN & NOW Collect Upgrades, ADBE Hit with Downgrade: Schwab Network

24 September 2025

A.I. optimism has Wells Fargo upgrading Amazon (AMZN) as the company lags behind its Mag 7 peers. Morgan Stanley was more mixed when it came to updating its tech names, seen in an upgrade for ServiceNow (NOW) and downgrade for Adobe (ADBE). 

Diane King Hall offers a closer look into what's driving the analyst movers Wednesday morning.

 

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