Citi Boosts Micron Price Target to $240 on Strong DRAM Outlook
Citi boosts Micron stock target to $240, citing sustainable DRAM pricing and AI demand. Analyst predicts 60% margins and $23+ EPS, nearly double previous peak.
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AI Demand Fuels ASML Orders, Compensating for Expected Plunge in China Revenue
ASML Holding posted stronger-than-expected orders, fueled by the booming AI sector. While current quarter forecasts exceed consensus, the chip equipment giant predicts a significant decline in sales to China in 2026, leading to cautious long-term sales guidance.
Micron Gets Major Upgrade: Why Experts See Huge Earnings Ahead
Morgan Stanley upgraded Micron, citing strong pricing for memory chips (DRAM/NAND) and easing concerns about AI-focused High-Bandwidth Memory (HBM). Expect strong earnings growth through 2026.
Micron Q4: HBM Chip Demand Drives Record Earnings and Bullish Forecast
Micron crushed Q4 earnings thanks to booming AI hardware demand. Revenue hit $11.32B, beating estimates. Critical HBM chips fuel growth. They forecast a strong $12.5B next quarter, exceeding expectations.
China Fights Back: New Probes Target US Computer Chips
China launches anti-dumping and anti-discrimination investigations against US semiconductor companies, escalating trade tensions ahead of high-level talks.
Powering the AI Revolution: Nvidia, Super Micro, and Advanced Memory
Nvidia's powerful AI servers are now being shipped globally via Supermicro , known for fast deployment. SK Hynix leads in essential HBM4 memory chips for AI, while Samsung and Micron aim to catch up.