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The New Industrial Policy Playbook: Intel First, Who's Next?
29.08.2025 05:20
In a landmark shift, the US government has taken a 9.9% equity stake in Intel to shore up Americaâs only leading-edge chipmaker without direct management control. Read more here.
Micron Technology, Inc. (MU): A Bull Case Theory
27.08.2025 13:53
We came across a bullish thesis on Micron Technology, Inc. on Value investing subreddit by bodaflack. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc. ‘s share was trading at $117.68 as of August 22nd. MU’s trailing and forward P/E were 21.20 and 8.98 respectively according to Yahoo Finance. Micron Technology, Inc. […]
Nvidia Earnings Hysteria: Best Chip Stocks To Buy Now
27.08.2025 12:16
All eyes are on Nvidia, but TSMC and Micron offer a more attractive valuation and upward earnings revisions. Learn why TSMC and Micron are âStrong Buys.â
China seeks to triple output of AI chips in race with the US
27.08.2025 09:28
China’s chipmakers are seeking to triple the country’s total output of artificial intelligence processors next year, as Beijing races the US...
Wolfe Research Reaffirms Outperform Rating on Micron (MU), Keeps $160 PT
27.08.2025 04:22
Micron Technology, Inc. (NASDAQ:MU) is one of the must-buy US stocks to invest in. On August 18, Wolfe Research reaffirmed its “Outperform” rating on Micron Technology, with a price target of $160. Wolfe Research outlined three main reasons for their positive outlook. First, they noted that Micron’s recent positive preannouncement indicates continued strength in pricing, […]
Bernstein Remains Bullish on Taiwan Semiconductor (TSMC) Amid Subsidy Debate
27.08.2025 03:53
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the top stocks to buy and hold forever. The company’s massive investments over decades in capex and R&D led it to create a business with enormous barriers to entry. These investments and R&D leadership also helped it become the only foundry capable of producing leading-edge chips (3nm, moving […]
Micron: Valued Like A Boring Business
26.08.2025 16:30
Micron Technology, Inc.'s AI-driven momentum and upgraded FQ4 guidance highlight its robust financial performance and undervalued potential. Click for my MU update.
Up 40% YTD, Is Micron Stock Too Cheap to Ignore?
26.08.2025 15:30
The drivers of Micron’s growth, including AI adoption, robust data center spending, and rising memory requirements across devices, show no signs of slowing.
Is Micron Technology (MU) Stock Outpacing Its Computer and Technology Peers This Year?
26.08.2025 13:40
Here is how Micron (MU) and Bel Fuse (BELFB) have performed compared to their sector so far this year.
Dow Jones Futures Fall After Palantir Leads Rally Off Lows; Walmart Earnings Due
21.08.2025 10:41
The major indexes bounced, but Palantir and many leaders still have sharp weekly losses. Walmart earnings loom.
Update: Market Chatter: US Exploring Equity Stakes in Chipmakers Receiving CHIPS Act Funds
21.08.2025 07:49
(Updates with Taiwan Semiconductor's comment in the fifth paragraph.) US Commerce Secretary Howar
US eyes stake in Intel, maybe other chipmakers too: sources
20.08.2025 03:19
STORY: The U.S. has confirmed it could invest in Intel, but government involvement in the sector might not stop there.Speaking Tuesday, White House Press Secretary Karoline Leavitt said Commerce Secretary Howard Lutnick was in talks for a 10% stake in the troubled chipmaker:“And it's a creative idea that has never been done before, to ensure that we're both reshoring these critical supply chains while also gaining something of it for the American taxpayer.”However, Reuters sources say the administration is looking into taking stakes in other chipmakers too.That’s focused on firms that took money under the so-called CHIPS Act, which provided funding to build factories in the country.Besides Intel, that would mean U.S. memory chip maker Micron.Taiwan’s TSMC also got funds under the act, as did South Korea’s Samsung.None of those firms commented on the Reuters report, and neither did the White House.Lutnick has previously said that Washington does not want to tell companies how to run their businesses.But any investment in Intel or others would be unprecedented for the sector.In the past, the government has only invested in companies to provide support during times of economic turmoil.It’s not entirely unprecedented for Trump, however.Earlier this year, he approved Nippon Steel’s takeover of U.S. Steel after being promised a “golden share” that would give Washington significant influence.
JPMorgan Raises PT on Micron (MU), Keeps an Overweight Rating
19.08.2025 03:15
Micron Technology, Inc. (NASDAQ:MU) is one of the Most Profitable Large Cap Stocks to Buy According to Analysts. On August 12, JPMorgan raised the firm’s price target on Micron Technology, Inc. (NASDAQ:MU) from $165 to $185, while keeping an Overweight rating on the stock. The improved price target follows the company’s updated fiscal fourth quarter […]
Here's How Much a $1000 Investment in Micron Made 10 Years Ago Would Be Worth Today
14.08.2025 12:30
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
Micron Technology: Improved Guidance And AI-Driven Catalysts Equal A Strong Buy
12.08.2025 04:52
Micron's strong Q3 2025 results, boosted by record DRAM sales and AI growth, signal high upside. See here for more on MU stock.
If You Invested $10K In Micron Technology Stock 10 Years Ago, How Much Would You Have Now?
09.08.2025 02:01
Micron Technology Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products globally. It is set to report its Q4 2025 earnings on Sept. 24. Wall Street analysts expect the company to post EPS of $2.51, up from $1.18 in ...
Enovix Establishes R&D Center of Excellence in India to Accelerate AI-2™ Platform Development
08.08.2025 13:15
FREMONT, Calif., Aug. 08, 2025 (GLOBE NEWSWIRE) -- Enovix Corporation (Nasdaq: ENVX) (“Company” or “Enovix”), a global high-performance battery company, today announced that it has created an R&D Center of Excellence in Hyderabad, India to accelerate the development of its Artificial Intelligence ClassTM second-generation battery platform AI-2TM into 2025. The new Enovix 18,000-square-foot R&D facility in Hyderabad’s prestigious “HITEC City” with neighbors Google, Micron, Intel, etc., now employ
Micron: Valued As If There Is No AI
05.08.2025 10:30
Micron stock is undervalued with a P/E of 13. AI data center growth and new SSD products offer long-term potential.
ASML: TSMC's Result Tells Us More About ASML
05.08.2025 06:55
ASML reported total net sales of EUR7.7B in Q2 2025, above the upside guidance with 53.7% gross margins. Check out why I rate ASML stock a buy.