Cantor Fitzgerald analyst CJ Muse argues that memory supply shortages will be tighter in 2027 than 2026, extending earnings growth for Micron Technology into 2028 and beyond. This outlook hinges on sustained hyperscale compute demand through 2029-2030, while new memory production capacity won't come online until 2028 at the earliest. Micron's strong recent earnings and guidance support this view, with the stock up over 700% in the past year. Investors await Micron's fiscal Q3 report on June 24, 2026, to see if management's outlook confirms this bullish scenario. SanDisk's similar comments on structural memory shortages reinforce the thesis. The key risk remains whether AI-driven demand continues as expected or if supply ramps up faster than anticipated.
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
Jim Cramer expressed skepticism about the current impact of AI investments, noting that while AI infrastructure companies benefit, many corporate users have yet to show significant cost savings or revenue gains. He highlighted that banks, expected to...
Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endor...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
Micron Technology announced that its executives will participate in the KeyBanc Capital Markets Technology Leadership Forum on August 10, 2026, in Deer Valley, Utah. The event presentation will be webcast live and available for replay on Micron's Inv...
