Micron faces six simultaneous challenges, including an antitrust lawsuit and insider selling, which have dampened investor sentiment. However, the company’s earnings outlook remains stable due to strong demand for AI memory, with HBM production sold out through 2027 and high utilization rates at competitors Samsung and SK hynix. Long-term customer agreements are improving revenue predictability, transforming memory into a steady AI infrastructure business. Upcoming earnings reports and DRAM pricing updates could confirm Micron's potential for $50 billion quarterly revenue and mid-80% gross margins.
Meta announced a $50 billion expansion of its Louisiana AI data center to 5 gigawatts while also planning to sell excess AI computing capacity. This contradiction highlights industry concerns about how much AI compute is actually utilized versus over...
In Q2 2026, Baird's Chautauqua International Growth Fund returned +10.39%, trailing the MSCI ACWI ex-U.S. Index's +14.49%. Key detractors included Alibaba and Lululemon, while Recruit and ASML contributed positively. The Global Growth Fund also lagge...
Stocks dropped and oil prices surged near $80 a barrel after President Trump announced a blockade and tolls on the Strait of Hormuz, escalating tensions with Iran. The Dow fell 152 points, with tech and chipmaker stocks leading declines amid concerns...
The market is expected to stay stable and range-bound during the summer doldrums, with limited movement after struggling to surpass previous highs. Hyperscaler capital expenditures (capex) are anticipated to be the main driver for stock performance, ...
Micron Technology's stock has fallen about 20% from its all-time high, prompting investor debate on whether to sell or buy more. The author, who rated MU a Strong Buy in April 2025 and has held it as a key investment, believes the recent dip is a buy...
