Micron Technology has seen its profit margins soar due to a high demand and low supply of memory chips, allowing significant price increases with minimal cost rise. Investors are now focused on whether Micron can maintain gross margins above 80% and operating margins between 70% and 75% in the coming quarters. Key factors influencing this outlook include the impact of new memory-saving technology and the timeline for expanding manufacturing capacity. The company's fiscal third-quarter earnings report will provide insights into these issues.
Nvidia's stock has risen only 12% in 2026, underperforming the VanEck Semiconductor ETF's 84% gain, as investors shift attention to memory chips and AI infrastructure. The price to rent Nvidia's flagship B200 GPU, crucial for AI data centers, has fal...
The US has temporarily authorized Iranian oil sales until August 21, easing sanctions and potentially reversing pressure on Iran amid ongoing nuclear talks. This move comes as Wall Street shows mixed performance, with tech stocks facing volatility dr...
Micron Technology's stock has surged 880% over the past year, reaching nearly $1,200, driven by strong fiscal Q2 2026 results with 196% revenue growth and a 74.4% gross margin. The company projects even higher Q3 revenue of $33.5 billion and an EPS o...
David Tepper increased his holdings in the iShares MSCI South Korea ETF (EWY) and Micron Technology during Q1 2026, reflecting a strategic bet on memory chips critical for AI development. EWY is heavily concentrated in South Korean memory chip giants...
AI chipmaker Cerebras reports earnings after a 30% stock drop since its IPO, with options implying an 11.5% price move. Micron, a key memory chip stock, reports next with high implied volatility suggesting a 10% swing, reflecting strong investor inte...
