KEY POINTS
Micron just posted a record quarter: US$41.5 billion in sales, US$25.11 in earnings per share, and gross margins near 85%, smashing Wall Street's forecasts.
It then…
Micron Surges as 84% Margins Keep the AI Memory Trade Alive
Micron is currently showing no signs of slowing down after its Q3 result, with the stock surging 8.5% in…
Micron Technologies' latest results have forced the market to confront a simple reality: memory has become the defining bottleneck of the AI era, and the company that solves that bottleneck…
AI and semiconductor stocks came under pressure in the US market overnight, with major names such as Micron falling 13% following its Q3 result.
It appears investors are now beginning…
The Most Expensive Group Project in History
Are we currently witnessing the beginning of the end of the AI boom? Let's start with a number so large it loses all…
KEY POINTS
Micron (NASDAQ: MU) has signed a memory supply deal with Anthropic (the maker of Claude) and invested in its funding round, and the shares have pushed on…
Micron (NASDAQ:MU) jumped about 11% on Monday to close near US$1,089, a record high. The stock is now up more than 700% over the past year and is worth more…
Micron Hits US$1 Trillion: AI Chip Bubble or Boom?
Micron Technology (NASDAQ: MU) has done something almost no one imagined a year ago: it crossed US$1 trillion in market value…
AI chip stocks are back in the spotlight this week, and for good reason. COMPUTEX 2026, one of the world's biggest technology shows, is underway in Taipei, with Nvidia (NASDAQ:…
Why the cycle persists, decade after decade.
The industry has been cyclical since it began in the 1950s, and that pattern has not gone away.
Based on Morris Moore’s analysis, the…