Tag: Micron Technology Inc
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AI trade faces test with next week’s Oracle earnings
How Michael Khouw is playing ORCL ahead of earnings.
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Why is Micron so cheap? AI rally leader has the third-lowest valuation in the S&P 500
Micron and the chip industry have changed and the market may not fully recognize that.
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Santoli: Why investors should be on high alert heading into September
Investors should be on high alert because various key market metrics are coiling near consequential thresholds.
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SK Hynix CEO says Indiana will be key memory production base by 2030, first U.S. facility now underway
At the groundbreaking ceremony for SK Hynix’s first U.S. facility, CEO Kwak Noh-Jung says Indiana will be a key memory production base by 2030.
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Nvidia earnings are boosting these other chipmakers. Here’s why
Nvidia posted blockbuster results, and the enthusiasm is spilling over into other parts of the semiconductor sector.
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Micron elevates two executives. Plus, what the Meta settlement means for its top line
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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CNBC Daily Open: The U.S. is flexing its economic power — drawing retaliation
Washington has launched an economic offensive against Iran and Canada — the two countries one would normally not lump together.
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Top chip analyst says the group could fall another 10%. Here’s why
A 10% decline would bring the benchmark semiconductor index back to a valuation relative to the S&P 500 unseen since the launch of ChatGPT in late 2022.
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From Nvidia earnings to trade war tape bombs, a simple strategy could be this week’s best bet
Mike Khouw gives a low-risk options strategy to play the next few weeks.
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What’s bogging down the data center trade has nothing to do with demand
The stakes are incredibly high for the U.S. to maintain its lead in data centers. It seems to be getting harder and harder in this election year.
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