Micron forecasts quarterly revenue, profit above estimates on AI memory demand

By Anhata Rooprai Sept 30 (Reuters) - Micron Technology forecast quarterly revenue above estimates on Wednesday, signaling it expects the AI-driven memory chip boom to continue powering its growth.

Reuters on MSN·20h ago

Applied Materials (AMAT) Ties Its $5 Billion EPIC Center To Next Gen AI Memory

Applied Materials (NasdaqGS:AMAT) has entered a major R&D partnership with KIOXIA focused on next generation memory for AI workloads. The collaboration will be based at Applied Materials' new US$5b...

Yahoo Finance·1d ago

These AI stocks took off or tumbled in Q3. Here's why.

AI stocks show diverging fortunes in Q3, with software plays and Nvidia rebounding while Ciena, CoreWeave, Broadcom and Google lagged.

Investor's Business Daily on MSN·3d ago

Prediction: Sept. 30 Will Be a Big Day for the Stock Market. Here Are 2 Stocks to Buy Hand Over Fist Before That

Memory industry participants Micron and Lam Research could soar after Sept. 30.

The Motley Fool on MSN·5d ago

How long will Micron's profits last? Reading AI memory stocks beyond 'strong earnings'

Hello. I am Koichi Kamiya, a corporate analysis specialist.I have produced a corporate analysis video covering Micron (NASDAQ: MU) in the United States. As a supplement to the video, I will organize...

note·6d ago

Are GPUs the only stars of the AI boom? I've been curious about 'memory semiconductors' lately

Lately, when I look at AI-related news, I often see stories about GPU manufacturers like NVIDIA.'AI is spreading at an incredible pace,' 'Investment in data centers is increasing,' 'Demand for GPUs...

note·Sep 22

3 AI Stocks With Revenue Growth Up To 34%

Government borrowing costs are at their highest since just before the global financial crisis 19 years ago, and long bond yields now sit at multi decade highs. Expensive growth stories can struggle...

Yahoo Finance·1d ago

Teradyne (TER) Debuts Magnum E2 For AI Memory Testing

Teradyne (NasdaqGS:TER) introduced its Magnum E2 high-speed memory test system for next-generation DRAM and flash used in AI data centers. The Magnum E2 platform is described as supporting higher ...

Yahoo Finance·1d ago

It's not just Samsung and SK hynix. Why South Korea is targeting 'AI Semiconductor Superpower' status as a national strategy | Salaryman Investor's Individual Stock & ETF ...

I invest in emerging market stocks through my defined contribution pension plan.When people hear 'emerging market stocks,' many think of China or India. However, when you check the contents of the ...

note·4d ago

Report for the 4th Week of September 2026: Why Are AI Stocks Strong Even with US Interest Rates at 5%?

Decoding this week's market through crude oil, interest rates, and AI1. Conclusion for this weekInterest rates tried to stop stocks. Even so, they couldn't stop AIIf I were to summarize the global ...

note·5d ago

3 Top Chip Equipment Stocks to Buy as AI Demand Fuels BofA Optimism

Yahoo Finance·Sep 24

Prediction: 3 Stocks That Will Be Worth More Than Palantir 5 Years From Now

Palantir Technologies(NASDAQ: PLTR) has been in sizzling form on the stock market over the past three years, jumping by an incredible 1,140% during this period and outperforming the Nasdaq...

AOL·Sep 22

AI revenue seen hitting $6T: 3 under-the-radar stocks to buy

Bain’s thesis is that AI growth is shifting from software to rack-level infrastructure. ALAB sells purpose-built connectivity (PCIe/CXL, retimers/switches) that keeps heterogeneous GPU+ASIC clusters...

Invezz·1d ago

What Could Pop The AI Bubble And Which Stocks Stand To Lose

Cutting off the capital spigot and higher interest rates would be bad news for indebted AI data center operators like CoreWeave and Oracle.

Forbes·2d ago

Who Holds the "Heart" of AI Semiconductors? 20 Carefully Selected "Power Supply & Power Electronics" Stocks Sparked by Cosel's Surge [From Large-Cap Favorites to Small-Cap ...

On the afternoon of September 18, the stock price of Toyama-based power supply manufacturer Cosel (6905) opened with buy orders following the start of the afternoon trading session.The first-quarter...

note·4d ago

Can Japanese AI stocks overtake TSMC? — The current state of Japanese AI as seen from the major differences with US-based NVIDIA!

Can "Japanese AI stocks" really overtake TSMC?From generative AI to AI agents, and on to robotics and physical AI.The AI market in 2026 is beginning to move from technology simply used to generate...

note·5d ago

Technology stocks with long-running Strong Buy Quant ratings

Against this backdrop, a quantitative screen highlights technology companies that have sustained strong signals across multiple fundamental and market-based measures. The list identifies eight ...

Seeking Alpha·Sep 24

Michael Burry’s memory stocks thesis gets fresh support from Acer CEO’s supply warning

In a Substack note, Michael Burry cited Acer CEO Jason Chen’s warning about rising Chinese memory production as a potential sign that the current supply crunch may not last.

Asianet Newsable on MSN·Sep 22