
Micron vs. Broadcom: Which Stock is the Smarter Semiconductor Bet?
MU shines in AI memory, but AVGO's diversified dominance and superior margins make it the smarter semiconductor bet today.
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MU shines in AI memory, but AVGO's diversified dominance and superior margins make it the smarter semiconductor bet today.
IBM, Advanced Micro Devices, Micron and IonQ have been highlighted in this Industry Outlook article.
Amid supply-chain woes, Computer - Integrated Systems players like IBM, AMD, MU and IONQ benefit from the demand for integrated solutions and multi-cloud model adoption.
As the electric vehicle manufacturer is finalizing plans to launch operations in the third-largest car market in the world, Prashanth Menon, the Country Head for India for Tesla Inc. TSLA, has reportedly resigned after nine years with the CEO Elon Musk-led company.
Wondering where to find value in today's choppy market? These two beaten-down AI stocks could be ready for a rebound.
Nvidia leads semiconductor ownership at 73%, but sector weighting drops below S&P 500 average. Broadcom, Intel, and Nvidia see biggest Q/Q ownership gains; AMD, Qualcomm face declines. Feel unsure about the market's next move?
Investors with a lot of money to spend have taken a bullish stance on Micron Technology MU. We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga. Whether these are institutions or just wealthy individuals, we don't know.
A lot has changed since we recommended our top five stocks to buy in April.Volatility has spiked. Market sentiment tanked but has since improved, with an epic rally in the major indexes, as investors look toward trade resolutions rather than envisioning the worst-case scenario.Through it all, ...
Astera Labs' first-quarter 2025 results are expected to reflect strong demand for AI-enabled servers and data center infrastructure amid stiff competition.
Micron Technology MU has outperformed the market over the past 15 years by 4.57% on an annualized basis producing an average annual return of 15.74%. Currently, Micron Technology has a market capitalization of $91.00 billion.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
SANTA CLARA, Calif., May 01, 2025 ( GLOBE NEWSWIRE ) -- Astera Labs, Inc. ALAB, a global leader in semiconductor-based connectivity solutions for AI and cloud infrastructure, today announced its purpose-built PCIe® 6 connectivity portfolio is ramping production to fast-track deployments of modern ...
Astera Labs' purpose-built PCIe® 6 connectivity portfolio is ramping production to fast-track deployments of modern AI platforms at scale.
Nvidia, Broadcom, and other chip stocks surge as Meta and Microsoft's strong Q1 results boost confidence in semiconductor demand. Analyst sees AI demand driving growth for Nvidia and Broadcom, with GPUs maintaining a strong lead over ASICs in the accelerator market. Feel unsure about the ...
The Nasdaq-100 is home to 100 of the largest nonfinancial companies listed on the Nasdaq stock exchange, including each of the "Magnificent Seven," which have a combined value of $15 trillion. In other words, it's a great proxy for the performance of the technology and technology-adjacent ...
Share prices of Lam Research ( NASDAQ: LRCX ) shot up more than 6% following the April 23 release of its fiscal 2025 third-quarter earnings ( for the three months ended March 30 ) , driven by the company's stronger-than-expected results and guidance that point toward strong demand for its ...
Semiconductors are the beating heart of the artificial intelligence ( AI ) revolution. Graphics processing units ( GPUs ) , AI accelerators, high-bandwidth memory, and networking equipment fill modern data centers, delivering the computing capacity developers need to create advanced AI ...
Super Micro expects to report third-quarter revenue of $4.5 billion to $4.6 billion, down from prior guidance of $5 billion to $6 billion. SMCI expects third-quarter adjusted earnings of 29 cents to 31 cents per share, down from prior guidance of 46 cents to 62 cents per share.
"I don't know a catalyst to get it to go higher," Cramer on Micron. "I think if you want to put a small position on LULU you can do it now," says Cramer. Today's manic market swings are creating the perfect setup for Matt's next volatility trade. Get his next trade alert for free, right here.
Whales with a lot of money to spend have taken a noticeably bullish stance on Micron Technology. Looking at options history for Micron Technology MU we detected 38 trades. If we consider the specifics of each trade, it is accurate to state that 50% of the investors opened trades with bullish ...
Here we present five of the best stocks that powered the Nasdaq ETF last week.
IBM's (IBM) stock fell 6% in today's trading session despite beating its first-quarter expectations after-market hours on Wednesday and maintaining its full-year revenue guidance.
Micron Technology ( NASDAQ: MU ) stock is posting big gains Thursday amid a positive indicator for its industry and bullish momentum for the broader market. The company's share price was up 5.7% as of 3 p.m. ET. The S&P 500 and the Nasdaq Composite were up 1.9% and 2.6%, respectively.Micron's ...
South Korea's SK Hynix beat quarterly revenue and operating profit estimates, with demand from artifical intelligence remaining robust.
Semiconductor design firm Montage Technology is currently one of the world's three main suppliers of connector chips to the DRAM market.
Micron Technology ( NASDAQ: MU ) stock is moving higher Wednesday with some big help from bullish momentum for the broader market. The company's share price was up 4.6% as of 3:25 p.m. ET amid a gain of 1.6% for the S&P 500 and 2.5% for the Nasdaq Composite.Stocks have continued to move higher ...
With its strong positioning in AI and data center markets, along with an attractive valuation, holding MU stock is the prudent choice for investors right now.
The hiring notice sheds light on CXMT's Japanese subsidiary for the first time since it was established in 2020.
SK Hynix seized 36 per cent of global DRAM sales in the March quarter to surpass Samsung, which had led the market for more than 30 years.
PSTG and Varonis partner to boost data security and resilience, offering AI-powered threat detection, access control and rapid recovery from cyber incidents.
Micron Technology ( NASDAQ: MU ) stock ended Monday's trading in the red. The company's share price fell 3% in the session and had been down as much as 4.6% earlier in the day. The S&P 500 index fell 2.4%, and the Nasdaq Composite ended the day down 2.6%.Micron's valuation moved lower today as ...
Micron Technology ( NASDAQ: MU ) is having a woeful April as shares of the memory specialist have dropped 20% so far this month, and the tariff-fueled turmoil has a lot to do with the stock's recent pullback. Reports suggest that Micron could increase the prices of its memory products amid the ...
Micron Technology MU has outperformed the market over the past 20 years by 2.48% on an annualized basis producing an average annual return of 10.38%. Currently, Micron Technology has a market capitalization of $77.11 billion.
Micron restructured into four AI-focused business units. Full transition begins fiscal Q4, starting May 30, 2025. Feel unsure about the market's next move? Copy trade alerts from Matt Maley-a Wall Street veteran who consistently finds profits in volatile markets. Claim your 7-day free trial now.
Micron announced a market-segment-based reorganization of its business units to capitalize on the transformative growth driven by AI, from data center ...
First-quarter semiconductor results are expected to beat estimates, but Q2 outlook remains cautious amid tariff and supply chain concerns. Analysts forecast modest to severe impacts from potential sectoral tariffs on semiconductor sales, with AI/cloud firms faring better.
The chipmaking sector offered up fresh signs that President Donald Trump's sweeping tariff plans could hamper demand.
Strengths in AI-driven technologies are likely to have aided TSM's Q1 top line. However, rising operational costs may have hurt bottom-line growth.
Trump announced that electronics are exempt from the 145% reciprocal tariffs on Chinese goods. Some items now exempt from the reciprocal tariffs include smartphones and laptops. China's new tariffs just reignited the same market patterns that led to triple- and quadruple-digit wins for Matt ...
Investors got some tech-centric good news on the tariff front.
Trump to impose new chip tariffs but signals flexibility for some firms; sector stocks rise on partial relief hopes. Semiconductor imports to face duties, but smartphones and PCs spared; AI chipmakers still under pressure.
Benzinga examined the prospects for many investors' favorite stocks over the last week - here's a look at some of our top stories. President Donald Trump's hold on global tariffs but imposition of a 145% levy on Chinese imports led to significant market volatility and eroding confidence in the ...
China hit back with 125% tariff on the U.S. after the latter imposed 145% duty on Chinese goods.
The stock market drop following U.S. President Donald Trump's tariff announcement last week has affected nearly every industry. Even those that aren't directly in the line of fire are still vulnerable to the broader economic fallout, as the intensifying trade war has the potential to plunge the ...
The China Semiconductor Industry Association said that the place of origin for chips is now determined by the location of the wafer fabrication plant.
Micron Technology ( NASDAQ: MU ) stock is getting hit with big sell-offs Thursday. The memory-chip and storage company's share price was down 12.3% by midday. At the same point in the day's trading, the S&P 500 and the Nasdaq Composite were down 5.4% and 6.2%, respectively.Micron skyrocketed ...
In the current session, Micron Technology Inc. MU is trading at $70.86, after a 9.00% drop. Over the past month, the stock decreased by 25.29%, and in the past year, by 42.16%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ...
Shares of memory chip manufacturer Micron Technology ( NASDAQ: MU ) have been hit hard over the past month, and the announcement of tariffs last week by the Trump administration added fuel to the fire. Micron stock has dropped more than 35% from its one-month high, and it's down nearly 60% from ...
Samsung operates one of the few foundries capable of rivalling industry-leading TSMC in producing advanced chips.