Business
from24/7 Wall St.
1 day agoDespite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026
Micron’s HBM supply is fully sold for 2026 while AI demand keeps expanding, supporting sustained earnings strength into 2026.
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Business
from24/7 Wall St.
2 days agoThe Street Just Said Micron Can Double From Here. History Says Targets Like This Are Either Genius or Generational Top-Ticks
Micron surged after UBS raised its price target to $1,625, driven by sold-out 2026 HBM capacity and accelerating AI data-center memory demand.
Business
fromBusiness Matters
2 days agoSamsung chip workers pocket 300,000 windfalls as AI memory boom rewrites the rule book
Samsung will share 10.5% of semiconductor operating profits as annual bonuses with unionised technical staff, with HBM workers potentially earning £250,000–£300,000 yearly for a decade.
fromTNW | Insider
2 weeks agoSK Hynix is about $50bn away from being a trillion-dollar company
If SK Hynix crosses the threshold, South Korea becomes the first country outside the US to host two trillion-dollar companies at the same time. SK Hynix is roughly $50b n away from a trillion-dollar market capitalisation. Its shares closed Wednesday with a market value around $948bn, up more than 200% so far this year and 274% across 2025, on the same trade that has lifted nearly every name with high-bandwidth memory on its product page.
Tech industry
from24/7 Wall St.
5 months agoPremarket Movers: Micron is Rocketing $31 Higher
Shares of Micron ( NASDAQ: MU) are up about 14%, or by $31 this morning. All thanks to strong earnings. EPS of $4.78 beat by 82 cents. Revenue of $13.64 billion beat by $760 million. Moving forward, the company expects to earn between $8.22 and $8.62 per share, with revenue expected to be between $18.3 billion and $19.1 billion for the second quarter. Analysts were looking for $4.78 per share on revenue of $14.3 billion.
Business
fromFast Company
6 months agoSamsung's third-quarter revenue soars, driven by semiconductor sales
On October 30, Samsung Electronics reported a 32.5% increase in operating profit for the third quarter, driven by rebounding demand for its computer memory chips, which the company expects will continue to grow on the back of artificial intelligence. The South Korean technology giant set a new high in quarterly revenue, which rose nearly 9% to 86 trillion won ($60.4 billion) for the July-September period, fueled by increased sales of semiconductor products and mobile phones.
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