Financial giants have made a conspicuous bullish move on Micron Technology. Our analysis of options history for Micron Technology (NASDAQ:MU) revealed 152 unusual trades.Delving into the details, we found 49% of traders were bullish, while 29% showed bearish tendencies. Out of all the trades we spotted, 19 were puts, with a value of $924,979, and 133 were calls, valued at $13,753,233.Projected Price TargetsTaking into account the Volume and Open Interest on these contracts, it appears that whales have been ...

The S&P 500 rose about 1%, snapping a four-session losing streak. The Dow Jones Industrial Average climbed over 350 points, while the Nasdaq Composite gained around 1.4%, led by technology and semiconductor shares.Investor sentiment improved after data showed US inflation slowed to 2.7% last month, coming in below economists’ expectations. While inflation remains above the Federal Reserve’s 2% target, the softer reading raised hopes that the central bank could continue cutting interest rates next year to su ...

March 10-year T-notes (ZNH6) today are up by +9 ticks. The 10-year T-note yield is down -3.7 bp to 4.116%. Mar T-notes climbed to a 1.5-week high today, and the 10-year T-note yield fell to a 1.5-week low of 4.10%.Overseas stock markets are mixed today. The Euro Stoxx 50 is up +0.57%. China’s Shanghai Composite closed up +0.16%. Japan’s Nikkei Stock 225 fell to a 3-week low and closed down -1.03%.The markets are discounting a 27% chance that the FOMC will cut the fed funds target range by 25 bp at the next ...

Micron Technology, Inc. ( MU ) reported much better-than-expected earnings for its first fiscal quarter of FY 2026 as the memory company generated record HBM-related revenue amid strong demand from the Data Center market. High bandwidth memory, orAnalyst’s Disclosure:I/we have a beneficial long position in the shares of MU, NVDA, AMD, AVGO, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...

公司业绩表现 - 美光科技2026财年第一季度业绩远超市场预期 [1] - 公司高带宽内存相关收入创下纪录 [1] 市场需求与驱动因素 - 数据中心市场的强劲需求是业绩的主要驱动力 [1]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: BofA upgraded Micron (MU) to Buy from Neutral with a price target of $300, up from $250. Though there may be some volatility in AI demand, HBM is sold out again throughout calendar 2026 and customers are engaged in multi-year agreements, positioning Micron for a potentially more sustainable upcycle than in prior ...

大家好，跟大家说个利好消息，可能是明天市场大涨的原因。 12月18日晚间，美股盘前大涨，纳斯达克期货指数涨约0.8%！ 消息面上，美光科技在盘前交易中大涨约10%，此前公司给出的营收预测高于市场预期。 隔夜，纳指接近2%的跌幅，源于投资者开始质疑：站在人工智能浪潮前沿的企业，是否还能持续用昂 贵的估值和激进的资本开支来"自圆其说"？ 作为美国最大的电脑内存芯片制造商，美光给出了当前季度的乐观指引，显示在需求飙升与供给短缺的 背景下，公司能够以更高价格出售产品。 公司周三发布声明称，财年第二季度营收预计为183亿至191亿美元，而分析师对该季度的平均预期仅约 144亿美元；剔除部分项目后，每股收益预计为8.22至8.62美元，显著高于市场预测的4.71美元。 美光CEO桑杰·梅赫罗特拉（Sanjay Mehrotra）在声明中称，公司处于"AI不可或缺的赋能者"位置，并正 在加大投入，以满足客户对内存与存储不断增长的需求。 AI算力组件的"饥渴式"需求正在超过供给，为美光等公司带来利好。但个人电脑所用的相对低端内存也 出现短缺，部分原因在于内存行业正在把产能转向更先进的技术，以服务AI数据中心。 运营执行副总裁 ...

美国11月核心CPI年率意外回落，同比增长2.6%，为2021年初以来最低增速。利率期货市场预计明年美 联储将降息62个基点。美股三大指数集体高开，纳指涨1.4%，标普500指数涨0.95%，道指涨0.63%。 美光大涨近13%，Q1业绩与指引双双"爆表"，CEO称DRAM供应短缺将持续至2026年后。 谷歌涨1.8%，此前发布旗舰模型的低成本版本Gemini 3 Flash，推理能力接近Gemini 3 Pro。 特斯拉涨3.1%，摩根士丹利预期Robotaxi车队2026年有望增至1000辆。 亚马逊涨2.3%，公司重组人工智能部门，云业务高级副总裁Peter DeSantis将任负责人。 (格隆汇) ...

美光科技涨13.8%，公司预计本季度营收187亿美元，远高于142亿美元市场预期。特朗普媒体科技集团 涨25.7%，拟与核聚变公司TAE合并。Lululemon涨8.3%，激进投资者Elliott据报已持有其超10亿美元股 份。AI医疗概念股Recursion续涨3.4%，小摩上调评级，木头姐加仓。 来源：视频滚动新闻 ...

每经AI快讯，美光科技涨幅扩大至16%，罗森布拉特证券将美光科技目标价从300美元大幅上调至500美 元。 （文章来源：每日经济新闻） ...