Micron Technology(MU)
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Micron Technology, Inc. Reports Results for the First Quarter of Fiscal 2026
Globenewswire· 2025-12-18 05:01
BOISE, Idaho, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced results for its first quarter of fiscal 2026, which ended November 27, 2025. Fiscal Q1 2026 highlights Revenue of $13.64 billion versus $11.32 billion for the prior quarter and $8.71 billion for the same period last yearGAAP net income of $5.24 billion, or $4.60 per diluted shareNon-GAAP net income of $5.48 billion, or $4.78 per diluted shareOperating cash flow of $8.41 billion versus $5.73 billion for the p ...
Micron's Persistent DRAM Demand
Youtube· 2025-12-18 04:52
We're off ahead of these numbers, but a lot of optimism baked into Micron and memory makers right now. Absolutely. And the price shows it.And there is a pattern to Micron's earnings, right, that, oh, maybe a month before people. And it's probably in reaction to Micron's customers talking about what they're buying from Micron the stock generally. And when things are good.This is a very cyclical stock, but when things are good, things are very, very good for Micron. And I think in the short term things are go ...
Why Wall Street Expects Micron to Crush Earnings Today — And Its Stock to Surge Again
247Wallst· 2025-12-18 01:38
Micron Technology ( NASDAQ:MU ) is scheduled to release its fiscal first-quarter earnings today after the market closes, and Wall Street is expecting nothing short of spectacular. ...
Micron's Monster 2025 Run Meets Its Biggest Quarter Yet — And The Stock Is Slipping
Benzinga· 2025-12-18 00:24
Micron Technology Inc.'s (NASDAQ:MU) stock is sliding into first quarter earnings — not because the AI memory story is cracking, but because expectations have finally caught up. After a 166% year-to-date rally, MU is coming off its highs, down nearly 9% over the past five days, setting up what may be the most consequential quarter of the cycle.Track MU stock here.This isn't Micron's biggest quarter because of its size — it's the biggest because it's the first time the AI-memory thesis must show up clearly i ...
The high cost of the AI build-out, plus volatility in the AI trade
Youtube· 2025-12-18 00:02
Welcome to Morning Brief presented by Robin Hood, the home to commission free [music] trading. I'm Julie Hyman. Here's what we're watching today.First up, OpenAI is in talks to [music] raise $10 billion from Amazon. We'll have more on that report and what Amazon seeks to gain from that deal. Plus, as Micron prepares [music] to deliver its earnings after the bell, we'll break down the true cost of the artificial intelligence [music] buildout.And oil prices rebound after President Trump issues a complete bloc ...
KG on Significance of Oil Tanker Blockade, Medline's IPO & MU Earnings
Youtube· 2025-12-18 00:00
So, let's get to KG on some of these top headlines and see what is driving the price action. And let's start with crude because we of course are tracking Trump's lines this morning about a blockade of these Venezuelan oil tankers. Just talk us through the significance of that story and the impact we're seeing on the markets this morning.KJ, >> yeah, you are seeing crude up about 1.3% so far. We actually did see a pullback here a tad bit. I mean the the supply glut narrative that's taking place in the market ...
芯片股集体走低 英伟达(NVDA.US)跌超2.6%
智通财经· 2025-12-17 23:55
芯片股集体走低,截至发稿,英伟达(NVDA.US)跌超2.6%,AMD(AMD.US)跌超2%,美光科技 (MU.US)跌0.24%,甲骨文(ORCL.US)跌超5%,博通(AVGO.US)跌超3.9%。消息面上,甲骨文在该公司 雄心勃勃的人工智能基础设施扩张计划上遭遇重大挫折,其最大的数据中心合作伙伴Blue Owl Capital已 决定不再支持一项价值100亿美元的数据中心项目。不过,甲骨文随后回应称,该项目的谈判仍然按计 划进行,整体推进情况符合预期。 ...
美股异动 | 芯片股集体走低 英伟达(NVDA.US)跌超2.6%
智通财经网· 2025-12-17 23:52
智通财经APP获悉,芯片股集体走低,截至发稿,英伟达(NVDA.US)跌超2.6%,AMD(AMD.US)跌超 2%,美光科技(MU.US)跌0.24%,甲骨文(ORCL.US)跌超5%,博通(AVGO.US)跌超3.9%。消息面上,甲 骨文在该公司雄心勃勃的人工智能基础设施扩张计划上遭遇重大挫折,其最大的数据中心合作伙伴Blue Owl Capital已决定不再支持一项价值100亿美元的数据中心项目。不过,甲骨文随后回应称,该项目的 谈判仍然按计划进行,整体推进情况符合预期。 ...
美股三大指数集体高开,亚马逊涨近1%
格隆汇· 2025-12-17 22:33
美股市场整体表现 - 美股三大指数集体上涨,纳斯达克指数涨0.1%,标普500指数涨0.05%,道琼斯工业平均指数涨0.12% [1] 亚马逊 - 公司股价上涨近1% [1] - 据报道,OpenAI拟从亚马逊融资至少100亿美元,并将使用亚马逊的AI芯片 [1] 美光科技 - 公司股价上涨近2% [1] - 公司盘后将公布业绩 [1] - 获摩根大通列入2025年半导体投资首选股名单 [1] 甲骨文 - 公司股价下跌超过3% [1] - 公司在密歇根州的数据中心项目因与Blue Owl基金融资谈判陷入僵局而前景不明 [1] Hut 8 - 这家加密货币矿商股价上涨超过12% [1] - 公司与Anthropic和Fluidstack签署了价值70亿美元的人工智能数据中心租约 [1]
How To Earn $500 A Month From Micron Stock Ahead Of Q1 Earnings - Micron Technology (NASDAQ:MU)
Benzinga· 2025-12-17 21:45
Micron Technology, Inc. (NASDAQ:MU) will release earnings results for its first quarter after the closing bell on Wednesday, Dec. 17.Analysts expect the company to report quarterly earnings at $3.93 per share, up from $1.79 per share in the year-ago period. The consensus estimate for Micron’s quarterly revenue is $12.81 billion, compared to $8.71 billion a year earlier, according to data from Benzinga Pro.The estimated revenue would mark a new record for the company, surpassing the $11.31 billion reported i ...