I last covered Samsung Electronics (OTCPK: SSNLF ) in July of this year, the stock price performance to that point had been a little tepid, especially compared to its close peers Micron (NASDAQ:Professional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and shareholder ...

Let's get a quick check on these numbers for you. Q1 adjusted EPS478. Street was closer to 395.Q1 revenue 13.64% billion. She was closer to 12.95% billion. So beats on the bottom and the top there.More importantly, let's get to the guidance. Q2 EPS 822 to 862. The street was at 471.And it looks like uh revenues here they're calling for between 18.3% to 19.1% billion. Consensus was 14.38% billion. So that is a big beat.Gross margins you know calling for between 67 to 69% street 55.7%. So beats there versus c ...

SanDisk stock (NASDAQ: SNDK) jumped sharply on Thursday, rallying nearly 9% as a convergence of positive catalysts lifted sentiment across the memory sector. Micron's blowout earnings and bullish guid... ...

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Nvidia stock (NASDAQ: NVDA) is climbing as several tailwinds come together to strengthen confidence in the company's leadership in AI chips. Strong earnings and guidance from Micron helped calm fears ... ...

Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. Uh so it looks like uh I mean futures are catching a bid, but this has happened basically all week. Uh and it's been a bit of a head fake.Now it does seems to be there's more strength right now. What's your take. >> Yeah, I would agree with you.I mean right now at least to start off today we are seeing some strength in the tech sector after Micron's earnings and then also maybe the possibility that the infla ...

Join me now take a look back [music] at 2025 and look ahead into 2026. It's Jay Woods, chief global strategist [music] at Freedom Capital Markets, who's got his eye on the ball on what's set to move markets today, the rest of the year, and into next year. So today, let's start out with a look at Micron because I know you were across this one.Um, and I saw what your thought was. A little squeamish given the uh run it's had this year. It delivered a big earnings beat.Oh my gosh. Yeah. >> Uh the stock was alre ...

results are out. Stocks higher by about 5% initially. Uh Christina Parts Neville has the numbers.Christina. >> Yeah, that's because there's a substantial beat across the board for this memory maker. Starting with EPS in the quarter for Q1, $4.78% higher than the street anticipated on revenues of 13.64% billion.So very strong beat there for Q1. Uh in regards to Q1 non-GAAP gross margins, which is a big concern for a lot of these chip names, 56%. The street was anticipating 52%.are stronger there for Q2 guida ...

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