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ROHM’s Flexible Brushed DC Motor Driver ICs for a Wide Range of Applications
Globenewswire· 2025-12-18 06:00
ROHM's Two New Motor Driver ICs for Brushed DC Motors Highly versatile packages ideal for new platform designs, redesigns and derivative products. ROHM Continues to Expand its Motor Driver Solutions Contributing to greater comfort and energy savings for consumer and industrial equipment. Santa Clara, CA and Kyoto, Japan, Dec. 17, 2025 (GLOBE NEWSWIRE) -- ROHM Semiconductor today announced they have developed two new motor driver ICs for brushed DC motors, BD60210FV (20V, 2ch) and BD64950EFJ (40V, 1 ...
Micron shares spike on better-than-expected quarterly results
Youtube· 2025-12-18 05:47
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 ...
Stocks Slip as Oracle and Nvidia Weigh on AI Trade | Closing Bell
Youtube· 2025-12-18 05:46
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. We're joined now by Carol Massar and Tim Stenovec from the radio room.Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube. A decidedly down day. Stocks at session lows right now as we get just less than 2 minutes to those bells and Carol Massar, we're going to close below some key mov ...
Why This Stock Market Expert Says He's ‘Cautious' Heading Into 2026
Investopedia· 2025-12-18 05:40
Related Education Why This Is Important Wall Street analysts generally expect stock returns to moderate after three years of big gains driven by soaring AI stocks. Concerns about an AI bubble have weighed on the market's leaders in recent months in a potential precursor to next year's trading. History advises caution, according to Sosnick, who said midterm election years tend to be tough for stocks. Uncertainty about what party will control Congress often puts investors in wait-and-see mode leading up to No ...
Micron blows past expectations, and the stock is climbing
MarketWatch· 2025-12-18 05:36
Micron has been a victim of souring AI sentiment lately, but its upbeat outlook has Wall Street now feeling better about the path forward. ...
Micron shares jump after strong Q1 earnings, robust outlook
Proactiveinvestors NA· 2025-12-18 05:32
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Micron Technology(MU) - 2026 Q1 - Earnings Call Presentation
2025-12-18 05:30
业绩总结 - 2026财年第一季度收入为136亿美元,环比增长21%,同比增长57%[48] - FQ1-26总收入为136.43亿美元,同比增长57%[74] - DRAM收入为108.12亿美元,占总收入的79%,同比增长69%[81] - NAND收入为27.43亿美元,占总收入的20%,同比增长22%[81] - 云内存业务单元(CMBU)收入为52.84亿美元,占总收入的39%,环比增长16%[54] - 核心数据中心业务单元(CDBU)收入为23.79亿美元,占总收入的17%,环比增长51%[54] - 移动客户端业务单元(MCBU)收入为42.55亿美元,占总收入的31%,环比增长13%[56] - 汽车和嵌入式业务单元(AEBU)收入为17.20亿美元,占总收入的13%,环比增长20%[56] - FQ1-26的非GAAP毛利率为56.8%[57] - FQ1-26的净收入为54.82亿美元,稀释每股收益为4.78美元[57] - GAAP净收入为5240百万美元,较上一季度增长63.8%,同比增长179.5%[88] - 非GAAP净收入为5482百万美元,较上一季度增长57.9%,同比增长169.5%[88] - 调整后EBITDA为8604百万美元,较上一季度增长42.0%,同比增长95.0%[89] - GAAP稀释每股收益为4.60美元,较上一季度增长62.5%,同比增长175.5%[90] - 非GAAP稀释每股收益为4.78美元,较上一季度增长57.8%,同比增长167.6%[90] - 经营活动提供的净现金为8411百万美元,较上一季度增长47.0%,同比增长159.5%[90] - 调整后的自由现金流为3906百万美元,较上一季度增长387.0%,同比增长3393.8%[90] - 现金及现金等价物为9731百万美元,较上一季度增长0.9%,同比增长45.5%[91] 市场展望 - 预计2026财年将实现显著的收入、毛利率和每股收益新高[8] - HBM市场的总可寻址市场(TAM)预计在2025年为350亿美元,到2028年将达到1000亿美元,年复合增长率约为40%[8] - 数据中心NAND产品在2026财年第一季度的收入超过10亿美元,显示出强劲的市场需求[28] - 预计2025年服务器单元需求将增长高达20%,高于之前的10%预期[21] - 预计2025年DRAM位需求增长将达到低20%范围,NAND位需求增长将达到高十几%范围[41] 新技术与产品 - 1-gamma DRAM节点将在2026年下半年成为DRAM位增长的主要驱动力[15] - HBM4的速度超过11 Gbps,预计将在2026年第二季度实现高产量[24] 资本支出与投资 - 公司计划将2026财年的资本支出增加至约200亿美元,主要用于支持HBM供应能力[43] 未来指导 - FQ2-26的收入指导为187亿美元±4亿美元,毛利率指导为68%±1%[71] - FQ2-26的非GAAP稀释每股收益预期为8.42美元,波动范围为0.20美元[92]
Dow on track for 8th straight positive month, longest monthly win streak since January 2018
Youtube· 2025-12-18 05:26
I'll turn to you Mike for the last moments that we have. It's going to be an important one I guess at an important time just to figure out what the world's going on. Anytime you can hear from anybody related to this >> and you wonder what uh Micron or another one of these players in the food chain can say that kind of gives people confidence going out several quarters that it's not been double ordering and that in fact all the demand is going to be there.one of those days today where, you know, we're unable ...
Options Corner: How Speculators Can Potentially Scalp Profits From Marvell (With A Little Help From Santa) - Marvell Tech (NASDAQ:MRVL)
Benzinga· 2025-12-18 05:23
Just when you thought the innovation ecosystem was absorbing bubble fears associated with artificial intelligence, the anxieties have come roaring back, taking down sector giants like Marvell Technology Inc (NASDAQ:MRVL) . From the start of September to the beginning of December, MRVL stock went on a remarkable run, gaining approximately 41%. Unfortunately, since the close of Dec. 3, MRVL has dropped by around 18%.What happened? To stay consistent with my prior analyses, no one truly knows the formulation o ...
U.S. Stocks Move Sharply Lower Amid Renewed Tech Weakness
RTTNews· 2025-12-18 05:12
After ending yesterday's choppy session narrowly mixed, stocks moved to the upside in early trading on Wednesday but quickly came under pressure. The major averages pulled back well off their highs of the session and firmly into negative territory.The major averages saw further downside going into the end of the day, closing just off their lows of the session.The tech-heavy Nasdaq tumbled 418.14 points or 1.8 percent to 22,693.32, the S&P 500 slumped 78.83 points or 1.2 percent to 6,721.43 and the Dow slid ...