What what what is all this telling [laughter] us. He's talking to Gaia. >> I understand about Thanks for watching everybody.Matt Lenny starts [laughter] right now. What is all this telling us about the AI trade. One of the terms we've used is the sanctity of capex.And I think for a long time people felt like the capex spend was somehow etched in stone as it came down from the mountaintop on one of the you know slabs of Fred Flintstone like granite. it's not etched in stone and I think we're learning that no ...

核心观点 - 尽管市场对AI泡沫存在担忧 但美光科技凭借AI硬件需求驱动 业绩远超预期 股价表现强劲 被视为AI领域的核心“铲子股” [1][3] 财务业绩表现 - 第一财季调整后每股收益为4.78美元 远超分析师预期的3.96美元 [2] - 第一财季营收同比增长近60% 达到创纪录的136.4亿美元 超出预期 [2] - 第一财季GAAP毛利率跃升至56% 远高于去年同期的约38% [4] - 公司预计第二财季调整后每股收益为8.22至8.62美元 营收为183亿至191亿美元 远超市场共识预期 [3] 业务驱动因素 - 作为英伟达和AMD等领先AI芯片制造商的供应商 数据中心业务势头强劲 [3] - AI需求增长是推动公司创纪录业绩的主要动力 [5] - 内存市场供应短缺支撑了更强的定价和更高的利润率 [4] - 公司预计当前季度毛利率将攀升至高达68% [4] 市场表现与定位 - 财报发布后 公司股价在盘后交易中上涨超过5% [1] - 截至周三收盘 公司股价在2025年已上涨近两倍 成为标普500指数中表现最好的股票之一 [5] - 公司股价基本避免了近期AI行业最严重的下跌 [4] - 公司CEO称美光是“关键的AI赋能者” [3]

Micron Technology (NasdaqGS:MU) Q1 2026 Earnings Call December 17, 2025 04:30 PM ET Company ParticipantsMark Murphy - CFOSatya Kumar - Head of Investor RelationsSanjay Mehrotra - CEOConference Call ParticipantsTom O'Malley - Research AnalystVivek Arya - AnalystChris Danely - Managing Direct and Semiconductor AnalystC.J. Muse - Senior Managing Director and AnalystKrish Sankar - AnalystHarlan Sur - AnalystTimothy Arcuri - AnalystOperatorAs a reminder, today's program is being recorded. And now I'd like to int ...

Micron Technology (NasdaqGS:MU) Q1 2026 Earnings Call December 17, 2025 04:30 PM ET Company ParticipantsMark Murphy - CFOSatya Kumar - Head of Investor RelationsSanjay Mehrotra - CEOConference Call ParticipantsTom O'Malley - Research AnalystVivek Arya - AnalystChris Danely - Managing Direct and Semiconductor AnalystC.J. Muse - Senior Managing Director and AnalystKrish Sankar - AnalystHarlan Sur - AnalystTimothy Arcuri - AnalystOperatorAs a reminder, today's program is being recorded. And now I'd like to int ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go until the closing bail and stocks falling here as investors weigh what the latest data and Fed speak mean for rate cuts. Let's welcome in now Jared Blickery joining us to break down the headlines. Jared, what are you seeing in the markets? >> Thank you, Josh. Seeing a bit of weakness in tech yet again. This would be three out of four days. But let's check out the Dow first. Down only about ...

The latest 13F filing from Steve Mandel’s Lone Pine Capital reveals a series of meaningful portfolio adjustments, concentrated among large-cap technology, consumer platforms, and financial services. While the fund maintained its characteristic focus on high-quality growth franchises, several significant trims and selective additions suggest a more risk-balanced stance heading into year-end. Here are some of the largest position moves.Meta Platforms Inc. (META): –342,757 shares (–20.59%)Lone Pine reduced its ...

A record quarter has a funny way of sparking investors' enthusiasm.Recovering from their 3% dip during today's trading session, shares of Micron Technology (MU 3.01%) are jumping higher in the after-hours trading session. The company reported first-quarter fiscal 2026 financial results that blew past analysts' expectations, and bulls are expressing their enthusiasm by bidding the stock higher.As of 5:19 p.m. ET, shares of Micron are up 8.1% from where they closed at the end of the regular trading session to ...

12月17日，被市场视为"国产GPU第二股"的沐曦股份正式登陆科创板，与摩尔线程会师。 上市首日，沐曦股份股价高开568.83%，报700元/股，市值超2800亿元。上午，沐曦股份股价最高点一度冲至895元/股，涨超摩尔线程今日股价。 截至上市首日收盘，沐曦股份报829.90元/股，市值达到3320亿元，暴涨了超过2900亿元，超过摩尔线程位居A股股价第三。 图据IC photo | | 最新 ÷ | 涨幅 | 涨跌 ▶ | | --- | --- | --- | --- | | 贵州茅台 600519 註 | 1433.10 | 0.78% | 11.10 | | 寒武纪-U 科创 688256 融 | 1315.60 | 3.27% | 41.68 | | N 沐薗-U 科创 688802 新 | 829.90 | 692.95% | 725.24 | | 摩尔线程-U 科创 688795 新 | 714.80 | 0.62% | 4.41 | 据此前发行数据，沐曦股份本次发行4010万股，占发行后公司总股本比例为10.02%，发行价格为104.66元/股。 若按开盘价计算，中一签可赚近30万元，若按收盘 ...

美光周三盘后公布的财报显示，本财季营收预计在183亿美元至191亿美元之间，而分析师的平均预估为 144亿美元。剔除部分项目后，每股收益料达8.22美元至8.62美元，高于预测的4.71美元。 对于人工智能算力硬件的巨大需求超出了供应，令美光这样的科技公司受益匪浅。由于存储芯片公司将 生产重心转向用于人工智能数据中心的高端芯片，个人电脑内存芯片出现了短缺。 戴尔、惠普等个人电脑制造商预计明年存储芯片供应将短缺，导致价格上涨。这使得美光在这一波动性 较大的行业中拥有了更大的竞争优势。 美光股价周三收于225.71美元，今年以来大涨168%。 来源：环球市场播报 美国最大的存储芯片生产商美光科技发布了乐观的营收展望，股价盘后交易大涨约5%。 ...

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 ...