Overseas stock markets are mixed today. The Euro Stoxx 50 is up +0.73%. 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 FOMC meeting on January 27-28.This week's market focus will be on US economic news. On Friday, Nov existing home sales are expected to be up +1.2% m/m to 4.15 million. Also, the University of Michigan Dec consumer ...

Micron logo superimposed over a dramatic rising stock chart. Key Points Micron is well-positioned to benefit from the AI buildout, reporting a game-changing quarter in FQ1. Guidance for Q2, which blew past the consensus, is likely to be cautious. A robust analyst response points to as much as 60% upside in 2026. Interested in Micron Technology, Inc.? Here are five stocks we like better. Fears of an artificial intelligence bubble may linger. However, Micron’s (NASDAQ: MU) recent earnings results s ...

Joining us now is Medi Hassani. He's senior equity research analyst at Susraana. Has a positive rating on the stock.Just increased his price target to 345. You know, I guess a quarter like this, Medie, a lot of positive things to say. Anything in there that's concerning or is it all just good across the board.>> I think the 840 EPS uh guide for February quarter is something that makes you wonder how good is it going to get from here. If you look at the history of memory over the past three decades, everythi ...

PresentationSatya KumarCorporate VP of Investor Relations & Treasurer Thank you, and welcome to Micron Technology's Fiscal First Quarter 2026 Post-Earnings Analyst Call. On the call with me today are Sumit Sadana, Micron's Chief Business Officer; Manish Bhatia, EVP of Global Operations; and Mark Murphy, our CFO. As a reminder, the matters we're discussing today include forward-looking statements regarding market demand and supply, market trends and drivers, and our expected results and guidance and other ma ...

Key Takeaways NVTS is pivoting to high-power GaN and SiC for AI data centers but faces sharp revenue declines in 2025.NVTS is exiting low-margin mobile business, weighing on near-term sales as it refocuses on AI power markets.Lumentum posted record Q1 fiscal 2026 revenues as AI-driven optical demand boosts growth and margins.Navitas Semiconductor (NVTS) and Lumentum Holdings (LITE) are two key players operating in the semiconductor industry. They benefit from the growing demand for data centers, artificial ...

Broadcom (AVGO) stock has dropped by 21.1% in under a month, declining from $413 on December 10, 2025, to $326 currently. The selloff reflects investor disappointment with management’s outlook for gross margins, which are expected to compress by roughly 100 basis points in Q1 fiscal 2026. The pressure stems from a revenue mix shift toward lower-margin AI hardware, diluting the contribution from Broadcom’s higher-margin software businesses. So is this the right moment to purchase this dip? ForbesWhat’s Happe ...

The Micron Technology Ink logo is displayed on a mobile phone with a visual digital background in this photo illustration in Brussels, Belgium, on December 14, 2025. (Photo by Jonathan Raa/NurPhoto via Getty Images)NurPhoto via Getty ImagesAdvanced Micro Devices experienced a decline of -5.3% over the previous day. You might feel inclined to acquire more shares, or you may consider reducing your investment. However, there is a completely different viewpoint you might overlook. Is there a superior option ava ...

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Key Takeaways Oracle shares slid after earnings and fresh concerns over debt-funded AI data center expansion. ORCL shares fell again following a report that Blue Owl Capital will not fund a $10B data center project.Tech ETFs offer diversified exposure to AI and cloud growth despite volatility in names like ORCL. Oracle (ORCL) shares have seen consecutive declines recently, prompting investors to reassess their positions. The first pullback followed last week’s earnings release, led by concerns about the co ...

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Post Hearing Information Pack, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Post Hearing Information Pack. Post Hearing Information Pack of GigaDevice Semiconductor Inc. 兆易創新科技集團股份有限公司 (the "Company") (A joint stock com ...