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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:30 AM PDT 4 min read
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Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) del
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of that you can actually think about earnings growth and not only 27 but also 28.” That is the b
2026-06-25
news.google.com
2026-06-25
GuruFocus
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Synopsys (SNPS) Stock After Recent Pullback Is The Valuation Now More Reasonable
Bailey Pemberton
Wed, June 24, 2026 at 9:13 AM PDT 5 min read
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If you are wondering whether Synopsys stock is offering fair value right now, the key
2026-06-24
www.businessinsider.com
2026-06-24
Business Insider
After the AI trade took a tumble on Tuesday led by losses in chip stocks, the market is bracing for Micron earnings.
AI stocks have been fueling record highs, with the bull market proving resilient despite ongoing macro uncertainties like the war in Iran, inflation, and Federal Reserve policy.
After Tuesday's pullback, Micron's quarterly reports looms. As one of the top stock performers in 2026,
2026-06-24
kotaku.com
2026-06-24
Kotaku
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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Dow powers ahead as big tech stabilizes ahead of Micron earnings
Last updated: 14:33 24 Jun 2026 EDT, First published: 08:05 24 Jun 2026 EDT
2:30pm: Market movers
FedEx Corp (NYSE:FDX, XET
2026-06-24
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2026-06-24
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2026-06-24
www.constellationr.com
2026-06-24
Constellation Research
Qualcomm acquires Modular to add open software chops
PUBLISHED JUNE 24, 2026
Qualcomm said it will acquire Modular in a move that gives it an AI-native software platform that will give it a more integrated portfolio.
The plan for Qualcomm is to combine Modular's software ecosystem with its chips and AI data center efforts. With Modular, Qualcomm will also have a chip agnostic compute layer that
2026-06-24
www.cnbc.com
2026-06-24
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2026-06-24
www.juve-patent.com
2026-06-24
JUVE Patent
Munich Regional Court issued several judgments in favour of Infineon against Chinese semiconductor manufacturer Innoscience and its European distributors. The rulings, based on a German patent and a related utility model, mark the second and third victories for Infineon in its ongoing campaign to defend its gallium nitride portfolio in Germany.
The 21st Civil Chamber of Munich Regional Court, und
2026-06-24
sherwood.news
2026-06-24
Sherwood News
A year ago, Micron’s monthly volumes on Robinhood were about 6% of Nvidia’s. Now, they’re running more than double that of the AI chip leader.
NvidiaNVDA $197.14 (-1.45%) might be the biggest stock in the world.
But for Robinhood’s retail traders, MicronMU $1,003.92 (-4.55%) has become the most important.
The memory chip specialist’s incredible run over the past month has made its shares a magn
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño
Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor
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Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Higher Target Reflects Multi-Year Demand Visibility, Needham Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
MU
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Micron Technology, Inc. (NASDAQ:MU) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
With memory markets continuing to improve over the past
2026-06-24
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2026-06-24
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Anxious investors await Micron earnings as chip sector whipsaws
Anxious investors await Micron earnings as chip sector whipsaws
Refinitiv2 min read
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