Tranzactioneaza Micron Technology, Inc (US.MU) - 1091.31 USD (%) Tranzactioneaza
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Micron isi restructureaza acordurile cu clientii prin noi contracte pe termen lung, corelate cu angajamente de furnizare pe mai multi ani, ca raspuns la cererea istorica generata de AI si la oferta limitata de memorie de mare latime de banda. Demersul vizeaza aranjamente de aprovizionare mai previzibile intr-o perioada de deficit. Actiunea, cotata la circa 1,080 USD, a avansat cu peste 240% de la inceputul anului, tranzactionandu-se cu aproximativ 46% peste tinta de pret medie a analistilor, de 739 USD. (Sursa: micron locks long term ai 42491 0211)
Micron a fost desemnata partener-cheie de infrastructura in runda de finantare Series H a Anthropic, parteneriatul subliniind rolul Micron in furnizarea de memorie (DRAM si NAND) pentru centrele de date si modelele AI generative. Pe fondul cererii pentru memorie destinata AI, capitalizarea Micron a depasit 1 trilion USD, actiunea avansand cu circa 79% in ultimele 30 de zile. La cotatia de 971 USD, titlul se tranzactioneaza cu circa 38% peste tinta de pret a analistilor, de 703 USD. Evaluarea Antrophic se ridica la 65 mld. USD. (Sursa: micron anthropic partnership links us 55259 1503)
Actiunile companiilor din sectorul memoriei si stocarii au inregistrat cresteri semnificative dupa anuntul armistitiului SUAâIran, pe fondul revenirii interesului investitorilor pentru segmentul infrastructurii AI. Micron (+8.6%), Sandisk (+8.5%), Seagate (+8.1%) si Western Digital (+7%) au avansat in tranzactionarea premarket, in timp ce futures-urile pe S&P 500 si Dow Jones au crescut cu 2.6%. Presiunile de cost sunt deja transferate in lantul valoric, companii precum Dell si HP anuntand majorari de preturi pentru a compensa impactul asupra marjelor. In paralel, productia de cipuri de memorie este asteptata sa creasca semnificativ incepand cu mijlocul anului viitor. UBS anticipeaza ca ciclul de preturi ridicate ar putea continua pana la finalul anului 2027, sustinut si de extinderea acordurilor pe termen lung intre producatori si clienti, care ar putea reduce volatilitatea specifica ciclurilor anterioare, limitand amplitudinea maximelor si minimelor de pret. (Sursa: articles)
Veniturile Micron Technology aproape s-au triplat in ultimul trimestru, rezultatele depasind estimarile analistilor, confirmand intrarea intr-un nou super-ciclu al memoriei, sustinut de cererea masiva din AI. Ghidajul pentru T3 a surprins pozitiv, indicand o noua accelerare a veniturilor si o mar...
Micron a raportat rezultate mult peste asteptari, cu venituri de 23.86 mld. USD (vs 20.07 mld. USD estimat) si EPS ajustat de 12.20 USD (vs 9.31 USD estimat), aproape triple fata de anul anterior, pe fondul cererii puternice pentru memorie utilizata in AI. Compania beneficiaza de deficitul de oferta generat de noile cipuri Nvidia si estimeaza o accelerare puternica, cu venituri de 33.5 mld. USD in trimestrul curent (+200% YoY). Profitul net a crescut semnificativ la 13.8 mld. USD, iar segmentele cloud (+160%) si mobile (+244%) au inregistrat cele mai rapide ritmuri de crestere. (Sursa: micron mu q2 earnings report 2026)
In ciuda corectiilor negative recente, exista viata din plin pentru cateva companii din sectorul...
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Micron Technology a anuntat o investitie de aproximativ 24 mld. USD pentru extinderea capacitatii de productie a cipurilor de memorie in Singapore, prin extinderea infrastructurii de fabricatie dintr-un complex existent, cu productia pentru tehnologia NAND programata sa inceapa in a doua jumatate a anului 2028. Investitia vine pe fondul cererii accelerate generate de inteligenta artificiala si aplicatiile centrate pe date, in timp ce compania construieste separat o fabrica de 7 mld. USD pentru memorie cu latime mare de banda, care ar urma sa contribuie semnificativ la oferta in 2027. (Sursa: micron 24 billion singapore nand dram expansion ai memory shortages 2026)
Micron Technology a prognozat un profit ajustat pentru trimestrul al doilea aproape dublu fata de asteptarile analistilor de pe Wall Street, pe fondul cresterii accelerate a preturilor la cipurile de memorie, intr-un context de oferta limitata si cerere in plina expansiune din partea centrelor de...
Micron va opri livrarile de cipuri pentru servere catre centrele de date din China, dupa ce afacerile nu si-au revenit in urma interdictiei impuse in 2023 privind utilizarea produselor sale in infrastructura critica. Decizia marcheaza un nou episod in tensiunile comerciale SUAâChina. Compania americana va continua insa sa furnizeze cipuri pentru industria auto si cea a telefoanelor mobile, precum si unor clienti ca Lenovo, cu operatiuni in afara Chinei. Interdictia a permis rivalilor Samsung, SK Hynix si producatorilor locali YMTC si CXMT sa profite de boom-ul centrelor de date din China. (Sursa: micron exit server chips business china after ban sources say 10 172025)
Morgan Stanley a ridicat recomandarea pentru actiunile Micron Technology la overweight de la equal weight si a majorat pretul tinta la 220 USD de la 160 USD, anticipand un potential de crestere de 17%. Banca considera ca Micron se afla la inceputul unui nou ciclu ascendent, sustinut de cererea solida pentru cipurile DRAM si NAND si de perspectivele pe termen lung in AI. (Sursa: micron has more than doubled in morgan stanley sees even more upside 2025)
Micron a incheiat anul fiscal 2025 cu rezultate solide, depasind asteptarile analistilor atat pentru venituri, cat in cazul profitului net, pe fondul boom-ului AI. Pentru primul trimestru din 2026, compania estimeaza venituri de 12.5 mld. USD si un EPS de 3.75 USD, semnalizand continuarea trendul...
Pe langa UnitedHealth Group (despre care am tradeville.ro ieri), alt simbol bursier si-a facut loc in portofoliul faimosului investitor David Tepper: Intel.
Insa lista petitorilor e mai lunga â incluzand nume la care...
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Micron Technologies a raportat rezultate financiare peste asteptari pentru cel de-al treilea trimestru din anul fiscal 2025, inregistrand venituri de 9.3 mld. USD, comparativ cu estimarea analistilor de 8.87 mld. USD. Profitul ajustat pe actiune a insumat 1.91 USD, fata de estimarea analistilor de 1.60 USD. Compania a estimat venituri de aproximativ 10.7 mld. USD pentru urmatorul trimestru, reprezentand o crestere anuala de 38%. (Sursa: micron mu q3 earnings report 2025)
Micron Technology planuieste sa investeasca 7 mld. USD in urmatorii ani pentru a-si extinde capacitatea de productie in Singapore. Investitia vine pe fondul cresterii cererii pentru cipuri de memorie avansate, impulsionata de dezvoltarea inteligentei artificiale. Fabrica este programata sa devina operationala in 2026, urmand sa fie utilizata pentru ambalarea cipurilor de memorie cu latime de banda mare, un tip de cip utilizat frecvent in centrele de date AI. Se asteapta ca deschiderea fabricii sa creeze aproximativ 1,400 de locuri de munca. (Sursa: stock market news)
Actiunile Micron au scazut cu 12% in tranzactiile after-hours, in ciuda faptului ca a raportat pentru T1 2025 un profit net mai mare decat cel prognozat, din cauza faptului ca producatorul de cipuri a emis o estimare a veniturilor pentru T2 2025 mai slaba decat se asteptau analistii. (Sursa: micron shares plunge on weak second quarter guidance 2024)
Micron Technology a depasit estimarile pentru cifra de afaceri din al treilea trimestru al anului fiscal 2024, impulsionat de cererea puternica pentru cipurile sale de memorie. Prognoza sa pentru trimestrul curent, insa, i-a dezamagit pe investitori, acestia mizand pe performanta producatorului d...
Nici ca se putea potrivire mai buna: miercurea trecuta, un nume asociat AI s-a listat la Nasdaq fix cand Jay Powell a reiterat ideea unor dobanzi mai mici.
Debutanta e Astera Labs, un producator de cipuri pentru infrastructura cloud si inteligenta artificiala. Actiunile au sarit cu 72% in prima zi (fata de pretul de IPO). La o capitalizare care trecea vineri seara de 10 mld. USD, compania e cotata la...
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Micron Technology a incheiat al doilea trimestru al anului fiscal 2024 inregistrand rezultate peste asteptari, atat la nivelul veniturilor, cat si in randul profitabilitatii nete. Guidance-ul oferit de companie este unul optimist in contextul cererii ridicate pentru cipurile de memorie utilizate ...
Anul trecut, IBM a fost o companie mai degraba de coada clasamentului in S& P 500. Singurul trofeu in palmares? A reusit sa fie #5 in topul celor mai mari randamente ale dividendelor calculate pentru celalalt indice important al bursei americane, DJIA.
In urma cu un deceniu, pana si Warren Buffett s-a pacalit cu ea, timp de sapte ani in care S& P 500 s-a dublat. Si-atunci, de ce o aducem in fata azi? Exista cel putin patru motive, despre care...
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Micron Technology a publicat rezultate trimestriale peste asteptarile analistilor de pe Wall Street, ceea ce a dus la cresterea pretului actiunii cu peste 4% in sedinta de after-hours. Compania a raportat o pierdere trimestriala ajustata de 0.95 USD si venituri de 4.73 mld. USD, in crestere fata de estimarile analistilor de 4.58 mld. USD. Managementul companiei considera ca cererea de cipuri de memorie va continua trendul ascendent fiind impulsionata de adoptararea pe scara larga a inteligentei artificiale. (Sursa: articles)
Micron, unul dintre cei trei mari producatori de cipuri DRAM din lume, este vizata de interdictiile tehnologice ale Chinei, deoarece aproximativ un sfert din veniturile Micron provin din China. Compania intentioneaza sa isi dezvolte, in urmatorii 20 de ani, operatiunile de productie de cipuri DRAM in New York, un proiect evaluat la 100 mld. USD, ce are ca scop cresterea semnificativa a productiei in SUA. Astfel, productia de cipuri din SUA de doar 10% din prezent, ar putea ajunge pana la 60% la sfarsitul perioadei. (Sursa: micron building biggest chip fab in us history despite china ban 2023)
Producatorul american de cipuri, Micorn Technology, a incheiat anul fiscal 2023 cu venituri totale la jumatate comparativ cu anul fiscal 2022. De asemenea, in ceea ce priveste profitabilitatea, compania a inregistrat o pierdere neta de 5.8 mld. USD, comparativ cu profitul net de 8.6 mld. USD din anul fiscal 2022. Previziunile privind veniturile producatorului de cipuri pentru primul trimestru au depasit estimarile analistilor de pe Wall Street, alimentate de cererea pentru cipurile sale de memorie din partea sectorului de inteligenta artificiala. (Sursa: micron shares fall demand recovery off slow start 09 282023)
(1) Indicele Nasdaq Composite stock market today live updates 2023 pe minus a 2-a saptamana consecutiv, pentru prima oara in acest an. Indicii S& P 500 si Nasdaq Composite au pierdut saptamana asta 0.3%, respectiv 1.9%, in timp ce indicele DJIA a castigat 0.6%.
Vineri, indicele Nasdaq Composite a pierdut 0.6%, inclusiv pe seama deprecierilor suferite de producatori de semiconductori precum AMD, Nvidia si Micron Technology. Segmentul producatorilor de semiconductori futures subdued after turbulent session eyes inflation data 08 112023 vineri pe minus pentru a 8-a oara in ultimele 9 sedinte de tranzactionare, suferind cel mai sever declin saptamanal din aprilie incoace.
Saptamana asta, GM 08 112023 peste 7%, cel mai sever declin din martie incoace, in timp ce Ford a pierdut aproape 6%, pe seama intensificarii miscarilor sindicale.
(2) Nvidia a pierdut vineri aproape 4%, marcand a 4-a zi consecutiva pe minus. In acest an, Nvidia nvidia ai driven rally pushed earnings multiple higher than tesla 2023 180%, fiind cea mai performanta companie din indicele S& P 500. Tot in acest an, Meta Platforms, Amazon si Microsoft au castigat 151%, 65%, respectiv 34%, indicele Nasdaq 100 a avansat cu 37%, iar indicele S& P 500 s-a apreciat cu 16%.
Nvidia are o capitalizare bursiera de peste 1 tln. USD, largest companies in the usa by market cap a cincea cea mai valoroasa companie americana (dupa Apple, Microsoft, Alphabet si Amazon). In urma cu un deceniu, Nvidia nvidia ai driven rally pushed earnings multiple higher than tesla 2023 circa 8 mld. USD, semnificativ mai putin decat Intel. In ultimul deceniu, Nvidia s-a apreciat cu 11,170%, in timp ce Intel a castigat 55% (iar Tesla, 2,279%).
Nvidia nvidia ai driven rally pushed earnings multiple higher than tesla 2023 in prezent la un multiplu de pret de 220 relativ la profitul net obtinut in ultimele 12 luni (comparativ cu 110 la Amazon si 70 la Tesla). Relativ la profitul net estimat de analisti pentru urmatoarele 12 luni, Nvidia se tranzactioneaza la un multiplu de pret de 42 (comparativ cu 51 la Amazon si 58 la Tesla).
Nvidia va publica rezultatele financiare pentru trimestrul 2 pe 23 august. Pentru perioada de raportare, analistii nvidia ai driven rally pushed earnings multiple higher than tesla 2023 la venituri totale de aproximativ 11 mld. USD, mai mari cu 65% fata de aceeasi perioada din 2022.
(3) Petrolul stock market today live updates 2023 pe plus a 7-a saptamana consecutiv. Pe bursa americana, sectorul de energie a inregistrat saptamana asta cea mai buna performanta din indicele S& P 500, find urmat in topul aprecierilor de sectorul de sanatate. Cele doua sectoare futures subdued after turbulent session eyes inflation data 08 112023 cele mai slabe performante bursiere in prima jumatate a acestui an.
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Micron a raportat in trimestrul 3 al anului fiscal 2023 venituri in crestere cu 1.6%, in timp ce marja bruta s-a prabusit pe fondul unor reduceri de stocuri suplimentare. Compania profita de stimulentele acordate de guverne dezvoltand prima fabrica din istoria sa in Gujarat, India. Pe fondul tens...
Potrivit unor surse articles de WSJ, administratia Biden intentioneaza sa impuna noi restrictii privind vanzarile de cipuri AI in China.
Un anunt oficial in acest sens ar putea sosi luna viitoare, masura fiind o extensie a restrictiilor articles in octombrie a anul trecut. Vizate sunt o serie larga de companii americane, inclusiv Nvidia, AMD si Micron Technology.
Pe bursa americana, Nvidia si AMD 282023 in acest an cu 187%, respectiv 70%.
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Producatorul american de cipuri de memorie Micron a declarat ca va continua sa faca afaceri in China si ca va investi aproximativ 603 mil. USD in urmatorii ani in instalatia sa de ambalare a cipurilor din orasul chinez Xian. Compania a fost luata in vizor de catre autoritatea de reglementare a spatiului cibernetic din China, care a declarat luna trecuta ca firma nu a trecut cu bine o evaluare a securitatii retelei si ca autoritatea de reglementare va bloca operatorii de infrastructura cheie sa cumpere de la companie. In luna mai, Micron a prognozat ca veniturile vor fi afectate de interdictia impusa de China, cu un procent de sub 10%. O analiza Reuters a peste 100 de licitatii publice guvernamentale a constatat ca autoritatile chineze incepusera sa reduca achizitiile de cipuri Micron inainte de introducerea interdictiei. (Sursa: micron invest 603 mln factory chinas xian over next few years 06 162023)
Indicele S& P 500 152023 pentru 5-a saptamana consecutiv, ultima oara cand reusise o performanta similara fiind in noiembrie 2021. Saptamana aceasta, S& P 500 a inregistrat un avans de 2.6%, cel mai mare din martie incoace. S& P 500 este mai sus cu 15% in acest an si cu 26% fata de minimul atins in octombrie anul trecut.
Indicele Nasdaq Composite 152023 pentru a 8-a saptamana consecutiv, ultima oara cand reusise o performanta similara fiind in 2019. Saptamana aceasta, Nasdaq Composite a avut un avans de 3.3%, cel mai mare din martie incoace.
Cu un avans de 1.3%, indicele DJIA 152023 pentru a 3-a saptamana consecutiv.
Saptamana aceasta, Nvidia 152023 cu 10%, fiind cu 192% mai sus in acest an. Microsoft 152023 cu aproape 5%, microsoft stock hits record as leaders see 10 billion in ai revenue 2023 joi la un nou maxim record.
Micron Technology micron says half china headquarter revenue risk due ban 06 162023 vineri cu aproape 2%, dupa ce producatorul american de cipuri a anuntat ca restrictiile de vanzare in China ar putea avea un efect negativ mai important asupra veniturilor decat anticipa anterior. Toyota toyota stock best week since 2009 2023 cu peste 10% in aceasta saptamana, marcand cea mai buna performanta dupa 2009, pe seama noului plan de tranzitie accelerata spre propulsie electrica.
Luni, bursa americana markets inchisa cu ocazia Juneteenth National Independence Day.
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Autoritatea de reglementare a spatiului cibernetic din China a declarat ca producatorul American de semiconductori. Micron Technology, nu a trecut testul de evaluare a securitatii retelei. Astfel, companiile cheie de infrastructura IT din China nu vor mai avea acces la cipurile de memorie ale producatorului american, pe fondul disputelor dintre America si China in sectorul semiconductorilor. Potrivit comunicatului, in urma evaluarii, s-a constatat ca produsele Micron prezinta riscuri semnificative pentru securitatea retelei, cu implicatii directe asupra securitatii nationale a statului chinez. Compania a anuntat ca va investi pana la 3.70 mld. USD in Japonia, in tehnologia ultravioleta extrema, devenind astfel primul producator de cipuri care implementeaza aceasta tehnologie avansata in tara care incearca sa-si revigoreze productia de cipuri. (Sursa: chinas regulator says finds serious security issues us micron technologys 05 212023)
Autoritatile de la Beijing articles  ieri ca vor interzice companiilor locale sa faca achizitii de la Micron Technology, invocand motive de siguranta nationala. Interdictia vine la mai putin de doua luni de la articles unei investigatii oficiale in aceasta chestiune.
Micron Technology, unul dintre cei mai importanti producatori americani de cipuri,  articles aproximativ 10% din veniturile totale din China, dar implicatiile interdictiei anuntate ieri  articles fi mai largi.
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Micron Technology este pe cale sa obtina aproximativ 200 mld. JPY (1.5 mld. USD) sub forma de stimulente financiare din partea guvernului japonez, care vor ajuta compania sa produca in tara cipuri de memorie de ultima generatie. Micron Technology va folosi fondurile pentru a instala echipamente avansate de fabricare a cipurilor de la ASML Holding NV, in fabrica sa din Hiroshima. Se preconizeaza ca finantarea va fi anuntata oficial joi, cand premierul japonez Fumio Kishida se va intalni cu delegatia de directori ai unor companii din sectorul productiei cipurilor, printre care se afla si Sanjay Mehrotra, directorul executiv al Micron Technology. Finantarea este un semn ca Japonia doreste sa-si dezvolta propria industrie de semiconductori. (Sursa: 05 172023)
Producatorul de semiconductori Micron Technology Inc. si-a modificat estimarile pentru trimestrul urmator si a declarat ca va disponibiliza 10% din forta sa de munca anul viitor, invocand o supraoferta persistenta pe piata semiconductorilor. Compania a raportat ieri venituri, pentru trimestrul incheiat la 30 noiembrie, in scadere cu aproximativ 47% fata de anul trecut, la 4.09 mld. USD. Pierderea neta a fost de 195 mil. USD, sau 18 centi pe actiune, fata de un profit de 2.31 mld. USD, sau 2.04 USD pe actiune, cu un an inainte. (Sursa: micron forecasts quarterly revenue above expectations 12 212022)
Micron Technology, unul dintre cei mai importanti producatori americani de semiconductori, micron forecasts quarterly revenue above expectations 12 212022  aseara despre posibilitatea unei pierderi nete mai mari in trimestrul curent decat cea asteptata de analisti: 62 centi pe actiune (vs 30 centi pe actiune, pierderea neta estimata de analisti). Totusi, veniturile totale anticipate de companie pentru trimestrul curent, 3.8 mld. USD, se situeaza peste cifra asteptata de analisti.
Investitiile micron forecasts quarterly revenue above expectations 12 212022 pentru anul fiscal 2023 vor fi reduse la cel mult 7.5 mld. USD (vs 12 mld. USD in anul fiscal 2022). Circa 10% din forta de munca articles concediata anul viitor, adica in jur de 4,800 de angajati, la pachet cu suspendarea bonusurilor.
In trimestrul incheiat pe 30 noiembrie, Micron Technology micron forecasts quarterly revenue above expectations 12 212022 venituri totale de 4.09 mld. USD, mai mici cu 47% vs perioada similara din 2021. Compania a marcat o pierdere neta de 195 mil. USD (18 centi pe actiune), comparativ cu un profit net de 2.31 mld. USD (2.04 USD pe actiune) in aceeasi perioada din 2021.
La nivel global, vanzarile de semiconductori sunt articles sa se dubleze pana in 2030, la 1 tln. USD.
Pe bursa americana, actiunile Micron Technology s-au depreciat cu 47% in acest an.
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Taiwanese chipmaker TSMC's (US.TSM) quarterly profit surged 80% on strong sales of its chips used in data centres and electric cars, but the company cut its annual investment budget by at least 10% and struck a more cautious tone on upcoming demand. TSMC's dominance in making some of the world's most advanced chips for high-end customers such as Apple Inc (US.AAPL) and Qualcomm Inc (US.QCOM) had shielded it from the downturn flagged by chipmakers including AMD (US.AMD) and Micron Technology Inc (US.MU). 
But Taiwan Semiconductor Manufacturing Co Ltd (TSMC) flagged on Thursday challenges from rising inflationary costs next year and cut its capital expenditure for 2022 to around $36 billion. It comes as the chip industry is dealing with weak demand, spurred by decades-high inflation, rising interest rates and COVID 19-related lockdowns in China that have hurt the PC and smartphone market as businesses and consumers rein in expenses.
The semiconductor sector produces advanced computer chips for a growing number of products and services, and it continues to soar in both value and importance. But it's cooling off this year amid high inflation and rising interest rates that are hurting consumer spending, sending the iShares Semiconductor ETF (SOXX -1.15%) down 34% for 2022 so far. By 2030, estimates suggest the chip sector will be worth $1.5 trillion per year, so investors might want to use the recent dip as a buying opportunity. Here are two semiconductor stocks with great potential going forward. 
1. Micron Technology (US.MU)
2. Axcelis Technologies (US.ACLS)
Micron announced that it would invest $15 billion to build a new semiconductor plant in Idaho â just weeks after Congress passed $52 billion in new money to boost domestic chip manufacturing. Micronâs announcement is just the latest in a series of multi-billion-dollar plans to jump on the Biden administrationâs recently approved CHIPS and Science Act.
Last month, Micron said it would use the actâs new subsidies to invest $40 billion into US-based memory fabs, or fabrication plants, by 2030, creating an estimated 40,000 new jobs. The new Boise plant is expected to create 17,000 new jobs, including 2,000 Micron jobs, over the next eight years.
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In trimestrul 2, livrarile de PC-uri la nivel global au suferit cel mai sever declin din ultimii 9 ani. Scaderea a fost de circa 12% fata de perioada similara din 2021 (sau 15%, daca numaram un pic diferit) si ar trebui sa se reflecte in vanzarile Lenovo, HP si Dell. Noua realitate a fost reclamata recent si de Intel si Micron Technology.
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Samsung Electronics Co. (US.SMSN) reported a better-than-anticipated 21% jump in revenue, assuaging investorsâ worst fears about the impact of weakening consumer demand and soaring materials costs on the $550 billion chip industry.
The results from South Koreaâs largest company -- among the first major tech firms to report earnings after a pivotal quarter -- helped drive a rally in Asian stocks Thursday. While concerns linger about the longer-term impact of a potential global recession, investors seized on Samsungâs top-line expansion as a sign that chip stocks may have been oversold.
Samsungâs 2Q preliminary numbers may not be as weak as rival Micronâs (US.MU) poor sales guidance for June-August suggests. But its 3Q sequential profit growth may not be as strong as expected, due to weaker PC and smartphone demand caused by inflation.
Micron Technology a raportat rezultatele pe al treilea trimestru din anul fiscal 2022, avand o cifra de afaceri de 8.6 mld. USD, similar cu asteptarile analistilor, si un profit net ajustat pe actiune de 2.59 USD care a depasit asteptarile de 2.45 USD. In ciuda acestor rezultate, pretul actiunilor a suferit o corectie semnificativa, indicatiile companiei pentru rezultatele ultimului trimestru si intregul an fiscal fiind sub asteptarile pietei, in contextul unei incetiniri a cererii. (Sursa: Reuters.com)
  Micron Technology, Inc. (US.MU) announced results for its third quarter of fiscal 2022, which ended June 2, 2022.Fiscal Q3 2022 highlights: 
-   Revenue of $8.64 billion versus $7.79 billion for the prior quarter and $7.42 billion for the same period last year 
- Operating cash flow of $3.84 billion versus $3.63 billion for the prior quarter and $3.56 billion for the same period last year
  Cash flow from operations during the quarter came in at $3.84B, compared to estimates of $4.42B. Chief Executive Sanjay Mehrotra said the industry demand had weakened "recently" and the company would take actions to moderate supply growth in fiscal 2023. "We are confident about the long-term secular demand for memory and storage and are well positioned to deliver strong cross-cycle financial performance," Mehrotra explained.
  Micron shares, which had been down as much as 8% after the results, pared losses and were down 2.5% in recent trading. 
  Looking ahead, Micron anticipates fourth-quarter revenue to be between $6.8B and $7.6B, with adjusted earnings per share between $1.43 and $1.83 per share.
  TF International Securities analyst Ming-Chi Kuo tweeted on Tuesday that his latest survey indicates that Apple (US.AAPL) was not successful with its development to replace Qualcomm (QCOM) and instead of using its own chips for modems, it will use Qualcomm for 100% of its supplies, compared to Qualcomm's (US.QCOM) own previous estimates of 20%. 
  The implications for Qualcomm are positive, in that Kuo estimates the San Diego-based tech company will "likely" beat Wall Street's estimates for the second half of 2023 and first of 2024 for both revenue and earnings. 
  Kuo added that he believes Apple will continue to develop its own 5G chips, but once it is successful enough, Qualcomm should not be impacted, given its other businesses will likely have grown enough to "significantly offset" the negative impact from the loss.
  Qualcomm shares rose more than 5% after an influential analyst said that the San Diego. .AMD (US.AMD) fell more than 6% after the company said it was looking into a claim by cyberterrorist group RansomHouse that it illegally obtained 450 GB worth of data. AMD and Nvidia (US.NVDA), which saw its shares fall nearly 5%, were also both weighed down on concerns over declining GPU prices and sales. Santa Clara, California-based Intel (US.INL) shares fell slightly more than 1% on Tuesday, though several other semiconductor companies, including Analog Devices (US.ADI), Micron Technology (US.MU) and Broadcom (US.AVGO) each fell less than 1%. Chip equipment makers, including Applied Materials (US.AMAT), Lam Research (US.LRCX) and KLA Corp. (US.KLAC) saw their shares fall between 1.5% and 2.5% as investment firm UBS cut earnings estimates and price targets on the group, citing lower forecasts for the rest of the year and into 2023.
  The week ahead will bring to an end the second quarter and the first half of what has been a challenging 2022 for investors. Several key economic reports, including core PCE inflation â the Federal Reserve's preferred measure of consumer prices â are on tap, along with earnings from Nike (US.NKE), Jefferies (US.JEF), Micron Technology (US.MU), and Bed Bath & Beyond (US.BBBY). 
  The S& P 500 (DE.SXR8) rose by more than 3% on Friday and gained over 6% for the week, its second-best week this year and its first weekly rise since late May. The benchmark index still remains on pace for one its worst opening six months since 1970. Only five times since 1932 has the S& P 500 lost 15% or more in the first six months of a year through Friday's close, the benchmark index was down just under 18%. 
  Economists surveyed by Bloomberg expect PCE to rise 0.7% in May compared to 0.2% the prior month. On a year-over-year basis, the PCE deflator is expected to accelerate 6.4%, up from a climb of 6.3% in April.
Morgan Stanley has highlighted some stocks it believes are equipped to weather this type of storm. The bankâs strategists sifted through the Russell 1000 Index â excluding financials, real estate and utilities â for companies with strong balance sheets. The criteria used for the screen are: Cash as a percentage of enterprise value greater than 3% Free cash flow growth greater than 5% expected by analysts in each of the next two years Expected return on invested capital in each of the next two years years more than 10% Asset/Liability Multiple more than 1 Debt Ratio less than 2.5 This screen only includes stocks that have investment grade credit ratings and excludes names with negative equity. 
Check out 10 names that made the list: Micron (US.MU) made the list from Morgan Stanley, with cash as a percentage of company value at 12.2%. The chipmakerâs free cash flow is also expected to more than double next year and grow nearly 52% the following year. Shares of the company have struggled this year, falling about 40% during that time. However, UBS (US.USB) reiterated it last week as a top pick, noting that company- and industry-specific factors should support its margins. âAmid macro concerns, we believe investors continue to overlook several key factors,â analyst Tim Arcuri wrote. âAlthough weakness in the PC/smartphone end market weighs somewhat on ASP DRAMs in the near term, we expect very strong price support heading into C2023 as industry growth in the supply of bits should compress significantly.â United Therapeutics (US.UTHR) tops Morgan Stanleyâs list, with cash as a percentage of company value at 24.9%. Analysts also expect double-digit growth in free cash flow over the next two years and project a return on investment of 14.3% and 13.5% over those years. Shares of the biotech company outperformed the market in 2022, posting a slight gain during that time. The stock is also up 20% over the past 12 months. Shoemaker Skechers (US.SKX) also made the cut, with 8.5% cash as a percentage of company value. The companyâs free cash flow is expected to increase by just 7.1% next year, but it is expected to jump 72.5% the following year. The stock is down around 16% in 2022, outperforming the S& P 500. Argus Research upgraded it to buy pending last week, noting that âsupply chain initiatives and brand strong company are expected to grow revenues and profits over the next two years.â Alphabet, Googleâs (US.GOOG) (US.GOOGL) parent company, is also on the list, with cash representing a percentage of company value of 7.2%. The companyâs free cash flow is also expected to increase by 13.4% and 17.7% in each of the next two years. Alphabet shares have fallen 26% this year as investors largely abandoned tech names in the face of rising rates. Other stocks on the list are: Arista Networks (US.ANET), Johnson & Johnson (US.JNJ), Merck, Five Below (US.FIVE), Jabil (US.JBL) and Emerson Electric (US.EMR).
Here are his picks for the best semiconductor stocks that have reasonable valuations and earnings growth: Micron (US.MU), Western Digital (US.WDC), Advanced Micro Devices (US.AMD) Skyworks Solutions (US.SWKS), KLA (US.KLAC), Lam Research (US.LRCX), Applied Materials (US.AMAT). 
âI think thereâs a sense that the chipmakers will get hurt as we head into a [Federal Reserve]-mandated recession,â the âMad Moneyâ host said, referring to the Fedâs upcoming interest rate hikes. âAt these levels, I think a bunch of them have started to look pretty enticing,â he added.
cramer names 7 beaten down semiconductor stocks that look enticing 2022
Some of Wall Streetâs most accurate pros have highlighted five stocks for the long term, according to TipRanks, which tracks the best-performing analysts. Here are the companies grabbing analystsâ attention this week: Nio (US.NIO), Twilio (US.TWLO), Meta Platforms (US.FB), Micron Technologyâs (US.MU),Amazon (US.AMZN).
wall street analysts are bullish on stocks like nio amazon 2022
For the second quarter ended March 3rd, Micron reported revenues of $7.8 billion, up 25% over the previous year and above the company's target of $7.5 billion. Adjusted profits were $2.14 a share, up from 98 cents a year ago and above the companyâs forecast for $1.95.For the fiscal third quarter, Micron is projecting revenue of $8.7 billion, give or take $200 million, with a gross margin of 48%, plus or minus a point, and non-GAAP profits of $2.46 a share, give or take a dime.
The chief executives of Intel and Micron will make the case Wednesday for U.S. government subsidies to boost semiconductor manufacturing before the U.S. Senate Commerce Committee. Intel Chief Executive Officer Pat Gelsinger will tell the committee "there is an urgent need for the federal government to incentivize more private sector investment in the United States to enable a resilient and innovative semiconductor ecosystem," previously unreported testimony viewed by Reuters says.