Micron Technology

MU

時価総額 $9943億

Micron stock is up about 382% over the past year, but over a third of its future revenue is now under contract. Long-term customer deals provide greater visibility into future financial performance.

Micron and Sandisk are getting many of their large customers to sign long-term agreements locking in price floors for years. Memory chip prices will continue to rise in the short term.

The Q3 earnings season has started off a bit mixed, with the growth pace and the revenue-beat percentage tracking lower relative to the recent past. Results so far are heavily weighted to Finance, and these initial mixed trends may shift as we head into the heart of the earnings cycle.

If Micron's stock price grows in line with its revenues, investors can expect strong returns in the next few years. Micron's profit margins are booming as the total production capacity of memory makers remains far short of demand.

Micron Technology shares MU fell about 4% on Friday, taking the weekly decline to 10% as investors assessed the potential threat from China's memory-chip industry and concerns about the sustainability of the artificial intelligence boom. The stock has retreated from its summer peak of more than $1,200, despite having more than tripled this year.

Shares of chip-equipment makers headed for historic losing streaks on Friday, dragged down by concerns about the hot pace of artificial-intelligence spending.

Michael Burry's bearish AI bets highlight valuation and financing risks, even as massive infrastructure investment and data center expansion continue. AI infrastructure spending is projected to remain robust through 2030, supporting demand for advanced computing, high-bandwidth memory, and cloud capacity. Three of Burry's bearish bets include AI leaders that demonstrate strong growth potential and compelling Seeking Alpha Quant ratings.

WASHINGTON--(BUSINESS WIRE)--A cross-practice team at Sterne, Kessler, Goldstein & Fox served as U.S. International Trade Commission and Federal Circuit counsel to Netlist, Inc. in a series of patent disputes with Micron Technology, Inc. After several years of litigation, Netlist has reached a comprehensive settlement agreement with Micron. Under the agreements, Micron will receive a five-year term license to Netlist's patent portfolio, including patents covering server DIMMs and High Bandw.

Shares of both Micron and SK Hynix dipped in the AI memory selloff, but one offers better visibility and a safer entry.

Shares of Micron Technology, Inc. (NASDAQ:MU) and South Korea's SK Hynix Inc. (NASDAQ:SKHY) tumbled after Chinese memory maker ChangXin Memory Technologies (CXMT) reported progress on a denser DRAM chip architecture known as 4F-squared.