Semiconductors

Micron Tech

AMAT

Financial Analysis

SSNGY

Applied Materials (AMAT) posted its FY26 Q2 results (quarter ended Apr 2026) after hours early May 15 (Beijing time), with the following highlights: 1) Core metrics: revenue of $7.9bn (+11% YoY), beating the Street at $7.7bn, driven by AI compute infrastructure build-out that lifted demand for advanced logic, DRAM, and advanced packaging tools. $Applied Materials(AMAT.US) GPM was 49.9%, up 90bps QoQ...

Applied Materials

Samsung Electronics 

Taiwan Semiconductor

Capex Boom Ahead: Can AMAT Catch the Windfall?

Today’s Key News Recap

TECH

03750

300750

NVDA

HCCD

07709

DPSK

00941

80941

HCMD

600941

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

Apr 20 ｜ Dolphin Research Focus: 🐬 Macro/Industry. 1) Ibrahim Azizi, chair of Iran's Islamic Consultative Assembly Committee on National Security and Foreign Policy, told Al Jazeera that Iran will continue talks with the U.S., but stressed it is 'not at any cost' and will not accept arbitrary U.S. demands.The current U.S.-Iran temporary ceasefire expires on Apr 22. The two sides held a first round in Oman earlier, and the region sits at an inflection point between war and peace.The restart signals a pragmatic stance by Tehran. Yet core differences remain, leaving limited room for maneuver...

Bio-Techne

CATL

NVIDIA

CATL HK SDR 30to1

XL2CSOPHYNIX

DeepSeek

CHINA MOBILE

CHINA MOBILE-R

CN Mobile HK SDR 5to1

China Mobile

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

MU debuts 24Gb GDDR7 memory; DeepSeek's first external round sparks AI capital frenzy | Daily News Recap

00700

TCTZF

TCEHY

80700

TSLA

002415

NFLX

09888

89888

HBUD

BIDU

HOOD

HTCD

0416 | Dolphin Research Focus: 🐬 Macro/Sector 1) The National Bureau of Statistics released China's Q1 2026 macro data today. Preliminary estimates put GDP at RMB 33.42tn, up 5.0% YoY in real terms, at the upper end of the 4.5%-5.0% annual target range.In Mar, national retail sales rose 1.7% YoY. Retail demand remains soft, with signs of further weakening at the margin. See Dolphin Research's take: 'Mar Retail Sales: A Cold Snap in Consumption? How big is the problem'...

TENCENT

Tencent Holdings Limited

Tencent

TENCENT-R

Tesla

HIKVISION

Netflix

BIDU-SW

BIDU-SWR

Baidu HK SDR 10to1

Baidu

Robinhood

Tencent HK SDR 10to1

XPeng

XPENG-W

XPEV GX flagship debuts; TSLA hits AI5 chip tape-out milestone | Daily News Recap

HXXD

01810

81810

XIACY

01179

HTHT

09988

89988

HBBD

BABA

09868

XPEV

0319 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) On Mar 18 (ET), the Fed kept the benchmark rate unchanged at 3.50%-3.75%. The latest dot plot now points to just one cut in 2026 (25bps), a sharp pullback from the prior 2–3 cuts.Powell struck a hawkish tone at the presser, saying the oil spike driven by Middle East tensions is feeding into core inflation. He also confirmed that if a successor is not confirmed by Congress in time, he would stay on as 'acting chair'...

Xiaomi HK SDR 2to1

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

HWORLD-S

H World

BABA-W

BABA-WR

Alibaba HK SDR 5to1

Alibaba

NONGFU SPRING

Coinbase

Xiaomi MiMo model scores a hat-trick; COIN targets AI payments with stablecoins | Daily News Recap

---

Conference Minutes

Below is Dolphin Research's Trans from Micron's FY2026 Q2 analyst huddle. For the earnings read-through, cf. 'Micron: AI-fueled memory surge — can it break the cycle?'.Key takeaways from the analyst huddle: 1) Non-HBM carries higher GPM than HBM. The company will not materially rebalance HBM vs. non-HBM on short-term price swings.This is a strategic decision. Customers need a complete product stack to build AI systems, and you cannot sell an AI system that is short on HBM. The market requires a balanced portfolio to drive shipments at scale...

MU (Analyst briefing): Capex may decline after FY2027

---

Micron

Below is Dolphin Research's Trans of the $Micron Tech(MU.US) FY26 Q2 earnings call.For our earnings take, see 'Micron (MU): AI-fueled memory surge — can it break the cycle?'Key management highlights: 1) Industry outlook: industry DRAM bit shipments in 2026 are expected to grow in the low-20% range (approx. 22%)...

MU (Trans): Customer demand commitments unchanged; signs first 5-yr partnership agreement---

GOOGL

GOOG

Micron (MU) posted FQ2 (FY26) results (quarter ended Jan 2026) after the U.S. close in the early hours of Mar 19 Beijing time. Key takeaways: (1) overall results.Revenue was $23.86bn (+75% QoQ), beating raised buy-side est. of $19.9bn. Growth was driven by both DRAM and NAND, each up 70%+ QoQ.GPM reached 74.4%, above the raised buy-side est. of 69%. Supported by a sharp rise in memory pricing...

Hudbay Minerals

Mirae Asset Global Investments Co., Ltd.

Alphabet

Alphabet - C

MU: AI-Driven Memory Boom—Can It Break the Cycle?---

MU First Take: Revenue and GPM came in well above market expectations this quarter. With shipments up modestly, growth was driven primarily by steep increases in memory pricing. The company has resegmented its biz.; by unit: Beyond faster growth in the Cloud Memory BU (CMBU), the Core Data Center BU (CDBU) and the Mobile &amp; Client BU (MCBU) were the main growth drivers this quarter, supported by sharp price hikes in traditional memory products. Guidance for next quarter is well above consensus. Micron guides next-quarter revenue of $33.5bn (±$750mn). QoQ growth of $9.6bn tops the market's $26.8bn expectation.GPM is guided to ~81%, well above buy-side at 76%. This points to another major round of memory price hikes next quarter. Based on current memory pricing, the near-term 'blowout' in results is largely priced in. In a broad memory upcycle, investors care more about 'sustainability' than the peak level of earnings. Beyond the earnings beat, focus on management commentary around long-term contract orders and customer fulfillment. Also watch the demand outlook for 2027 and beyond. If more customers are willing to lock in supply through long-term agreements, earnings durability improves. For details, follow Dolphin Research's upcoming commentary and Trans. $Micron Tech(MU.US) $Direxion Daily MU Bear 1X Shares(MUD.US) $Direxion Daily MU Bull 2X Shares(MUU.US)

Direxion Daily MU Bull 2X Shares

Direxion Daily MU Bear 1X Shares

MSFT

00100

LULU

01698

ATAT

0318 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) The Fed kicked off its two-day FOMC meeting on Mar. 17 local time. The market broadly expects the policy rate to stay at 3.50%–3.75%.However, sticky inflation (PPI at 2.9%) and a Middle East-driven oil spike (WTI above $100) are tightening expectations for 2026 cuts. Investors are dialing back the number of cuts priced in. If the dot plot due on the 18th indicates just one cut in 2026—or none at all...

Microsoft

Meta Platforms

MINIMAX-W

Lululemon

TME-SW

Tencent Music

Atour

MiniMax debuts M2.7, shows a 'self-evolving' model; META trims 'metaverse' again | Daily News Recap

INTC

04335

Applied Materials (AMAT.O) posted FY2026 Q1 results (quarter ended Jan 2026) after hours on Feb 13 Beijing time; highlights as follows: 1) Core metrics: $Applied Materials(AMAT.US) reported revenue of $7.0bn, down 2% YoY and in line with consensus (~$7.0bn), reflecting a tough comp in the semi equipment biz last year.Positively, DRAM and Services delivered double-digit growth this quarter. GPM was 49%, up 100bps QoQ and ahead of the Street (48.4%)...

Intel

INTEL-T

AMAT: Capex upcycle arrives, equipment stocks enter spring!---

Citi raises Micron Technology target price from $425 to $840

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

Micron Stock Drops 6.62% Following Failed Nvidia Chip Sales to China

Deutsche Bank Raises Micron Target Price to $1000, Maintains Buy Rating

Micron Tech States China Remains Key Market, Expects Deepened AI Era Cooperation

Micron Stock Falls 5.5% Amid Geopolitical and Industry Concerns

Micron and TSMC's Massive Investments Drive Taiwan's Cross-Border Investment Surge Over 150% in First Four Months

Micron's AI Memory Production Allocated Through 2026, Stock Surges Amid Tax Risks

Micron Unveils 256GB DDR5 RDIMM Samples to Major Server Ecosystem Partners

BofA Global Research Raises Micron's Target Price to $950

Multiple Companies Advance in Storage Product Mass Production and Inventory Building

Bernstein Analyst Maintains Micron Technology Buy Rating

DBS analyst reiterates buy rating on Micron Technology, sets price target at $900

DA Davidson Analyst Sees Bright Future for Micron in the AI Era

Jordi Visser shifts investment portfolio away from Micron Technology towards silver, energy, and chemicals

Deutsche Bank Raises Micron's Target Price to $1000

Whale Investor Buys Massive Amount of Micron Technology Stock

Micron Announces Shipment of 245TB 6600 ION SSD

Micron Executive Says AI Era Brings Explosive Growth in Memory Demand

Mizuho Securities analyst reiterates buy rating on Micron Technology

NextNRG

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

InMed Pharmaceuticals

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Meiwu Tech

CN Energy

MetaVia

Generation Income Properties

Co-Diagnostics

Pinned News

置顶新闻

Should You Buy Micron Technology Stock Now or Wait for a Dip?

Micron Technology, Inc. (MU.US) Fiscal Year 2026 Second Quarter Earnings Conference Call

Micron Technology, Inc. (MU.US) Fiscal Year 2026 First Quarter Earnings Conference Call

Micron Technology, Inc. (MU.US) Fiscal Year 2025 Fourth Quarter Earnings Conference Call

Micron Technology, Inc. (MU.US) Q3 2025 Earnings Conference Call

Micron Technology, Inc. (MU.US) Fiscal Year 2025 Second Quarter Earnings Conference Call

SOXQ

FTXL

SOXX

SOXL

DRAM

MULL

Micron Technology's stock has dropped 17% from its 52-week high, currently trading at $681.54. Analysts suggest it may be undervalued with a low forward P/E ratio, driven by a memory shortage. However, opinions vary on whether to buy now or wait for a dip, as the stock's high demand could be cyclical. The Motley Fool's Stock Advisor has identified 10 better investment options than Micron.

- Micron Technology's stock is down 17% from its 52-week high, closing at $681.54, which may raise questions about its current investment appeal.  
- Analysts project significant growth for Micron due to ongoing memory shortages, resulting in a low forward price-to-earnings ratio of under eight, despite historical volatility in the tech sector.  
- Investors optimistic about AI demand may find this a compelling buying opportunity, while those skeptical of the high valuation may choose to avoid the stock altogether.

Micron Tech(MU.US)

Should You Buy Micron Technology Stock Now or Wait for a Dip?

Analysts lift Micron targets past $1,000 amid AI boom

Semiconductor stocks slide amid bond yield surge and supply fears

Micron and Texas Instruments Get Price Target Boost as Top Mizuho Analyst Sees Strong Chip Demand

These stocks are today’s movers: CoreWeave, Nvidia, Home Depot, Akamai, Agilysys, Micron, and more

Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Join the $1 Trillion Club by Year-End. Here's How You Can Buy It Now for Just $50.

AI TRENDS | Analysts Predict Micron Could Hit $2,000 Amid Rising AI Memory Demand

Semiconductor rally stalls as bond yields surge and crowding peaks

Sandisk and Micron Stocks Decline Amid Rising U.S. Treasury Yields

Trending