Petróleo Brent e WTI sobem 2,6% com cotações a US$ 76,09 e US$ 72,25, respectivamente. Mercados asiáticos apresentam desempenho misto, com bolsas chinesas em alta impulsionadas por ações de tecnologia e IA, enquanto Tóquio, Seul e Austrália registram quedas.
Michael Burry has initiated a short position against Micron Technology, citing 'historically extreme' stock levels driven by AI hype and FOMO, not fundamentals. He points to the company's cyclical history and poor profitability metrics as indicators of significant downside risk.
美光科技因記憶體晶片需求強勁及供應短缺，導致價格大漲，2026會計年度第三季營收年增346%達415億美元，股價表現出色。分析師認為其估值仍偏低，建議投資人考慮買進。
Micron Technology shares dropped 18% from their 52-week high after strong earnings, leading to mixed options trading. While some traders bought Micron calls, bearish sentiment dominated the SMH ETF, contrasting with bullish activity in Seagate, Western Digital, and DRAM ETF following positive analyst coverage for the former two.
Micron Technology's shares fell over 6% on Friday, contributing to a rocky week of trading. The decline mirrored a broader tech sell-off, with investors concerned about rising AI infrastructure costs and potential IPO delays from OpenAI. Despite strong quarterly earnings, Micron's stock gave back some gains.
Micron Technology's shares fell 4% on Friday, joining a broader tech sell-off that saw Intel, Arm, and Marvell also decline. Investor wariness over rising AI infrastructure costs and a report of OpenAI considering delaying its IPO fueled the market downturn, impacting chip stocks globally.
Micron Technology's shares fell nearly 6% despite reporting quadrupled third-quarter revenue, as investor concerns over rising AI infrastructure costs triggered a sell-off across U.S., European, and Asian semiconductor firms, paring earlier gains.
Bolsas asiáticas, lideradas por Japão e Coreia do Sul, fecharam em forte queda nesta sexta-feira devido à realização de lucros em ações de inteligência artificial após valorizações históricas. A Micron Technology, impulsionada pela IA, superou Meta e Tesla em valor de mercado.
Micron's chief business officer acknowledged the growing capabilities and market share of Chinese chipmakers CXMT and YMTC, noting their output is primarily sold domestically. This validation comes as AI infrastructure spending reshapes the memory chip market, with Micron reporting record results and a strong outlook.
Le principali borse asiatiche registrano un forte rialzo dopo i risultati positivi di Micron Technology, con Tokyo a +4,6% e Seul a +5,4%. Lo yen rimane stabile contro dollaro ed euro.
Micron's Q3 revenue surged to $41.4B, over 4x last year, with profit hitting $28.24B. Driven by AI demand for high-bandwidth memory, shares rose 15% post-earnings, reflecting a 700% climb over the past year. The company boasts 85% gross margins, rivaling top tech firms.
마이크론 테크놀로지의 24일(현지시간) 회계연도 3분기 실적 발표에 관심이 쏠린다. 월가 컨센서스는 EPS 20.76달러, 매출 357억5천만달러로, 회사 가이던스를 상회한다. HBM 수요 증가가 실적 상향의 핵심 동력으로 분석된다.
SK Hynix, yapay zeka (AI) çip talebinin patlamasıyla piyasa değerini 1 trilyon doların üzerine çıkardı, böylece trilyon dolar kulübüne girdi.
