Micron

💾 Micron raises the bar. AI turns memory chips into premium goods.
Micron Technology $MU announced an increase in revenue and profit guidance for the fourth quarter. Growing demand for HBM memory chips for AI data centers puts the company in a favorable position to dictate pricing terms. Shares responded to the news by rising more than 4%.

📈 Micron announces record quarter and ambitious outlook!
In the third fiscal quarter of 2025, Micron Technology $MU demonstrated a return to a growth trajectory. Record revenues of $9.3 billion, a nearly fivefold year-over-year increase in net income, and significant margin improvement across segments show that the memory industry has its strong period ahead.

📅 Key events of the upcoming week!
Markets will react to developments in the Middle East. I'll be watching more results of interesting companies and many other macroeconomic events.

🏭Monday
Services and Manufacturing PMI (US) - Hints of the pace of economic activity in June.
🏘️ Existing Home Sales - We'll see how the US housing market performs.
🎙 Waller's FOMC speech - Possible...
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🏭 Micron raises investment plan to $200 billion!
Micron Technology $MU has announced a significant increase in its investment in US manufacturing and research. The total framework moves to $200 billion, making this plan one of the most ambitious in the history of the US semiconductor industry.

🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off!
Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.

The most visible case is the company Nvidiawhich has announced that it...
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📉 Micron: Margins overshadow great numbers! 🧠💾
US semiconductor giant Micron Technology $MU released its second fiscal quarter results and the numbers certainly didn't disappoint for me. Revenue was up by 38 %, earnings beat analysts' expectations and the company offered a strong outlook for the period ahead. Still, the stock lost over 8 %due to margins.

📅 Weekly overview of interesting events!
This week will be rich in economic data, major Fed decisions and the last few results of interesting companies. Let's take a look at the overview.

🏭 Monday
🛍 US Retail Sales - A key indicator of consumer strength.
NY Fed Manufacturing Activity Survey - We track the state of industrial production and sentiment among manufacturers in New York...
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Foxconn reported record sales earlier this week, leading shares in the semiconductor sector higher. Shares of $MU, $NVDA, $ASML and $KLAC, for example, rose significantly . I think it's great news and I'm happy for $ASML stock as it's up 10% this week.

Do you have any of these stocks in your portfolio?

🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡

Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.

...
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💡 Micron Technology: failure or opportunity? 📉

Shares of Micron Technology $MU are down more than 18 %, marking the worst day since the March 2020 pandemic hit the markets. The chipmaker, known for its innovations in computer memory and storage, posted a disappointing outlook for its second fiscal quarter.

🌟 Key events of the week: Get ready for important news! 🚀

This week brings key economic data, Fed policy decisions and interesting corporate results. Don't miss these events!

🎄🕯️Přeji to all, have a peaceful Advent Sunday and lots of comfort for this Christmas season.

⚙️Pondělí:
NY Fed Manufacturing Activity Survey: A local but important indicator of sentiment in the manufacturing...
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