블로그
-
2nd week June 2026
The broad market index advanced 0.30% and closed at 7,405.73. Shares of Micron Technology, the memory chipmaker that’s led the latest.......
blog.naver.com · 2026.06.08
-
Western Digital stock jumps as AI trade reignites
Western Digital bucked the trend as other memory and storage makers retreated from record highs. Western Digital, Micron Technology, and storage maker Sandisk were among 30 S&P 500 (^GSPC) stocks
blog.naver.com · 2026.06.17
-
Micron is looking to end the memory industry's boom-bust cycle.
"We feel like we have a transformation of our business that is happening in front of our eyes, and it's really being driven by … the demand trajectory that is incredibly strong and durable," Micron chief
blog.naver.com · 2026.06.25
-
메모리 시장의 과점 체제: 소수 기업이 AI 경쟁의 가격을 결정하는 방식
이 글은 Benzinga의 "The memory oligopoly: How Micron and 6 other names now set the price for the AI race"을
blog.naver.com · 2026.06.28
-
[오늘의 차트] AI 붐에 붙은 가격표, 마이크론이 보낸 청구서
이 글은 Yahoo Finance의 "The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day"을
blog.naver.com · 2026.06.28
-
마이크론 실적 전망: 주목해야 할 4가지 핵심 분야 – HBM 개발 현황, 자본 지출 등
Micron Earnings Preview: Four Key Areas in Focus — HBM Progress, Capex and More 마이크론이 6월 24일 회계 3분기 실적
blog.naver.com · 2026.06.23
-
[ETF] AI 메모리 병목 현상: 한 번으로 마이크론, 샌디스크, SK하이닉스, 삼성전자에 투자할 수 있는 ETF
이 글은 The Motley Fool의 "AI memory bottleneck: This sizzling ETF lets you buy Micron, Sandisk, SK Hynix , and Samsung for less than $100"을 번역해 옮긴 것으로, 간단히 요약하면, 메모리 시장의 호황을 활용하려는 투자자라면 라운드힐의 DRAM ETF(Roundhill
blog.naver.com · 2026.06.16
-
Top 3 AI IPOs, Humans as ‘Meat Computers,’ SK Patent Lawsuit, Cross-shareholding Crisis
Cross-shareholding Crisis With three major artificial intelligence (AI) companies—including OpenAI, Anthropic, xAI, and Anthropic recently raised $5 billion from Amazon ahead of its listing, with Samsung, SK Hynix, and Micron
blog.naver.com · 2026.05.29
-
2026.6.25 - 마이크론, AI 수요에 실적·전망 예상 상회 / 중국 슈퍼컴퓨터 2위인 미 엘 카피탄 보다 22% 더 빠른 연산 속도
By Spencer Jakab June 24, 2026 6:38 am ET 13 hours ago Micron is America’s hottest stock, up 762% in a year and worth more than a trillion dollars.
blog.naver.com · 2026.06.24
-
2026.6.1 - The AI Trade Hits Overdrive, Powering Stocks to Historic Gains
By Jack Pitcher and Sam Goldfarb May 31, 2026 9:00 pm ET Chip stocks powered the S&P 500 up 16% across Micron Technology increased.......
blog.naver.com · 2026.06.01