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- Western Digital stock jumps as AI trade reignites The firm's new price target is $650, up from $488. Western Digital, Micron Technology, and storage maker Sandisk were among 30 S&P 500 (^GSPC) stocks
- ASML Holding NV PT Raised to EUR2,000 at Goldman Sachs The analysts comment: “ASML will report its 2Q26 earnings on July 15, and we update our estimates to reflect the recent memory datapoints and our latest view on China, among other factors.
- 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
- [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
- 마이크론 (MU) Q2 2024 어닝콜 I am pleased to report that Micron delivered fiscal Q2 revenue, gross margin, and EPS well above the Micron drove robust price increases as the supply-demand balance tightened.