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Tag

Micron

3 articles

U.S. Equities6d ago

VGT's 27% Return: Nvidia Concentration Bets on AI Chip Dominance

With 17 percent in Nvidia and over 60 percent in semiconductors, Vanguard's tech ETF has beaten the S&P 500 for four straight years on sustained hyperscaler AI capex.

U.S. Equities33d ago

Micron's $158 EPS Target Points to Compressed Multiple After Q3 Beat

Micron posted fiscal Q3 revenue of $41.46B and EPS of $25.11, crushing estimates, with the Street's $158 forward EPS estimate cutting the forward P/E to 11.99.

U.S. Equities126d ago

Micron, TSMC Options Show Aggressive AI Chip Demand

Investors bought deeply out-of-the-money calls on Micron Technology and Taiwan Semiconductor Manufacturing, pointing to expectations for sustained growth in AI-driven chip demand