Ticker delayed 20 minutes
Avg Daily Volume: 19,498,948 Market Cap: 56.68B Sector: Technology Short Interest: None |
EARNINGS EXPECTATIONS:
THIS QTR: EPS: .47/share REV: 5,010/M
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LAST QTR: EPS: .49/share ACTUAL: .56/share (BEAT)
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NEXT QTR: EPS: .41/share REV: 4,718/M
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FULL YR: EPS: 2.43/share REV: 20,550/M
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*These are the base metrics we will be watching against the actual release numbers
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BEAT/MISS RECORD: 60% OF THE TIME THEY BEAT ESTIMATES
PRIOR ‘JUMP ZONE’ MOVES (LAST 3 QTRS %) -11.7, 15.08, 10.16
EXPECTED JUMP MOVE: 10-15
Links To Latest News and Headlines
The semiconductor industry, along with automobile and pharmaceutical imports, is one of the potential targets of President Trump’s newly proposed 25% tariffs. “If you look in the semiconductor space, there’s a tremendous amount of innovation that is not related to the actual manufacturing, which is really what say companies like AMD (AMD) and Qualcomm (QCOM) sell, and they’re looking at companies like [Taiwan Semiconductor Manufacturing Company] (TSM) for manufacturing,” Lopez Research founder Maribel Lopez says on the landscape’s focus on innovation over manufacturing. However, shifting production to the US is not an immediate solution, as Lopez states, “it is physically impossible” to build new foundries quickly. This means the industry faces a tricky balance of continuing innovation while navigating the complexities of global operations. Businesses must find ways to manage this transition over time while also negotiating with international partners. “So, we’ve had the opening volley to say negotiations start now. We need to get a plan between now and April to make that happen,'” Lopez concludes. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch
President Donald Trump proposed new 25% tariffs that could target semiconductor, automobile, and pharmaceutical imports into the US. Lopez Research founder Maribel Lopez joins Morning Brief to highlight this as a starting point for negotiations, emphasizing that the actual tariff rate is yet to be determined. “This is really an opening volley by Trump to say he’s really serious about tariffs. Tariffs will happen. The amount of the tariff and what the negotiation standpoint is still unknown,” Lopez explains.She highlights that industries like the automotive sector, with a strong US presence, may have a better chance of negotiating exemptions. “The call to action for everybody right now is to try to figure out what they can do to make a play to say that they’re going to invest in America — to either create manufacturing jobs, to create investment in some other type of category that we would consider as beneficial to the economy,” Lopez explains.While acknowledging the seriousness of tariffs, Lopez reassures that the market (^DJI, ^IXIC, ^GSPC) is not overreacting yet as the Trump administration continues to negotiate with international officials. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch
We recently published a list of Top 10 AI News You Shouldn’t Miss. In this article, we are going to take a look at where Micron Technology Inc (NASDAQ:MU) stands against other top AI news you shouldn’t miss. JPMorgan Asset Management’s Kerry Craig said in a latest program on CNBC that investors are looking beyond […]
Margin contraction, weakening consumer demand and geopolitical uncertainties all present serious headwinds for MU, making it a good time to lock in profits.
InterDigital, Inc. and Keysight Technologies are set to unveil their dynamic AI-enabled sensing capabilities at Mobile World Congress 2025. This demonstration aims to showcase how AI can enhance the accuracy of wireless sensing by integrating with existing 3GPP signals to adapt to dynamic environments. The anticipated 6G technologies involve the integration of sensing and communication, utilizing AI to manage and solve complex network challenges. Their joint demo will illustrate the use of AI…
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