Shares of Micron Technology (NASDAQ: MU) have been on a historic run. As of this writing, the stock is up more than 300% over the past 12 months, riding an extraordinary wave of demand for specialized memory chips powering artificial intelligence (AI) data centers. What's wild, however, is that despite the stock's wild run-up, Micron's valuation still looks attractive. And it looks downright cheap...
Shares of Micron Technology (NASDAQ: MU) have been on a historic run. As of this writing, the stock is up more than 300% over the past 12 months, riding an extraordinary wave of demand for specialized memory chips powering artificial intelligence (AI) data centers. What's wild, however, is that despite the stock's wild run-up, Micron's valuation still looks attractive. And it looks downright cheap when considering analysts' consensus earnings forecast for the next 12 months. But investors need to think longer term. How long can this supply demand imbalance last? And how long can Micron command such incredible pricing power? The unknowns surrounding these questions may help explain why the stock has been under pressure more recently (shares are down more than 14% in one week), despite the company posting incredible fiscal second-quarter results. Continue reading
导读： ①市场缩量修复反弹，个股普涨但量能不足，反弹持续性有待放量验证；②电力板块持续强势，高标连板打开高度，但需警惕情绪高潮后分歧加剧；③科技股同步反弹，算力硬件、算力芯片表现亮眼，有望带动 AI 及半导体产业链修复。 昨日市场迎来修复反弹，三大指数集体收红，超5100股上涨，百股涨停。美中不足的是，昨日量能较前一交易日萎缩近3500亿，缩量反弹意味着多方力量尚不充裕，后续反弹若想持续仍待量能配...
Merck & Co. is in advanced talks to buy drugmaker Terns Pharmaceuticals Inc. , according to people familiar with the matter. The transaction could be announced as soon as Wednesday, said the people, who asked not to be identified because the talks are private. A final agreement hasn’t been reached and the talks could still end without one, the people said. Representatives for Merck and Terns didn’...
Merck & Co. is in advanced talks to buy drugmaker Terns Pharmaceuticals Inc. , according to people familiar with the matter. The transaction could be announced as soon as Wednesday, said the people, who asked not to be identified because the talks are private. A final agreement hasn’t been reached and the talks could still end without one, the people said. Representatives for Merck and Terns didn’t immediately respond to requests for comment. Shares of Terns are up about 50% from this year’s low point on Jan. 12, giving the company a market value of about $4.4 billion. Including debt, the company is valued at about $5.1 billion. The Financial Times reported earlier that Merck was nearing a deal to acquire Terns for roughly $6 billion.
(RTTNews) - The Hong Kong stock market on Tuesday wrote a finish to the three-day slide in which it had given up almost 1,650 points or 6.5 percent. The Hang Seng Index now rests just above the 25,050-point plateau although it's expected to open in the red on Wednesday.
(RTTNews) - The Hong Kong stock market on Tuesday wrote a finish to the three-day slide in which it had given up almost 1,650 points or 6.5 percent. The Hang Seng Index now rests just above the 25,050-point plateau although it's expected to open in the red on Wednesday.
matejmo/iStock via Getty Images Quarterly commentary Most asset categories produced positive returns in the final three months of 2025, reflecting the favorable backdrop for the world financial markets. The fund posted a gain but slightly underperformed its benchmark. Asset allocation contributed to performance, while underlying manager results detracted. Market review and outlook Global equities ...
matejmo/iStock via Getty Images Quarterly commentary Most asset categories produced positive returns in the final three months of 2025, reflecting the favorable backdrop for the world financial markets. The fund posted a gain but slightly underperformed its benchmark. Asset allocation contributed to performance, while underlying manager results detracted. Market review and outlook Global equities registered solid gains in the fourth quarter, helping the major, broad-based indexes record their third consecutive year of double-digit returns. Performance was uneven over the first half of the quarter due to concerns that AI-related stocks were in a bubble, but the market staged an impressive rebound and went on to achieve new all-time highs by year end. A continued decline in inflation enabled the U.S. Federal Reserve to enact two quarter-point interest rate cuts, boosting sentiment. In addition, corporate earnings were robust and world economic growth remained positive. Emerging- and developed-market international equities outperformed the United States, continuing a trend that was in place for the full year. Within the U.S. market, the value style outpaced growth as investors rotated toward opportunities outside of AI-related stocks. Global bonds logged only slightly positive total returns amid a growing consensus that most central banks were largely finished easing policy. Credit-oriented market segments continued to outperform, primarily as a result of their yield advantage. Contributors and detractors The majority of the benefit from allocation came from the fund's overweight in developed-market international equities and corresponding underweight in the United States. We have favored the non-U.S. markets for some time based on their attractive relative valuations, and this aspect of our positioning paid off in both the quarter and the year. An overweight in equities versus bonds was a further plus. On the other hand, an overweight in U.S. mid caps detracted. The f...
If you have reached your full retirement age, you can collect Social Security and work without any impact on your Social Security check. That's the good news. The bad news is that anyone younger than their full retirement age has to consider how earnings from working will affect their Social Security check. Here's what you need to know to get started. It is important to know that the Social Securi...
If you have reached your full retirement age, you can collect Social Security and work without any impact on your Social Security check. That's the good news. The bad news is that anyone younger than their full retirement age has to consider how earnings from working will affect their Social Security check. Here's what you need to know to get started. It is important to know that the Social Security Administration only looks at work that you do for others (or yourself if you are self-employed) when considering the impact on your Social Security check . Other income, such as interest, dividends, pensions, and annuities, doesn't count. So you are really only concerned with the size of your paycheck. As noted, if you have reached your full retirement age, your earnings from work will have no impact on your Social Security check. The problem is if you are younger, meaning you started collecting Social Security early. The earliest you can claim Social Security is 62. For most people, between age 62 and the month you turn 67 in the year you reach full retirement age is when you need to worry. That said, the math is slightly different in the year you reach full retirement age. Continue reading
(RTTNews) - Clover Biopharmaceuticals, Ltd. (2197.HK) announced new Phase I clinical trial results from the U.S. evaluating re-vaccination with its RSV PreF vaccine candidate (SCB-1019) compared head-to-head with GSK's AREXVY in older adults. The study enrolled participants aged
(RTTNews) - Clover Biopharmaceuticals, Ltd. (2197.HK) announced new Phase I clinical trial results from the U.S. evaluating re-vaccination with its RSV PreF vaccine candidate (SCB-1019) compared head-to-head with GSK's AREXVY in older adults. The study enrolled participants aged
格隆汇3月25日｜奈飞公布，韩国男团BTS回归直播节目《BTS The Comeback Live|ARIRANG》在全球吸引了1840万观众，并在24个国家登顶收视第一，显示顶级艺人带动的实时节目需求强劲。该60分钟节目于首尔光化门广场举行，为BTS自2022年底以来首次完整演出。奈飞近年加码发展直播内容，包括体育及大型活动，以提升竞争力。平台早前直播Alex Honnold攀登台北101的活动...
格隆汇3月25日｜奈飞公布，韩国男团BTS回归直播节目《BTS The Comeback Live|ARIRANG》在全球吸引了1840万观众，并在24个国家登顶收视第一，显示顶级艺人带动的实时节目需求强劲。该60分钟节目于首尔光化门广场举行，为BTS自2022年底以来首次完整演出。奈飞近年加码发展直播内容，包括体育及大型活动，以提升竞争力。平台早前直播Alex Honnold攀登台北101的活动吸引约620万观众。