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Parkev Tatevosian, CFA has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
UK investors are piling into S&P 500 technology stock Micron right now, despite the fact it’s up around 700% over the last year. You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources , and more. Learn More . You’...
UK investors are piling into S&P 500 technology stock Micron right now, despite the fact it’s up around 700% over the last year. You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources , and more. Learn More . You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources , and more. Learn More . S&P 500 tech stock Micron (NASDAQ: MU) is a hot investment at the moment. Believe it or not, over the last week, it’s been the third-most-bought stock on AJ Bell’s platform. So why are investors scrambling to buy into this tech company? And should those who don’t own any shares consider buying some? What’s going on with Micron? Micron’s a memory chip company. And right now, demand for memory is sky high (so much so that there’s a global shortage). The reason for this is that memory is required to run generative AI models like ChatGPT, Gemini, and Claude. Ultimately, it’s memory that allows these models to learn during training and remember the conversations they have with users. Now, given the high demand for memory, Micron’s revenues and earnings are surging. In March, for example, the company reported Q2 revenue of $23.86bn versus $8.05bn for the same period a year ago along with non-GAAP earnings of $12.07 per share versus $1.41 a year earlier. Looking ahead, analysts expect the growth to continue in the near term (they’re scrambling to raise their forecasts). For example, for the financial year ending 31 August, analysts expect revenue of $108.7bn versus $37.4bn last year. This prolific level of growth is the main reason investors are piling into the stock now. But it’s not the only reason. A cheap tech stock? A...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom (NasdaqGS:AVGO) is reported to be facing an $18b financing roadblock tied to its custom AI chip deal with OpenAI. The issue raises questions around one of Broadcom's flagship AI partnerships and the funding structure behind large custom silicon orders. This development i...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom (NasdaqGS:AVGO) is reported to be facing an $18b financing roadblock tied to its custom AI chip deal with OpenAI. The issue raises questions around one of Broadcom's flagship AI partnerships and the funding structure behind large custom silicon orders. This development is material for investors tracking Broadcom's position in the AI infrastructure supply chain and its exposure to a key customer relationship. Broadcom has become a central supplier in the AI infrastructure stack, with custom accelerators and networking products playing a key role in data center buildouts. The reported financing impasse around the OpenAI agreement now puts a spotlight on how dependent large AI chip programs can be on complex funding and long term commitments. For investors, the situation is worth watching because it may influence how markets think about concentration risk, contract structure and revenue visibility tied to marquee AI customers. It also underscores that AI hardware growth stories often hinge not just on technology, but on counterparties' ability and willingness to fund sizeable, multi year capacity commitments. Stay updated on the most important news stories for Broadcom by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Broadcom. NasdaqGS:AVGO 1-Year Stock Price Chart See which insiders are buying and buying and selling Broadcom following this latest news. Quick Assessment ⚖️ Price vs Analyst Target : At US$412.56 versus a consensus target of about US$475, the stock trades roughly 13% below analyst expectations. ❌ Simply Wall St Valuation : Shares are described as trading 25.9% above estimated fair value, which points to an overvaluation flag. ✅ Recent Momentum: A 30 day return of 0.24% shows slightly positive but modest short term performance. There's only one way to know the righ...