After operating behind the scenes for years, Micron Technology (MU +0.21%) has been thrust into the limelight. The company's flash memory and storage processors are critical components in graphics processing units (GPUs) and other chips that underpin artificial intelligence (AI), fueling unprecedented demand. As such, investors were sitting on the edge of their seats on Wednesday afternoon, awaiti...
After operating behind the scenes for years, Micron Technology (MU +0.21%) has been thrust into the limelight. The company's flash memory and storage processors are critical components in graphics processing units (GPUs) and other chips that underpin artificial intelligence (AI), fueling unprecedented demand. As such, investors were sitting on the edge of their seats on Wednesday afternoon, awaiting the results of the chipmaker's quarterly financial report. The say Micron delivered is something of an understatement. The company generated record revenue, gross margin, earnings per share (EPS), and cash flow -- and is promising to smash those records again next quarter. Blockbuster results ... and more Micron reported the results of its fiscal 2026 second quarter (ended Feb. 26), and both sales and profits far outpaced expectations. The company generated revenue of $23.9 billion, up 196% year over year and 75% sequentially. This resulted in adjusted EPS of $12.20, which rose 155%. For context, analysts' consensus estimates were calling for revenue of $20 billion and EPS of $9.19, so Micron simply blew the doors off expectations. CEO Sanjay Mehrotra said (emphasis mine), "Micron set new records across revenue, gross margin, EPS, and free cash flow in fiscal Q2, driven by a strong demand environment, tight industry supply, and our strong execution, and we expect significant records again in fiscal Q3." Its cloud memory segment led the charge, as revenue of $7.7 billion jumped 163%. Revenue from Micron's core data center business jumped 211% to $5.7 billion, while revenue from its mobile and client business segment climbed 245% to $7.7 billion. Last but not least was the automotive and embedded segment, with revenue of $2.7 billion, up 162%. Expand NASDAQ : MU Micron Technology Today's Change ( 0.21 %) $ 0.97 Current Price $ 462.66 Key Data Points Market Cap $520B Day's Range $ 458.36 - $ 471.25 52wk Range $ 61.54 - $ 471.25 Volume 2.2M Avg Vol 35M Gross Margin 45.53 % D...
Key Points Micron delivered record-setting, triple-digit growth across the board. The company's artificial intelligence (AI) chip business is on fire, fueling robust revenue and profit growth. Micron is predicting another record-breaking performance in Q3. 10 stocks we like better than Micron Technology › After operating behind the scenes for years, Micron Technology (NASDAQ: MU) has been thrust i...
Key Points Micron delivered record-setting, triple-digit growth across the board. The company's artificial intelligence (AI) chip business is on fire, fueling robust revenue and profit growth. Micron is predicting another record-breaking performance in Q3. 10 stocks we like better than Micron Technology › After operating behind the scenes for years, Micron Technology (NASDAQ: MU) has been thrust into the limelight. The company's flash memory and storage processors are critical components in graphics processing units (GPUs) and other chips that underpin artificial intelligence (AI), fueling unprecedented demand. As such, investors were sitting on the edge of their seats on Wednesday afternoon, awaiting the results of the chipmaker's quarterly financial report. The say Micron delivered is something of an understatement. The company generated record revenue, gross margin, earnings per share (EPS), and cash flow -- and is promising to smash those records again next quarter. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Blockbuster results ... and more Micron reported the results of its fiscal 2026 second quarter (ended Feb. 26), and both sales and profits far outpaced expectations. The company generated revenue of $23.9 billion, up 196% year over year and 75% sequentially. This resulted in adjusted EPS of $12.20, which rose 155%. For context, analysts' consensus estimates were calling for revenue of $20 billion and EPS of $9.19, so Micron simply blew the doors off expectations. CEO Sanjay Mehrotra said (emphasis mine), "Micron set new records across revenue, gross margin, EPS, and free cash flow in fiscal Q2, driven by a strong demand environment, tight industry supply, and our strong execution, and we expect significant records again in fiscal Q3." Its cloud memory segment led the charge, as revenu...
黄金在早盘上涨，可能受技术性反弹推动，此前近月黄金期货隔夜结算价下跌了2.2%。交易员仍在消化美联储隔夜的决定。现货黄金上涨0.4%，报每盎司4，836.39美元。XS.com的Antonio Di Giacomo在一封电子邮件中表示，尽管美联储如市场普遍预期的那样维持利率不变，但这一决定强化了其在调整利率轨迹前等待更明朗信号的策略。这位高级市场分析师说：“一方面，货币政策有放松的空间。“该分析师...
黄金在早盘上涨，可能受技术性反弹推动，此前近月黄金期货隔夜结算价下跌了2.2%。交易员仍在消化美联储隔夜的决定。现货黄金上涨0.4%，报每盎司4，836.39美元。XS.com的Antonio Di Giacomo在一封电子邮件中表示，尽管美联储如市场普遍预期的那样维持利率不变，但这一决定强化了其在调整利率轨迹前等待更明朗信号的策略。这位高级市场分析师说：“一方面，货币政策有放松的空间。“该分析师补充说：“另一方面，与油价和地缘政治相关的风险限制了任何降息的步伐和幅度。“。 责任编辑：王永生
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With the market experiencing a recent pullback, many investors are likely scouring their watchlists for high-quality stocks trading at a discount. And while several big tech names have taken a hit recently amid concerns over massive infrastructure spending, one company stands out as an especially compelling opportunity: Alphabet (GOOG 0.98%)(GOOGL 1.00%). Shares of the search giant have cooled off...
With the market experiencing a recent pullback, many investors are likely scouring their watchlists for high-quality stocks trading at a discount. And while several big tech names have taken a hit recently amid concerns over massive infrastructure spending, one company stands out as an especially compelling opportunity: Alphabet (GOOG 0.98%)(GOOGL 1.00%). Shares of the search giant have cooled off, trading down from their recent all-time high of about $350 to around $306 as of this writing. But despite the growth stock's recent breather, the underlying business is performing exceptionally well. The company is benefiting from artificial intelligence (AI) both directly through its enterprise cloud business and indirectly across its sprawling consumer ecosystem. For investors looking for a resilient AI stock to buy today, here is why Alphabet is my top pick. A booming, highly profitable cloud business When investors think of Alphabet, they often think of digital advertising. But the company's cloud computing business, Google Cloud, is quickly becoming the star of the show. Highlighting the company's underlying momentum, Alphabet's fourth-quarter revenue rose 18% year over year to $113.8 billion. Fueling this top-line acceleration was a staggering 48% year-over-year jump in Google Cloud revenue to $17.7 billion. Even more, this cloud revenue is flowing nicely to Alphabet's bottom line. Google Cloud's operating income more than doubled year over year to $5.3 billion. Further, the segment's operating margin expanded from 17.5% in the year-ago quarter to 30.1% in the fourth quarter. This segment margin expansion suggests that Google Cloud has finally achieved the scale needed to meaningfully drive Alphabet's consolidated earnings rather than just subsidizing its top line. And that momentum is well supported by backlog growth. Capturing the unique predictability of its enterprise demand, Google Cloud ended 2025 with a massive $240 billion backlog -- up 55% sequentially. Add...
Richard Drury/DigitalVision via Getty Images By James Knightley , Chief International Economist, US and Francesco Pesole , FX Strategist Fed believes in the productivity boom There is nothing particularly surprising from the Federal Reserve outcome. A "no change" decision with a target range of 3.5% to 3.75%, with only Stephen Miran dissenting by voting for a 25bp cut. Everyone else wanted stable ...
Richard Drury/DigitalVision via Getty Images By James Knightley , Chief International Economist, US and Francesco Pesole , FX Strategist Fed believes in the productivity boom There is nothing particularly surprising from the Federal Reserve outcome. A "no change" decision with a target range of 3.5% to 3.75%, with only Stephen Miran dissenting by voting for a 25bp cut. Everyone else wanted stable rates, but the Fed continues to think a rate cut this year is more likely than not. The Fed appears prepared – for now – to look through a near-term energy price shock, believing that this won't become a broader, more persistent inflationary problem that needs action. The accompanying statement acknowledges that "uncertainty about the economic outlook remains elevated. The implications of developments in the Middle East for the U.S. economy are uncertain". Chair Powell also heavily emphasised the problems with making projections in the current challenging situation, but he believes economic activity remains “solid”. For now, though, the updated forecasts show they have retained the 2026 rate cut they had from their December update and continue to have a further 25bp rate cut in 2027. Interestingly, they have revised up GDP growth a touch for the fourth quarter of 2026 to 2.4% year-on-year versus 2.3%, while their fourth quarter 2027 GDP growth prediction is now 2.3% versus 2.0%. 2028 is also up, while, perhaps most significantly, the Fed revised its long run GDP projection to 2% from 1.8%, suggesting they are buying into the productivity-boosting effects of AI/technology investment. After all, their inflation forecasts have only been revised a little higher for this year (2.7% vs 2.5% previously for the core PCE deflator in the fourth quarter of 2026, with the fourth quarter of 2027 0.1 percentage point higher at 2.2%, with 2% retained for 2028. Unemployment forecasts are little changed, with long-run Fed funds revised up 0.1pp to 3.1%. Greater chance inflation is indeed “t...
Key Points Alphabet's cloud computing segment is accelerating rapidly, driving immense profitability. The company is embedding its artificial intelligence models across its sprawling ecosystem. At roughly 28 times earnings, the stock's recent sell-off offers a reasonable entry point. 10 stocks we like better than Alphabet › With the market experiencing a recent pullback, many investors are likely ...
Key Points Alphabet's cloud computing segment is accelerating rapidly, driving immense profitability. The company is embedding its artificial intelligence models across its sprawling ecosystem. At roughly 28 times earnings, the stock's recent sell-off offers a reasonable entry point. 10 stocks we like better than Alphabet › With the market experiencing a recent pullback, many investors are likely scouring their watchlists for high-quality stocks trading at a discount. And while several big tech names have taken a hit recently amid concerns over massive infrastructure spending, one company stands out as an especially compelling opportunity: Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL). Shares of the search giant have cooled off, trading down from their recent all-time high of about $350 to around $306 as of this writing. But despite the growth stock's recent breather, the underlying business is performing exceptionally well. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The company is benefiting from artificial intelligence (AI) both directly through its enterprise cloud business and indirectly across its sprawling consumer ecosystem. For investors looking for a resilient AI stock to buy today, here is why Alphabet is my top pick. A booming, highly profitable cloud business When investors think of Alphabet, they often think of digital advertising. But the company's cloud computing business, Google Cloud, is quickly becoming the star of the show. Highlighting the company's underlying momentum, Alphabet's fourth-quarter revenue rose 18% year over year to $113.8 billion. Fueling this top-line acceleration was a staggering 48% year-over-year jump in Google Cloud revenue to $17.7 billion. Even more, this cloud revenue is flowing nicely to Alphabet's bottom line. Google Cloud's operating income more than dou...
Spain’s King Felipe VI has been invited to the 2026 World Cup in Mexico by President Claudia Sheinbaum, the royal palace said on Wednesday, signalling a thaw in relations between the two countries. Diplomatic relations have been strained since 2019, when the Mexican government demanded that the Spanish crown apologise for the abuses committed during the conquest and subsequent colonisation of the ...
Spain’s King Felipe VI has been invited to the 2026 World Cup in Mexico by President Claudia Sheinbaum, the royal palace said on Wednesday, signalling a thaw in relations between the two countries. Diplomatic relations have been strained since 2019, when the Mexican government demanded that the Spanish crown apologise for the abuses committed during the conquest and subsequent colonisation of the Americas in the 16th century. Sheinbaum excluded the king from her inauguration in October 2024 partly because Spain had not responded to the apology demand. Advertisement Her invitation came after the king on Monday acknowledged that there had been “a lot of abuse” during the conquest of the Americas. “There are things that later, when we study them and learn about them, you say: ‘Well, by today’s standards and values, they obviously cannot make us feel proud,’” he added during a visit to an exhibition of Indigenous Mexican art in Madrid. Former Mexican president Andres Manuel Lopez Obrador reads a letter from 2019 addressed to Spain’s King Felipe VI in September 2024. Photo: AFP The king made his informal observations as he commented on the exhibition in the presence of the Mexican ambassador to Spain, according to a video posted by the royal palace on social media.
Key Points Its revenue rose by almost 20% year over year. The bottom line was a different story, although this was affected by a corporate transformation. 10 stocks we like better than Andersen Group › A record-breaking fourth quarter was the catalyst behind the surge in Andersen Group (NYSE: ANDG) stock on Wednesday. Investors were obviously impressed with the tax and financial advisory company's...
Key Points Its revenue rose by almost 20% year over year. The bottom line was a different story, although this was affected by a corporate transformation. 10 stocks we like better than Andersen Group › A record-breaking fourth quarter was the catalyst behind the surge in Andersen Group (NYSE: ANDG) stock on Wednesday. Investors were obviously impressed with the tax and financial advisory company's performance in that frame, as they bid its stock up by almost 14% across the Hump Day trading session. A veteran operator in a new corporate form For the quarter, Andersen grew revenue by almost 20% year over year to slightly over $170 million. On the bottom line, equity restructuring costs arising from its transformation from a private partnership to a publicly traded company totaled more than $193 million. That drove it far into the red, with a headline net loss of over $193 million ($0.22 per share), from the year-ago deficit of under $10 million. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » On an operational basis, throughout 2025, Andersen said it provided services to more than 12,350 client groups in its home market in the U.S. That meant a growth rate of nearly 6% from the 2024 level. Of these, 687 contributed more than $250,000 in annual revenue, compared with 629 the year before. Andersen quoted CEO Mark Vorsatz as saying the fourth quarter "capped a record year for the firm, and underscores the strength of our global, multi-dimensional platform and the continued demand for high-value advisory services." Double-digit growth to repeat? Vorsatz indicated that he and his team expect that momentum to continue. Sure enough, Andersen proffered guidance of $955 million to $970 million in revenue for the full year 2026, representing at least 14% growth over the previous year. The company did not prov...
Earnings Call Insights: Hyperfine, Inc. (HYPR) Q4 2025 Management View CEO Maria Sainz reported "fourth quarter revenue of over $5 million demonstrated our very strong performance with the next-generation Swoop system for the second straight quarter." She highlighted the introduction of the second-generation Swoop scanner, the Optive AI software, and expansion into the neurology office setting as ...
Earnings Call Insights: Hyperfine, Inc. (HYPR) Q4 2025 Management View CEO Maria Sainz reported "fourth quarter revenue of over $5 million demonstrated our very strong performance with the next-generation Swoop system for the second straight quarter." She highlighted the introduction of the second-generation Swoop scanner, the Optive AI software, and expansion into the neurology office setting as pivotal for adoption and market penetration. Sainz stated, "We have now demonstrated that we hold a highly proprietary and differentiated technological position in our ability to produce diagnostic quality images with an ultra-low field magnet." The company secured FDA clearance in December 2025 for its latest Optive AI software update, marking the 11th generation of Swoop software releases. Sainz noted, "This latest Swoop software incorporates features in our diffusion-weighted imaging to further refine the value of the Swoop system in stroke workflows." The approval of the Swoop system in India opened a new geographic expansion opportunity, with Sainz confirming, "Throughout 2025, we executed on our operational milestones across innovation, clinical and economic evidence generation and site of care and geographic expansion." Hyperfine ended the year with a "healthy balance sheet" and extended its cash runway into 2028 following new equity and a $15 million initial debt tranche. CFO Brett Hale stated, "Revenue for the quarter ended December 31, 2025, was $5.3 million, up 128% compared to $2.3 million in the quarter of 2024," and confirmed that "gross margin was 50.9%, our second straight sequential quarter above 50% and representing 1,530 basis points of gross margin expansion over the fourth quarter of 2024." Outlook For the full year 2026, Hyperfine expects revenue between $20 million to $22 million, representing year-over-year growth at the midpoint of 55%. Gross margin for 2026 is forecast in the range of 50% to 55%, with a progression expected to "closely follow our s...