Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. TSMC reported its highest monthly revenue on record, driven by strong demand for advanced AI chips. The company plans a major increase in capital expenditure, with most of the budget directed to advanced process technologies used in AI. TSMC is taking a visible role in the debate over where cutting edge chip production should sit, as Taiwan resists US pressure to shift more manufacturing offshore. For investors watching NYSE:TSM, this revenue milestone and capex update comes after a strong run in the share price, which is at $361.91. The stock is up 7.8% over the past week, 11.8% over the past month, and 13.2% year to date, with a 75.2% gain over the past year. The combination of record AI related demand, heavier spending on advanced nodes, and the global discussion around where these fabs are located could shape how you think about TSMC's role in the chip supply chain. As the company commits more capital to cutting edge production, the balance between its Taiwan base and overseas expansion will likely remain a key focus for both investors and policymakers. Stay updated on the most important news stories for Taiwan Semiconductor Manufacturing by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Taiwan Semiconductor Manufacturing. NYSE:TSM Earnings & Revenue Growth as at Feb 2026 We've flagged 1 risk for Taiwan Semiconductor Manufacturing. See which could impact your investment. Quick Assessment ⚖️ Price vs Analyst Target : At US$361.91 versus a consensus target of about US$432.60, the price sits roughly 16% below analyst expectations. ❌ Simply Wall St Valuation : Simply Wall St estimates the shares are trading about 51.9% above fair value, so the stock screens as overvalued on that model. ✅ Recent Momentum: The 30 day return of about 11.8% shows strong short term momen...

Earnings Call Insights: Urban Edge Properties (UE) Q4 2025 Management View CEO Jeffrey Olson highlighted "2025 was another strong year for Urban Edge. We generated FFO as adjusted of $1.43 per share, representing 6% growth, driven by the continued execution on our signed-but-not-open pipeline and 5% same-property NOI growth." Olson pointed to leasing records with 58 new leases and a record shop occupancy of 92.6%. He stated, "New lease spreads have now exceeded 20% for 4 consecutive years, reflecting strong demand and limited availability of high-quality retail spaces throughout our markets." Olson discussed the company's signed-but-not-open pipeline, sharing, "Our remaining signed-but-not-open pipeline is expected to generate an additional $22 million of annual gross rent, representing 8% of current NOI." He noted the completion of 14 projects totaling $55 million at a 19% unlevered yield and ongoing redevelopment of $166 million expected to yield 14% unlevered returns. Olson added, "Looking ahead to 2026, our goals include achieving FFO as adjusted growth of at least 4.5%, same-property NOI growth above 3% and returning leased occupancy toward our historical high of approximately 98%." Executive VP & COO Jeffrey Mooallem stated, "During the fourth quarter, we signed 47 new leases totaling more than 200,000 square feet, including 14 new leases at an 11% same space spread and 33 renewals at a 17% spread. That brought our total for the year to 58 new leases for over 360,000 square feet at a same space spread of 32%." Mooallem also commented on redevelopment, "We stabilized 3 projects in the fourth quarter, totaling $12 million of investment as rent commenced for Tesla at Total Commons, Dave's Hot Chicken at Yonkers Gateway and First Watch at Bergen Town Center. These projects will generate about a 26% yield." CFO Mark Langer reported, "FFO as adjusted was $0.36 per share for the fourth quarter and $1.43 per share for the full year, representing 6% growth over 2024. S...

The iconic attire has been trending online for days following the banter between Ghanaians and Zambians.

Earnings Call Insights: American International Group, Inc. (AIG) (AIG) Q4 2025 Management View CEO Peter Zaffino highlighted that "we delivered adjusted after-tax income per diluted share of $1.96, a 51% increase year-over-year," and described underwriting income of $670 million, up 48% year-over-year. Zaffino emphasized consistent underwriting and operating discipline, noting, "Global Commercial net premiums written grew 3% despite North America Retail Property contracting due to our reduced appetite given the current market environment." Zaffino detailed the company’s progress on AI and digital strategies: "We've made significant progress embedding gen AI across our core underwriting and claims processes and expanding it across AIG." The CEO announced a leadership change, stating, "I felt it was the right time to retire as Chief Executive Officer and transition to the role of Executive Chair of the Board," and welcomed Eric Andersen as President and CEO-elect. Strategic moves included the Everest renewal rights deal, an investment in Convex Group, and the launch of SPV Syndicate 2479 with Amwins and Blackstone. Zaffino stated, "All are expected to contribute to AIG's earnings, earnings per share and return on equity in 2026, and we believe these transactions should be more accretive in 2026 and 2027 than share repurchases." CFO Keith Walsh reported, "Adjusted after-tax income for the quarter was $1.1 billion, an increase of 31% year-over-year. Underwriting income was $670 million, an increase of 48% year-over-year, and net investment income was $954 million, an increase of 9%." Outlook Zaffino projected, "For the full year 2026, we expect low to mid-teens net premiums written growth in General Insurance, and we believe that 2026 is already off to a very strong start." Management reaffirmed their commitment to achieving a sub-30% expense ratio by 2027, with Walsh stating, "We are well positioned to meet or exceed all of our Investor Day targets by 2027 or earlier."...

Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 11 a.m. ET Call participants Executive Chair — Robert E. Sanchez Incoming Chief Executive Officer — John J. Diez Executive Vice President & Chief Financial Officer — Cristina A. Gallo-Aquino President, Fleet Management Solutions — Thomas M. Havens President, Supply Chain Solutions — John Steven Sensing Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Balanced Growth Strategy -- Ryder shifted its revenue mix, with 62% of 2025 revenue now from asset-light Supply Chain Solutions and Dedicated segments, compared to 44% in 2018. -- Ryder shifted its revenue mix, with 62% of 2025 revenue now from asset-light Supply Chain Solutions and Dedicated segments, compared to 44% in 2018. Comparable Earnings Per Share -- $12.92 for 2025, more than double the 2018 result and up 8% year over year. -- $12.92 for 2025, more than double the 2018 result and up 8% year over year. Return on Equity (ROE) -- 17% in 2025, compared to 13% in 2018 and consistent with guidance. -- 17% in 2025, compared to 13% in 2018 and consistent with guidance. Operating Revenue (Q4) -- $2.6 billion, flat compared to the prior year, with contractual revenue growth in Supply Chain offset by lower Dedicated and Fleet Management results. -- $2.6 billion, flat compared to the prior year, with contractual revenue growth in Supply Chain offset by lower Dedicated and Fleet Management results. Comparable EPS (Q4) -- $3.59, an increase of 4%, attributed to benefits from share repurchases. -- $3.59, an increase of 4%, attributed to benefits from share repurchases. Free Cash Flow (Year-to-date) -- $946 million, up from $133 million in the prior year, due to lower capital expenditures, lower taxes from bonus depreciation, and reduced working capital needs. -- $946 million, up from $133 million in the prior year, due to lower capital expenditures, lower taxes from bonus depreciation, and reduced working capital needs. FMS Segment Operating...

Palantir Technologies Inc (PLTR) Shares Gap Down to $133.775 on Feb 11 GuruFocus

Taiwan Semiconductor Manufacturing Co Ltd (TSM) Stock Price Up 3 GuruFocus

On Wednesday, Sarwar said he had sacked her from Labour's frontbench when he became aware of the situation, and dropped her as an election candidate when he did not receive "appropriate answers" to questions about Morton, who she has known since childhood.

格隆汇2月12日｜据Business Insider：马斯克在周二深夜主持xAI全体员工会议，讨论公司的重组事宜。

北京时间2月12日凌晨，美股周三午盘涨跌不一， 标普指数 小幅上扬。推迟发布的1月非农就业报告显示非农就业人数增加13万人，远超预期，失业率降至4.3%。该数据表明经济基础仍保持稳健，为投资者带来些许乐观情绪。 道指跌15.80点，跌幅为0.03%，报50172.34点；纳指跌81.20点，跌幅为0.35%，报23021.27点；标普500指数涨2.28点，涨幅为0.03%，报6944.09点。 美国劳工统计局周三上午发布了1月非农就业报告。该数据因2月3日结束的联邦政府部分停摆而被推迟发布。 数据显示美国1月非农就业人数增加13万人，远超预期。由于美国雇主1月新增13万个就业岗位，远高于预期，美国股指期货上涨。美国劳工部称，失业率降至4.3%。 道琼斯 调查显示，经济学家上月平均预期新增就业岗位为5.5万个。 此前经济学家预计，最新就业报告将显示1月就业几乎没有增长。道琼斯调查显示，市场普遍预期新增就业5.5万人，而12月为新增5万人。经济学家还预计失业率将落在4.4%。此外，交易员还将关注劳工统计局的一系列修正数据，这可能为美国就业市场和经济状况提供线索。 非农就业报告缓解了由周二弱于预期的消费者数据引发的市场负面情绪。周二的数据显示12月消费者支出环比持平，低于道琼斯调查经济学家预期的0.4%月度增幅。 受益于经济加速的股票普遍上涨。 卡特彼勒 、GE Vernova和伊顿等公司股价走高。 KKM Financial首席执行官Jeff Kilburg表示：“交易员此前对数据大幅不及预期非常焦虑，好于预期的数据让多头得以重启上攻行情，继续追逐标普500指数历史新高。” 周二美股收盘涨跌不一。道指再创历史新高。因市场对人工智能冲击金融业的担忧持续施压，标普500指数下跌0.3%。科技平台Altruist推出新型AI税务规划工具后，多家金融服务公司股价走低。 纳斯达克 综合指数下跌约0.6%。 除就业报告外，本周还将公布其他可能影响市场的经济数据。作为衡量通胀的关键指标，消费者价格指数预计周五出炉。 责任编辑：张俊 SF065

Grafissimo/E+ via Getty Images In case you have been hiding under a rock, it has been a rough few months for the crypto markets. Since peaking in late September of last year, Bitcoin has fallen by nearly half, from $123,000 - at its peak - to roughly $66,000 as of this writing: TradingView The reasons behind this decline are numerous, but at the forefront has been the recent announcement of Trump’s new Federal Reserve chair nominee, Kevin Warsh, who markets widely perceive as hawkish . In turn, this has had an impact on the ongoing dollar debasement trade, which had seen precious metals, commodities, and numerous cryptocurrencies appreciate versus the dollar. As this trade has unwound in recent days - on the back of a potentially hawkish Federal Reserve posture - crypto markets have been slammed. Robinhood ( HOOD ), one of the largest trading platforms in the world, has significant exposure to the crypto markets, and in Q3 of 2025, 37% of the company’s total trading revenues came from crypto volumes. As a result, shares of HOOD have been slammed, down nearly 30% over the last two weeks and more than 50% from their peak in October of last year: TradingView While Robinhood is seeing ongoing earnings volatility as a result of client overexposure to high-beta assets like Bitcoin and big tech, the company remains a structural growth story that has begun producing unbelievable profits in recent quarters. To me, the selloff looks like a perfect opportunity to get involved with the stock at a much better price than we've seen in a while. Today, I'll update my thesis on Robinhood, touch on the valuation, and explain why I am buying this dip with both hands. Sound good? Let’s dive in. Financials I have written about Robinhood four times here on Seeking Alpha. Seeking Alpha In my initial coverage, which came out in January of 2024 (more than two years ago!), I called the stock a Strong Buy on the back of the company’s strong product velocity and relative undervaluation. I cove...

Storebrand ASA press release ( SREDF ): Q4 GAAP EPS of NOK2.88. Revenue of NOK3.03B (+31.7% Y/Y). More on Storebrand ASA Storebrand ASA (SREDY) Q4 2025 Earnings Call Transcript Storebrand ASA 2025 Q4 - Results - Earnings Call Presentation Storebrand ASA (SREDY) Analyst/Investor Day Transcript Seeking Alpha’s Quant Rating on Storebrand ASA Historical earnings data for Storebrand ASA

Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 10:30 a.m. ET Call participants Chief Executive Officer — Stephen Horn Chief Financial Officer — Vincent Chao Need a quote from a Motley Fool analyst? Email [email protected] Takeaways AFFO per Share -- $0.87 in the fourth quarter, marking a 6.1% increase year over year, with full-year AFFO per share of $3.44 (up 2.7%). -- $0.87 in the fourth quarter, marking a 6.1% increase year over year, with full-year AFFO per share of $3.44 (up 2.7%). Core FFO per Share -- $0.87 for the quarter and $3.41 for the year, each up 6.1% and 2.7% year over year, respectively. -- $0.87 for the quarter and $3.41 for the year, each up 6.1% and 2.7% year over year, respectively. Acquisition Volume -- over $900 million in 2025, the highest in company history, with just over $180 million invested across 55 properties in the fourth quarter at a 7.4% initial cap rate. -- over $900 million in 2025, the highest in company history, with just over $180 million invested across 55 properties in the fourth quarter at a 7.4% initial cap rate. Occupancy -- 98.3% at year-end, representing an 80-basis-point sequential increase and aligning with NNN's long-term average. -- 98.3% at year-end, representing an 80-basis-point sequential increase and aligning with NNN's long-term average. Dispositions -- $190 million for the year, including $82 million in the fourth quarter from 18 income-producing and 42 vacant properties. -- $190 million for the year, including $82 million in the fourth quarter from 18 income-producing and 42 vacant properties. Annualized Base Rent -- $928 million at quarter-end, representing a nearly 8% increase year over year, driven mainly by acquisition activity. -- $928 million at quarter-end, representing a nearly 8% increase year over year, driven mainly by acquisition activity. Dividend -- Announced $0.60 per share quarterly, a 3.4% year-over-year increase, producing a 5.5% annualized yield and a 69% AFFO payout ratio. -- An...

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格隆汇2月12日｜两位安全消息人士称，美国领导的打击“伊斯兰国”联盟部队已从叙利亚的阿尔坦夫基地撤往约旦。

Bill Ford, chairman and CEO of General Atlantic, sits down with Dani Burger on "Bloomberg Deals" to discuss the firm’s approach to global diversification, navigating rising geopolitical risks and the current investing landscape. (Source: Bloomberg)

Source: Bloomberg, 5:57

Second annual report looks at spending by 400+ brands and more than $42 billion in historical data to understand how brands allocated spend and generated returns across channels CARY, N.C., February 11, 2026--(BUSINESS WIRE)--New research shows that while social media remained a core channel for advertisers in terms of ROI, investment declined as platform fragmentation, creative demands and regulatory uncertainty created real challenges for marketers. The 2026 Marketing Investment Framework & Decision Guide from Keen Decision Systems, a next-generation marketing mix SaaS company, analyzed data from over 400 brands and more than $42 billion of historical marketing investment across a diverse set of verticals to provide an overview of the advertising landscape in 2026. The report shows that the share of social media spending dropped from 18% to 17% in 2025, with TikTok investment dropping by 8 percentage points after heavy increases in 2024. Meta bounced back to 60% of investment after dropping to 55% in 2024, as ROI improved amid declining costs. Overall, search maintained the highest share of spending in 2025, accounting for 25% of all investments. Streaming video held steady at 17%, while display saw investment increase by 4% to reach 15% in 2025. Linear TV maintained 19% of spending but saw ROI decline. "Channel allocations in 2025 reflected marketers’ desire to lean into what’s reliable, whether it was by holding commitments even as returns softened or hesitated on channels that haven’t yet proven at scale," Justin Jefferson, Vice President, Strategy and Insights, at Keen Decision Systems. "This pattern created efficiency gains in some areas while leaving significant untapped opportunities in others. In 2026, brands should prioritize a mix that balances legacy and emerging channels without losing ROI." Other key findings include:

Gas-fired power plants, once unloved bets, are now a hot trade for private equity. Energy Capital Partners is among investors profiting by flipping natural gas plants to electricity producers, which are scrambling to meet demand for power driven by artificial intelligence. The firm paid $2.3 billion last year to buy gas and coal generation assets from a Blackstone Inc. and ArcLight Capital Partners joint venture, according to people familiar with the matter. In January, roughly five months after completing the deal, ECP agreed to sell the three gas plants it had just acquired to Talen Energy Corp. for $3.45 billion . Blackstone notched a gain of about 2.5 times on its roughly eight-year-old investment. Still, the quick profit of more than $1 billion for ECP has caused some dealmakers at Blackstone to question whether the firm should have held onto the assets for longer, according to the people familiar with the matter. Blackstone and ECP, a unit of Bridgepoint Group Plc , declined to comment on the transaction, which is pending regulatory approval. ArcLight didn’t reply to messages seeking comment. With gas plants trading at a frenzied clip, power investors are poised for another banner year. Private equity firms agreed to sell more than $8 billion of natural gas plants in January alone, compared with more than $25 billion for all of last year, according to data from energy research firm Enverus. It’s vindication for firms that came under intense scrutiny for stockpiling oil and gas assets, with investors fretting the holdings would be stranded as the Biden administration prodded electricity producers to cut emissions. The script has flipped. President Donald Trump has said bolstering the oil and gas industry is critical for national security. The largest grid operator in the US is under pressure from his administration to speed up the development of power plants. Tech companies require vast amounts of energy to train AI models — and the sooner the better. Data cent...

In this article MGM HOOD DKNG Follow your favorite stocks CREATE FREE ACCOUNT An official NCAA basketball goes through the hoop during practice before their 2024 NCAA Tournament First Round game at PPG Paints Arena. Charles LeClaire | Reuters Prediction markets saw strong results from the Super Bowl, but it was just an appetizer for a banquet of sporting events in 2026 that are expected to drive surging volumes in event contracts. Kalshi saw record downloads during Super Bowl week, up 1,544% from the same time period last year, according to a report from market intelligence firm Sensor Tower. Daily active users jumped more than 1,100% to nearly 2 million on the day of the big game, the firm said. That was almost three times the daily active users on sportsbook BetMGM, co-owned by MGM and Entain, which had 81% growth to 680,000 daily active users. Polymarket reported 59,000 daily active users and 264% growth over the previous year. More than $1 billion was traded on Kalshi for the Super Bowl, up 2,700% according to the company. Founder and CEO Tarek Mansour told CNBC Tuesday that consumers are drawn by having lots of trading options for the game in one place. "Our culture markets were huge this weekend. You know, 'What [Bad] Bunny was going to perform' was over $100 million in trading," he said. Though prediction markets allows users to buy event contracts for a wide swath of financial, weather, pop culture and other events, sports have been driving the action and the profits. Robinhood CEO Vlad Tenev is pushing back against any investor concerns the Super Bowl was as good as it gets for trading on sports prediction markets. "What we're actually seeing is surprising us," Tenev said on his company's fourth-quarter earnings call on Tuesday. "In January, for instance, NBA contracts surpassed NFL in trading activity on our platform." Major sports events keep rolling, with the Winter Olympics offering a variety of betting options through Feb. 22. This weekend, fans will a...

CinemaHopeDesign/iStock via Getty Images Overview DPM Metals Inc. ( DPM:CA ) ( DPMLF ) is a mid-size gold mining company with very low operating costs and an excellent operating history. The company has three operating mines, with its smaller Ada Tepe mine in Bulgaria expected to stop mining mid-2026. The flagship mine, Chelopech, is also located in Bulgaria, and DPM recently announced an increase in reserves and a new mine plan. We can see in the chart below what the new mine plan is compared to in the past. The mine life has now been extended to 10 years, which is partly due to more reserves but also because the production profile has flattened a bit. Based on the exploration targets and good track record of finding more ounces, I do think the mine life is expected to grow over time. Figure 1 - Source: DPM Metals Press Release The company also has the Vareš mine located in Bosnia & Herzegovina, which came with the acquisition of Adriatic Metals that closed in September of 2025. That was around the time DPM Metals also changed its name from Dundee Precious Metals. Vareš is a polymetallic mine with silver and zinc as the main metals, even if the deposit also contains material amounts of gold and lead. This, together with the copper production from the Chelopech mine, is why DPM Metals has started to provide guidance in gold equivalent ounces now. A majority of revenues will still come from gold going forward. DPM Metals released its Q4 2025 result and provided a three-year outlook yesterday, which this article will focus on. I have covered the company a few times over the last year, and my prior articles can be found here . The stock price performance of DPM Metals has been extraordinary over the last decade, and it has outperformed gold and the VanEck Gold Miners ETF ( GDX ) over most recent periods. Figure 2 - Source: Koyfin Q4 2025 Result & Three-Year Outlook DPM Metals had, as expected, a very strong Q4 2025. The company reported a record adjusted EBITDA of $230...

Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 11 a.m. ET Call participants Executive Chairman — David M. Cote Chief Executive Officer — Giordano Albertazzi Chief Financial Officer — Craig Chamberlain Head of Investor Relations — Nadia Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Organic Orders Growth -- Fourth-quarter organic orders rose 152% year over year and 117% sequentially, with all regions and markets contributing. -- Fourth-quarter organic orders rose 152% year over year and 117% sequentially, with all regions and markets contributing. Book-to-Bill Ratio -- The book-to-bill ratio reached 2.9, and $15 billion in backlog is more than double the previous year's figure and up 57% sequentially. -- The book-to-bill ratio reached 2.9, and $15 billion in backlog is more than double the previous year's figure and up 57% sequentially. Organic Net Sales -- Organic net sales increased 19%, led by a 46% organic rise in the Americas; APAC was down 9% and EMEA down 14%. -- Organic net sales increased 19%, led by a 46% organic rise in the Americas; APAC was down 9% and EMEA down 14%. Adjusted Operating Margin -- Adjusted operating margin climbed to 23.2%, up 170 basis points from a year ago, primarily from higher volumes and favorable price-cost dynamics. -- Adjusted operating margin climbed to 23.2%, up 170 basis points from a year ago, primarily from higher volumes and favorable price-cost dynamics. Adjusted Operating Profit -- Adjusted operating profit reached $668 million, rising 33% year over year and $29 million above prior guidance. -- Adjusted operating profit reached $668 million, rising 33% year over year and $29 million above prior guidance. Adjusted Diluted EPS -- Adjusted diluted EPS was $1.36, up 37%, and $0.10 above prior guidance. -- Adjusted diluted EPS was $1.36, up 37%, and $0.10 above prior guidance. Adjusted Free Cash Flow -- Fourth-quarter adjusted free cash flow came in at $910 million, up 151% year over year...

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In trading on Wednesday, the VanEck Oil Service ETF is outperforming other ETFs, up about 3.2% on the day. Components of that ETF showing particular strength include shares of Valaris, up about 7.8% and shares of Transocean, up about 7.5% on the day. And underperforming other ETFs today is the ARK Fintech Innovation ETF, down about 4.7% in Wednesday afternoon trading. Among components of that ETF with the weakest showing on Wednesday were shares of Zillow Group, lower by about 19.1%, and shares of Shopify, lower by about 12% on the day. VIDEO: Wednesday's ETF Movers: OIH, ARKF The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Jeremy Woodhouse/DigitalVision via Getty Images Co-authored by Kody's Dividends Real estate has been a massive driver and generator of wealth for generations. For long periods of human history, those who owned the land were the rich. At the very beginning of the United States of America's electoral system, only the landowners were allowed to vote . Interestingly, this became a point of contention, and eventually the vote was extended to every citizen, whether they owned property or not. The idea was that if you owned land, you had a greater connection to and focus on the benefit of the country than those who didn't. This belief is well-established throughout English history. You do not have to own land to be wealthy or own land to be financially grounded, but there are significant benefits to owning real estate. But for the vast majority of investors, the ability to go out and buy multiple properties to extract wealth from them is beyond their financial capabilities. Instead, however, we have the ability to own parts of companies that do exactly this! They pool the wealth and resources of multiple investors together and provide them with high income via dividends and capital appreciation, especially when they're well-run. Today, I want to take a look at a long-standing real estate investment trust that provides returns and dividends to its shareholders. Let's dive in! Own Land Like Royalty NNN November 2025 Institutional Investor Presentation As of December 31st, 2025, NNN REIT ( NNN ) owned approximately 3,692 single-tenant net lease properties throughout the United States, spread across over 400 national and regional tenants in more than 35 lines of trade. In other words, tenants are responsible for the typical expenses associated with properties (i.e., taxes, utilities, maintenance, and insurance), as well as cutting a rent check to NNN each month. There's even more to like about NNN's net lease business model. Typical initial lease terms range from 10 years to 2...

These developments were on display in the company’s fiscal first quarter (November quarter) readout. Revenue reached $13.64 billion, topping estimates by $760 million, while adj. EPS reached $4.78, exceeding expectations by $0.82. The FQ2 guide was even more impressive. Micron guided for F2Q revenue of $18.7 billion at the midpoint and adj. EPS of $8.42 at the midpoint. The Street was only expecting $14.23 billion and $4.49, respectively. In fact, Micron has said that its all its HBM is essentially fully booked through 2026, as intense AI data center demand has absorbed available supply. Meanwhile, the demand/supply imbalance has also resulted in massive price increases. You could argue that with Micron shares up by 300% over the past year, it has clearly enjoyed an up cycle, but the thing is, this cycle is different from others. Because, unlike past waves, the current memory boom is powered by AI infrastructure, and AI workloads require massive, ongoing memory capacity for data centers, GPUs, and accelerators. First up, memory giant Micron, a company heavily associated with the boom-and-bust dynamics of the memory industry. It’s a simple cycle really: when demand surges – often from consumer electronics like smartphones, PCs, or gaming consoles – prices spike and manufacturers ramp up production. But once supply catches up or demand slows, prices can collapse just as quickly, leaving producers with excess inventory and shrinking profits. These cycles have made memory one of the most volatile sectors in tech, with fortunes rising and falling in tandem with short-term shifts in supply and demand. Semiconductor memory specialists such as Micron (NASDAQ:MU) and SanDisk (NASDAQ:SNDK) have been reaping the rewards, with shares of both piling on the gains over the past year as sales have gone through the roof. However, given AI’s insatiable need for memory, Street analysts see more good times ahead for these names. So, let’s see what still makes these two memory stalwarts...

A spokesperson for Lloyds said: "Customers want the freedom to bank in the way that works for them and we offer more choice and ways to manage money than ever before."