Can Micron blowout memory outlook turn around AI sentiment?

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Go back to Can Micron blowout memory outlook turn around AI sentiment?

2 Taiwan memory stocks to buy after Micron's robust guidance: analyst

December 18, 2025 5:00 PM EST

Jefferies analysts say Micron Technology's (NASDAQ: MU) latest results and outlook could act as a catalyst for Taiwan-listed memory stocks, identifying two names as top picks following what they described as a robust guidance update.

In a note led by analyst Richard Hsia, Jefferies said Microns guidance confirms some investors optimistic expectations, with both financial results and forward-looking commentary exceeding market... More

NVIDIA (NVDA) PT Raised to $350 at Tigress Financial Partners

December 18, 2025 12:40 PM EST

Tigress Financial Partners analyst Ivan Feinseth raised the price target on NVIDIA (NASDAQ: NVDA) to $350.00 while maintaining a Strong Buy rating.

The analyst comments "We reiterate our Strong Buy rating and increase our 12-month target price to $350, underscoring NVDA as the premier AI investment, anchored... More

Itau BBA on Micron Technology (MU): 'Impressive results'

December 18, 2025 10:17 AM EST

Itau BBA analyst Stephano Gabriel reiterated an Outperform rating and $249.00 price target on Micron Technology (NASDAQ: MU).

The analyst comments "Impressive results: Revenue growth and margins came well above the guidance, and more importantly, the guidance for next quarter is a big acceleration on... More