Micron benefits from tailwinds, but volatility could undermine its potential gains.Investors have faced considerable difficulty owning Micron Technology (MU -0.46%). As one of the few makers of DRAM and NAND memory, the company has played a crucial support role in running semiconductor-powered hardware and ensuring the smooth function of software applications.The semiconductor industry is also well known for its cyclicality, and the memory chip industry has experienced the most volatility. However, despite ...

Over the past 3 years, Investors of Micron (NASDAQ: MU ) (NEOE: MU:CA ) have been on a volatile journey. From all-time highs in late 2022, the stock fell 50% due to the worst memory downturn inAssociated with: The Merchant House Investor Self-taught Long term value investor looking to buy Great growing businesses at a reasonable price. Warning: The articles are for informational purposes only and should not be considered as investment advice. The author is not a registered financial advisor and does not pro ...

This chip stock is not only cheaper than Nvidia, but it is set to grow at a faster pace than the AI pioneer as well.The proliferation of artificial intelligence (AI) has turned out to be a huge catalyst for the semiconductor industry, and that's not surprising as training and moving AI models into production is possible only through chips that are being deployed in huge numbers in data centers.This is the reason why Nvidia (NVDA -3.66%) has witnessed a massive spurt in demand for its graphics processing uni ...

Micron's beat-and-raise quarter is eye-popping.It's easy to overlook the components that make our day-to-day technology function. For instance, I am writing this article on a program that isn't stored locally on my computer; it's in the cloud. The vast majority of software I use is like that. Online banking, payment processing, software, data storage, and a bushel of other functions run through the cloud, and the cloud runs through data centers. Artificial intelligence (AI) and machine learning (ML) exponen ...

Micron Technology, Inc. (MU) has seen its stock rise by 7.8% since releasing its fourth-quarter fiscal 2024 results on Wednesday. This impressive uptick outpaces not only the broader tech sector but also major indices like the S&P 500. Micron’s performance has even exceeded that of semiconductor giants like NVIDIA Corporation (NVDA) , Intel Corporation (INTC) and Marvell Technology, Inc. (MRVL) in the same period.While the Zacks Computer and Technology sector and the S&P 500 only saw a modest 0.3% gain duri ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. 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. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. 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. ...

Semiconductor stocks had a tough summer, but their secular trends aren't going away.The best-performing sector in the market over the past 10 years has been the semiconductor sector. But many investors shy away from chip stocks due to their volatility.For investors with a time horizon beyond five years, you could be costing yourself outsized gains by shying away from chips. After all, every device people use contains more and more chips every year, and that only seems to be increasing with the AI revolution ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MU over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Disclaime ...

Group 1 - Micron is enhancing its position for upcoming data center expansions by increasing capacity and production of HBM bits [1] - The company may face limitations in volume production capacity [1] Group 2 - The article is authored by an analyst with over 5 years of experience in the investment management industry [1]