See the full story in the original article.
Read the original on Yahoo Finance ↗
Keywords
Micronsemiconductorssupply chain
Open a keyword to see other news on the same topic.
Related news
- The AI Memory Boom Could Make This Stock a Much Bigger Story by 2030
Our 24/7 Wall St. price target for Micron is $1,025.96 over 12 months, 7.76% above a reference price of $952.10, with a buy rating. The article cites more than 75% of fiscal 2027 shipments already committed and 26 Supply Commitment Agreements running through 2030. Shares fell 4.51% to $938.87 after Samsung's results, and fiscal Q4 2026 revenue of $54.23 billion beat the $50.97 billion estimate. The 12-month bull case is $1,351.16, a 41.91% gain, while the downside scenario is $770.11, and the article flags cyclical supply risk, with management saying it lacks line of sight to when supply and demand balance.
- Chip shortage impact on the tech sector, Burger King and Starbucks turnarounds
Yahoo Finance Executive Editor Brian Sozzi examines Google's (GOOGL, GOOG) striking P/E ratio and how a chip shortage is affecting Intel (INTC) and Sandisk (SNDK). He also interviews Burger King CEO Tom Curtis (QSR) and Starbucks CEO Brian Niccol (SBUX) about food innovation and turnarounds at their brands.
- Latest News In AI Chips - AI Demand Spurs Semiconductor Market Transformation 2027 Predictions
TechInsights released its 2027 Outlook Report, identifying five trends that could reshape the semiconductor market as AI-driven demand tightens supply chains and affects chip architecture and manufacturing investment. Key issues include AI rapidly depleting high-bandwidth memory (HBM) supply, rising semiconductor manufacturing emissions projected to hit a record high by 2027, and the growing importance of advanced packaging. The report also notes that cost-conscious consumers could influence market dynamics as memory prices rise. In trading, NXP Semiconductors rose 5.7% to finish at $266.00 after positive fourth-quarter earnings guidance, NVIDIA ended at $213.66, down 0.8%, and Marvell Technology fell 13.2% to $218.34; the article notes Marvell is in advanced talks to acquire Lumentum.
- Intel shares plunge 22pc after PC slowdown
Intel shares fell by more than a fifth after the chipmaker warned that a squeeze on memory chips was hurting PC sales.
- Intel Stock Crashes 23% Overnight and Gets Jim Cramer 'Furious': 'I Am Actually Disappointed'
Intel (NASDAQ: INTC) shares fell 23% in after-hours trading on Thursday after the company's fourth-quarter guidance disappointed investors. CNBC's Jim Cramer said on X that he was “disappointed” and “actually furious” about Intel, which he had named his favorite stock earlier this year. Moor Insights & Strategy CEO Patrick Moorhead called it a good quarter with a very challenging guide, and said the cause could be one or more of several factors, including weakening PC demand, substrate scarcity, or an incident at Intel's fab in Israel. Gene Munster of Deepwater Asset Management said the main issue is PC demand, which he linked to high memory costs, and that Intel's weak guide should not be extrapolated to Nvidia, which fell 1.3% in after-hours trading.
- Optical Stocks Climb as Analysts Flag AI Bottleneck: Lumentum Rises 4%, Applied Optoelectronics and Corning Gain 3%, Coherent Sits Out the Rally
Optical stocks rallied as analysts argued optics is an AI bottleneck: Lumentum rose 4% to $897, Applied Optoelectronics gained 3% to $80, Corning rose 3% to $131, and Coherent was up only 0.4% at $237. Evercore ISI's Amit Daryanani cited expected U.S. limits on foreign-made optical transceiver imports by the end of the first quarter of 2027, which could shut Chinese suppliers, who make about two-thirds of transceivers today, out of the next-generation 3.2T market. StoneX initiated coverage of Lumentum with a Buy rating and a $1,200 price target, and Jefferies raised its target to $1,250. Lumentum says it cannot meet about 70% of demand for some products through 2027, while Coherent is expanding its indium phosphide laser output after NVIDIA invested $2 billion in each company. Over the past month, Corning fell 17%, Applied Optoelectronics lost 22% and Coherent gave up 20%.
Related markets
Latest news
- CoreWeave's 15% Bond Yield Is a Warning for AI Debt. Here Are the Stocks Most Exposed.
CoreWeave, an AI infrastructure “neocloud” provider, has grown rapidly: revenue rose from $16 million in 2022 to $5.13 billion in 2025, while its net loss widened to $1.17 billion. To fund expansion, the company has issued more shares and taken on more debt, ending the second quarter of 2026 with $72 billion in total liabilities. The average yield to maturity on its senior unsecured bonds is 14.1% to 15.6%, and interest payments consume roughly a quarter of its revenue, so debt pressure could grow if the Federal Reserve keeps raising rates. Most of its senior notes trade at about $0.80 on the dollar. Compared with Nebius and IREN, CoreWeave is considerably more leveraged.
- Netflix Trades at a Discount to the S&P 500's Valuation. Is It Deserved?
Netflix, the world's largest premium video streaming service with more than 300 million paying subscribers, trades at 19 times trailing earnings and 16.5 times next year's expected profit, while the S&P 500 trades at 25 times and 18 times. The stock has fallen 54% from its all-time high in June of last year, revenue growth has slowed for three straight quarters, and shares initially fell after each of the last six earnings reports, alongside layoffs. The author notes the stock fell roughly 80% in the 2011 and 2022 downturns before rebounding more than fivefold, while analysts still expect low-double-digit revenue growth. The author calculates that the stock trades below 14 times earnings for 2028 and 12 times for 2029, respectively. The author, a longtime shareholder, argues the discount to the S&P 500 is not warranted.
- What information must crypto asset trading platforms in Vietnam disclose? A notable deadline has just been set
Circular 165/2026/TT-BTC, issued by the Ministry of Finance on 31/10/2026 and effective from 18/12/2026, guides reporting and disclosure rules for the pilot crypto asset market. Service providers must publish daily trading information on their websites, including at least 3 best bid and ask prices remaining after order matching with corresponding volumes, and the trading value of foreign investors. They must also report to the State Securities Commission by 15:00 each day and report IT incidents within 24 hours. Issuers must disclose offering results within 7 days after the offering closes, and listing or trading suspensions must be announced at least 7 days in advance. Information must be published in both Vietnamese and English, with Vietnamese prevailing in case of discrepancies, and retained for at least 10 years.
- Vietnam needs 1,000 aircraft over the next 20 years
Airbus forecasts that Vietnam's air passenger traffic could grow an average of 7.7% a year over the next 20 years, twice the global average, requiring about 1,000 additional aircraft beyond the existing fleet. Vietnamese airlines currently operate about 230 Airbus aircraft and have more than 220 more on order, with Airbus holding roughly 90% of the narrow-body market. As of September 2026, Vietnam had 258 aircraft registered to 13 operators, 231 of them in commercial service. In 2026, Vietravel Airlines ordered 50 narrow-body aircraft and Vietjet ordered 40 A330-900s. Airbus also says it will support Vietnam's aerospace workforce development and the VNREDSat-2 satellite program.
- Epidemic of Hacked Freezers Spreads Across Europe
In France, about 700 of 10,000 supermarkets were affected in October, and nine more countries reported refrigeration problems on Monday. France's CERT-FR links the compromises to remote controllers made by Danfoss and Copeland, and no group has claimed responsibility. Hackers forced a continuous defrost cycle, spoiling food and sparking fires at some stores, while units in Estonia were pushed to 50°C (122°F). Groupement Mousquetaires counted 300 affected stores, and Cooperative U said 80 of its 2,000 shops were hit. CERT-FR warns the campaigns are probably still ongoing, and Italy's government was set to hold a cybersecurity meeting on Tuesday.
- Securities firm issues surprising outlook for FPT
VCBS issues a cautious “Hard to compete” view on FPT, as generative AI is changing competitive advantages in the software outsourcing sector, even though Q3 2026 net revenue rose 12% to VND 13,754 billion and profit attributable to parent shareholders rose 11.8% to VND 2,723 billion. Q3 foreign technology revenue grew only 8.2% to VND 9,636 billion, with Japan up 8% to VND 4,270 billion, while nine-month new contract value rose 23% to VND 36,137 billion but converting contracts into revenue has slowed. In telecoms, nine-month revenue rose 17% to VND 16,699 billion, but cost of sales climbed 29%, narrowing gross margin by about 7 percentage points. Education revenue fell 5% in Q3, and VCBS forecasts a 5% drop to VND 5,825 billion in 2026 and another 5% decline to VND 5,534 billion in 2027.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.