What podcasts say about Micron Technology
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Micron Technology
22 statements · 18 positive · 4 negative
Micron’s quarterly revenue is forecast at $51.5 billion, up over 350% year over year
“Revenue seen coming in at $51.5 billion, over 350% higher than the same quarter last year”
Open the episode · Boeing Contract; Robinhood Trading; Concentrix FallsListen at 3:31
Micron’s projected quarterly sales growth is expected to peak
“That's forecasted to be the peak sales growth”
Open the episode · Boeing Contract; Robinhood Trading; Concentrix FallsListen at 3:38
Micron benefits from the AI-driven memory-chip shortage.
“Micron is on the winning side of that”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 4:00
Micron must demonstrate that demand and pricing can remain strong.
“Micron really needs to show that demand and pricing can stay strong”
Open the episode · Week Ahead: Carnival, Micron, and Nike (Podcast)Listen at 4:31
Micron shares increased more than 500% over the past year.
“Micron shares, of course, up more than 500% over the course of the past year.”
Open the episode · Oracle Cloud Sales; Adobe Forecast Miss; Microsoft Data CentersListen at 3:53
Micron shares rose more than 4% during the session.
“You've got Micron up more than 4%.”
Open the episode · Closing Bell: Memory Chips Rise, Workday Soars, Hertz TumblesListen at 0:56
Micron or another memory stock could hold cash worth 50–100% more than current market capitalization in five years.
“Micron or any memory stock for really simple reasons. If they don't need to trade, when you wake up 5 years from now, they will be sitting on a pile of cash roughly 50 to 100% bigger than the current market cap”
Open the episode · Two attributes to make you a better investorListen at 56:39
Micron shares were down 10% during the report.
“we are seeing micron down 10% today”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 2:04
Buyers should emerge after the steep semiconductor sell-off.
“the buyers should be around”
Open the episode · Netflix Plunges, Micron Rises, Sweetgreen Mixed on Parasite Outbreak Tied to ProduceListen at 1:47
Micron aims to produce 40% of DRAM components in the US within a decade.
“support their goal of producing 40% of their DRAM components in the US a decade from now”
Open the episode · Micron Gains, Paramount Drops, PepsiCo Falls As Weak US Business Clouds VisibilityListen at 1:32
Micron plans to increase US plant spending to meet memory-chip demand.
“Company planning to increase its spending on new plants in the US by 50 billion to 250 billion to help meet demand for its memory chips.”
Open the episode · Closing Bell: Micron Rises; PepsiCo, Costco Fall on Weaker SalesListen at 2:39
Meta’s excess compute plans are pressuring AI infrastructure stocks such as Micron.
“it's hitting the picks and shovel AI trades like Micron.”
Open the episode · AI Infrastructure Falls, Alphabet’s $2 Trillion Gain, American Eagle Affirms GuidanceListen at 1:18
Micron shares are priced for near-perfect performance.
“that has the shares priced to perfection.”
Open the episode · AI Infrastructure Falls, Alphabet’s $2 Trillion Gain, American Eagle Affirms GuidanceListen at 1:25
Micron forecasts $50 billion in current-quarter revenue, exceeding analyst estimates.
“Micron shares are up 18% in pre market under ticker mu. And that's as the memory company's sales forecast crushed estimates. It sees $50 billion in revenue in the current quarter.”
Open the episode · Micron Surges; Alibaba Lower; Wendy's SoarsListen at 0:59
Micron can mitigate memory-chip industry boom-and-bust cycles.
“the company can kind of mitigate what we often talk about in the semi space, the boom and bust cycles that have plagued in particular the memory chip industry”
Open the episode · Qualcomm Micron, Sox Rise on Earnings; Apple Sinks on Price HikesListen at 1:09
Micron’s strategic customer agreements extend earnings visibility and support Asian semiconductor stocks.
“the strategic customer agreements that kind of drags out earnings visibility into the realm of years and that's really helping Asian semi stocks here”
Open the episode · Micron Gains, Qualcomm Up, Alibaba FallsListen at 1:13
Micron’s customer agreements average three years and cannot be canceled.
“These agreements average three years in length and can't be canceled.”
Open the episode · Micron Surges; Alibaba Lower; Wendy's SoarsListen at 1:31
Micron’s strong report and forward outlook are increasing Wall Street optimism
“this report from Micron, not only the report itself being strong, but just thinking about the forward outlook really underscoring a lot of optimism for Wall street traders”
Open the episode · Homebuilder Stocks Tumble, Wendy's Soars, Micron SurgesListen at 1:47
Wall Street forecasts nearly 1,000% growth in Micron adjusted earnings per share.
“Wall street forecasting nearly 1,000% increase in adjusted earnings per share from last week.”
Open the episode · Cerebras and FedEx Dip; Wendy's CFO Change; Micron Up Ahead EarningsListen at 3:45
Bloomberg Intelligence expects Micron to exceed third-quarter revenue and guidance estimates.
“they're expecting Micron to beat fiscal third quarter revenue by about 13%, beat guidance as well by about 18%”
Open the episode · SpaceX Falls, Micron Gains, Alphabet Drops After Jumper Departs Google DeepMindListen at 2:35
Micron guides to approximately 81% non-GAAP gross margin in the third quarter.
“Micron has guided for non GAAP gross margin to be around 81% in the third quarter”
Open the episode · SpaceX Falls, Micron Gains, Alphabet Drops After Jumper Departs Google DeepMindListen at 2:50
Bloomberg Intelligence expects Micron’s gross margin may reach the mid-80s.
“Bloomberg Intelligence not necessarily thinking that will expand a bit more. Maybe it might top out in the mid-80s.”
Open the episode · SpaceX Falls, Micron Gains, Alphabet Drops After Jumper Departs Google DeepMindListen at 2:59
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.