Podcasts about micron

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Latest podcast episodes about micron

Idaho's Money Show
Crypto, Stablecoins & The Future of Payments (7/21/2025)

Idaho's Money Show

Play Episode Listen Later Jul 22, 2025 30:58


Brian takes a deep dive into the future of money—especially stablecoins and how they might flip the whole payment system on its head. He breaks it down in plain English: what stablecoins are, how they could replace Visa and Mastercard, and why it actually matters to you. He also talks crypto in 401(k)s (yep, that's happening), how companies like NVIDIA and Micron are powering the tech behind the scenes, and why Bitcoin isn't just for “those people” anymore. Whether you're still skeptical or already all-in, Brian gives you the tools to start thinking about digital assets with a clear head—and maybe even some strategy. The government is started to take part, should you?   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Host: Brian Wiley

Noticentro
¡Alerta! Detectaron en Brasil una nueva subvariante de la Ómicron

Noticentro

Play Episode Listen Later Jul 18, 2025 1:32


Japan Credit Rating destaca estabilidad económica y México conserva grado de inversión  Autoridades incautan metanfetamina y precursores en narcolabiratorio en Sinaloa  Lanzan programa de verano ambiental en Chapultepec y Museo de Historia Natural  Más información en nuestro podcast

AI Lawyer Talking Tech
July 11, 2025 - AI's Legal Revolution: Embracing Innovation, Ensuring Integrity

AI Lawyer Talking Tech

Play Episode Listen Later Jul 11, 2025 19:53


Welcome to "AI Lawyer Talking Tech." Today, we delve into the profound changes artificial intelligence is bringing to the legal profession. From accelerating legal research and document drafting to streamlining intricate workflows, AI is empowering lawyers to concentrate on higher-value tasks and redefine efficiency. This technological shift, however, comes with critical considerations, including the paramount importance of verifying AI outputs for accuracy to avoid issues like false citations. It also raises questions about upholding ethical obligations and responding to evolving regulatory demands. We'll explore how law firms are adapting to these advancements, managing client expectations for transparency and cost efficiency, and rethinking traditional billing models to shape a more innovative and trustworthy legal future.Court Sanctions Attorneys for Submitting Brief with AI-Generated False Citations10 Jul 2025National Law ReviewKey Takeaways from the NextGen GC Summit10 Jul 2025JD SupraContractPodAi Hires NRF's Jeremy Coleman10 Jul 2025Artificial LawyerHarvey To Open Engineering + Operations Base In India10 Jul 2025Artificial LawyerThe verdict on tomorrow: what's next for legal? Sponsored by Thomson Reuters10 Jul 2025RaconteurAG named a Top 20 firm in FT Innovative Lawyers: 20 years10 Jul 2025Addleshaw GoddardLaw Firm Leasing Hits Record High, Targets Premium Assets10 Jul 2025Commercial Property ExecutiveBigHand addresses lawyer utilisation and profitability challenges with new Resource Management enhancements10 Jul 2025Legal FuturesAI risk of ‘inequality in arms' in construction dispute resolution10 Jul 2025Construction Management MagazineLawyerist Podcast #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier10 Jul 2025Legal Talk NetworkAI in the legal sector: costs, client expectations, and future opportunities10 Jul 2025AIJourn.comEarly Case Assessment Best Practices10 Jul 2025JD SupraThe Lawyer's Guide to Impactful Writing: An Overview From Introduction to Conclusion | Justia CLE & Webinars10 Jul 2025Legal Marketing & Technology BlogContractPodAi Hires NRF's Jeremy Coleman10 Jul 2025Artificial LawyerDebevoise's AI Monthly Subscription Platform (STAAR) Highlighted by Law.com's LegalTech News10 Jul 2025Debevoise Data BlogLegal Innovators Conferences London + NY – This November!10 Jul 2025Artificial LawyerThe Learned Concierge - July 2025, Vol. 2110 Jul 2025Clark HillCookies in the Cross-Hairs: Enforcement Continues10 Jul 2025Berwin Leighton PaisnerSEC and DOJ Warm Up to Enforcement over AI Washing10 Jul 2025Holland & KnightThe BR Privacy & Security Download: July 202510 Jul 2025Blank RomeFrom potential to policy: Shaping AI's role in the insurance industry Learn more10 Jul 2025Norton Rose FulbrightWe Get Privacy for Work: The Privacy Pitfalls of a Remote Workforce10 Jul 2025Jackson LewisAkin Adds Evan Wolff as Co-Head of Cybersecurity, Privacy & Data Protection Practice10 Jul 2025Akin Gump Strauss Hauer & FeldLitigious Company Demands Removal Of A Tweet Linking To An Article About How Litigious They Are09 Jul 2025TechdirtWhen AI Productivity Collides With Professional Reputation09 Jul 2025JD SupraACC Launches AI Think Tank to Address Cross-Border Compliance and Legal Challenges09 Jul 2025Legal ReaderAssociation of Corporate Counsel and Major, Lindsey & Africa Launch 2025 Law Department Management Benchmarking Report09 Jul 2025Legal ReaderStreamlining Pre-Litigation Efficiency with Remote Legal Teams09 Jul 2025Legal ReaderWhy “AI Washing” Should Be a Legal Red Flag09 Jul 2025Legal ReaderNetlist Expands Legal Action Against Samsung and Micron for Patent Infringement09 Jul 2025StockTitan.netSolo & Small Firm Section honors legal excellence and pro bono service at convention09 Jul 2025Florida Bar News#0102: Billables.ai - ILTACON Startup Hub09 Jul 2025ILTA Voices

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Industrie & Rüstung - Branchen für 2025” - Salzgitter, Samsung & BE Semiconductor

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jul 9, 2025 13:58


Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Deutschland kriegt 300 Milliarden. Rheinmetall & Salzgitter kriegen Rüstungsaufträge. Porsche hat Problem. Samsung auch. SK Hynix & Micron freut's. Shein goes Hongkong, Rishi Sunak goes Goldman. KI-Entwickler goes Meta. ASML in klein? BE Semiconductor (WKN: A2JLD1) könnte das sein. Worauf soll man im zweiten Halbjahr setzen? Grundsätzlich gilt: Breit gestreut, nie bereut. Besonders spannend könnte aber die Industrie sein - Schneider (WKN: 860180), ABB (WKN: 919730), Siemens (WKN: 723610). Und besonders heiß dürfte weiter Rüstung sein. Diesen Podcast vom 09.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Beurswatch | BNR
Shell: speelbal van bipolair beleid

Beurswatch | BNR

Play Episode Listen Later Jul 7, 2025 21:58


Wael Sawan is de ceo van Shell, maar het is vooral een buitenstaander die nóg meer invloed heeft op het bedrijf. Door het onrustige beleid van een regeringsleider moet Shell beleggers waarschuwen. De inkomsten gaan in het tweede kwartaal tegenvallen. Deze aflevering hoor je waar Shell last van heeft en of dat gevolgen gaat hebben voor het dividend en de rest van de cadeautjes waar Shell beleggers mee paait. Spoiler: de plaaggeest van Shell ziet er oranje uit en woont in een wit huis.Verder bespreken we de nieuwe problemen van Philips. China stelt namelijk importbeperkingen in tegen medische apparatuur uit de EU. En dat is nu net wat Philips in China wil verkopen.Ook komen de tarieven van Trump voorbij. De deadline (waarop landen een akkoord moeten bereiken met de VS) ligt op aanstaande woensdag. Die wordt nu verlengd naar 1 augustus. Een nieuwe deadline, die we van team-Trump dan weer géén nieuwe deadline mogen noemen.Trump wil de naam van Elon Musk ook niet meer noemen, maar hij komt er niet onderuit. Musk richt een nieuwe partij op. Trump noemt hem een 'train wreck' en dat vinden Tesla-beleggers ook. De beurskoers krijgt opnieuw klappen.See omnystudio.com/listener for privacy information.

Talking Technicians
S06-E01 Joey is a Equipment Engineer at Micron

Talking Technicians

Play Episode Listen Later Jul 7, 2025 26:06 Transcription Available


In this episode of Talking Technicians you'll meet Joey, an equipment engineer at Micron in Boise, Idaho. Joey details his professional journey from being a technician to an engineer, the operations at Micron, and the skills required to excel in the semiconductor industry. Joey shares insights on salary expectations, benefits, and the importance of both technical and soft skills in the workplace. Hear Joey's insightful advice for aspiring technicians and engineers.The Talking Technicians podcast is produced by MNT-EC, the Micro Nano Technology Education Center, through financial support from the National Science Foundation's Advanced Technological Education grant program.Opinions expressed on this podcast do not necessarily represent those of the National Science Foundation.Join the conversation. If you are a working technician or know someone who is, reach out to us at info@talkingtechnicians.org.Links from the show:Episode Web Page:https://micronanoeducation.org/students-parents/talking-technicians-podcast/Careers at Micron: https://www.micron.com/about/careers

AEX Factor | BNR
Shell: speelbal van bipolair beleid

AEX Factor | BNR

Play Episode Listen Later Jul 7, 2025 21:58


Wael Sawan is de ceo van Shell, maar het is vooral een buitenstaander die nóg meer invloed heeft op het bedrijf. Door het onrustige beleid van een regeringsleider moet Shell beleggers waarschuwen. De inkomsten gaan in het tweede kwartaal tegenvallen. Deze aflevering hoor je waar Shell last van heeft en of dat gevolgen gaat hebben voor het dividend en de rest van de cadeautjes waar Shell beleggers mee paait. Spoiler: de plaaggeest van Shell ziet er oranje uit en woont in een wit huis.Verder bespreken we de nieuwe problemen van Philips. China stelt namelijk importbeperkingen in tegen medische apparatuur uit de EU. En dat is nu net wat Philips in China wil verkopen.Ook komen de tarieven van Trump voorbij. De deadline (waarop landen een akkoord moeten bereiken met de VS) ligt op aanstaande woensdag. Die wordt nu verlengd naar 1 augustus. Een nieuwe deadline, die we van team-Trump dan weer géén nieuwe deadline mogen noemen.Trump wil de naam van Elon Musk ook niet meer noemen, maar hij komt er niet onderuit. Musk richt een nieuwe partij op. Trump noemt hem een 'train wreck' en dat vinden Tesla-beleggers ook. De beurskoers krijgt opnieuw klappen.See omnystudio.com/listener for privacy information.

TD Ameritrade Network
Tech Corner: MU's A.I. Memory Position

TD Ameritrade Network

Play Episode Listen Later Jul 5, 2025 6:17


Micron (MU) is the focus on this edition of Tech Corner. George Tsilis dives into the Idaho-based memory & data storage company, providing a full 360-degree examination of its business. George discusses the ongoing efforts to keep up with A.I. demand and how the CHIPS Act grants play a part in expansion efforts. Then, he looks at the technical patterns taking place on its chart as Micron shares are up more than 40% in 2025.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Squawk on the Street
SOTS 2nd Hour: ADP Jobs Breakdown, What it Means for Rates, & Vietnam Trade Deal Latest 7/2/25

Squawk on the Street

Play Episode Listen Later Jul 2, 2025 45:44


Another day of jobs data and trade deals: Sara Eisen, David Faber, and Wilfred Frost broke down the latest as the President announces a new deal with Vietnam. Key details, this hour. Plus: Oppenheimer's Chief Investment Strategist gave his take on the action – before the team caught up with Valueworks Founder Charles Lemonides, who discussed his investments in Rivian, Joby, Amazon, and Micron.  Also in focus: a number of huge movers, from Centene shares on pace for their worst day *ever* to new numbers out of Constellation Brands… What investors should know about both names. Plus, the big banks playbook as the group sees gains across the board on the promise of dividend hikes and buyback boosts ahead. 

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Trump's Budget, Musk's Fury, and the Solar Stock Surprise

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Jul 2, 2025 24:23


Clean energy stocks are soaring—even as President Trump mocks wind power! Michelle Martin and Ryan Huang explore the market’s curious reactions to Trump’s new “Big, Beautiful Bill". From solar surges to chipmaker tax perks, find out which stocks are rallying and which are reeling. Elon Musk takes aim at Congress, but Trump fires back with threats of deportation and DOGE drama. Plus, it’s a UP for Ford, a DOWN for Tesla, and a “cheers” to Constellation Brands—tariffs and all. The STI eyes the 4000 mark again. Companies featured: Tesla, Ford, Amazon, Constellation Brands, Intel, Micron, TSMC, Array Technologies, SunPower, Frasers Centrepoint Trust, Hongkong Land.See omnystudio.com/listener for privacy information.

The Six Five with Patrick Moorhead and Daniel Newman
EP 265: Will AI Take Your Job? Plus Intel's Quiet Transformation & AMD's Opportunity in the AI Chip Race

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Jun 30, 2025 61:36


Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week's handpicked topics include:   Intro: Recent events, including HPE Discover and the Six Five Summit  Amazon's Announcement About Workforce Reduction: This aligns with broader industry trends, where AI and automation are reshaping workforce needs across various sectors & spans Amazon's diverse operations, including physical AI and robotics in warehouses, autonomous delivery systems, and white-collar knowledge work. (The Decode) Microsoft and OpenAI's Partnership: Examining the complex relationship between Microsoft and OpenAI, and the definition and implications of “AGI,” Artificial General Intelligence. (The Decode) Intel's Strategic Moves: Analysis of Lip Bu Tan's recent shifts at Intel, including its automotive division shutdown. Plus, speculation on Intel's future focus and strategy. (The Decode) Fair Use and AI Training: A debate on the use of copyrighted material for AI training. (The Flip) Market Performance and Earnings: A review of Micron's recent earnings and market performance, and a look at the overall market trends and AI-related stocks. (Bulls & Bears) NVIDIA's Market Performance: NVIDIA stock climbs to all-time highs & the factors contributing to their success in the AI market. (Bulls & Bears) AI and Market Competition: Multiple winners in the AI chip market and an analysis of potential market share for companies like AMD, NVIDIA, Broadcom, and Marvell. (Bulls & Bears)   For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

Trading Justice
Breakout or Bust: Is AI Enough?

Trading Justice

Play Episode Listen Later Jun 28, 2025 66:26


The market is pushing all-time highs, but what's really driving this move — and can it sustain? In this episode, Matt and Mark Justice dive deep into the catalysts that could fuel and support a true breakout, including fiscal tailwinds, a shifting Fed stance, and an upcoming earnings cycle. But the real star of the show? AI.  The brothers break down the top 10 narratives powering the AI trade that's putting the market on its back — from Nvidia's renewed dominance to Broadcom's chip surge, Meta's $15B AGI moonshot, and Oracle's emerging role as the AI cloud backbone. They also cover Palantir's quiet AI expansion into government, Micron's memory bottlenecks, and why semiconductor earnings are breaking out with analyst backing. Plus: why sovereign nations are going all-in on AI infrastructure, hyperscaler capex is off the charts, and robotaxis could become AI's first blockbuster commercial application. If you're trading this market or just trying to understand what's really under the hood of this rally — this is the episode you don't want to miss.

Chip Stock Investor Podcast
Episode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some Hints

Chip Stock Investor Podcast

Play Episode Listen Later Jun 27, 2025 15:07


Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia, Broadcom, and AMD? Nick and Kasey discuss reasons for optimism, and also risks to be mindful of.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Introduction to Micron and Its Industry Position(01:43) Micron's Recent Earnings and Market Insights(02:27) AI and Data Center Growth Impact on Micron(08:44) Automotive and Industrial Market Recovery(11:06) CapEx and Future Outlook for Micron(14:14) Conclusion and Market Implications #micron #hbm #hbmmemory #nvidia #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Micron

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“NVIDIA bald 6.000 Milliarden wert?” - Micron, CoreWeave & Henkel-Hoffnung: Kleber

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jun 27, 2025 12:27


Hier geht's zum Private-Equity-Angebot von Scalable Capital: https://de.scalable.capital/private-equity Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Tour de France und Lacrosse geht an Börse. OpenAI-Mitarbeiter gehen zu Meta. Tesla kriegt Druck von Xiaomi. Micron kriegt Druck von NVIDIA. CoreWeave könnte Scientific kaufen. H&M mag den Sommer. Woran hängt der Erfolg von Henkel (WKN: 604840)? Und wo bleibt er? Ist NVIDIA (WKN: 918422) bald 6.000 Mrd. $ wert? Möglich ist es. Aber: Die Upside ist begrenzt. Und die Downside? Kapitalanlagen bergen Risiken. Es bestehen Liquiditätsbeschränkungen. Beachten Sie die spezifischen Produktinformationen. Diesen Podcast vom 27.06.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Motley Fool Money
Boeing Cruising to New Altitudes?

Motley Fool Money

Play Episode Listen Later Jun 26, 2025 19:54


Will innovations from the Paris Air Show be enough to lift airlines to new heights? Tim Beyers and Lou Whiteman discuss: - More AI-fueled earnings from Micron and changes at the Fed? - The Paris Air Show's big reveals - Debating the better stock: Boeing or Airbus? Tickers: Companies discussed: BA, EADSY, MU, RYCEY, TXT Host: Tim Beyers Guests: Lou Whiteman Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Squawk on the Street
Cramer's Morning Take: Micron 6/26/25

Squawk on the Street

Play Episode Listen Later Jun 26, 2025 3:16


Jim and Jeff discuss this chipmaker after results topped expectations. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market's biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Squawk on the Street
The AI Boom: Nvidia's Record Run, Micron CEO Exclusive 6/26/25

Squawk on the Street

Play Episode Listen Later Jun 26, 2025 45:38


David Faber and Jim Cramer discussed he AI boom helping to boost the tech rally. Nvidia hitting a new all-time and surpassing Microsoft to become the world's most valuable company. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss the role AI played in the chipmaker's better-than-expected earnings and upbeat guidance. Also in focus: Microsoft and Meta go after OpenAl for different reasons, Tesla vs. Waymo on robotaxis, McCormick's spicy earnings, Q1 GDP shrinks more than expected, RFK Jr.'s vaccine panel backs Merck's RSV shot for infants, Cramer's message on skyrocketing stocks and the "FOMO" trade. Squawk on the Street Disclaimer

Saxo Market Call
Nvidia close to taking the market cap crown once again

Saxo Market Call

Play Episode Listen Later Jun 26, 2025 14:41


Today, a look at Nvidia's new all time high, which actually came before news of Micron's very strong earnings report after the close that reassured investors in AI data center stocks. Also, the USD has rushed to new lows on intensifying speculation that Trump will nominate a new and dovish Fed Chair soon and well ahead of the end of Powell's term in May of next year. Finally, a preview of Nike's earnings after the close today and much more on today's pod, which features Saxo Global Head of Macro Strategy John J. Hardy. John's FX Update from today.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

The Investing Podcast
Fed Cuts Supplementary Leverage Ratio & Micron Earnings | June 26, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Jun 26, 2025 16:15


Andrew, Ben, and Tom discuss the Fed's decision to cut the Supplementary Leverage Ratio, Trump's consideration of naming a Fed chair early, and Micron's earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Schwab Market Update Audio
Jobless Claims, Nike Next but Tariff Focus Resumes

Schwab Market Update Audio

Play Episode Listen Later Jun 26, 2025 9:12


Nike results and jobless claims, along with GDP, are on tap after Micron reported solid earnings late Wednesday. With Middle East fears receding, tariff concerns could return.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see ​schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.(0130-0625)

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Thursday, June 26

NewsWare‘s Trade Talk

Play Episode Listen Later Jun 26, 2025 16:11


S&P Futures are trading higher this morning. The dollar is weakening, which is a positive for corporate earnings, however, a weaker dollar is also considered inflationary. Media reports indicate that President Trump is actively considering naming his pick to succeed Federal Reserve Chair Jerome Powell, with the aim of shaping a more dovish narrative around interest rates. President Trump has a "One Big Beautiful Bill event today, the event is designed to pressure GOP holdouts. There is an EU Leaders Summit today which will cover topics such as Ukraine, the Middle East, Trump Tariffs, EU Defense and migration policy. On the economic calendar is data on Weekly jobless claims, durable-goods orders for May, the third estimate for first-quarter GDP, pending home sales. Micron shares are higher after its earnings beat. NKE to release earnings after the bell today.

TD Ameritrade Network
Stock Market Today: MU Pushes Chips High, PLTR Nuclear Deal, CRWV Eyes CORZ

TD Ameritrade Network

Play Episode Listen Later Jun 26, 2025 2:05


The NDX tapped yet another new all-time high while the SPX came just points away from hitting its own new milestone. Chip stocks like Nvidia (NVDA) and Broadcom (AVGO) continued their rallies off Micron's (MU) latest earnings even though Micron itself fell on the session. Palantir (PLTR) also gained off a new deal with The Nuclear Company, while Core Scientific (CORZ) soared off reports that CoreWeave (CRWV) is seeking to acquire it. Marley Kayden breaks down the biggest stories of the session.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
MU Under the Microscope: What to Watch for in Micron's Outlook

TD Ameritrade Network

Play Episode Listen Later Jun 26, 2025 5:17


Wedbush's Matthew Bryson dives deeper into Micron's (MU) earnings report after markets took time to digest the numbers. He lists the high-bandwidth memory GPU revenue as the company's most important metric with potential to shake up future reports. Matthew makes the argument that the earnings many investors saw as "strong" showed signs of weakness.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Daily Stock Picks
Micron Soars

Daily Stock Picks

Play Episode Listen Later Jun 26, 2025 42:29


ENTER TO WIN A FREE YEAR OF TRENDSPIDER BY SIGNING UP FOR THE NEWSLETTER ⁠⁠⁠Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium⁠⁠⁠⁠⁠⁠⁠⁠:  with a 7-day free trial—save $60⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

VG Daily - By VectorGlobal
Los reportes trimestrales más importantes de la semana

VG Daily - By VectorGlobal

Play Episode Listen Later Jun 26, 2025 26:14


En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos analizan a fondo los reportes financieros más recientes de tres gigantes del mercado: Paychex, Micron Technology y Walgreens Boots Alliance. El episodio arranca con un repaso al desempeño de Micron y su revolucionaria memoria HBM, explicando de manera sencilla cómo funciona esta tecnología, por qué es clave en la era de la inteligencia artificial y cómo está impulsando el crecimiento de la compañía.  Luego, el foco se traslada a Paychex tras su adquisición de Paycor, destacando las sinergias, la estrategia de integración y la reacción de los analistas. Finalmente, se aborda el caso de Walgreens, una empresa que atraviesa un proceso de privatización y reestructuración, enfrentando desafíos en ventas y márgenes, y cuya historia refleja la transformación del sector retail en Estados Unidos. A lo largo del episodio,  Andre y Eugenio aportan datos curiosos, contexto histórico y opiniones relevantes para entender no solo los números, sino también las historias y tendencias que están moviendo el mercado en estos días.

Stock Market Today With IBD
Nasdaq, S&P 500 Rally Near All-Time Highs: Micron, NRG Energy, SEI In Focus

Stock Market Today With IBD

Play Episode Listen Later Jun 26, 2025 23:14


Alissa Coram and Ken Shreve analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Micron's Billions, Nvidia's Comeback & Why Singapore Inc. is Back in Focus

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Jun 26, 2025 20:25


Micron's record US$9 billion quarter and Nvidia’s US$1.4 trillion rebound are setting the pace for tech stocks. Is Singapore Inc. the next market darling? Morgan Stanley seems to think so. From DBS and CapitaLand to SGX, we unpack the bullish call on Singapore equities. Plus, a closer look at AeroVironment, Keppel, ST Engineering, and Yangzijiang Shipbuilding. And in our final word: Can Cooper Flagg make New Balance a true Nike rival? Hosted by Michelle Martin with Ryan Huang, this episode dives into markets, brands, and billion-dollar momentum.See omnystudio.com/listener for privacy information.

Wall Street mit Markus Koch
Erste Ergebnisse fallen solide aus | Micron im Fokus

Wall Street mit Markus Koch

Play Episode Listen Later Jun 26, 2025 34:38


Überwiegend robuste Ergebnisse, einhergehend mit einem Rückgang bei den Erstanträgen für Arbeitslosenhilfe, fachen die Wall Street erneut an. Micron, MillerKnoll, Steelcase und Walgreens konnten allesamt die Ertrags- und Umsatzziele teils deutlich schlagen. Nach dem Closing werden die Ergebnisse von Nike im Fokus stehen. Wir sehen ansonsten eine Welle weiter steigender Kursziele, vor allem im Tech-Sektor. Die UBS schraubt die Ziele für Meta auf atemberaubende $812. Morgan Stanley hebt wiederum das Ziel für Microsoft auf $530 an, und bleibt bei einer Kaufempfehlung. Morgan Stanley, JP Morgan, die Citigroup und viele andere Analysten auch, heben auf breiter Front auch die Ziele und Aussichten von Micron an. Tesla bekommt erstmals seit einige Wochen sehr positive Kommentare eines Analysten. Benchmark habt die Ziele auf $475 an. Dass Tesla die Robotaxis in Austin zunächst kontrolliert und in einem kleinen Umfang startet, zeige, dass man Regulatoren und Passagiere von der Sicherheit des Modells überzeugen wolle. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

NY to ZH Täglich: Börse & Wirtschaft aktuell
Micron überzeugt | Tech-Ziele steigen | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Jun 26, 2025 15:21


Überwiegend robuste Ergebnisse, einhergehend mit einem Rückgang bei den Erstanträgen für Arbeitslosenhilfe, fachen die Wall Street erneut an. Micron, MillerKnoll, Steelcase und Walgreens konnten allesamt die Ertrags- und Umsatzziele teils deutlich schlagen. Nach dem Closing werden die Ergebnisse von Nike im Fokus stehen. Wir sehen ansonsten eine Welle weiter steigender Kursziele, vor allem im Tech-Sektor. Die UBS schraubt die Ziele für Meta auf atemberaubende $812. Morgan Stanley hebt wiederum das Ziel für Microsoft auf $530 an, und bleibt bei einer Kaufempfehlung. Morgan Stanley, JP Morgan, die Citigroup und viele andere Analysten auch, heben auf breiter Front auch die Ziele und Aussichten von Micron an. Tesla bekommt erstmals seit einige Wochen sehr positive Kommentare eines Analysten. Benchmark habt die Ziele auf $475 an. Dass Tesla die Robotaxis in Austin zunächst kontrolliert und in einem kleinen Umfang startet, zeige, dass man Regulatoren und Passagiere von der Sicherheit des Modells überzeugen wolle. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Digest & Invest by eToro
DV397 - Micron earnings stumble on forward guidance, Can we expect new Fed chair announcement soon & Nike report key earnings - 26th June

Digest & Invest by eToro

Play Episode Listen Later Jun 26, 2025 4:30


In today's episode of The Daily Voice, Sam reviews the main headlines from yesterday and previews the day ahead.

Squawk Pod
5 Things to Know Before the Opening Bell 6/25/25

Squawk Pod

Play Episode Listen Later Jun 25, 2025 1:44


The 5 things you need to know before the stock market opens today: Treasury Secretary Scott Bessent believes President Trump's tax and spending bill is on track for Senate passage this week, betting site Polymarket is close to raising $200 million in a new funding round, there's a new opportunity for crypto investors to have access to private companies, chip design firm Ambarella is working on a potential sale, and Micron reports quarterly results after the bell.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 

Saxo Market Call
Nasdaq 100 Index hits all time high. Micron earnings tonight key.

Saxo Market Call

Play Episode Listen Later Jun 25, 2025 12:08


Today we look at another day of strong market sentiment as the US Nasdaq 100 index hit an all time high yesterday, with the broader market still lagging a bit. Lots of company specific news to discuss as stablecoin mania continues to roil key names and as the chip and AI tech with AMD rallying hard on upgrades to their outlook from analysis. Stocks related to AI data centers, including Nvidia should hotly anticipate the Micron earnings report after the close in the US today. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Schwab Market Update Audio
More Powell Ahead Along with Micron Results

Schwab Market Update Audio

Play Episode Listen Later Jun 25, 2025 8:27


Fed's Powell speaks to a Senate committee after helping key Tuesday's rally by signalling flexibility on rates. Micron reports later, and the Middle East remains a focus point.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0130-0625)

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Wednesday, June 25

NewsWare‘s Trade Talk

Play Episode Listen Later Jun 25, 2025 18:13


S&P Futures are ticking higher this morning. Fed Chair Jerome Powell is scheduled to testify before the Senate today. President Trump is in Europe attending a NATO summit, a press conference will occur later this morning. On the economic calendar is data on New Home Sales. Micron will be releasing earnings after the bell today. Nivida is scheduled to host a shareholders event today. On the earnings front, GIS & PAYX are scheduled to report this morning.

TD Ameritrade Network
Stock Market Today: MU Shines, NVDA & MSFT All-Time High, TSLA Sales Plunge

TD Ameritrade Network

Play Episode Listen Later Jun 25, 2025 2:44


The NDX muscled its way to a new all-time high, but all other indices closed lower on the session. Tech led market strength that continued after hours with Micron's (MU) post-earnings rally. Nvidia (NVDA) and Microsoft (MSFT) climbed to new all-time highs, while Tesla (TSLA) closed as the clear laggard after European sales plunged. Sam Vadas takes investors through the trading session's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Earnings Outlook, A.I. Demand Critical to Continue MU's Massive Rally

TD Ameritrade Network

Play Episode Listen Later Jun 25, 2025 5:54


Micron (MU) has recovered significantly alongside other chip stocks after tapping 2-year lows last April. Nick Raich says a "beat doesn't matter" in earnings, suggesting the company needs a raise and other strong indicators of A.I. growth for its rally to continue. Frances Stacy says that could come from demand in customers like Nvidia (NVDA) for Micron's bandwidth memory chips.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
MU Doubles in One Quarter: Can it Rally on Earnings?

TD Ameritrade Network

Play Episode Listen Later Jun 25, 2025 11:15


Micron (MU) hit $61 at its year-low last April. As of Wednesday morning, the stock traded above $125. Dan Morgan understands why, pointing to the company's cyclical prowess as A.I. demand persists in companies like Nvidia (NVDA). While he sees that momentum continuing, Dan is worried valuations will catch up to Micron. Tom White offers multiple example options trades for Micron ahead of its report.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ransquawk Rundown, Daily Podcast
Europe Market Open: Europe set for a modestly firmer open as Middle-East tensions cool, ahead of NATO summit

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 25, 2025 3:53


APAC stocks traded stronger following the firm lead from Wall Street, with gains capped as traders were cautious amid the fragility of the Israel-Iran ceasefire.Geopolitical newsflow was relatively light in APAC hours, with no hostile incidents seen between Israel and Iran; “There have been no [US] sanctions lifted on Iran,” said Fox Business' Lawrence, in reference to President Trump's post suggesting China could continue to buy oil from Iran.Fed Chair Powell said they would expect to see meaningful inflation effects from tariffs in June, July, and August. He added that if those effects failed to materialise, it could lead to an earlier rate cut.BoJ board member Tamura said that if upward price risks heightened, the BoJ could face a situation where it would need to raise rates decisively, even if uncertainty remained high, adding that he does not see 0.5% as a barrier for BoJ rate hikes.Fox's Gasparino posted that Team Trump said it was close to announcing a handful of trade deals. The major ones the White House claimed progress on involved Japan, South Korea, and Vietnam.Looking ahead, highlights include US Building Permits, CNB Policy Announcement; NATO Summit, Fed SLR meeting, BoE's Lombardelli, Pill, Greene; Fed's Powell; US President Trump, Supply from Italy, UK, US, and Earnings from General Mills, Paychex, Micron, Babcock.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: ES flat and DXY firmer into Powell Part 2, NATO summit and US supply in focus

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 25, 2025 3:19


Fox's Gasparino posted that Team Trump said it was close to announcing a handful of trade deals. The major ones the White House claimed progress on involved Japan, South Korea, and Vietnam.European bourses are mixed in quiet newsflow whilst US futures hold around the unchanged mark.USD looks to claw back recent losses. EUR/USD pulls back from multi-year high.USTs await Powell part 2 and details from the NATO summit; Bunds are pressured and currently towards session lows.Crude bid but still at the trough of recent parameters, metals marginally firmer.Looking ahead, US Building Permits, CNB Policy Announcement; NATO Summit, Fed SLR meeting, BoE's Lombardelli; Fed's Powell; US President Trump, Supply from the US, and Earnings from General Mills, Paychex, Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Hudson Mohawk Magazine
Hochul Wants NYPA to Build Nukes

Hudson Mohawk Magazine

Play Episode Listen Later Jun 24, 2025 9:49


NY Governor Kathy Hochul, on the Monday after the legislature left town for the yea,r announced that she was directing the New York Power Authority to build a nuclear plant, probably in Central New York. One of the main reasons is to met the energy needs of the new chip factory that MIcron plans to build in Syracuse. The announcement was quickly greeted with dismay by climate and environmental groups who view nuclear as an expensive and false climate solution that presents a host of environmental and public health problems. Anne Rabe of Don't Waste NY talks with Mark Dunlea for Hudson Mohawk Magazine.

The Asianometry Podcast
China's Breakout DRAM Beast

The Asianometry Podcast

Play Episode Listen Later Jun 22, 2025


DRAM has been the graveyard of semiconductor empires. Competing in this market is not for the faint of heart. After decades, the DRAM industry consolidated to just three big companies: Samsung, SK Hynix, and Micron. But now they are being challenged by a new kid on the block. A Chinese DRAM monster emerging out of Hefei: ChangXin Memory Technologies, or CXMT (長鑫存儲). In today's video, we profile the third of the People's Republic of China's semiconductor titans: CXMT.

The Asianometry Podcast
China's Breakout DRAM Beast

The Asianometry Podcast

Play Episode Listen Later Jun 22, 2025


DRAM has been the graveyard of semiconductor empires. Competing in this market is not for the faint of heart. After decades, the DRAM industry consolidated to just three big companies: Samsung, SK Hynix, and Micron. But now they are being challenged by a new kid on the block. A Chinese DRAM monster emerging out of Hefei: ChangXin Memory Technologies, or CXMT (長鑫存儲). In today's video, we profile the third of the People's Republic of China's semiconductor titans: CXMT.

Idaho Matters
Idaho Matters Reporter Roundtable: June 13, 2025

Idaho Matters

Play Episode Listen Later Jun 13, 2025 44:11


Idaho Matters takes a look at the news that made headlines this week, including an update in the saga of Lori Vallow Daybell's trials and a major announcement from Micron.

SemiWiki.com
Podcast EP291: The Journey From One Micron to Edge AI at One Nanometer with Ceva’s Moshe Sheier

SemiWiki.com

Play Episode Listen Later Jun 13, 2025 17:30


Dan is joined by Moshe Sheier, Ceva's vice president of marketing. Moshe brings with him more than 20 years of experience in the semiconductor IP and chip industries in both development and managerial roles. Prior to this position, Mr. Sheier was the director of strategic marketing at Ceva. Dan explores the history of Ceva with … Read More

JSA Podcasts for Telecom and Data Centers
Jay Lawrence, CEO at ECS, talks about the growth of liquid cooling use in data centers

JSA Podcasts for Telecom and Data Centers

Play Episode Listen Later Jun 13, 2025 6:46


JSA TV caught up with Jay Lawrence, CEO of Equus Compute Solutions (ECS), at Metro Connect 2025. Jay shares exciting details about ECS' innovative immersion cooling test lab and the latest news about solutions emerging from recent ECS partnerships with organizations including Liquid Stack, Accelsius and Micron. #immersioncooling

WSJ Tech News Briefing
TNB Tech Minute: Micron to Invest Billions in U.S. Chip Manufacturing

WSJ Tech News Briefing

Play Episode Listen Later Jun 12, 2025 2:18


Plus: BioNTech to buy CureVac to develop cancer treatments. And JetZero says it will start building its futuristic planes for commercial use. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Idaho's Money Show
Smart Strategy for Dumb Times (6/9/2025)

Idaho's Money Show

Play Episode Listen Later Jun 10, 2025 32:29


Amid the recent political theater, economic uncertainty, and media overload, this week's show on KBOI strips it all back to what really matters: your money and your mindset. Brian Wiley challenges listeners to push past the distractions—from tariffs and tech to presidential puffery—and demand the one thing no one seems to be offering: a plan. Is America headed for another recession? Will tariffs tank your investments? And what do Elon Musk, Micron, and your 401(k) have in common? We don't pretend to have all the answers—but we do have a framework that works, even when the world doesn't.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Host: Brian Wiley, Wealth Management Advisor

The KE Report
TG Watkins - Rotation into Small Caps, AI Leaders Cooling, and Bullish Setup in Silver, Uranium, and Copper

The KE Report

Play Episode Listen Later Jun 9, 2025 14:05


In this market focused Daily Editorial, we welcome back TG Watkins, Director of Stocks at Simpler Trading and editor of the Profit Pilot website and YouTube channel. TG joins us every few weeks to provide a data-driven look at key trends in markets and equities, based on what he's seeing in his charts and trading room.   TG breaks down several important themes playing out right now: S&P 500 grinding above 6,000, despite expectations of a pullback Rotation underway: Leaders like Nvidia and Broadcom are stalling, while names like Qualcomm, ARM, and Micron catch a bid Small caps are playing catch-up, with the Russell 2000 (IWM) outperforming large caps in recent days Gold consolidating, but gold equities (GDX, GDXJ) and silver stocks (SIL) show technical strength Copper and silver may be flashing signs of broader economic growth Nuclear stocks still a buy: TG remains bullish on the small modular reactor trend, with names like Oklo and NuScale holding up after big runs   Click here to visit Profit Pilot to follow TG's trades and market videos.

FreightCasts
Bring It Home EP17 Reindustrializing Buffalo w/ Tom Kurcharski

FreightCasts

Play Episode Listen Later Jun 5, 2025 37:13


Buffalo is growing again! Tom Kucharski, President and CEO of Invest Buffalo Niagara, tells JP about the long road to reindustrializing the Buffalo - Niagara region, including the Micron 'megafab' semiconductor plant currently under construction. Learn more about your ad choices. Visit megaphone.fm/adchoices

DH Unplugged
DHUnplugged #751: Heads I Win

DH Unplugged

Play Episode Listen Later May 7, 2025 59:53


Good ECO/Markets = Trump Bad ECO/Markets - Biden CTP for Micron is underway AI wins a horse race News from Omaha PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  Warm-Up - Good ECO/Markets = Trump - Bad ECO/Markets - Biden - CTP for Micron is underway - AI wins a horse race - News from Omaha - India/Pakistan - India stikes Markets - Some Earnings Color - S&P breaks it streak this week - KRI +4, +5 (Spearman +100) - Currency interventions happening Interesting Timing - Skechers U.S.A., Inc. the third largest footwear company in the world, today announced that it has agreed to be acquired by 3G Capital, a global investment firm built on an owner-operator approach to long-term investing. - 3G gets discount as tariffs are softening price - Helped to move the other names in the space higher Heads I Win.... - President Donald Trump took credit for the "good parts" of the economy in an exclusive interview with NBC News airing Sunday, but said that the "bad parts" are former President Joe Biden's economy. - "Ultimately, I take responsibility for everything, but I've only just been here for a little more than three months," Trump said. - "The tariffs have just started kicking in. ... The tariffs are going to make us rich. We're going to be a very rich country," he added. In terms of shortages: - "I don't think a beautiful baby girl needs – that's 11 years old – needs to have 30 dolls," Trump said. - "I'm just saying [children] don't need to have 30 dolls, they can have three, they don't need to have 250 pencils, they can have five," he added. - But, Mira Lago has 58 bedrooms, 33 bathrooms, a 29-foot-long (8.8 m) pietra dura marble-top dining table, 12 fireplaces, and three bomb shelters. ---WHAT? Ford Earnings - Ford Motor beats by $0.14, misses on revs, co suspends FY25 guidance; says business is strong, adjusted EBIT tracking within prior guidance, excluding new tariff-related impacts - Based on what the company knows now, and its expectation of how certain details and changes will be resolved related to tariffs, the company estimates a net adverse adjusted EBIT impact of about $1.5 bln for full-year 2025. Given material near-term risks, co is suspending guidance. Block Earnings (Last week) - Revenue decreased about 3% from $5.96 billion a year earlier. -  Gross profit rose 9% to $2.29 billion from $2.09 billion a year earlier. That missed analysts' forecasts of $2.32 billion for the quarter. - Gross payment volume hit $56.8 billion, missing expectations of $58 billion, according to StreetAccount. - Stock plunges     Check this out and find out more at: http://www.interactivebrokers.com/ Palantir Earnings - Palantir Technologies reports EPS in-line, beats on revs; guides Q2 revs above consensus; guides FY25 revs above consensus - Reports Q1 (Mar) earnings of $0.13 per share, excluding non-recurring items, in-line with the FactSet Consensus of $0.13; revenues rose 39.4% year/year to $883.9 mln vs the $862.17 mln FactSet Consensus. - U.S. commercial revenue grew 71% year-over-year and 19% quarter-over-quarter to $255 million. - U.S. government revenue grew 45% year-over-year and 9% quarter-over-quarter to $373 million. - Co issues upside guidance for Q2, sees Q2 revs of $934-$938 mln vs. $899.44 mln FactSet Consensus. - Co raises guidance for FY25, sees FY25 revs of $3.890-$3.902 bln vs. $3.75 bln FactSet Consensus. Raises adjusted income from operations guidance to between $1.711 -- $1.723 billion. - Stock down- probably some profit taking as valuation is a bit stretched Kentucky Derby - AI Wins! - Sovereignty won the 151st running of the Kentucky Derby in Louisville,