NYSE Rollercoaster: Fed Caution Halts Tech Rally, Mega-Deals & Gold Spike in Wild 48 Hours
NYSE News Roundup for September 23–24, 2025 Sources
Micron Technology’s 2025 AI-Fueled Boom: Record Sales, Surging Stock, and Bold Outlook
Full Overview of Micron Technology (MU) as of September 24, 2025 Company Overview: Memory Leader in a Booming Industry Micron Technology, based in Boise, Idaho, is one of the world’s leading semiconductor memory manufacturers. Founded in 1978, the company specializes in memory chips and storage solutions, offering a broad portfolio of products including DRAM (dynamic random-access memory) for working memory, NAND flash for data storage, and NOR flash for niche non-volatile uses reuters.com. These products are sold under Micron’s own name and its consumer brand Crucial reuters.com. Micron’s innovations enable the demanding memory needs of modern computing – from smartphones
AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)
Key Takeaways Wall Street’s AI-Fueled Rally Hits Pause After a red-hot run of AI-driven gains, U.S. markets took a breather on September 23 as investors digested economic signals. The S&P 500 and tech-heavy Nasdaq pulled back (~0.5–1% declines) after three straight record closes powered by AI enthusiasm reuters.com. Nvidia, fresh off a new record high the day prior, dipped 2.8% as traders took profits reuters.com. Other mega-cap tech names like Amazon, Microsoft, and Apple also ticked lower reuters.com. Fed Chair Jerome Powell’s cautious remarks about interest rates and stock valuations cooled sentiment, prompting some rotation out of richly valued tech
Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs
Q4 2025: Record Earnings Powered by AI Micron delivered exceptional fourth-quarter results, capping off a record fiscal 2025. Revenue for the quarter came in at $11.32 billion, a 46% jump year-over-year and ahead of consensus estimates globelynews.com. This marks Micron’s highest quarterly sales ever, reflecting a sharp rebound from the memory downturn of the prior year. Earnings followed suit: Micron reported $3.03 in adjusted EPS, blowing past the ~$2.86 expected by analysts globelynews.com and far above the $1.18 EPS from the year-ago quarter. CEO Sanjay Mehrotra lauded the performance, stating “Micron closed out a record-breaking fiscal year with exceptional Q4 performance,
Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom
Key Facts Introduction: Chiplets and 3D Integration Come of Age Semiconductor design is undergoing a paradigm shift from giant monolithic chips toward chiplet-based and multi-die architectures. In a chiplet approach, a processor is disaggregated into multiple smaller dies (chiplets) that are later integrated in a package, rather than one large die. This strategy improves manufacturing yield and cost – smaller dies are easier to produce without defects – and allows mixing different process nodes and functions in one package astutegroup.com astutegroup.com. As traditional 2D scaling hits physical and economic limits, chiplets offer a practical path to keep improving performance and
Trade Truce, Tech Triumphs & Oil Drama: Global Business Bombshells (Aug 11–12, 2025)
The Reserve Bank of Australia cut its cash rate by 25 basis points to 3.6% on Tuesday, its third cut this year, with Governor Michele Bullock signaling further easing may be needed. China’s factory-gate prices fell 3.6% year on year in July while consumer prices were flat, underscoring deflationary pressures. U.S. markets were about 90% priced for a Federal Reserve rate cut in September, with expectations of at least two quarter-point reductions by year end and core inflation near 3%. The U.S. extended a tariff truce with China by 90 days, and Japan’s Nikkei 225 rose 2.2% to 42,718 as
AI Stock Market Shake-Up: Surging Winners, Brutal Misses, and Big Bets (Aug 11–12, 2025)
Micron Technology raised its current-quarter revenue outlook to $11.2 billion from $10.7 billion, and its stock jumped about 3%. Nvidia and AMD won export licenses to resume selling advanced AI chips to China with a 15% revenue-share tariff. Intel rose about 5% on Aug 11, 2025 after White House diplomacy aimed at easing U.S.–China chip tensions. Wedbush Securities reaffirmed Microsoft and Alphabet as AI front-runners with durable moats and maintained outperform ratings. SoundHound AI surged 43% over Aug 8–11 after posting record Q2 revenue of $42.7 million (up 217% year over year) and lifting full-year guidance to $160–$178 million, while
Fastest Portable SSD Showdown 2025: Samsung T9 vs SanDisk Extreme PRO USB4 vs Crucial X10 Pro
The three drives in the showdown are Samsung Portable SSD T9, SanDisk Extreme PRO USB4, and Crucial X10 Pro. Samsung T9 uses USB 3.2 Gen 2×2 (20 Gbps) with up to 2000 MB/s read and 1950 MB/s write on 1TB/2TB, and 2000 MB/s read/write on the 4TB model. SanDisk Extreme PRO USB4 uses USB4 (40 Gbps) with up to 3800 MB/s read and 3700 MB/s write, available in 2TB and 4TB capacities (no 1TB). Crucial X10 Pro uses USB 3.2 Gen 2×2 (20 Gbps) with up to 2100 MB/s read and 2000 MB/s write, available in 1TB, 2TB, and 4TB.
10 Non‑AI Tech Shockers: Space Triumphs, Gadget Surprises & More (Aug 1–2, 2025)
Intel announced layoffs of about 24,000 employees (roughly one-quarter of its workforce) as new CEO Lip-Bu Tan cuts projects and halts planned mega-fab factories in Germany and Poland. AMD released the Ryzen Threadripper 9980X, a Zen 5-based CPU with 64 cores and 128 threads that reaches up to 5.4 GHz and costs $4,999, with shipping starting July 31. Micron unveiled the first PCIe 6.0 SSD, delivering up to 28 GB/s sequential read speeds. Apple opened public betas for iOS and iPadOS 19 (working title) and macOS Tahoe, with Tahoe praised for its polish. A web-based Windows XP emulator lets users