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NASDAQ:MU 1 July 2025 - 24 September 2025

Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron Technology’s 2025 AI-Fueled Boom: Record Sales, Surging Stock, and Bold Outlook

Micron Technology posted record fiscal 2025 revenue of $37.4 billion, up 49% year-over-year, driven by surging AI data center demand. Q4 sales hit $11.3 billion, with non-GAAP EPS at $3.03, both beating estimates. Shares nearly doubled in 2025, trading near $166. The company received $6.2 billion in CHIPS Act funding and is exiting the mobile NAND market.
24 September 2025
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AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)

AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)

Nvidia said it will invest up to $100 billion in OpenAI and supply advanced chips, driving its shares to record highs and raising antitrust questions. Alibaba’s Hong Kong shares jumped 8% after unveiling a trillion-parameter AI model and pledging over $53 billion in AI spending. U.S. markets paused after recent AI-driven gains, with Nvidia falling 2.8% and the S&P 500 and Nasdaq slipping up to 1%.
24 September 2025
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Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron posted record Q4 2025 revenue of $11.32 billion, up 46% year-over-year, and non-GAAP earnings of $3.03 per share, both beating estimates. Cloud Memory sales jumped 213% on AI demand. The company forecast Q1 FY2026 revenue of $12.5 billion and EPS of $3.75, well above Wall Street expectations. Shares rose 2–3% after hours to a new high near $171.50.
23 September 2025
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HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

HBM revenues are projected to double from $17–18 billion in 2024 to $34–35 billion in 2025, driven by AI demand. NVIDIA consumes over half of all HBM output, with nearly all 2025 supply already sold under contract. SK hynix, Samsung, and Micron are expanding production, but spot HBM remains scarce and expensive. HBM prices have risen up to 10% in 2024–25, sharply increasing AI system costs.
28 August 2025
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Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

TSMC’s advanced CoWoS packaging is fully booked through 2025, despite doubling capacity yearly, as AI demand outpaces supply. Nvidia, AMD, Intel, Apple, and Amazon have adopted chiplet architectures, now generating over $40 billion in annual revenue. HBM chip lead times stretch up to a year, with prices up 20–30%. TSMC, Intel, ASE, and Amkor are racing to expand global advanced packaging capacity.
28 August 2025
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Global Tech Tsunami: Gadget Surprises, Rocket Milestones & Chip Shake-Ups (Aug 24–25, 2025)

Global Tech Tsunami: Gadget Surprises, Rocket Milestones & Chip Shake-Ups (Aug 24–25, 2025)

Google launched the Pixel 10 series in New York, pricing the base model at $799 with a telephoto lens and the foldable Pixel 10 Pro at $1,799, holding prices steady despite tariff concerns. Spotify will raise Premium to €11.99 in many markets next month. The FTC warned Apple, Meta, and X that following European or UK digital laws could threaten U.S. data privacy or free speech. DaVita’s July ransomware attack exposed 2.7 million patients’ data.
25 August 2025
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Trade Truce, Tech Triumphs & Oil Drama: Global Business Bombshells (Aug 11–12, 2025)

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%, its third cut this year, with Governor Michele Bullock signaling more easing may follow. China’s factory-gate prices fell 3.6% in July and consumer prices were flat, highlighting deflation risks. U.S. markets priced in a likely Federal Reserve rate cut in September. An Australian court found Apple and Google engaged in anti-competitive app store conduct.
12 August 2025
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AI Stock Market Shake-Up: Surging Winners, Brutal Misses, and Big Bets (Aug 11–12, 2025)

AI Stock Market Shake-Up: Surging Winners, Brutal Misses, and Big Bets (Aug 11–12, 2025)

Micron Technology raised its quarterly revenue outlook to $11.2 billion, sending shares up 3%. Nvidia and AMD secured export licenses to sell advanced AI chips to China with a 15% tariff. SoundHound AI surged 43% after record Q2 revenue, while C3.ai fell 25% on weak guidance. Salesforce agreed to acquire Waii, but its stock dropped 3.2%.
12 August 2025
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Fastest Portable SSD Showdown 2025: Samsung T9 vs SanDisk Extreme PRO USB4 vs Crucial X10 Pro

Fastest Portable SSD Showdown 2025: Samsung T9 vs SanDisk Extreme PRO USB4 vs Crucial X10 Pro

SanDisk Extreme PRO USB4 leads with 3800 MB/s read and 3700 MB/s write over USB4, priced at $279.99 (2TB) and $429.99 (4TB). Samsung T9 tops at 2000 MB/s read/write, with hardware encryption and street prices as low as $100 (1TB). Crucial X10 Pro offers up to 2100 MB/s read, weighs 42g, and is widely seen as the best value. All include a 5-year warranty.
5 August 2025
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10 Non‑AI Tech Shockers: Space Triumphs, Gadget Surprises & More (Aug 1–2, 2025)

10 Non‑AI Tech Shockers: Space Triumphs, Gadget Surprises & More (Aug 1–2, 2025)

Intel will lay off about 24,000 employees and halt planned mega-fab factories in Germany and Poland under new CEO Lip-Bu Tan. AMD launched the $4,999 Ryzen Threadripper 9980X CPU with 64 cores, shipping July 31. Micron introduced the first PCIe 6.0 SSD with 28 GB/s read speeds. Microsoft reached a $4 trillion market cap, the second U.S. company to hit the milestone.
2 August 2025
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Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

TSMC reported nearly 90% yield on its 3 nm process in summer 2025, far ahead of Samsung’s 50%. Intel detailed its 18A (1.8 nm) process at the June VLSI Symposium, with the first Panther Lake CPUs expected by late 2025. TSMC and Samsung target 2 nm mass production in late 2025 or early 2026. Micron announced a $200 billion US memory investment, backed by $275 million in CHIPS Act grants.
1 July 2025
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Stock Market Today

  • Xerox Shares Surge Over 40% After Q1 Earnings Beat and 2026 Guidance Reaffirmation
    May 2, 2026, 8:47 AM EDT. Xerox's share price jumped 43% after reporting Q1 revenue of $1.85 billion, up 26.7% year-on-year, driven by strong print segment growth. The company posted a GAAP net loss of $105 million, an improvement from last year, alongside a 3.9% adjusted operating margin, rising 240 basis points. CEO Louie Pastor highlighted progress on stabilising revenue, boosting profitability, and reducing leverage. Xerox reaffirmed its 2026 guidance, targeting revenue above $7.5 billion and adjusted operating income between $450-$500 million. Lexmark acquisition synergies remain on track, with a print sales pipeline significantly stronger. The results built confidence among investors, reversing recent share price declines and marking optimism for a business inflection point.

Latest article

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

2 May 2026
The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

2 May 2026
Seagate shares rose 7.9% and Sandisk jumped 8.3% Friday, while Western Digital slipped 0.6%. Sandisk reported Q3 revenue up 251% to $5.95 billion and signed $42 billion in long-term supply deals. Western Digital’s Q3 revenue climbed 45% to $3.34 billion, topping analyst estimates. Seagate forecast Q4 revenue of $3.45 billion, citing AI-driven demand.
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