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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs stronger-than-expected quarterly results and upbeat next-quarter outlook, powered by surging data-center demand, drove a sharp rally and renewed optimism about the AI trade. Traders celebrated the growth and contrasted AMDs performance with Intels weakness, while others cautioned about valuation, cash-flow and margin concerns, and the risk of a sell-the-news pullback.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

A strong quarterly earnings beat and raised revenue outlook, supported by AI-server demand, are driving attention. Bulls see the shares as undervalued, while skeptics cite compressed margins, cash-flow and inventory concerns, and lingering doubts about managementfueling frustration over the stocks muted, volatile reaction.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm-election uncertainty is driving attention, with traders debating whether expected Democratic gains could weaken Trumps political position and weigh on DJT, while supporters anticipate a Republican red wave and a rally. The discussion is sharply divided, and some traders describe the stocks rise as election-related speculation or short covering rather than a change in the companys fundamentals.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Aristas quarterly results beat expectations and its forward revenue guidance came in well above consensus, driving a sharp post-earnings rally as traders highlighted AI-networking demand. Many welcomed the strong report, while others cautioned that the volatile move could face profit-taking or a sell-the-news reversal.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

AMDs earnings beat and upbeat outlook are driving discussion, with traders viewing its AI and data-center growth as evidence of resilient demand that could support Nvidia and the broader chip sector. Bulls see potential for a semiconductor rebound, while skeptics point to Nvidias choppy trading and lingering concerns about AI spending, financing and valuations.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs strong quarterly results and upbeat guidance are driving attention, but the stocks weak post-earnings reaction has sparked debate over whether growth is already priced in. Bulls point to AI infrastructure demand and buy-the-dip potential, while bears cite the premium valuation and sell-the-news risk.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Apples warning that memory costs are expected to keep rising has renewed attention on Microns pricing power and the AI-driven memory shortage. Bulls see the comments and strong AMD results as support for semiconductor demand, while skeptics focus on MUs sharp, repeated selloffs and the risk that memory pricing or AI demand could turn.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas drew attention with quarterly results ahead of expectations and a stronger outlook, alongside its NVIDIA collaboration on an 800V AI data-center power board. Bulls see the results and AI-power opportunity as evidence of a growth pivot, while skeptics argue that design work has yet to translate into meaningful customer orders and revenue.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digitals sharp rebound alongside other AI-infrastructure and mining stocks has traders debating whether it reflects a sector recovery and short covering or only a temporary bounce. Bulls point to analyst views that the shares are undervalued and the companys AI data-center leases, while bears remain focused on the quarterly revenue miss and execution risks.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters third-quarter results beat expectations and its fourth-quarter revenue outlook was broadly in line with estimates, prompting praise for growth and execution. Traders remain divided, with optimism about accelerating demand countered by concerns over continued losses, cash burn, and volatile price action.

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The Zacks Analyst Blog Highlights IonQ, Rigetti Computing, QTUM, WQTM, CHPX and Micron Technology

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Micron’s Post-Earnings Estimate Hikes May Lag Previous Quarters, Flags Morgan Stanley

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Morgan Stanley remains positive on Micron ahead of Wednesday’s earnings, citing strong demand and rising pricing.

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Bearish Sentiment

<ul><li>Micron is scheduled to report results on Sept. 30 after the market closes.</li><li>Morgan Stanley maintained an ‘Overweight’ rating on Micron stock with a price target of $1,200.</li><li>Micron has guided for fiscal fourth-quarter revenue of $50 billion.</li></ul>Micron Technology Inc. (<a class="mention" data-mention="$MU" data-symbol-id="MU" href="https://stocktwits.com/symbol/MU" target="_blank">MU</a>) could see another round of earnings estimate increases after reporting fiscal fourth-quarter results Wednesday, although the revisions may not match the magnitude seen in recent quarters, according to Morgan Stanley.Near-term conditions are “still very good,” with strong demand and rising pricing evident, the firm said in an earnings preview cited by TheFly. Morgan Stanley maintained its ‘Overweight’ rating on the stock with a price target of $1,200.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/MU">MU stock</a> was trading around 3% lower. The company is scheduled to report results on Sept. 30 after the market closes.<h2 class="st-heading-2">Morgan Stanley Focuses On Memory Cycle Duration</h2>According to TheFly, Morgan Stanley said it remains positive on Micron and expects earnings expectations to move higher after Wednesday’s print, but “less so than prior quarters.”The firm also believes the strength in memory will prove durable, while acknowledging that the question of how long the current cycle lasts is harder to settle immediately.“Duration debates take longer to pay off, as there’s no real way to prove that near term,” Morgan Stanley said.Micron has guided for fiscal fourth-quarter (Q4) revenue of $50 billion, plus or minus $1 billion, alongside an approximately 86% gross margin and non-GAAP diluted earnings per share of $31, plus or minus $1.The company reported fiscal third-quarter (Q3) revenue of $41.46 billion, meaning its fourth-quarter guidance already calls for another sequential increase in sales.<h2 class="st-heading-2">Is Memory Boom Nearing A Peak?</h2>The duration question has become increasingly important after the sharp run-up in memory-industry earnings.Barron’s noted that skeptics could argue memory-chip companies typically appear inexpensive near the peak of their cyclical earnings, while adding that little evidence so far suggests the current memory boom has peaked.The publication&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/micron-stock-price-ai-earnings-9aacdfd8">cited</a> Synovus Trust senior portfolio manager Daniel Morgan, who said dynamic random access memory (DRAM) and NAND supply should remain tight through Micron’s fiscal 2027, with incremental supply moving toward balance in fiscal 2028.Another development putting the memory industry in focus is SK Hynix’s (<a href="https://stocktwits.com/symbol/SKHY">SKHY</a>) U.S.-based Solidigm unit reportedly considering an initial public offering (IPO). Reuters reported Friday that an offering could value the NAND storage business at up to $150 billion and raise about $15 billion.For Micron, Wednesday’s report will provide another look at current demand and pricing conditions. Morgan Stanley’s view going into the print is clear: it still expects estimates to rise afterward, just not by as much as investors have seen following recent quarters.<h2 class="st-heading-2">Retail Sentiment Around <a class="mention" data-mention="$MU" data-symbol-id="MU" href="https://stocktwits.com/symbol/MU" target="_blank">MU</a> Stock</h2>On Stocktwits, retail investor sentiment around <a class="mention" data-mention="$MU" data-symbol-id="MU" href="https://stocktwits.com/symbol/MU" target="_blank">MU</a> stock remained in ‘bullish’ territory.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_28_212307_2e41526ad0.png" alt="Screenshot 2026-09-28 212307.png" width="818" height="447"><figcaption><a class="mention" data-mention="$MU" data-symbol-id="MU" href="https://stocktwits.com/symbol/MU" target="_blank">MU</a> stock retail sentiment on September 28 as of 12:15 p.m. ET | Source: Stocktwits</figcaption></figure>So far this year, <a class="mention" data-mention="$MU" data-symbol-id="MU" href="https://stocktwits.com/symbol/MU" target="_blank">MU</a> stock price has more than tripled, surging over 230%. In comparison, the Global X AI Semiconductor &amp; Quantum ETF (<a href="https://stocktwits.com/symbol/CHPX">CHPX</a>) and the Roundhill Memory ETF (<a href="https://stocktwits.com/symbol/DRAM">DRAM</a>), which hold the stock, have risen around 75% and 112%, respectively, over the same period.See Also:<a href="https://stocktwits.com/news-articles/markets/equity/marvell-s-ai-opportunity-could-expand-to-625-b-by-2030-says-cantor-sees-up-to-45-revenue-cagr/cZMSx78RBQt"> Marvell’s AI Opportunity Could Expand To $625B By 2030, Says Cantor — Sees Up To 45% Revenue CAGR</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Micron Technology Inc. (MU) could see another round of earnings estimate increases after reporting fiscal fourth-quarter results Wednesday, although the revisions may not match the magnitude seen in recent quarters, according to Morgan Stanley.

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