SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel $INTC is trending as chatter swirls around a potential investment from Apple $AAPL as part of Intel's turnaround efforts, fueled by a recent Bloomberg report. Community members are speculating about the implications of Apple taking a stake and potential collaborations, while some express skepticism, recalling past struggles. The news arrives amid broader discussions of government support for US chip manufacturing and Intel's role in the AI landscape.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

RGTI is trending due to a surge in investor interest, fueled by a recent Air Force contract and non-dilutive funding, which validates the company's quantum computing roadmap. The community is actively discussing the stock's potential, comparing it to other high-growth tech stocks and debating whether it's overvalued. Some traders are pointing to a potential short squeeze, while others highlight the long-term potential of quantum computing and the company's partnerships.

Lithium Americas Corp. engages in the development of the Thacker Pass project. It is focused on advancing Thacker Pass to production it is located in northern Nevada. The company was founded on January 23, 2023 and is headquartered in Vancouver, Canada.

Lithium Americas Corp (NewCo)

Lithium Americas Corp

Lithium Americas ($LAC) is trending due to reports of the Trump administration potentially taking an equity stake in the company linked to a $2.26 billion Energy Department loan, sparking significant community discussion around potential government backing and the future of lithium supply. The news has triggered a surge in the stock price as investors speculate on the implications for the company's Thacker Pass project and the broader lithium sector, with some comparing it to previous government investments in critical industries. Discussions also include potential dilution and off-take agreements.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure ($QURE) is trending following positive Phase I/II data for its Huntington's disease gene therapy, with analysts raising price targets and the community discussing its potential for accelerated FDA approval. Bullish sentiment is fueled by the statistically significant slowing of disease progression, while some traders are wary of a potential offering or pullback. The stock's high short interest is adding to the volatility as traders debate whether to short the stock or ride the momentum.

TNF Pharmaceuticals, Inc. operates as a clinical-stage pharmaceutical company, which engages in the development of drug products to extend healthy lifespan. It focuses on developing two novel therapeutic platforms, MyMD-1 and SUPERA-CBD, which aim to treat the causes of disease rather than just addressing the symptoms. MyMD-1 is a clinical-stage small molecule that regulates the immune system to control TNF-a, which drives chronic inflammation, and other pro-inflammatory cytokines. SUPERA-CBD is a synthetic derivative of cannabidiol being developed to treat conditions such as epilepsy, chronic pain, depression, as well as neuroinflammatory and neurodegenerative diseases. The company was founded in 1989 and is headquartered in New York, NY.

TNF Pharmaceuticals Inc.

TNF Pharmaceuticals (TNFA) is trending as traders discuss its recent strategic shift towards quantum computing and a name change to Q/C Technologies, sparking both excitement and skepticism. Bullish sentiment centers on the potential of their exclusive rights to light-speed laser processing for cryptocurrency applications, while bears cite concerns about dilution and the company's history. The community is actively debating whether this pivot justifies the stock's increased volatility and potential for a short squeeze.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. 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

ALAB is trending due to a significant sell-off, with community members citing potential Intel/Nvidia competition and overvaluation concerns as possible catalysts; some suspect market manipulation. Despite strong YTD growth fueled by PCIe demand and a recent positive earnings report, investors are debating its sustainability amid competition from major players like AVGO and MRVL. Discussions include whether the drop is a buying opportunity or a sign of further declines.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is trending amid speculation about a potential buyout or partnership, especially with other companies in the weight loss space being acquired. Community members are actively discussing potential suitors and the value of Viking's pipeline, citing positive trial data and a manageable tolerability profile. Some traders are eyeing technical indicators, while others are focused on upcoming presentations and potential catalysts.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending amid debates about its valuation and future prospects, with discussions focusing on its lack of current revenue and potential for an offering. Community sentiment is divided, with some highlighting insider selling and regulatory hurdles, while others point to the company's potential role in powering AI data centers. The stock's significant gains over the past month have also spurred conversations around pullbacks and potential buying opportunities within the nuclear sector.

Immuneering Corp. operates as a clinical-stage oncology company, which engages in developing medicines for cancer patients. Its pipeline of drug candidates focuses on treating aspects of disease that have eluded conventional approaches, including cancer cachexia and metastasis. The company was founded by Robert J. Carpenter and Benjamin J. Zeskind in 2008 and is headquartered in Cambridge, MA.

Immuneering Corp - Ordinary Shares Class A

IMRX is trending due to positive survival data in its Phase 2a trial for pancreatic cancer treatment, sparking community interest and analyst upgrades. However, a proposed public offering is creating mixed sentiment, with some fearing dilution while others see it as a strategic move. The community is actively discussing the balance between the promising data and the potential impact of the offering on the stock's future.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as the community discusses its recent price movement and potential breakout above the $15-$16 resistance level, with some pointing to a shift in market sentiment. The groundbreaking of the Georgia plant is also generating buzz, although some express concerns about cash burn and production timelines. Overall, the conversation is focused on whether Rivian can maintain its upward momentum and capitalize on upcoming catalysts like the R2 launch.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Micron or NVIDIA: Which AI Stock Looks Attractive and Worth a Buy? 

Micron's surging HBM chip sales and NVIDIA's AI hardware dominance fuel growth, but valuation gaps make Micron look like the smarter buy. 

Micron Beats on Q4 Earnings: Will Strong Guidance Lift the Stock?

MU posts strong Q4 earnings and upbeat guidance, fueled by surging demand for high-bandwidth memory products.

Pre-Markets Return to Positive Territory

Pre-Markets Return to Positive Territory.

Pre-markets Modestly Higher Ahead of Late-Week Reports

New Home Sales and KB Home (KBH) earnings await us today, then a bevy of reports culminating in Friday's PCE to follow.

Micron Technology Inc. (MU) has experienced a surge in bullish sentiment from Wall Street analysts following a robust fourth-quarter (Q4) earnings report that exceeded market expectations on both results and guidance.&nbsp;The company’s revenue of $11.32 billion and adjusted earnings per share (EPS) of $3.03 both exceed the analysts’ consensus estimates of $11.11 billion and $2.86, respectively, as per Fiscal AI data.&nbsp;Micron anticipates a Q1 revenue of $12.50 billion, plus or minus $300 million, against an estimate of $11.68 billion.Several firms raised their price targets on the chipmaker, citing growing demand in data centers, positive pricing trends, and momentum in high-bandwidth memory (HBM) products.Piper Sandler lifted its price target to $200 from $165, maintaining an ‘Overweight’ rating, as per TheFly. The firm noted Micron’s earnings and forward outlook topped forecasts, driven by solid DRAM demand and stronger-than-expected gross margins.&nbsp;Notably, Micron revealed that its 2026 HBM capacity is nearly sold out, suggesting strong future demand for its high-performance memory products.<a href="https://stocktwits.com/symbol/MU">Micron stock</a> traded over 2% lower on Wednesday after the morning bell, and was among the top five trending equity tickers on Stocktwits. Retail sentiment around the stock stayed in ‘extremely bullish’ territory. Message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.Needham also raised its price target to $200 from $150 and reiterated a ‘Buy’ rating. The firm highlighted consistent strength in the data center segment, along with improved performance in other markets. The firm highlighted that Micron has increased its forecast for server unit growth in 2025 and expects gross margins heading into fiscal 2026 to outperform earlier projections, thanks to better pricing, a more favorable product mix, and cost efficiencies.Raymond James adjusted its price target on the stock upward to $190 from $150 and reaffirmed an ‘Outperform’ rating. The firm emphasized that strong demand for AI-driven data center builds contributed to solid pricing for both DRAM and NAND memory.&nbsp;Micron stock has gained 94% in 2025 and over 73% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/youxin-technology-stock-soared-68-percent-today-here-is-what-happened/chD12IhR33V">Youxin Technology Stock Soared 68% Today – Here’s What Happened</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Micron Stock Draws Investor Attention As Wall Street Praises Q4 Print, Outlook

Piper Sandler lifted its price target to $200 from $165, citing Micron’s earnings and forward outlook topped forecasts, driven by solid DRAM demand and stronger-than-expected gross margins. 

Equity

U.S. stocks appear set for a cautious opening on Wednesday as investors await key economic data this week, including the third estimate of gross domestic product (GDP) for the second quarter (Q2) on Thursday, and the personal consumption expenditures (PCE) price index on Friday.Notably, on Tuesday, Federal Reserve Chair Jerome Powell outlined in his remarks that there are no risk-free paths ahead.“Near-term risks to inflation are tilted to the upside and risks to employment to the downside — a challenging situation. Two-sided risks mean that there is no risk-free path,” Powell said in a highly anticipated&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jerome-powell-challenging-situation-no-risk-free-path/chDLbnqR35y">speech</a> after the 25 basis point rate cut&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/fed-cuts-rates-by-25-basis-points-september-fomc-meeting/chDGxvqRd6u">last week</a>.While Dow Jones futures were down by 0.02% at the time of writing, the S&amp;P 500 futures rose 0.13%, while the tech-heavy Nasdaq 100’s futures gained 0.26%. Futures of the Russell 2000 index were up 0.01%.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.11% at the time of writing, while&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) rose 0.24% on Wednesday morning. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.Asian markets ended Wednesday’s trading session on a mixed note, with the Hang Seng index gaining the most at 1.6%, followed by the Shanghai Composite at 0.83%, and the Nikkei 225 at 0.12%.The KOSPI declined 0.4%, while the TWSE Capitalization Weighted Stock index fell 0.19%.Stocks To Watch<ul><li>Alibaba Group Holding (BABA): Alibaba’s U.S.-listed shares surged more than 9% in Wednesday’s pre-market session after the company announced plans to boost investment in artificial intelligence by over $53 billion.</li><li>Micron Technology Inc. (MU): Micron’s shares gained nearly 1% in pre-market trade after the company’s fourth-quarter (Q4) results beat Wall Street expectations. Micron reported earnings per share (EPS) of $3.03 on revenue of $11.3 billion, while analysts expected an EPS of $2.86 on revenue of $11.2 billion, according to Stocktwits data.</li><li>Lithium Americas Corp. (LAC), General Motors Co. (GM): Lithium Americas’ shares skyrocketed nearly 60% pre-market after a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/trump-administration-seeks-equity-stake-lithium-americas-amid-loan-talks-2025-09-23/">report</a> stated that the Trump administration is seeking a 10% stake in the company on the renegotiation of a $2.26 billion Energy Department loan for the Thacker Pass lithium project with General Motors. GM shares surged by more than 3% pre-market.</li><li>Cintas Corp. (CTAS) and Uranium Energy Corp. (UEC) are among the companies scheduled to announce their latest quarterly results on Wednesday.</li></ul>&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jerome-powell-challenging-situation-no-risk-free-path/chDLbnqR35y">Jerome Powell Sees ‘Challenging Situation’ Ahead, Says There Is No Risk-Free Path</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk by the New York Stock Exchange

Dow Futures Edge Lower As Investors Brace For Key Economic Data Releases This Week: BABA, MU, LAC, GM Among Stocks To Watch

While Dow Jones futures were down by 0.02% at the time of writing, the S&P 500 futures rose 0.13%.

Micron Technology, Inc. (MU) shares climbed nearly 2% early premarket on Wednesday, as investors gradually warmed to the quarterly numbers from the memory chipmaker after their initial tepid reaction.Tech venture capitalist and Deepwater Asset Management Managing Partner Gene Munster said Micron’s fourth-quarter results for the fiscal year 2025 reinforced the fact that the artificial intelligence (AI) revolution is alive and kicking. He attributed the muted after-hours reaction to the positive earnings to&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron’s stock</a> rally (+98%) this year and investors baking in a strong performance after the mid-August positive preannouncement.&nbsp;Munster also noted that Micron’s first-quarter revenue guidance of $12.50 billion, plus or minus $300 million, suggests 43% year-over-year (YoY) growth, slower than the fourth-quarter’s 46% increase.The tech analyst clarified that the 43% YoY growth Micron guided comes against a tough comparison with the first quarter of 2024, when revenue climbed 80%. “This speaks ultimately to the AI train just keeps rolling,” he said, adding that MU’s results, particularly its guidance, are a further validation that we remain early.Munster commended the company’s positive margin performance, which underscored the strength of the demand environment.On Stocktwits, retail sentiment toward Micron stock rose to the highest this year (93/100) by early Wednesday, suggesting an ‘extreme bullish’ mood.&nbsp;<figure class="image"><img style="aspect-ratio:615/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_23_at_10_05_22_PM_png_9c27bfb481.webp" alt="Screenshot 2025-09-23 at 10.05.22 PM.png" width="615" height="54"><figcaption>MU sentiment and message volume as of 4:10 a.m. ET, Sept. 24 | source: Stocktwits</figcaption></figure>The company’s forward price-earnings (P/E) multiple is 10.7 times, suggesting that the valuation is attractive, especially for a high-growth company with exposure to AI. According to hedge fund manager Ryan Lee, the stock remains undervalued.Micron reported record revenue for the fourth quarter, with both top- and bottom-line results exceeding expectations and guidance above the consensus. Micron CEO Sanjay Mehrotra said the company remains uniquely positioned to capitalize on the opportunities presented by AI.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/can-big-bear-stock-extend-its-hot-9-day-winning-streak/chDKHdoR3dA">Can BigBear Stock Extend Its Hot 9-Day Winning Streak? Here’s What Retail Traders Think</a>

 The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. 

Micron Stock Rises Premarket: Guidance Shows ‘AI Train Just Keeps Rolling,’ Says Munster After Stellar Q4

Munster commended the company’s positive margin performance, which underscored the strength of the demand environment.

 Why Micron’s Stock Is Rising In Premarket Today

Munster commended the company’s positive margin performance, which underscored the strength of the demand environment.


U.S. stocks retreated on Tuesday, snapping a three-session winning streak, as profit-taking in some of the tech stocks that had run up significantly generated selling pressure. Consumer discretionary and IT stocks primarily served as drags, although energy and real estate stocks recorded notable gains.After the market eased off its highs, the following stocks saw brisk trading activity in the extended session:Nvidia Corp. (NVDA)After-hours move: 0.28%Trading volume: 8.88 million<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> retreated 2.82% to $178.43 on Tuesday, following its nearly 4% rally in the previous session, which was driven by an announcement regarding a potential investment of up to $100 billion in artificial intelligence (AI) startup OpenAI.&nbsp;The retreat came amid profit-taking, as traders weighed in on Nvidia’s investments. On Tuesday, DA Davidson analyst Gil Luria expressed concerns that Nvidia could become an “investor of last resort,” bailing out CoreWeave, Intel, and now OpenAI, according to excerpts of the note made available by Fly.The analyst said he would have preferred more traditional investors to step up and fund the data center buildout.On Stocktwits, retail sentiment toward Nvidia stock remained ‘bullish’ as of late Tuesday, with message volume, however, at ‘normal’ levels.The stock has gained nearly 33% this year.Plug Power (PLUG)After-hours move: -4.74%Trading volume: 11.61 millionAfter declining 4.5% in Tuesday’s regular session,&nbsp;<a href="https://stocktwits.com/symbol/PLUG">Plug Power stock</a> fell sharply yet again in the after-hours. The stock initially jumped on Tuesday morning as the hydrogen fuel cell energy company’s announcement regarding hosting Oppenheimer at its Georgia plant excited investors. Alongside the announcement, the company stated that the facility achieved a record August performance, producing 324 metric tons of green hydrogen.The upward momentum could not be sustained as a nine-session winning streak in the stock prompted some traders to take profits.Retail sentiment toward Plug Power stock continues to remain ‘extremely bullish’ (92/100), and the message volume was ‘extremely high.’For the year-to-date period, the stock has increased by approximately 19%.Micron Technology, Inc. (MU)After-hours move: +0.44%Trading volume: 11.83 millionMemory chipmaker Micron reported&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-hardly-budges-after-ai-fueled-q4-beat/chDKV1YR3dI">forecast-beating results</a> for the fourth quarter of the fiscal year 2025, and issued upbeat guidance for the current quarter. The stock showed a muted reaction to the strong print.<a href="https://stocktwits.com/symbol/MU">Micron stock</a>, which has nearly doubled this year, elicited ‘extremely bullish’ sentiment (93/100) from among the retail users of Stocktwits. The message volume on the stream was also ‘extremely high.’Kenvue, Inc. (KVUE)After-hours move: +0.95%Trading volume: 7.17 millionKenvue remained on traders’ radar as the company’s stock rebounded from its all-time low. The stock came under pressure on Tuesday after President Donald Trump crusaded against the company’s best-selling iconic brand Tylenol, alleging that it caused autism and urging pregnant&nbsp;women not to consume it.With the medical and scientific community refuting the allegations and Wall Street firms estimating that the company would experience no severe impact from the entire episode, the stock rebounded by over 1.5% on Tuesday.&nbsp;Stocktwits retail traders’ sentiment tempered slightly to ‘bullish’ (61/100) as of late Tuesday from the ‘extremely bullish’ mood seen a day ago. The message volume continued to stay ‘extremely high.<a href="https://stocktwits.com/symbol/KVUE">Kenvue stock&nbsp;</a>has lost about 17% YTD.Kroger Co. (KR)After-hours move: unchangedTrading volume: 5.43 millionRetailer and supermarket operator Kroger (KR) saw its stock rise 1.29% on Tuesday despite the broader market pullback.&nbsp;<a href="https://stocktwits.com/symbol/KR">Kroger’s stock</a> has gained 8.5% so far this year. Last week, Argus increased its price target for Kroger stock by $1 to $85, citing the retailer’s innovative and increasingly affordable brands, strong private brands, growing emphasis on fresh food, and its strong customer analytics that help deliver personalized discounts to customers, according to The Fly.Retail sentiment toward the stock turned to ‘neutral’ (50/100) by late Tuesday from ‘bearish’ a day ago, while the message volume stayed at ‘low’ levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-lithium-americas-stock-jump-after-hours-today/chDKnOJR3dB">Why Did Lithium Americas Stock Jump After-Hours Today?</a>

Traders work on the floor of the New York Stock Exchange (NYSE) on September 03, 2025, in New York City. 

Nvidia, Plug Power, Micron, Kenvue, Kroger: What Sparked Heavy After-Hours Trading In These 5 Stocks?

Micron stock showed a muted reaction to earnings despite the quarterly numbers and guidance exceeding expectations.

Memory chipmaker Micron Technology, Inc. (MU) stock rose moderately in the after-hours session on Tuesday following quarterly results. The stock ended the extended session up 0.44% at $167.15 and was the most actively traded stock, with 11.83 million shares exchanging hands.Retail investors on Stocktwits relished the results of the company, with sentiment toward Micron stock moving further into ‘extremely bullish’ territory (93/100) by late Tuesday. The message volume on the stream remained at ‘extremely high’ levels. The 24-hour message volume change leading up to late Tuesday was 566%.<figure class="image"><img style="aspect-ratio:615/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_23_at_10_05_22_PM_png_c3bbb40616.webp" alt="Screenshot 2025-09-23 at 10.05.22 PM.png" width="615" height="54"><figcaption>MU sentiment and message volume as of 10 p.m. ET, Sept. 23 | source: Stocktwits</figcaption></figure>Micron’s key metrics for the fourth quarter of the fiscal year 2025 are as follows:<ol><li>Adjusted earnings per share (EPS): $3.03 Vs. $2.86 (Fiscal.ai-compiled consensus)</li><li>Revenue: $11.32 billion Vs. $11.15 billion consensus</li><li>Adj. gross margin: 45.7% Vs. Guidance of 44.5%, plus or minus 0.5%</li></ol>&nbsp;The results also exceeded the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-memory-chipmaker-micron-is-rising-premarket-today/chDh8vkR3Po">bumped-up guidance</a> the company issued in mid-August. The revenue growth accelerated to 46% from the 37% pace seen in the third quarter. The Cloud Memory business unit’s revenue soared over 200% to $4.54 billion, while the core data center business experienced a 23% decline in revenue to $1.58 billion. Mobile and Clients unit’s revenue was up about 25% to $3.76 billion.Micron CEO Sanjay Mehrotra said the company remains uniquely positioned to capitalize on the opportunities presented by artificial intelligence (AI).&nbsp;The company spent $4.93 billion in capital expenditures in the fourth quarter and $13.8 billion for the year. CFO Mark Murphy said that capital expenditures (capex) will decrease to $4.5 billion in the first quarter, according to transcripts provided by Koyfin.Hedge fund manager Ryan Lee, senior vice president of product and strategy at Direxion, said Micron's earnings beat was "pivotal," according to comments&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tradingview.com/news/DJN_DN20250923007993:0/">published</a> in The Wall Street Journal. According to Lee, the company faced "lofty expectations" after the stock's 41% gain over the past month; with strong data center revenue and expanded capital spending, Micron is set for further AI-driven gains. The analyst believes MU stock remains undervalued amid modest after-hours gains.Micro looks ahead to revenue of $12.50 billion, plus or minus $300 million, for the first quarter of the next fiscal&nbsp;year, and a gross margin of 51.5%, plus or minus&nbsp;1 percentage point. It guided to adjusted EPS of $3.75, plus or minus $0.15. Analysts, on average, estimate adjusted EPS and revenue of $3.03 and $11.78 billion, respectively.Making sense of the muted stock move to the earnings, one bullish watcher said it was priced in, adding that he expects options to “get wrecked” this week.<stembedurl>https://stocktwits.com/CallingStorms/message/629763174</stembedurl>Another user suggested the stock is undervalued even with the year’s run-up. “This stock could hit $270 this time next year at projected 28 % YoY growth, which I think is a low estimate for the rate of memory demand going on today,” they said.<stembedurl>https://stocktwits.com/Tonycanoli/message/629763128</stembedurl>Micron stock has gained more than 98% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/trump-tylenol-warning-fda-action-kenvue-stock-climbs-buying-opportunity/chDKZ2OR3d3">Trump’s Tylenol Warning Sparks FDA Action, But Kenvue Stock Climbs: Retail Traders See ‘Huge Buying Opportunity’</a>

The Micron Technology logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 17, 2024. 

Micron Stock Hardly Budges After AI-Fueled Q4 Beat, But Retail Bulls Eye Bigger Gains

Micron spent $4.93 billion in capital expenditures in the fourth quarter and $13.8 billion for the year.

The Zacks Analyst Blog Highlights Micron Technology, Alphabet, Meta Platforms, Amazon.com, NVIDIA and Advanced Micro Devices

Micron earnings preview highlights AI-driven HBM demand, with ties to Nvidia and AMD fueling long-term growth.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. 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.

Will Costco Wholesale ($COST) beat its quarterly EPS estimate? 
 
*Powered by Polymarket

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$3.56	--	--	N/A
Q4 '25	$2.86	$3.03	5.88%	BEAT
Q3 '25	$1.60	$1.91	19.20%	BEAT
Q2 '25	$1.43	$1.56	9.13%	BEAT
Q1 '25	$1.76	$1.79	1.54%	BEAT

MU
Micron Technology Inc

Feed

News

Sentiment

Earnings

Fundamentals

Info

Latest Earnings Results: Q4 '25

Historical Earnings

Latest MU News

MU Micron Technology Inc