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Why Micron Is Still 'Pretty Cheap' Despite Its AI-Driven Run: Legato CIO Says This Is 'Not The Dot-Com Bu

Legato CIO Ryan Kelly explains why the AI stock rally is not a .com bubble, driven by real earnings, and why Micron is still 'pretty cheap'.

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markets.businessinsider.com2 mesi fa

Should Investors Buy the Pullback in Micron Stock (MU) amid AI Chip Selloff? Analysts Weigh in

Micron Technology (MU) plunged about 13.3% on Friday, following a 7.7% decline on the previous day amid a selloff in stocks in the AI chips spac...

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benzinga.com2 mesi fa

What's Going On With Micron Stock Wednesday? - Micron Technology (NASDAQ:MU)

Micron hit 52-week highs as JPMorgan raised memory-market forecast to $1.7T by 2028, reframing HBM from commodity to core AI infrastructure. Memory is a critical deployment constraint, forecast to represent 50%+ of cloud capex with supply gaps persisting through 2028.

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Why Micron Is Still 'Pretty Cheap' Despite Its AI-Driven Run: Legato CIO Says This Is 'Not The Dot-Com Bu

Confronto fonti

Should Investors Buy the Pullback in Micron Stock (MU) amid AI Chip Selloff? Analysts Weigh in

What's Going On With Micron Stock Wednesday? - Micron Technology (NASDAQ:MU)

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What's Going On With Micron Stock Wednesday? - Micron Technology (NASDAQ:MU)

Micron Stock Is Flashing A Major Sell Signal, But Wall Street Keeps Buying - Micron Technology (NASDAQ:MU

Top Investors Set Expectations on Micron Stock Ahead of Earnings

Why Micron Is Still 'Pretty Cheap' Despite Its AI-Driven Run: Legato CIO Says This Is 'Not The Dot-Com Bu

Should Investors Buy the Pullback in Micron Stock (MU) amid AI Chip Selloff? Analysts Weigh in

Micron Stock Suffered a Brutal Sell-Off Last Week. Has the Market Become Too Pessimistic Ahead of Q3 Earnings?