Community Corner: Resilient Magazine celebrates 6th anniversary
Click the link in the video box above to watch the interview.
Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
7 hours ago
- Yahoo
Micron Technology, Inc. (MU): A Bull Case Theory
We came across a bullish thesis on Micron Technology, Inc. on Rijnberk InvestInsights's Substack by Daan | InvestInsights. In this article, we will summarize the bulls' thesis on MU. Micron Technology, Inc.'s share was trading at $114.39 as of July 18th. MU's trailing and forward P/E were 20.61 and 9.40 respectively according to Yahoo Finance. A robotic arm holding a semiconductor chip, emphasizing the precision and quality of the company's production equipment. Micron Technology, a leading U.S.-based memory semiconductor producer, remains a controversial investment. As one of three global DRAM and NAND giants, it benefits from scale, process leadership, and high barriers to entry but operates in a deeply cyclical, commodity-like market, deterring many long-term investors. DRAM, its largest segment (≈70% of revenue), has gained market share to ~25% amid early DDR5/LPDDR5X adoption, node leadership (1αnm/1βnm), and a pivot to AI, automotive, and industrial applications. NAND (≈30% of revenue) remains more challenged, with Micron holding ~11–12% share, behind Samsung and SK Hynix. Its fastest-growing business, high-bandwidth memory (HBM), is critical for AI workloads; Micron's HBM3E/4 products lead in power and capacity, with 2025 output sold out and share expected to reach 20–25% by year-end. Integrated manufacturing, U.S.-heavy production, and diversification limit geopolitical risk. Financially, Micron is rebounding sharply: Q3 FY25 revenue grew 37% YoY to $9.3B, gross margin hit 39%, EPS surged >200% YoY, and free cash flow reached $1.9B despite $2.7B in capex. Management guides Q4 revenue up 15% sequentially to $10.7B and EPS of $2.50, with DRAM and HBM driving mid-teens bit growth. Structural AI, data center, and automotive demand should sustain a low-double-digit CAGR through cycles. Valuation remains attractive at ~10x FY26 earnings, with a PEG of ~ investors with a 5–10 year horizon and a tolerance for 30–50% drawdowns, Micron offers exposure to secular AI-driven growth. Shares near $125 could deliver mid-teens annualized returns, with upside if current execution persists. Previously we covered a on Micron Technology, Inc. by Oliver | MMMT Wealth in April 2025, which highlighted its technological edge, secular AI-driven memory demand, and undervaluation as key drivers. The company's stock price has appreciated by approximately 69% since our coverage. This is because AI and data center tailwinds accelerated. The thesis still stands as structural demand persists. Daan | InvestInsights shares a similar but emphasizes on Micron's HBM leadership and financial rebound. Micron Technology, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 96 hedge fund portfolios held MU at the end of the first quarter which was 94 in the previous quarter. While we acknowledge the potential of MU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Yahoo
17 hours ago
- Yahoo
Expect traffic delays on Coors Blvd. until the end of the month
ALBUQUERQUE, N.M. (KRQE) – Expect to encounter bumper-to-bumper traffic on Coors Blvd. in Albuquerque until the end of the month. A utility company is working in the area of Coors Blvd. and St. Joseph's Drive to make room for a new restaurant and retail development across the street from St. Pius X School. Report ranks New Mexico 10th in traffic fatalities nationwide for 2024 Over the past few weeks, Coors Boulevard north and southbound has been reduced to one lane. Beginning next Tuesday, northbound Coors between Sequoia Road and St Joseph's Drive will be reduced to one lane. Officials said the work will continue for at least one more week. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. Solve the daily Crossword
Yahoo
17 hours ago
- Yahoo
Santa Fe announces road closures for upcoming Spanish Market
SANTA FE, N.M. (KRQE) – The 2025 Traditional Spanish and Contemporary Hispanic Market is coming to the Santa Fe Plaza and surrounding locations on July 26 and 27. To accommodate the event road closures in the area go into effect Thursday, July 24, at noon. Roads will reopen on Monday, July 28. Road Closures Santa Fe Plaza E. San Francisco St. from Don Gaspar to Old Santa Fe Trail Palace Ave from Grant Ave to Cathedral Pl. Washington Ave from Palace Ave to Nusbaum St. Marcy St. from Grant Ave to Washington Ave. Lincoln Ave. from S. Federal Pl. to W. Palace Ave Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. Solve the daily Crossword
