$ORCL | Mizuho 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗢𝗿𝗮𝗰𝗹 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗼𝗻, PT $𝟯𝟮𝟬
Analyst sees continued Project Jupiter progress, no impact on FY27 estimates, and potential to limit further pipeline delays.
Sorry lads, I’m not selling $MU, $SNDK, $INTC or any other memory stock because of a shitty chinese company.
They haven’t proved anything at scale and they have 0 business in the US.
I’ll buy a few more shares here.
Q3 2026
Production: 464,391
Deliveries: 486,532
Energy storage deployments: 13.7 GWh
Our Q3 Company Update will be streamed live on X on October 21 at 4:30pm CT
https://t.co/sXBSeLiJIj
$MU This should NOT be possible.
Micron is about to make more profit than $AMZN $META $AMD & $TSLA combined.
Combined market cap? $7 Trillion.
Micron? $1.2T.
82% cheaper in valuation but more operating profit.
SCAs now extend into 2031. $DRAM supply gets even tighter in 2028.
JPMorgan keeps an Overweight rating on Micron $MU with a $1,540 price target ahead of the fiscal Q4 report on September 30.
The firm sees a "constructive" setup for the shares "with multiple beat-and-raise levers still in play" for Micron.
The company faces a memory backdrop that remains structurally tight across both DRAM and NAND, the analyst tells investors in a research note.
JPMorgan thinks Micron is well positioned to deliver Q4 revenue, gross margin, and earnings ahead of consensus estimates.
The company's pricing momentum through the quarter remained robust despite management's prior commentary on a "meaningful moderation in the rate of price increases," says the firm.
This week, your first taste. 🍷
Play the demo for Castlevania: Belmont's Curse on October 1st, available for PlayStation®5, Nintendo Switch™, XBOX Series X|S, and Steam®.
Find the demo here: https://t.co/Pl3xZTsFy7
#CastlevaniaBC
Fantastic news from Germany. 🇩🇪
XPENG X9 has been named “German Luxury Car of the Year 2027.”
47 independent automotive journalists. 100+ cars. Around 750 test drives.
To see X9 earn this recognition in Germany is incredibly encouraging. It’s a great validation of what we’ve been building — technology, design and a new kind of luxury mobility. More to come.