Micron (MU) sees strong gains after an earnings beat and strong guidance. 1Q results and 2Q guidance are positively above initial expectations, notes William Kerwin. He and Cory Johnson discuss MU. Kerwin mentions that market rebounds are happening earlier than previously thought. They talk about the role of A.I. in the semiconductor and memory space. Johnson highlights that there will be massive growth in the chip market and continued supply shortage. They then go over how MU compares to the competition in the A.I. race. Tune in to find out more about the stock market today.
The Watch List
21 Dec 2023
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