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Micron Stock Forecast: BofA Says AI May Have Broken Memory Cycle, Stock Could Rise to $1,144
Micron (MU) shares pulled back slightly after breaking above $1,000 and are currently hovering around $950. Bank of America believes artificial intelligence may have broken the memory boom-and-bust cycle, projecting long-term and massive earnings growth for Micron Technology. According to BofA's scenario model, Micron's revenue could reach $377.3 billion in fiscal year 2030, far exceeding the market consensus of $280.5 billion. On the profitability front, BofA expects its EPS to reach $236.16, representing a compound annual growth rate (CAGR) of up to 34.1%. The market's current valuation of Micron remains relatively conservative, standing at only about 6 times projected FY2027 earnings.
CoreWeave Secures Multi-Year Deal With Quant Giant HRT as Nvidia Vera Rubin Compute Enters Quant Trading Market
TradingKey - AI cloud computing company CoreWeave (CRWV) announced on Thursday that it has signed a multi-year partnership agreement with Hudson River Trading (HRT), a globally renowned quantitative trading firm. Under the agreement, HRT will use CoreWeave's AI cloud platform to build next-generation research infrastructure for AI-driven quantitative research, complex model training, and trading strategy development. The specific contract value was not disclosed in the official announcement.
Marvell Stock Price Prediction: Can MRVL Continue to Rise After Custom Chip Deal With Google?
TradingKey - Google is accelerating the expansion of its custom AI chip footprint, with Marvell (MRVL) becoming the latest beneficiary. On August 19, Marvell's stock surged more than 13% intraday and ultimately closed up 9.85%.
Report Says TSMC Ready to Mass Produce 1.6nm A16 Chips in Q4, but Is It Ahead of Intel and Samsung?
TradingKey - According to the latest supply chain reports, TSMC (TSM) has completed the development and verification of its 1.6nm-class A16 process, targeting the launch of mass production in the fourth quarter of 2026. This timeline is largely consistent with TSMC's previous official statement that "A16 will enter mass production in the second half of 2026," signaling that following 2nm, the company's next-generation advanced process technology is accelerating toward commercialization.
SK Hynix Unveils CPO Roadmap: Optical Interconnect Technology Extends to Memory Interfaces for the First Time
TradingKey - On August 20, Eastern Time, SK Hynix (SKHY), in collaboration with the University of Virginia, the Massachusetts Institute of Technology (MIT), and several other institutions, published a paper in the premier international journal *Nature Electronics*, systematically disclosing its Co-Packaged Optics (CPO) technology roadmap for the first time. Driven by the dual catalysts of the CPO roadmap release and a 40 trillion KRW (approximately $28.6 billion) share buyback plan, SK Hynix shares closed up 12.73% for the day at 1.691 million KRW.
Marvell Stock Jumps on Google AI Chip Deal Ahead of Q2 Earnings
TradingKey - Marvell stock rose after Google signed a custom AI chip agreement offering up to $120 billion in conditional revenue. Q2 earnings arrive August 27.
