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Micron Technology (NASDAQ: MU ) held its fourth-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Micron Technology reported exceptional fiscal Q4
Mainland China's PC shipments grew 11% year-on-year in the second quarter to 11.4 million units, driven by a surge in desktop shipments. However, Omdia forecasts total PC shipments in the country to decline 6% in 2026.
Nvidia reported fiscal second-quarter revenue of $96.22 billion, above the $92.11 billion estimate, with adjusted EPS of $2.22 versus $2.09 expected and third-quarter revenue guidance of $108 billion.
On Tuesday, Advanced Micro Devices, Inc. (NASDAQ: AMD ) said stronger-than-expected demand has tightened the server CPU supply chain, but CEO Lisa Su expects conditions to improve in 2027. AMD Says Unexpected Demand Tightened Server CPU Supply During AMD’s second-quarter 2026 earnings call, Morgan Stanley analyst Josep
On Thursday, Apple Inc. (NASDAQ: AAPL ) shares fell sharply despite the company beating Wall Street’s fiscal third-quarter revenue and earnings expectations. Apple Stock Drops as Supply Concerns Take Center Stage On X, Deepwater Asset Management managing partner Gene Munster said, "The stock turned around slightly with
Apple expects supply constraints to increase
AAPL - Apple CFO Says Expects Operating Expenses To Be Between $19.1B And $19.4B In Q4 - Says Co. Expects Supply Constraints To Increase Significantly Going From June To September Quarter, Constraints Will Affect iPhone, Mac And iPad
Qualcomm Inc. (NASDAQ: QCOM ) stock fell about 6% in premarket trading Thursday after the chipmaker reported fiscal third-quarter revenue that topped Wall Street estimates but issued fourth-quarter adjusted earnings guidance below expectations. Earnings Beat, But Guidance Disappoints Qualcomm reported revenue of $9.9 b
Western Digital Corp. (NASDAQ: WDC ) stock rose in Tuesday’s session. The stock built on Monday’s more than 11% rally after Cantor Fitzgerald raised its price forecast, citing sustained demand from artificial intelligence infrastructure spending. The Nasdaq gained 0.65%, while the S&P 500 advanced 0.13%. Cantor Sees AI