$MU Micron Tape Reports
Per Ticker.id: $MU Micron Tape Reports — 182 podcast mentions across 19 podcasts (30 days), latest 2026-08-27 00:06 UTC.
Hi, good day, Justin and Luke. This is Matt from Minneapolis calling. I have a question here for you gentlemen. Hopefully you could answer for me and give advice upon. I'm still, uh, liquidating, trying to take, uh, profit before I lose everything here from the volatile stock MU, old Micron, and I'm considering investing it in one of two things I've been following and noticing are moving up pretty good. One of them is LMT, Lockheed Martin, which has been going up consistently. And with the situation as it is, who knows when the war will come to an end, so we could be building supplies from that company for years, I guess you can just say. And the other company is Charles Schwab. That stock has also been moving up well. Both of them pay decent dividend. Anyways, I was just wondering which of these two looks inviting to you gentlemen, if you'd give either one of them a thumbs up or maybe put some money in both of them. Thank you for listening. I look forward to hearing your response on the show. Have a good day.
Speaker D — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27All right, looking at two different names, like the fact that you're trimming Micron at these levels and then looking for alternatives. Now you're looking at two very different companies. Lockheed, obviously very tied to the military industry and whether or not we're going to continue to ramp up our spending. Obviously near term, as long as this war drags on, we're low on emissions, so companies like Lockheed are going to get some money. Uh, in a long term I think this, you know, are we going to go from $1 trillion in spending to $1.5 trillion like the current administration wants? How does that butt up against our needs for staying solvent and financing those deficits? That's a huge question. And so I do think that there's a huge risk that 2, 3, 4, or 5 years from now, there's a shift in policy around massive military spending. Maybe shifting that more towards drones. There's, that's been a big change within the defense industry as a whole, just seeing what, not only what Ukraine's doing, but what even Iran is doing in the Strait of Hormuz by using drone technology to achieve national security goals. Let's just say that. So do you need huge weapon systems, legacy weapon systems like we've had for 30, 40, 50 years? You know, most likely to some degree, no. And I think over the medium to long term, that could hurt Lockheed along with the debt situation. So I don't love Lockheed as an investment. Now Schwab, very different name. It's a, it's kind of an oligopoly between them, Fidelity, E-Trade. There's some other brokers out there, but those are kind of the big guys. We use Schwab and Fidelity for our clients. We've owned Schwab for a long time, not just use them as a broker, but we've owned them for a long time. And it's been a pretty big winner. In 2024, it was down around $60 and now we're at $114. So about double in the last 2 years. It's a great business. And I think it's only going to continue to do better. It's a bit overbought right now, even though it was down today. But definitely if I'm picking one of the 3 from Micron to Schwab to Lockheed Martin, It's definitely Schwab at the top of the list. Now our 24/7 InvestTalk voice bank never closes.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27Take a look at the pre-market. We'll get a lot more news in chips. There's some news on Micron today and a lot of retail and earnings. Kohl's into it. A&F, Smucker in a moment.
Carl Quintanilla — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26Yes. Well, and also I want to point out, because if you look at where Nvidia stock is year to date, it's up 14%. If you compare that to Micron Technology, that stock's up over 200% and SanDisk over 500%. The reason I bring up SanDisk and Micron, those were the two best performers in the S&P 500 in the first half of the year. Of course, I have to mention that the SOX, the Philadelphia Semiconductor Index, peaked on June 22nd. So since then, the SOX is down close to 20%. But if you look at Nvidia in that time, it's up around 1%. But those other stocks are down double digits. So what my point is right now when I'm speaking with portfolio managers, look at the PE on Nvidia. I mean, it's around 18. That's less than the S&P 500.
Jess Matten — Bloomberg Surveillance · Reacting to PCE and Market Look Ahead · 2026-08-26While other retailers embraced Apple Pay for contactless checkout, Walmart opted to stick with its own QR code-based system, Walmart Pay. Now for a look at a few other articles that are trending: Bill Gates reportedly seeks a meeting with China's Xi Jinping to discuss risks of AI. Dick's Sporting Goods plunges 31% after an earnings miss. And AI mania makes room for the debasement trade. On our Catalyst Watch for the Day: The public expo for the Gamescom conference in Cologne, Germany begins. Participants include Microsoft's Xbox, Nintendo, Electronic Arts, and Sega. Harry Styles' Together Together residency at Madison Square Garden begins. Madison Square Garden Entertainment is expected to see a notable revenue boost from the 30-show run. And NVIDIA will hold its earnings call at 5 PM. Options trading implies a share price move of 6% after the report is released. The tech stocks with the closest trading correlation with NVIDIA after earnings have been Marvell Technology, Micron, Arm, and Advanced Micro Devices. If you're looking for a preview of NVIDIA earnings, check out today's edition of the Wall Street Breakfast newsletter. A link to sign up is in the show notes section. On Wall Street, stock index futures are in mixed territory. Crude oil is down 2.7% at $80 a barrel. Brent crude is down 2.8% at $86. The FTSE 100 is little changed and the DAX is up 0.1%. Intuit is on our list of the biggest movers. Intuit, Inc. is down 11.7% after the parent of Credit Karma, TurboTax, and Mailchimp issued fiscal year 2027 and fiscal Q1 guidance far below the consensus estimate. And on today's economic calendar, another busy one. At 8:30 AM, GDP. Also at 8:30 AM, Personal Income and Outlays. At 10:30 AM, EIA Petroleum Status Report. And at 11:00 AM, Survey of Business Uncertainty. That's it for today's Wall Street Breakfast. Thanks for listening! To take full advantage of Seeking Alpha, join the highest quality community of real investors. Investors discussing stocks and ETFs at seekingalpha.com/subscriptions. I'm your host, Julie Morgan. Go out and make it a great day.
Julie Morgan — Wall Street Breakfast · Bullseye misses the mark · 2026-08-26To me, NVIDIA is creative in picking these deals and creative in designing them. But not all agree. The critics say these are circular deals where NVIDIA gives someone money and then they spend that money on NVIDIA product. I call them Lazy Susan deals for that weird spin thing that was on my mom's dining room table. Just this morning, for example, The Wall Street Journal painstakingly laid out the case against NVIDIA. Not that we haven't heard it before, suggesting that these investments pump up their sales numbers could lead to obligations that the company can't meet if the edifice comes crashing down. It's very dire. They mentioned Lucent. Once upon a time, a huge company, telco, that did tons of circular deals during the dot-com era. Lucent was accused of massive accounting fraud. Then the Journal said, to be sure, NVIDIA isn't Lucent. To which I say, wait a second, if it isn't lucid, why bring it up? Comparisons, as my mom has said, are odious. Another NVIDIA permutation, the data center. You peer inside a data center, you see plenty of NVIDIA. But what if a data center growth gets restricted by politicians who've seen the polling and don't want to antagonize their voters? The mob has spoken, and the mob hates the data centers. To me, there shouldn't be a mob. We need people talking to each other about what each community needs. Conversations between prospective data center builders and townspeople that will end the controversy. But the country keeps building, and when it does, it drives the stock of Nvidia down. That had been the trajectory for 8 days. Today's small gain did little to bring the stock back to where it was. It seems there really isn't any end of tech that Nvidia doesn't touch. Last week we were in Boise, Idaho, taking— we were talking with Sanjay Bhutani, the CEO of Micron memory chip maker. They're trying to build a fab to produce DRAMs, which are in very short supply. You got workers toiling long hours, 6 days a week. From the top of the structure, looks like they're just ants running all over the place, thousands of them. This isn't one of these construction sites where a couple of people are standing around smoking and someone else is trying to get a forklift to work. This is broad, might incredibly important.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25They pick downtrodden places that really need them with sky-high unemployment rates. And thanks to deindustrialization, there really feels like there's no hope. They go into these towns and they have to speak to people, authorities, sit down with them. They get the buy-in of a whole town before they move in. It's a conversation, nothing by fiat. Oh, and they come with money. The era where data center builders can get incentives, that's over. This is now a year where you got to be a— you got to buy people off, okay? The way oil companies do when they want acreage. Accept it. Consider it mineral rights. Offer some that's reasonable to city leadership too, which can be used to lower residents' property taxes or fund other infrastructure. If they ask for too much, okay, go to another town. At the same time, Stop selling a data center. Start selling a package. Most down-and-out towns recognize the value of an education, more of a 2-year than a 4-year. Why not create a school? Yes, an actual school that goes for accreditation and have your data center adjoin it for people to go from the school to help build the data center. You pay people wages to go to the school. Most people think there are no jobs once the data center is done. You prove them wrong by promising to keep the school open for as long as the data center is in operation and use those graduates at the next site. Electric bills. Everyone within a certain radius gets electricity for free. Full stop. Believe me, the hyperscalers can afford it. Water. Okay. We all know that multiple companies have the technology to solve this problem from the get-go. It is a canard, people. Data centers don't even need to use water for cooling. It's just cheaper than the alternatives. If that's right, go with the alternatives. If the locals don't believe you, move on. We saw water recycling with our own eyes in Boise from Micron. It can be done. It really will be their loss if you turn— if they turn you down. That's how you have to think. You see, that's what the hyperscalers need to do. Make an offer so good that the locals can't refuse. Finally, get in a room, hash out a code of conduct, please.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Yeah, I mean, you gave me a lot of hints along the way, but isn't that amazing? Oh, so you know, this is the, this is the thing with, this is the thing with technicals and charts. I have a bias about every company I hear about, especially if it's a consumer-facing company. Like, in other words, I have no, I have no bias about let's say we're talking about Micron and Western Digital, 'cause I don't interact with their products. So those are easy for me. I just, it's charts only, right? I look at the earnings growth, I read the analyst comments, and then I look at the price. Those are easy to not have a bias. Walmart and Target, I mean, McDonald's, Coca-Cola, Anheuser-Busch, Disney, Netflix, Spotify, impossible not to have a bias, right? You have— you have got to use charts and technicals to tell you when your stupid bias is being laughed at by the people who are actually putting their own money on the line with trades. And so this is why I've— my— almost my entire career, I have just been like a chart and fundamentals person, not one or the other. Because what you saw in that Target chart when it started to outperform Walmart, you might have looked at the stock price and said, Target, what a piece of shit. Because that's how we all, we're all predisposed to make snap judgments. Do you know why that's the case? Not to belabor this, because it's survival. You see a group of people that look dangerous, you turn around and walk the other way. And you live on to pass your genes to the next generation. So these snap judgments that we make in one second where we decide this looks like it's safe to eat, this looks like it might kill me, that's necessary for human life. It works against you in investing. Humanity did not develop, um, its, its survival instincts alongside financial markets. We have 100,000 years of human evolution. We have 400 years of stocks back to Amsterdam, right? So we don't have these built-in mechanisms for no reason. It keeps us alive, right? But it doesn't help when we're thinking about stocks. Oh, I love this company. I hate this product. I like that CEO. What are you, an idiot? How could that possibly work?
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25