markets

Luke Kawa9/23/25

Micron crushes on sales and earnings, provides stellar guidance for current quarter

Micron is moving higher in postmarket trading after reporting blowout fiscal Q4 2025 results.

For the three months ended August 28, the memory chip specialist reported:

Revenues: $11.32 billion (estimate $11.15 billion)
Adjusted diluted earnings per share: $3.03 (estimate $2.84)
Adjusted gross margin: 45.7% (estimate 44.3%)

Guidance for its fiscal Q1 2026 is similarly stellar, as management expects:

Revenues: $12.5 billion, plus or minus $300 million (estimate $11.9 billion)
Adjusted diluted EPS: $3.75, plus or minus $0.15 (estimate $3.05)
Adjusted gross margin: 51.5%, plus or minus 1 percentage point (estimate 45.7%)

The midpoint of Micron’s adjusted diluted EPS and margin outlooks are above the highest estimates among analysts polled by Bloomberg.

“As the only US-based memory manufacturer, Micron is uniquely positioned to capitalize on the AI opportunity ahead,” CEO Sanjay Mehrotra said.

Micron is the best-performing member of the VanEck Semiconductor ETF year to date, as the stock has nearly doubled in 2025 heading into this report. Shares have been on a tear in September, rising for a record 12 consecutive sessions before that winning streak ended on Friday.

Micron has fallen the session after releasing its last three quarterly reports.

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J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

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Paige Oamek6/30/26

Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Did Nike do it?

Investors had a mixed reaction after the global sports apparel company reported its fourth quarter earnings on Tuesday after the bell. Shares initially rose 5% as Nike beat out Wall Street expectations amid a hefty tariff refund bonus. However, the stock then sank to its lowest level since August 2014 in postmarket trading.

Here are the Q4 numbers:

Revenue of $11.0 billion (estimate: $10.8 billion).
Adjusted earnings per share of $0.20 (estimate: $0.12).

Ahead of this report, Nike warned that results would be flattered by a one-time tariff refund (now estimated at roughly $0.52 per share for the bottom line). That gave the company an extra cushion in snapping its streak of seven quarters of year-over-year profit declines.

Over the past year, the company had been punished by tariffs on imported goods, stagnant consumer spending, and increasing competition from other footwear brands like New Balance, Adidas, and Hoka.

Outgoing CFO Matthew Friend deemed it an “increasingly challenging operating environment, where sell-through remains challenged.”

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