Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’
We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc. stands against other buzzing AI stocks on latest analyst ratings and news.CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.I think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc in the back h