Timothy Green

2 days ago | nasdaq.com | Timothy Green

Here's our initial take on Micron's (NASDAQ: MU) financial report. The third quarter of fiscal 2025 was a bonanza for memory chip manufacturer Micron. Revenue rose 37% year over year, and adjusted EPS more than tripled, thanks largely to soaring demand for data center memory chips. Revenue from high-bandwidth memory, which is used in AI accelerators, grew by 50% from the previous quarter, while overall data center revenue more than doubled year over year. Where to invest $1,000 right now?

2 days ago | fool.com | Timothy Green

Here's our initial take on Micron's (MU -0.61%) financial report. MetricQ3 2024Q3 2025Changevs. ExpectationsRevenue$6.8 billion$9.3 billion+37%BeatEarnings per share (adjusted)$0.62$1.91+208%BeatGross margin (adjusted)28.1%39%+10.9 ppn/aAdjusted free cash flow$0.43 billion$1.95 billion+359%n/aAI Demand Drives Revenue and Profit SurgeThe third quarter of fiscal 2025 was a bonanza for memory chip manufacturer Micron.

2 days ago | fool.com | Timothy Green

AI infrastructure darling CoreWeave (CRWV -0.60%) had a rough start as a publicly traded company earlier this year when it debuted, but since then, the stock has been off to the races. Trading around $180 per share today, CoreWeave stock has more than tripled from its initial public offering (IPO) price. Unwavering demand for AI computing capacity and a major deal with OpenAI and Alphabet have seemingly erased any trepidation on the part of investors.

2 days ago | fool.com | Timothy Green

Artificial intelligence (AI) is a game-changing technology with the potential to disrupt industries and deliver massive productivity gains. While companies like OpenAI and Anthropic, which develop top-tier AI models, generate a lot of headlines, there are plenty of publicly traded companies successfully riding the AI wave as well. Two prime examples are Oracle (ORCL 4.04%) and Taiwan Semiconductor Manufacturing (TSM 4.63%), both of which look like great AI bets.

3 days ago | fool.com | Timothy Green

Shares of International Business Machines (IBM 2.96%) have soared more than 60% over the past year as the company's cloud and artificial intelligence (AI) strategies meshed with investors. IBM has not only returned to consistent revenue and free-cash-flow growth, but growth is now starting to accelerate. Revenue was up 3% adjusted for currency in 2024, and it's expected to rise at least 5% in 2025 despite an uncertain economic backdrop.