<p>It's just a group of people taking profits. The long-term trend remains unchanged.</p>

Micron Tech

T-Rex 2X Long NVIDIA Daily Target ETF

VanEck Semiconductor ETF

Invesco Semiconductors ETF

Direxion Daily NVDA Bear 1X ETF

Direxion Daily NVDA Bull 2X Shares

YieldMax NVDA Option Income Strategy ETF

Spdr Select Tech

First Trust Nasdaq Food & Semicon

SPDR S&P Semicon

GraniteShares 2x Long NVDA Daily ETF

<p>The company disclosed that its capital expenditure for this fiscal year will exceed $25 billion, with an additional increase of over $10 billion in the fiscal year 2027, both surpassing market expectations. Analysts believe that the stock price correction following this earnings report more reflects the market's reassessment of the sustainability of profits under the combination of high valuations and high capital expenditures. Additionally, the extent to which NVIDIA will rely on Micron for HBM4 will also be a focal point of market attention in the future</p>

- Micron's capital expenditure significantly exceeded expectations, while its impressive revenue guidance did not alleviate investor concerns.  
- The company anticipates third-quarter earnings of approximately $33.5 billion and earnings per share of about $19.15, both surpassing analyst predictions.  
- However, the announcement of over $25 billion in capital expenditures for the fiscal year and an increase of more than $10 billion for fiscal 2027 led to a 6% drop in Micron's stock post-report, reflecting market apprehension regarding high valuations and capital spending sustainability.

Wallstreetcn

The financial report "made a fortune," but why did Micron Tech plummet?

老用户666

Commemorative