HeyJaredIsabella Gao
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 29, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Aug 31, 2026
Latest articles
Micron earnings this week could test whether the memory boom has more room to run (opens the original)
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Micron Technology reports fiscal fourth-quarter earnings Wednesday in what could be one of the more important reports for the broader artificial intelligence trade. The setup going into the report is unusual. Micron is generating margins that would have been almost unthinkable in previous memory cycles, while the stock still trades at one of the lowest earnings multiples in the S & P 500 . That disconnect reflects the same debate that has followed Micron throughout its rally: how much of today's
This battered travel stock is seen as an AI victim. But the data suggests otherwise (opens the original)
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Booking Holdings trades at 15.3 times forward earnings, significantly below its 10-year average of 22.3 times, even as the company keeps delivering on its long-term growth targets. The AI fear that has weighed on its stock is measurably absent from its results: traffic reaching Booking from large language models remains below 1% of room nights, and management stated, citing third-party data, that the vast majority of LLM travel referrals that do occur route to Booking. In addition, direct bookin
Why is Micron so cheap? AI rally leader has the third-lowest valuation in the S&P 500 (opens the original)
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Shares of Micron Technology , which have more than tripled this year, currently trade at just above 6 times forward earnings. One of the best-performing stocks of the AI bull market also sports the third-lowest multiple in the S & P 500, with only Charter Communications, a struggling cable and broadband company, and General Motors, a cyclical automaker, cheaper. In the past, there was good reason for that discount. Memory was historically one of the most cyclical parts of the semiconductor indus
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