MU posted a blowout quarter, with year-over-year sales up about $43 billion and more than $13 billion in sales gains from the prior quarter. Operating margins surged across segments, with some divisions above 80%. AI-driven demand and tight capacity supported strong results and upbeat guidance outlook, though margins commentary muted the stock reaction. D.A. Davidson’s Gil Luria argued tighter supply-demand through 2027–2028 could extend pricing and earnings growth. Investors should stay focused on current momentum rather than chasing the next big thing, as markets remain forward-looking. Micron’s results highlight the AI cycle’s real demand and may influence semiconductor pricing and capex, but are unlikely to single-handedly alter global economic trajectories.
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Mortgage rates near 7.5% keep homeownership out of reach for many as prices rise. Mitch Roschelle, CEO of M2 Communities, warns rates won't fall soon and debt could keep them high, widening the affordability gap: July needed income to own a typical home was over $126k vs median earnings around $86k. Banks base approvals on payments, so higher rates lift monthly obligations even as wages lag. On the supply side, builders cut square footage to save costs, risking buyer pushback over space needs. Advice centers on diversification: save for larger down payments when possible; access real estate via platforms like Arrived for fractional ownership; shop around with multiple lenders; consider inflation-hedge assets like gold. The overall tone signals a prolonged affordability squeeze with little near-term improvement.
Abba Voyage paid a £12m dividend to Björn Ulvaeus and Benny Andersson as the virtual-concert venture surpassed four million visitors. Licensing fees rose to £29.9m in 2025, helping payouts even as revenues fell from £104.3m to £89.2m and profits dropped about a third to £5.5m during two maintenance periods. The show’s extended London run, funded partly by a UK tax credit of more than £3m, remains lucrative for the band’s stakeholding entities. Agnetha Fältskog and Anni-Frid Lyngstad receive royalties and licensing fees from their vocals and likenesses but do not own the production. Dividend distributions flowed from Aniara Limited to its Swedish parent Goldonder, co-founded by Ulvaeus and Andersson, with Littlestar also contributing dividends and fees related to Mamma Mia! productions. The piece highlights profitability in a niche entertainment IP with tax incentives, not a broad macroeconomic shift.
3 October
- Bank of America resets Micron stock forecast as AI ‘memory tax’ rises - Yahoo Finance
- Larry Ellison Risk Exposed by Paramount and Oracle Debt Binges - finance.yahoo.com
- Broadcom’s $42 Billion Loan to Anthropic Turns the Chipmaker Into Its Customer’s Bank - Yahoo Finance
- Trump’s $5,000 dividend pledge flips from ‘every U.S. Citizen’ back to adults overnight. Would your family get any cash? - Yahoo Finance
- Inflation has been eating up wage gains for months. September was no better. - Yahoo Finance
- Bitcoin headed 'in bullish direction' as investors bet on Fed pause: Chart of the Day - Yahoo Finance
- Investors poured $18B into gold funds in 1 month, even with gold 23% off its record. Is $5,000 back in play? - Yahoo Finance
- Meta's AI Spending Has a $3.9 Billion Tax Perk — Mark Zuckerberg-Led Company Reportedly Classified Data Centers as ‘Pilot Models’ - Yahoo Finance
- Aussie single mum makes $100,000 in 12 months in growing superannuation trend: 'I wanted to understand' - Yahoo Finance Australia
- 'Only I can make you this promise': Trump re-ups pledge to send Americans $5,000 if GOP wins - Yahoo Finance
- FBI issues warning to every American with a phone: New ‘insidious’ fraud that’s extremely tough to catch - Yahoo Finance
- Commonwealth Bank's AI customer bot slammed as savings rates slashed: 'Pathetic' - Yahoo Finance Australia
2 October
32 more from 2 October →- 3 AI Chip Stocks To Watch After Nvidia Stock Hit A Fresh All Time High - Yahoo Finance
- 3 AI Healthcare Stocks With Earnings Growth Up To 15% - Yahoo Finance
- Microsoft Entered the Smart Home Through Your Washing Machine, Not Your Phone - Yahoo Finance
- SPCX Stock Climbs As Three Thursday Launches Meet Start Of Google’s $920 Million AI Pact - Yahoo Finance
- Alphabet Unveils Gemini 4 Argon After Delays, and Bets on Price - Yahoo Finance
- AI Debt Is a ‘Brewing Crisis,’ Ed Zitron Warns as Amazon, CoreWeave Turn to Complex Financing - Yahoo Finance
- Morgan Stanley Strategist Sees “5 or 10%” Market Drawdown Potential as Five Megacaps Carry the S&P 500 - Yahoo Finance
- Nvidia stock hits new all-time high, market cap at $5.7 trillion - Yahoo Finance
- Why Tesla (TSLA) Stock Is Trading Up Today - Yahoo Finance