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I am downgrading Micron Technology to hold ahead of the Q2 FY26 print. In my view, Samsung's HBM4 production ramp poses a downside catalyst that could pressure MU's market share and forward guidance even in a memory supply-constrained environment. After a 215% run since last summer, Micron now needs consistent beat-and-raise quarters. However, even this may not be enough given the current macro backdrop (remember…

Micron's HBM4 enters high-volume production in Q1-2026, earlier than expected, delivering speeds above 11Gb/s and strengthening hyperscaler demand. HBM3E memory offers roughly 30% lower power consumption than competitors, while LPDRAM reduces server memory energy usage by nearly 60%. AI infrastructure demand pushed Micron's data center SSD business to a $1 billion run rate as server growth accelerates into…

HudBay Minerals (NYSE: HBM - Get Free Report) and Select Sands (OTCMKTS:SLSDF - Get Free Report) are both basic materials companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, profitability, earnings, valuation and risk. Profitability This table compares HudBay Minerals and

Hudbay Minerals Inc. (HBM:CA) M&A Call Transcript

TORONTO, March 02, 2026 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. (“Hudbay”) (TSX, NYSE: HBM) and Arizona Sonoran Copper Company Inc. (“ASCU”) (TSX: ASCU; OTCQX: ASCUF) are pleased to announce that they have entered into a definitive agreement (the “Arrangement Agreement”) pursuant to which Hudbay has agreed to acquire all of the issued and outstanding common shares of ASCU, not already owned by Hudbay, for…