Chinese Open LLMs are no threat to memory demand, BofA says

Tue, 21 Jul 2026 12:56:39 -0400

Investing.com -- Bank of America told clients in a note Tuesday that the latest wave of Chinese open-source AI models, including Moonshot's Kimi K3, reinforces rather than threatens its bullish thesis on memory demand, reiterating a Buy rating on Micron with a $1,550 price target.

Analyst Vivek Arya said aggressive Chinese open-model API pricing, up to 5-350 times cheaper than Western models, "reflect[s] business-model choices, not necessarily reflective of hardware costs."

The firm noted these models can reduce compute and GPU intensity through efficiency techniques, but "require the same or more memory as their model weights and active parameters increase."

Chinese Open LLMs are no threat to memory demand, BofA says

Tue, 21 Jul 2026 12:56:39 -0400

Analyst Vivek Arya said aggressive Chinese open-model API pricing, up to 5-350 times cheaper than Western models, "reflect[s] business-model choices, not necessarily reflective of hardware costs."

The firm noted these models can reduce compute and GPU intensity through efficiency techniques, but "require the same or more memory as their model weights and active parameters increase."

Chinese Open LLMs are no threat to memory demand, BofA says

Tue, 21 Jul 2026 12:56:39 -0400

Analyst Vivek Arya said aggressive Chinese open-model API pricing, up to 5-350 times cheaper than Western models, "reflect[s] business-model choices, not necessarily reflective of hardware costs."

The firm noted these models can reduce compute and GPU intensity through efficiency techniques, but "require the same or more memory as their model weights and active parameters increase."

Chinese Open LLMs are no threat to memory demand, BofA says

Tue, 21 Jul 2026 12:56:39 -0400

Analyst Vivek Arya said aggressive Chinese open-model API pricing, up to 5-350 times cheaper than Western models, "reflect[s] business-model choices, not necessarily reflective of hardware costs."

The firm noted these models can reduce compute and GPU intensity through efficiency techniques, but "require the same or more memory as their model weights and active parameters increase."

Chinese Open LLMs are no threat to memory demand, BofA says

Tue, 21 Jul 2026 12:56:39 -0400

Analyst Vivek Arya said aggressive Chinese open-model API pricing, up to 5-350 times cheaper than Western models, "reflect[s] business-model choices, not necessarily reflective of hardware costs."

The firm noted these models can reduce compute and GPU intensity through efficiency techniques, but "require the same or more memory as their model weights and active parameters increase."

Chinese Open LLMs are no threat to memory demand, BofA says

Tue, 21 Jul 2026 12:56:39 -0400

Analyst Vivek Arya said aggressive Chinese open-model API pricing, up to 5-350 times cheaper than Western models, "reflect[s] business-model choices, not necessarily reflective of hardware costs."

The firm noted these models can reduce compute and GPU intensity through efficiency techniques, but "require the same or more memory as their model weights and active parameters increase."

Chinese Open LLMs are no threat to memory demand, BofA says

Tue, 21 Jul 2026 12:56:39 -0400

Analyst Vivek Arya said aggressive Chinese open-model API pricing, up to 5-350 times cheaper than Western models, "reflect[s] business-model choices, not necessarily reflective of hardware costs."

The firm noted these models can reduce compute and GPU intensity through efficiency techniques, but "require the same or more memory as their model weights and active parameters increase."

Chinese Open LLMs are no threat to memory demand, BofA says

Tue, 21 Jul 2026 12:56:39 -0400

Analyst Vivek Arya said aggressive Chinese open-model API pricing, up to 5-350 times cheaper than Western models, "reflect[s] business-model choices, not necessarily reflective of hardware costs."

The firm noted these models can reduce compute and GPU intensity through efficiency techniques, but "require the same or more memory as their model weights and active parameters increase."

Chinese Open LLMs are no threat to memory demand, BofA says

Tue, 21 Jul 2026 12:56:39 -0400

Analyst Vivek Arya said aggressive Chinese open-model API pricing, up to 5-350 times cheaper than Western models, "reflect[s] business-model choices, not necessarily reflective of hardware costs."

The firm noted these models can reduce compute and GPU intensity through efficiency techniques, but "require the same or more memory as their model weights and active parameters increase."

Keurig Dr. Pepper (KDP) and Micron Technology (MU) added to BofA US-1 List

Tue, 21 Jul 2026 05:31:19 -0400

Keurig Dr Pepper Inc. (NASDAQ: KDP) and Micron Technology (NASDAQ: MU) added to BofA US-1 List.

Keurig Dr. Pepper (KDP) and Micron Technology (MU) added to BofA US-1 List

Tue, 21 Jul 2026 05:31:19 -0400

Keurig Dr Pepper Inc. (NASDAQ: KDP) and Micron Technology (NASDAQ: MU) added to BofA US-1 List.

Popular stocks with increasing option volume: MU INTC SPCX NFLX AMC PLTR ORCL MRVL SOFI

Tue, 21 Jul 2026 05:31:04 -0400

Popular stocks with increasing option volume: MU INTC SPCX NFLX AMC PLTR ORCL MRVL SOFI

GM's Q2 results due before the bell: What analysts at Deutsche Bank are watching

Tue, 21 Jul 2026 03:00:00 -0400

Deutsche Bank is maintaining its Buy rating on General Motors (NYSE: GM) ahead of the company's second-quarter earnings report, due Tuesday before the market opens.

The bank's channel checks show no signs of deteriorating consumer demand despite broader macro concerns about the auto market.

"Although recent macro instability has triggered worries regarding the health of the auto market, our channel checks indicate no change thus far in consumer behavior or significant volume declines," analysts led by Edison Yu wrote.

Deutsche Bank expects improved volume and mix in the quarter as GM recovers from planned downtime tied to heavy-duty trucks, along with a

GM's Q2 results due before the bell: What analysts at Deutsche Bank are watching

Tue, 21 Jul 2026 03:00:00 -0400

Deutsche Bank is maintaining its Buy rating on General Motors (NYSE: GM) ahead of the company's second-quarter earnings report, due Tuesday before the market opens.

The bank's channel checks show no signs of deteriorating consumer demand despite broader macro concerns about the auto market.

Deutsche Bank expects improved volume and mix in the quarter as GM recovers from planned downtime tied to heavy-duty trucks, along with a

GM's Q2 results due before the bell: What analysts at Deutsche Bank are watching

Tue, 21 Jul 2026 03:00:00 -0400

Deutsche Bank is maintaining its Buy rating on General Motors (NYSE: GM) ahead of the company's second-quarter earnings report, due Tuesday before the market opens.

The bank's channel checks show no signs of deteriorating consumer demand despite broader macro concerns about the auto market.

Deutsche Bank expects improved volume and mix in the quarter as GM recovers from planned downtime tied to heavy-duty trucks, along with a

GM's Q2 results due before the bell: What analysts at Deutsche Bank are watching

Tue, 21 Jul 2026 03:00:00 -0400

Deutsche Bank is maintaining its Buy rating on General Motors (NYSE: GM) ahead of the company's second-quarter earnings report, due Tuesday before the market opens.

The bank's channel checks show no signs of deteriorating consumer demand despite broader macro concerns about the auto market.

Deutsche Bank expects improved volume and mix in the quarter as GM recovers from planned downtime tied to heavy-duty trucks, along with a

Popular stocks with increasing option volume: MU INTC SPCX NFLX AMC PLTR ORCL MRVL SOFI

Mon, 20 Jul 2026 13:21:58 -0400

Popular stocks with increasing option volume: MU INTC SPCX NFLX AMC PLTR ORCL MRVL SOFI

UBS: Micron could repurchase more than 40% of shares by 2028

Mon, 20 Jul 2026 09:32:11 -0400

UBS analyst Timothy Arcuri on Micron Technology (NASDAQ: MU): "MU is set to generate a prodigious amount of FCF over the coming years (>$400B in FCF through C2028E). The company remains restricted from share repo through 12/9/26, but from this point forward, we have already said it could potentially use all FCF to buy back stock and this would mean it could buy back 40%+ of the company through CYE2028E at the current stock price."

For an analyst ratings summary and ratings history on Micron Technology click here. For more ratings news on Micron Technology click here.

Shares of Micron

UBS: Micron could repurchase more than 40% of shares by 2028

Mon, 20 Jul 2026 09:32:11 -0400

For an analyst ratings summary and ratings history on Micron Technology click here. For more ratings news on Micron Technology click here.

Shares of Micron

UBS: Micron could repurchase more than 40% of shares by 2028

Mon, 20 Jul 2026 09:32:11 -0400

For an analyst ratings summary and ratings history on Micron Technology click here. For more ratings news on Micron Technology click here.

Shares of Micron

KeyBanc on Micron Technology (MU)

Mon, 20 Jul 2026 08:22:55 -0400

KeyBanc analyst John Vinh reiterated an Overweight rating and $1,750.00 price target on Micron Technology (NASDAQ: MU).

The analyst commented: "We expect MU will post better results and higher guidance, driven by continued memory shortages and pricing upside, with DRAM pricing expected to be +15-20% q/q in 3Q26 and +15% q/q in 4Q following +45-55% in 2Q, while NAND pricing is expected to increase +30-40% q/q in 3Q and +15% q/q in 4Q following +75% q/q in 2Q. We also remain constructive on MU’s HBM positioning, with MU fully qualified on HBM4 for Rubin and expected to benefit from HBM price

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Mon, 20 Jul 2026 07:39:30 -0400

Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.

Analyst Joseph Moore described the current memory cycle as unusual, noting that "data center strength is the only cause" behind it, which means mixed signals in other areas "may be a false flag."

Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, "but it's catching up fast."

He added that

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Mon, 20 Jul 2026 07:39:30 -0400

Analyst Joseph Moore described the current memory cycle as unusual, noting that "data center strength is the only cause" behind it, which means mixed signals in other areas "may be a false flag."

Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, "but it's catching up fast."

He added that

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Mon, 20 Jul 2026 07:39:30 -0400

Analyst Joseph Moore described the current memory cycle as unusual, noting that "data center strength is the only cause" behind it, which means mixed signals in other areas "may be a false flag."

Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, "but it's catching up fast."

He added that

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Mon, 20 Jul 2026 07:39:30 -0400

Analyst Joseph Moore described the current memory cycle as unusual, noting that "data center strength is the only cause" behind it, which means mixed signals in other areas "may be a false flag."

Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, "but it's catching up fast."

He added that

StreetInsider.com News Articles

Chinese Open LLMs are no threat to memory demand, BofA says

Chinese Open LLMs are no threat to memory demand, BofA says

Chinese Open LLMs are no threat to memory demand, BofA says

Chinese Open LLMs are no threat to memory demand, BofA says

Chinese Open LLMs are no threat to memory demand, BofA says

Chinese Open LLMs are no threat to memory demand, BofA says

Chinese Open LLMs are no threat to memory demand, BofA says

Chinese Open LLMs are no threat to memory demand, BofA says

Chinese Open LLMs are no threat to memory demand, BofA says

Keurig Dr. Pepper (KDP) and Micron Technology (MU) added to BofA US-1 List

Keurig Dr. Pepper (KDP) and Micron Technology (MU) added to BofA US-1 List

Popular stocks with increasing option volume: MU INTC SPCX NFLX AMC PLTR ORCL MRVL SOFI

GM's Q2 results due before the bell: What analysts at Deutsche Bank are watching

GM's Q2 results due before the bell: What analysts at Deutsche Bank are watching

GM's Q2 results due before the bell: What analysts at Deutsche Bank are watching

GM's Q2 results due before the bell: What analysts at Deutsche Bank are watching

Popular stocks with increasing option volume: MU INTC SPCX NFLX AMC PLTR ORCL MRVL SOFI

UBS: Micron could repurchase more than 40% of shares by 2028

UBS: Micron could repurchase more than 40% of shares by 2028

UBS: Micron could repurchase more than 40% of shares by 2028

KeyBanc on Micron Technology (MU)

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Selloff of U.S. memory stocks creates a compelling entry point: analyst