Q
QuantAbundanciaAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

24,818 signal articles · 258 in last 24h · 118,286 total before filter · latest 20m ago
258last 24h
1567last 7d
250● bullish (7d)
160● bearish (7d)
205publishers
AllMacro303Earnings632M&A97Regulatory28Product14Analyst23
✕ clear all filtersticker: MUSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock
24/7 Wall St.87d agoneutral
What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock

The AI boom was supposed to slow down by now. At least that was the theory. Data centers are straining electric grids, utilities are warning about power shortages, copper supplies are tightening, and semiconductor packaging capacity remains constrained. Yet demand for AI infrastructure keeps accelerating anyway. That’s because the AI race has shifted from experimentation ... What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock

Citi Turns Even More Bullish on Micron Technology, Inc. (MU)’s DRAM Surge
Insider Monkey87d agobullish
Citi Turns Even More Bullish on Micron Technology, Inc. (MU)’s DRAM Surge

Micron Technology, Inc. (NASDAQ:MU) is among the most traded US stocks so far in 2026. On May 18, Citi lifted the price target on Micron Technology, Inc. (NASDAQ:MU) to $840 from $425 and maintained a Buy rating. The firm believes that the company is raising DRAM prices 40% in calendar Q2, after competitor Samsung’s whopping […]

Micron’s U.S. 1-Alpha DRAM Ramp Fuels AI Story And Valuation Risks
Simply Wall St.87d agoneutral
Micron’s U.S. 1-Alpha DRAM Ramp Fuels AI Story And Valuation Risks

Micron Technology has started U.S. volume production of advanced 1-alpha DRAM at its Manassas, Virginia facility. The move expands domestic memory supply for sectors such as defense, automotive, and aerospace. This production launch forms part of Micron's wider U.S. investment plan of up to $200b and its workforce development push. For investors tracking NasdaqGS:MU, this U.S. production milestone comes with the stock at a share price of $751.0. The stock has very large returns over 1 year...

Why Micron (MU) Stock Is Trading Up Today
StockStory88d agoneutral
Why Micron (MU) Stock Is Trading Up Today

Shares of memory chips maker Micron (NASDAQ:MU) jumped 2.3% in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.

Citi resets Micron stock price target after an anomaly
TheStreet88d agoneutral
Citi resets Micron stock price target after an anomaly

On May 18, Micron's stock fell nearly 6%. On the same morning, three major Wall Street firms turned more bullish on the stock simultaneously. That kind of split between the tape and the research desk does not happen often. Understanding why Citi nearly doubled its price target on a stock that just ...

Alphabet, AMD Removed From Value Stock Status as Russell Reconstitutes Indexes
Barrons.com88d agobearish
Alphabet, AMD Removed From Value Stock Status as Russell Reconstitutes Indexes

FTSE Russell announced a preliminary list of changes to its indexes on Friday after the market closed—and some Big Tech names are being reclassified. Google parent Alphabet and Advanced Micro Devices were among the largest stocks that will be removed from the That means those stocks will move to pure growth status by FTSE Russell’s standard. Apple and Microsoft on the other hand, will join the value index—and move from pure growth classification to a blend of growth and value.

3 Growth Stocks with Explosive Upside
StockStory88d agoneutral
3 Growth Stocks with Explosive Upside

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Micron CEO Sees Memory Chip Shortage Lasting Beyond 2026
Bloomberg88d agoneutralVIDEO
Micron CEO Sees Memory Chip Shortage Lasting Beyond 2026

Sanjay Mehrotra, President, Chairman and CEO of Micron joined Bloomberg's Tyler Kendall to discuss the company's significant expansion of DRAM manufacturing in the US. He also discussed the demand for AI, and how he sees memory chip shortage lasting beyond 2026.

USTR Greer sees no immediate chip tariffs but says protection important for sector
Reuters88d agoneutral
USTR Greer sees no immediate chip tariffs but says protection important for sector

U.S. Trade Representative Jamieson Greer said ‌on Friday that there were ‌no imminent U.S. tariffs expected to be ​imposed on semiconductors but that it was important to protect the sector with duties to facilitate reshoring of ‌chip production. Greer, ⁠speaking at a Micron Technology memory chip plant expansion ⁠project in the Washington, DC suburbs, said that any tariffs USTR's long-awaited ​Section 232 ​national security ​investigation aimed at ‌protecting the U.S. semiconductor sector needed to be properly sequenced to promote U.S. output.

Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks
Insider Monkey88d agoneutral
Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 18, Melius Research raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $170. It reiterated a Hold rating on the shares. The firm said that while “nothing really emerged as incrementally good from Trump going […]

Melius Research Raises PT on Micron Technology (MU)
Insider Monkey88d agoneutral
Melius Research Raises PT on Micron Technology (MU)

Micron Technology, Inc. (NASDAQ:MU) is one of the Most Undervalued US Stocks According to Hedge Funds. On May 18, Melius Research raised the firm’s price target on Micron Technology, Inc. (NASDAQ:MU) from $700 to $1,100 and maintained a Buy rating. ​The firm noted that they remain optimistic regarding their long-term conviction in memory chips and […]