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The rocket company’s shares fell 16% amid reports it plans to sell at least $20 billion in bonds. The tech-heavy Nasdaq composite fell 1.3%, while the Dow rose 0.3%.
Micron's stunning performance this year could be about to get even better, with traders expecting a big move from the memory chipmaker's stock after its quarterly results.
Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's latest funding round. AI developers are racing to secure critical components for increasingly expensive data-center buildouts, while memory makers look to tap into the soaring demand for high-bandwidth memory and storage used in training and running advanced AI models. "Our compute strategy depends on getting every layer of the stack right, and memory and storage are central to how efficiently we can train and serve Claude," said Tom Brown, Anthropic's co-founder and chief compute officer.
Micron stock is trading in record high territory as the memory-chip maker benefits from huge demand from AI data centers.
Micron shares are now trading on Solana, and unlike on Wall Street, the market never closes. Sunrise and Backpack Securities have tokenized Micron (NASDAQ: MU) stock and brought it live on Solana on June 22, just two days before the chipmaker reports its fiscal third-quarter earnings. ...
Micron’s recent rollout follows Backpack's tokenized SpaceX launch, which the firm said surpassed 10,000 holders and $350 million in on-chain volume.
Stephanie Roth, chief economist at Wolfe Research, argued on a CNBC Morning Call that the AI capex cycle has runway, geopolitical risk is being absorbed by the stock market, and the Federal Reserve can stay patient despite sticky inflation. Her view sets the tone for a week hinging on Micron Technology (NASDAQ:MU) earnings, Iran negotiations, ... AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
Micron Earnings Loom as Wall Street Bets on Another AI-Fueled Blowout
BlackBerry also ranks highly before upcoming report
U.S.-Iran talks continue in Switzerland, housing is out of its deep freeze, the next hot quantum stock is an AI data center play, and more news to start your day.
Micron earnings and PCE data headline a busy week for investors.
Investors are looking forward to another week of chip stock reveals. Qualcomm is expected to give more details about its contract with a major data-center customer at its investor conference. Micron, the latest trillion-dollar semiconductor company, reports earnings.
SK Hynix on Monday overtook Samsung Electronics to become South Korea's most valuable listed company, marking a dramatic reversal of fortunes for a chipmaker that two decades ago nearly collapsed under debt. The company, now the dominant supplier of high-bandwidth memory (HBM) chips used in AI systems for customers such as Nvidia and Alphabet's Google, has emerged as one of the biggest beneficiaries of the global AI boom, propelling a more than 340% rally in its shares this year and lifting its market value above both Samsung Electronics and Micron. Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7% to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with gains of 0.4% in Samsung Electronics to 2,081.3 trillion won, excluding preferred shares.
SK Hynix on Monday overtook Samsung Electronics to become South Korea's most valuable listed company, marking a dramatic reversal of fortunes for a chipmaker that two decades ago nearly collapsed under debt. The company, now the dominant supplier of high-bandwidth memory (HBM) chips used in AI systems for customers such as Nvidia and Google has emerged as one of the biggest beneficiaries of the global AI boom, helping propel its shares up more than 340% this year and lifting its market value above both Samsung Electronics and Micron. Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7% to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with gains of 0.4% in Samsung Electronics to 2081.3 trillion won, excluding preferred shares.
The market value of South Korean chipmaker SK Hynix briefly topped that of peer Samsung Electronics on Monday to make it the country's most valuable firm. Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7% to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with gains of 0.4% in Samsung Electronics to 2081.3 trillion won, excluding preferred shares. Samsung Electronics had held the top spot since 2000.
FedEx Q4 earnings, Micron's AI memory results, and May PCE inflation data are the three events set to move markets this week.
Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch this week, including Micron (MU) earnings, Cerebras (CBRS) earnings, Carnival (CCL) earnings, home sales data, and Personal Consumption Expenditures (PCE) inflation data.
Paychex, Trip.com, and McCormick will also report earnings. Economic date this week include the Fed’s preferred inflation gauge and new-home sales.
Thursday delivers an economic data convergence with Q1 GDP revision, May Core PCE, durable goods orders, and initial jobless claims all at 8:30am, providing comprehensive economic assessment. The week features critical semiconductor earnings from Micron (MU) Wednesday and FedEx (FDX) Tuesday testing chip demand and logistics health.
Consumer tech is being squeezed as chip production falls short and national-security fears limit buying from China.
Shares have tripled this year, and investors are looking for another strong update.
The stock market works to build on a rebound from support as Micron Technology and FedEx report and the S&P indexes rebalance.
Why Micron stock could be on course for a fall when it reports fiscal third quarter earnings after the market closes on Wednesday next week.
The memory specialist heads into Wednesday's report having already guided for record revenue. But after a run that has more than tripled the stock this year, the outlook on memory pricing and supply may matter more than the quarter itself.
Micron, one of the hottest stocks in 2026, is on deck to report quarterly results in the coming days. But how have sales and EPS expectations evolved?
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