Micron Technology (NasdaqGS:MU) reached a US$1t market capitalization for the first time in its history. The company recently completed multiple long-term Strategic Customer Agreements with key Tier 1 automotive suppliers, including Qualcomm, DENSO, and Hyundai Mobis. These agreements aim to secure demand for Micron's memory and storage products in AI-focused automotive platforms. Micron Technology sits at the center of memory and storage used in data centers, consumer electronics, and...
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Tech companies are on the hunt for more efficient technologies to reduce memory costs.
The AI race is far from over.
Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.
The fund that tracks the 30 biggest U.S.-listed chip companies no longer has the biggest one on top.
The AI boom has transformed the memory chip market into one of technology’s hottest — and tightest — segments. As hyperscale data centers race to build AI infrastructure, demand for high-bandwidth memory (HBM) has exploded, driving DRAM revenue sharply higher while keeping supply under intense pressure. That imbalance isn’t likely to disappear anytime soon. TrendForce ... AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

A week of tech stock crashes!
Nvidia's GPUs keep getting faster, but a deeper problem is quietly throttling AI's progress and reshaping where the next wave of infrastructure spending lands. Three stocks are positioned to profit from the shift.
The market is busy arguing about which AI chip designer wins. I'd rather own the company that gets paid either way.
Memory and data storage manufacturers can't keep up with AI-driven demand.
Has the memory chip industry undergone a significant change over the past few years?
Micron Technology recently announced it has completed Strategic Customer Agreements with key automotive technology suppliers including Visteon, aiming to secure long-term access to advanced memory and storage for AI-enabled vehicles. For Visteon, participation in these long-horizon supply agreements highlights its role in increasingly complex digital cockpit platforms just as analysts grow more optimistic about an upcoming earnings report despite expectations for lower quarterly revenue and...
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.
Among the 14 S&P 500 stocks that have surged more than 100% so far this year, Micron stands out as my top pick.
Micron is expanding its automotive footprint with a string of strategic deals. Could this latest move add more fuel to MU stock’s remarkable rally?
Micron's top competitor is now trading on a U.S. exchange.
These Wall Street analysts recommend selling SpaceX and buying Micron.
Visteon (VC) is back in focus after joining Micron’s new Strategic Customer Agreements for automotive memory and storage, as investors watch for an expected year over year earnings and revenue decline. See our latest analysis for Visteon. Despite Visteon’s new role in Micron’s long-term automotive memory agreements and the upcoming earnings report, the stock’s share price return has been mixed. There has been a 30 day share price decline of 5.03% but a 90 day share price gain of 6.28%, while...
ChangXin Memory Technologies is expected to raise 57.9 billion yuan, or about $8.6 billion, in its Shanghai offering.
Micron and Nvidia look like great deals now -- and despite its recent stellar gains, so does Sandisk.
Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).
Watching a new investment portfolio drop nearly 10% within days of buying can make anyone question whether they made a mistake. That’s exactly what happened to one beginner investor after a basket of technology and AI-related stocks fell sharply, leaving...
The surprise release of a breakthrough artificial-intelligence model from China intensified a selloff in chip stocks on Friday, fueling concerns about competition in AI and massive corporate spending that underpins its build-out. Tech stocks led a Friday selloff that by late afternoon had broadened to envelop 10 of 11 sectors in the S&P 500 index. The latest trigger was China’s Moonshot AI, which unveiled its Kimi K3 large language model on Friday.
Readers weigh in on the 2026 Midyear Roundtable, SK Hynix and Micron, Travelers, and Berkshire, and the Dow.
India's smartphone slowdown highlights how the AI boom is reshaping consumer electronics, from pricing and demand to corporate strategy.
Qualcomm has agreed long-term supply deals for memory and storage components for AI-capable vehicles. The arrangements involve Micron and other major automotive technology partners. The agreements aim to support next generation, AI enabled vehicle platforms and improve supply reliability. QUALCOMM, traded as NasdaqGS:QCOM, is pushing further into automotive technology with these new supply agreements, at a time when the stock is priced at $170.61. The share price is down 9.8% over the past...