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Micron Technology forecast quarterly revenue above Wall Street ‌estimates on Wednesday, signaling that ‌insatiable demand for AI-related infrastructure will continue ​to drive strong demand for its memory chips. Shares of the company rose around 4% in extended trading. The ‌company expects ⁠fourth-quarter revenue of $50 billion, plus or minus $1 billion, compared with ⁠analysts' average estimate of $43.58 billion, according to data compiled by LSEG.

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Even before its explosive growth, the company was already so swamped by demand it was warning investors it couldn't keep up.

We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks. Memory giant Micron Technology, Inc. (NASDAQ:MU) is a major position in Appaloosa Management’s portfolio. It is also one of the oldest as the fund has held a position since the fourth quarter of […]

Sarat Sethi, managing partner at DCLA, went on CNBC on June 22, 2026 and said the quiet part loud about memory stocks. “Micron is [up] 800, 800% last year. So definitely a little bit ahead of itself. And then when you do get that pullback that could be the opportunity.” That is the whole trade ... Micron Is Up 800% in a Year, and This Money Manager Says the Next Pullback Is Your Entry

Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg ... Retail Investors Sold NVIDIA, Microsoft, and Oracle to Fund SpaceX Buys. What’s the Next ‘Mega-Cap Tech Stock?’

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Micron Technology (NASDAQ:MU) has gone vertical. The stock is up 268.68% year to date and 763.64% over the past year, riding an AI memory super-cycle that has reshaped the company’s earnings power. Our proprietary model says the rally has run ahead of the fundamentals. Our 24/7 Wall St. price target for Micron is $731, which ... Micron Price Prediction: The Forecast Flags a Big Pullback

Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers should welcome. His core message: sharp one-day drops in the chip complex have historically marked mid-cycle dislocations inside bull markets. Lee’s framing matters ... Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

Check out the companies making headlines yesterday:

Baird Investment Strategist Ross Mayfield recently appeared on CNBC to push back against the prevailing narrative that the memory cycle has been permanently rewired by AI demand, framing the bull case for Micron Technology (NASDAQ:MU) as a position-management problem rather than a definite outcome. His warning comes on a charged day, with Micron reporting fiscal Q3 2026 earnings tonight, June ... Baird Strategist Warns Memory Chip Boom Won’t Last. Margins Will Compress as Hyperscalers Seek Alter

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Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and SK Hynix and Samsung both plunging more than 12% the day after SK Hynix overtook Samsung as Korea’s most valuable company. Layered on ... $900 Billion Just Vanished as Korean Chip Stocks Crater, but the Squawk Crew Isn’t Sold on an AI Breakdown

Micron Under Pressure Ahead of Earnings, Options Market Flashes Warning

CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend

Shares of Micron Technology (NASDAQ:MU) have been the subject of intense debate this week after a roughly 13% sell-off rattled holders ahead of the company’s fiscal Q3 2026 earnings, scheduled for release today, June 24, after the market close. On CNBC’s Morning Call, Kevin Cassidy, Senior Research Analyst at Rosenblatt Securities, made the case that ... Micron Just Dropped 13%. Why One Analyst Says This Selloff Changes Nothing

Needham recently raised its price target on Micron Technology (MU) to $1,550 from $500, tripling its outlook two days before the company’s earnings report. That kind of leap usually follows a blowout quarter, not before one. Hours after the new target sent shares higher, Micron stock reversed hard ...

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

All three major US stock indexes rose around midday on Wednesday as oil prices fell and investors lo

Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The early winners were obvious: Nvidia (NASDAQ:NVDA) dominated AI accelerators, while memory makers like Micron Technology (NASDAQ:MU) are benefiting from soaring demand for high-bandwidth memory. Now the battle is shifting toward a less glamorous but equally important component ... Masayoshi Son Says Arm Holdings Could Be Worth $4 Trillion. Should You Believe Him?

BNY industry head of ETFs Ben Slavin chats with Yahoo Finance's Julie Hyman about Korea's KOSPI Index (^KS11), what the recent market action means for levered exchange-traded funds (ETFs), and why Big Tech ETFs are booming.

Before Micron Technology’s (NASDAQ:MU) fiscal Q3 2026 results, Stephanie Link of Hightower told CNBC viewers what most retail traders watching a parabolic chart do not want to hear. The fundamentals are fine. The entry point is the problem. Micron is up 229% year to date after a run from $285.28 at the end of 2025 to ... Micron Is Up 268% This Year, and Stephanie Link Says Wait for a Pullback Before You Buy

Investing.com -- SpaceX's stock market debut proved to be one of the most dominant single-stock events moomoo's U.S. platform has seen, with more than half of all active traders on the platform trading SPCX on IPO day and the stock generating nearly eight times more orders than the second-most traded name.

Before the data storage giant's stock price multiplied, the company was openly describing a fundamental change in how its biggest customers were buying.

Housing Stocks Back in Spotlight.

By Chuck Mikolajczak NEW YORK, June 24 (Reuters) - The U.S. dollar rose for a third straight day on Wednesday to hit a 13-month high as markets brace for anticipated rate hikes from the Federal

Heavily shorted Wendy's stock is soaring after gaining traction on Reddit. The rally suggest a short squeeze is in action.

The artificial intelligence boom has created winners across the semiconductor industry, but few areas have benefited more recently than memory chips. Every AI server needs vast amounts of high-bandwidth memory (HBM) and DRAM to feed increasingly powerful processors from Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and others. Without memory, even the fastest AI chip becomes ... Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10

Wendy’s (NASDAQ:WEN) stock is rallying in Wednesday morning trading, with shares up 31% to $8.22 after the burger chain named a new chief financial officer. It’s one of the biggest single-day moves the stock has seen in years. The spike is coming off deeply depressed levels. Wendy’s stock closed June 23 at $6.26, a price ... Wendy’s Soars 31% as “Save Wendy’s” Meme Army Targets Short Squeeze After New CFO Hire

The South Korean company is aiming to raise tens of billions of dollars as it battles to meet soaring demand for memory chips.