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Micron Earnings Have Never Looked Better. Start Worrying.
Trefis56d agoneutral
Micron Earnings Have Never Looked Better. Start Worrying.

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,

Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
24/7 Wall St.56d agoneutral
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy

Technology stocks are getting hammered today as investors react to a broad market sell-off, and memory-chip maker Micron Technology (NASDAQ:MU) has been swept up in the downturn. The memory chipmaker’s stock fell roughly 12% in early trading, wiping billions of dollars from its market value at the open. Yet the sell-off looks disconnected from the ... Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy

AI’s Memory Boom Could Run the Self-Driving Car Revolution Off the Road
24/7 Wall St.56d agoneutral
AI’s Memory Boom Could Run the Self-Driving Car Revolution Off the Road

Artificial intelligence is creating winners and losers across the global economy. Investors have spent the last two years focused on the obvious beneficiaries — Nvidia (NASDAQ:NVDA), Micron Technology (NASDAQ:MU), and the hyperscale data center operators spending hundreds of billions of dollars on AI infrastructure. Yet every boom creates unintended consequences. A recent Deutsche Bank report ... AI’s Memory Boom Could Run the Self-Driving Car Revolution Off the Road

Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring
Insider Monkey56d agobullish
Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring

Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted what the company needs for its stock to go higher, as he commented: Alright, after the close, we get the most consequential […]

Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134
24/7 Wall St.56d agoneutral
Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134

At $2,184 for SanDisk (NASDAQ:SNDK) and $1,134 for Micron Technology (NASDAQ:MU), both warrant scrutiny. Each has rerated so violently on the AI memory supercycle that fundamentals, however strong, now have to catch up to the rally. SanDisk is the standalone NAND flash pure play spun out of Western Digital in February 2025. Micron is the ... Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134

Tech sell-off: Market is in tug-of-war between AI euphoria & AI phobia
Yahoo Finance Video56d agobearishVIDEO
Tech sell-off: Market is in tug-of-war between AI euphoria & AI phobia

US stocks (^DJI, ^IXIC, ^GSPC) are selling off on Tuesday, the Nasdaq Composite in particular being dragged down heavily by Big Tech losses. Micron Technology (MU) has dropped by as much as 12%, while still maintaining gains of over 270% in 2026 ahead of its fiscal third quarter earnings this Wednesday. Mariner Wealth Advisors chief investment strategist and head of equities Jeff Krumpelman discusses what he is seeing out of the tech sector in the broader market picture.

SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
24/7 Wall St.56d agobearish
SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips

Shares of SanDisk (NASDAQ:SNDK) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher. Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares ... SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips

Investing.com56d agobearish
South Korea leveraged ETF crisis sparks global chip selloff

Samsung Electronics (005930) fell 12.31% to 310,000 KRW in Seoul, and SK Hynix (000660) dropped 12.47% to 2,555,000 KRW, with both stocks opening sharply higher before collapsing through the session. The magnitude of the moves helped push the KOSPI down roughly 9-10% from its recent record high, triggering a market-wide circuit-breaker trading halt. Nasdaq 100 futures were down more than 2% ahead of the US open, putting the index on pace to shed more than $1 trillion in market value, Reuters rep

Will the Tech Stock Rout Force Anthropic to Pull Its IPO?
24/7 Wall St.56d agoneutral
Will the Tech Stock Rout Force Anthropic to Pull Its IPO?

Anthropic appeared poised to become the next blockbuster public offering. Just weeks ago, enthusiasm surrounding artificial intelligence seemed unstoppable, private market valuations were climbing, and investors were already comparing Anthropic’s potential debut to SpaceX‘s (NASDAQ:SPCX) record-setting IPO. Yet markets can change direction in a hurry. A sudden global sell-off in technology stocks has raised an ... Will the Tech Stock Rout Force Anthropic to Pull Its IPO?