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Micron gets aggressive stock price target from veteran analyst
TheStreet63d agoneutral
Micron gets aggressive stock price target from veteran analyst

Micron just got a fresh and full reminder that in the artificial intelligence (AI) race, memory isn't optional. Analyst’s bullish notes are landing, investors are seeing "higher DRAM demand" and "longer pricing power," and the stock is, of course, not wasting time in response. TD Cowen analyst ...

Micron Technology (MU) Wins HBM4 Supplier Role For Nvidia Vera Rubin AI Platform
Simply Wall St.63d agobullish
Micron Technology (MU) Wins HBM4 Supplier Role For Nvidia Vera Rubin AI Platform

Micron Technology (NasdaqGS:MU) has been approved as an HBM4 supplier for Nvidia's next-generation Vera Rubin AI platform. The approval ties Micron directly to Nvidia accelerators planned for high-volume deployment in the second half of 2026. The agreement focuses on high bandwidth memory for advanced AI workloads where capacity and throughput are critical. Micron Technology sits at the heart of the memory and storage industry, and HBM4 is one of the most demanding products in that...

Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply
Insider Monkey63d agoneutral
Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply

Micron Technology Inc (NASDAQ:MU) is one of billionaire Ken Fisher’s top high growth stock picks. Micron has emerged as one of investors’ favorite semiconductor stocks amid the AI boom. The stock has surged more than 196% year-to-date and exploded 720% over the past year. Micron Technology Inc (NASDAQ:MU) has been approved to supply HBM4 memory […]

You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street
24/7 Wall St.63d agobearish
You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street

The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA) when they hear that story. Yet memory chips have quietly become just as critical to AI infrastructure as GPUs. Every AI server requires massive amounts of DRAM and ... You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street

Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory
Insider Monkey63d agoneutral
Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory

Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s institutional Class shares fell –6.05%, outperforming the S&P Global 1200 Information Technology Index, which declined –6.57%. Positive performance was mainly due […]

Oil and US gas prices retreat on US-Iran ceasefire
Yahoo Finance Video63d agoneutralVIDEO
Oil and US gas prices retreat on US-Iran ceasefire

While US stocks (^DJI, ^IXIC, ^GSPC) are mixed as investors continue to digest the Trump administration's reported peace deal with Iran, oil prices (CL=F, BZ=F) have sunk below $80 per barrel but remain elevated above pre-war prices. Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré assess the impact these geopolitical headlines are having on oil and domestic US gas prices (RB=F).

The 'Dirty Dozen' is the new 'Mag 7': Will OpenAI or Anthropic take the last spot?
Yahoo Finance Video63d agoneutralVIDEO
The 'Dirty Dozen' is the new 'Mag 7': Will OpenAI or Anthropic take the last spot?

The "Dirty Dozen" refers to all the stocks in the "Magnificent Seven," as well as SpaceX (SPCX), Taiwan Semiconductor Manufacturing Company (TSM), Broadcom (AVGO), and Micron (MU). The final spot will go to either OpenAI (OPAI.PVT) or Anthropic (ANTH.PVT). Barron's associate editor Al Root, Yahoo Finance Breaking Business News Reporter Jake Conley, and Morning Brief host Julie Hyman discuss more in the video above.

Up 770% YTD, How High Can Micron Go?
24/7 Wall St.63d agoneutral
Up 770% YTD, How High Can Micron Go?

Few stocks have rewritten their own story in 2026 the way Micron Technology (NASDAQ:MU) has. Shares closed at $1,087.99 on June 15, up 281% year to date and 843% over the past year, with net income growing 770.8% year over year last quarter. Our 24/7 Wall St. price target for Micron is $701.69, implying 35.51% ... Up 770% YTD, How High Can Micron Go?

Western Digital Jumps 7% on Morgan Stanley’s 33% Price-Target Hike, Seagate Gains 5% as the AI Storage Boom Rolls On
24/7 Wall St.63d agobullish
Western Digital Jumps 7% on Morgan Stanley’s 33% Price-Target Hike, Seagate Gains 5% as the AI Storage Boom Rolls On

Western Digital (NASDAQ:WDC) stock is up 7% in Tuesday morning trading, changing hands near $701 and setting a fresh all-time high. The catalyst is a Morgan Stanley note that reiterated an Overweight rating and lifted its WDC price target by 33%. The upgrade extends a powerful run. Western Digital stock closed Monday up 16.1% at ... Western Digital Jumps 7% on Morgan Stanley’s 33% Price-Target Hike, Seagate Gains 5% as the AI Storage Boom Rolls On

Chip stocks jump as Strait of Hormuz reopens
TheStreet63d agobullish
Chip stocks jump as Strait of Hormuz reopens

Memory and storage chip companies surged on Monday, June 15, after the United States and Iran announced a peace agreement that will reopen the Strait of Hormuz. The rally didn't come about because the AI trade suddenly changed; it came about because the single biggest threat to it just got removed. ...