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UNCOVERED: Micron - Caught on Camera

MarketBeat Week in Review – 07/13- 07/17

A tech selloff hit the S&P 500 and NASDAQ this week while energy and financial stocks gained; MarketBeat analysts recap Micron, Netflix, Broadcom, Apple and more ahead of Alphabet's earnings.

MU Stock Alert: What to Know as Micron Teams Up With Qualcomm

Micron has completed SCAs with seven tier 1 automotive suppliers, including Qualcomm. Here’s what these agreements really mean for MU shares in the second half of 2026.

Micron Stock Is Off 31% From Its High. Why This Could Be the Best Time to Buy.

Micron continues to benefit from robust AI-driven memory demand, favorable pricing, and greater earnings visibility through its long-term supply agreements.

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Micron Technology Bear Call Spread Could Net 16% in Five Weeks

Micron Technology stock was a bearish candidate that came up on one of my Barchart Stock Screeners that searches for stocks crossing below their 50-day moving average and have a high IV Percentile.

Beyond Nvidia: The hidden winners of the AI investment boom

The real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO at Appreciate. His test for investors: does a company own a constraint that money cannot quickly relieve? Software can be scaled in an afternoon, but a…

The Economic Times

MU Stock Alert: What to Watch as Micron Takes a Stake in GlobalWafers

As Micron invests in GlobalWafers, Wedbush believes the move signals the company is preparing for a potential wafer supply bottleneck.

AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price risk

The unusual move underscores how deeply the AI boom has entangled cloud providers with the volatile chip ‌market. To ⁠lock in ⁠supply amid soaring demand, thanks to a surge in AI infrastructure construction, cloud operators including CoreWeave have signed long-term agreements with memory and storage makers such as Micron and…

The Economic Times

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IBM Just Lost $68B in a Day: What Triggered Its Worst Stock Crash Since 1968

IBM Just Lost $68B in a Day: What Triggered Its Worst Stock Crash Since 1968

The reasons behind IBM's 25% stock plunge, the impact on UK savers, and how AI hardware shifts are reshaping market value. Learn which bank downgraded IBM and what it means for your investments.

International Business Times UK

CXMT close to matching Micron's memory capacity in 2026, research claims — would put China on track to become world's second-largest DRAM producer

CXMT close to matching Micron's memory capacity in 2026, research claims — would put China on track to become world's second-largest DRAM producer

As CXMT's DRAM capacity set to match Micron's, China's DRAM industry could become world's second largest after South Korea.

Tom’s Hardware

Chipmaker CXMT eyes $9.8 bn in blockbuster China IPO

Chipmaker CXMT eyes $9.8 bn in blockbuster China IPO

China's leading memory chipmaker ChangXin Memory Technologies is seeking billions in an IPO. This move aims to bolster the nation's artificial intelligence hardware capabilities. The company intends to rival global giants like Samsung and Micron. This significant offering marks China's largest mainland tech share sale ever. It will provide a…

The Economic Times

Samsung has a 16TB PCIe 6.0 SSD coming soon with read/write speeds of 28.4GBps and 21.9GBps respectively — but you won't be able to use it anyway

Samsung has a 16TB PCIe 6.0 SSD coming soon with read/write speeds of 28.4GBps and 21.9GBps respectively — but you won't be able to use it anyway

Samsung's new 16TB SSD reads at 28.4 GB/s, but you can't plug it into a desktop PC just yet.

245.76TB Micron 6600 Ion SSD has a staggering 16GB RAM with a $100,000+ price tag, and is 'the one to beat in its class', reviewer says

245.76TB Micron 6600 Ion SSD has a staggering 16GB RAM with a $100,000+ price tag, and is 'the one to beat in its class', reviewer says

Micron's 245.76 TB enterprise SSD combines massive onboard memory with strong benchmark performance, although verified pricing remains unavailable.

SK Hynix Set Records with its U.S. Debut. How to Play SKHY Stock Now.

SK Hynix Set Records with its U.S. Debut. How to Play SKHY Stock Now.

SK Hynix just crashed Wall Street's biggest stage, and now investors want to know what comes next.

DRAM demand predicted to outstrip supply by 28.7 exabytes in 2030, which is almost as much as the actual DRAM in the world right now

DRAM demand predicted to outstrip supply by 28.7 exabytes in 2030, which is almost as much as the actual DRAM in the world right now

More to come? Joy.

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SK Hynix Picked a Tough Time to Debut on Wall Street. Investors May Want to Wait Before Diving In.

Investing is as much about timing as it is about quality.

Goldman Says Wall Street's Momentum Trade Just Crashed. Here's Where It's Moving Next

Wall Street’s hottest trade may be losing steam. The S&P 500 momentum factor has suffered one of its steepest three-week sell-offs on record, according to Goldman Sachs data shared by investment strategist Mike Zaccardi, marking one of the sharpest momentum reversals seen since the early 1970s.

The Economic Times

Chip toolmaker ASML expected to shine light on capacity and China challenges

The Netherlands-based business is Europe's most valuable listed company with a market capitalisation of €610 billion ($696 billion) after the AI boom helped to lift its share price by nearly 70% this year as memory chip makers such as SK Hynix, Samsung and Micron rush to add capacity.

So THIS is why component makers have started validating their products for Chinese memory

CXMT is estimated to essentially match Micron in terms of DRAM manufacturing capabilities this year.

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From Best ETF Debut Ever to Bear Market: DRAM’s Wild Ride as Micron And AI Memory Stocks Tumbled

One of 2026’s biggest ETF success stories has taken a dramatic turn. The Roundhill Memory ETF (BATS:DRAM), which became the fastest-growing ETF debut on record after amassing more than $20 billion in assets within weeks of its April launch, has now entered bear-market territory. The fund has tumbled nearly 30%…

The SK Hynix IPO and 2027’s AI Memory Squeeze

SK Hynix's US debut raised $28.1 billion before shares fell, while Micron also dropped in sympathy, as memory makers face a persistent HBM supply crunch amid a maturing triopoly.

Squeeze Watch: 10 Stocks Bears Love to Hate Most Right Now

Short‑interest screens are lighting up with a tight cluster of mid‑ and large‑cap names where bearish bets have gone all‑in, turning these stocks into live‑wire squeeze candidates rather than sleepy laggards.

SK Hynix vs. Micron: Wall Street's AI Memory Battle Just Got Real

For years, Micron Technology, Inc. (NASDAQ:MU) was the go-to stock for U.S. investors looking to ride the AI memory boom. Now, it has company. SK hynix Inc‘s (NASDAQ:SKHY) recent Nasdaq debut has brought one of the world’s largest memory chipmakers directly to U.S. investors, setting up a fresh rivalry between…

Quantum Tech on Capitol Hill: Nvidia, IBM and More Stocks to Watch

Quantum computing is stepping out of the lab and into Washington D.C., with a high-profile industry showcase putting some of the market’s most speculative — and potentially transformative — names back on the radar.

Why Micron Is Doubling Down While the HBM Shortage Persists

Micron plans $250 billion in U.S. investment amid a persistent HBM shortage, as analysts maintain a Buy consensus and see substantial upside in the stock's valuation.

Analysts See Major Upside for These 5 Stocks

NVIDIA, Vistra, Mastercard, Micron, and Energy Transfer carry Buy ratings, high MarketRank scores, and double-digit analyst-implied upside ahead of earnings season.

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