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EXPLAINED: Micron technology | Rare Historical Photos

Why China’s Memory Chip Breakthrough Won't Crash the Market

Despite China's memory chip advances and recent stock declines, Micron and Western Digital have capacity sold out for years under binding contracts, insulating margins from near-term competition.

Oil prices edge lower, while Asian shares rise, tracking Wall Street gains

Oil prices edge lower, while Asian shares rise, tracking Wall Street gains

Oil prices have slipped after recent gains, with Brent crude trading near $95 a barrel

The Independent UK

Is Micron Technology Stock Outperforming the Nasdaq?

Due to Micron Technology’s outperformance relative to the broader Nasdaq Composite over the past year, Wall Street analysts remain strongly optimistic about the stock’s prospects.

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Micron Technology Stock Finally Looks Like a Contrarian Opportunity

Although MU stock has been a powerhouse name in the markets, its robust performance has made it a tough bullish argument—until now.

Stock Index Futures Climb as Chipmakers Rebound and Bond Yields Fall, U.S. Economic Data in Focus

September S&P 500 E-Mini futures (ESU26) are up +0.47%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.94% this morning as chipmakers rebounded, with lower bond yields providing additional support after oil prices extended declines.

Micron Technology Puts Have High Yields for Short Sellers Even With MU Stock Higher

Micron stock is up from a recent trough and in a trading range. But short-put MU yields at a strike 9% lower over the next month have a 4.50% 1-month yield. That's very attractive to value investors.

Situational Awareness Bet Billions on Sandisk Before Imploding. The Supercycle Is Far From Over for SNDK Stock.

Situational Awareness’s multibillion-dollar bet on Sandisk highlights its conviction in the AI-driven memory boom, while the fund’s subsequent implosion raises broader questions about leverage, crowded positioning, and what comes next for SNDK investors.

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Bridgewater Dramatically Trimmed Its Position in Micron During Q2. What This Means for MU Stock.

Bridgewater Associates cut its Micron stake by approximately 92% during the second quarter, selling roughly 1.36 million shares after the stock had already soared this year on surging AI memory demand.

How Micron Stock Could Reach a $3 Trillion Market Cap by 2030

New Street Research believes Micron could surpass a two-decades long stretch of 10% gains, finally reaching a $3 trillion market cap by 2030.

Nasdaq Futures Plunge as Rising Bond Yields Drive Chip Selloff

Nasdaq Futures Plunge as Rising Bond Yields Drive Chip Selloff

September Nasdaq 100 E-Mini futures (NQU26) are down -1.21% this morning as a global bond rout sapped investors’ appetite for risk, triggering a selloff in chip and other AI-related stocks.

Nvidia Is the Best S&P 500 Stock of the Past 10, 15, 20 Years — but 4 Stocks Beat It Over the Past 5 Years

Nvidia Is the Best S&P 500 Stock of the Past 10, 15, 20 Years — but 4 Stocks Beat It Over the Past 5 Years

NVIDIA Corp (NASDAQ:NVDA) stock has been one of the top gainers over the past five years, with the company becoming the ninth public company to hit a market capitalization of $1 trillion or more. While Nvidia stock has dominated several top-performing lists over the last 20 years, the stock ranks…

Analysts Keep Hiking Micron's Revenue and Price Forecasts - Shorting MU Puts Works Here

Analysts keep hiking their revenue forecasts and price targets for Micron Technology (MU). MU stock is off its recent highs, so shorting out-of-the-money (OTM) MU puts is attractive to value investors.

Don’t Assume Micron Will Share SanDisk’s Fate. Here's Why.

Micron has been caught in the memory sell-off, but its AI-driven business makes it a different story.

Why Cantor Fitzgerald Is Betting SK Hynix Stock Can Soar to $300

Why Cantor Fitzgerald Is Betting SK Hynix Stock Can Soar to $300

A booming AI memory market and a Street-high $300 price target are putting SK Hynix firmly in the spotlight.

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1 Japanese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.

Kioxia’s weak outlook has cast fresh doubt on the AI memory boom. Here’s how investors should approach Micron stock.

International Business Times UK

Micron Technology CEO Sold $37.2M of the Stock Days Before South Korea's KOSPI Crash

Micron Technology's stock fell sharply amid a semiconductor sell-off driven by AI spending concerns and Chinese competition, with CEO Sanjay Mehrotra selling shares before the decline.

Stock Index Futures Gain With Focus on Fed Rate Decision and Big Tech Earnings

September S&P 500 E-Mini futures (ESU26) are up +0.24%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.32% this morning as a selloff in chipmakers abated, while investors awaited earnings from two of the world’s largest AI spenders and the Federal Reserve’s interest rate decision.

Investors Keep Buying the DRAM ETF Despite the Selloff. They Might Be Right About Memory Stocks.

Despite a recent selloff, investors continue pouring money into the DRAM ETF, betting that robust AI-driven demand will fuel another leg higher in memory chip stocks.

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How Micron Stock Could Be the Biggest Winner from Nvidia Product Delays

Nvidia keeping RTX 50 Super on hold may be a hidden win for Micron, as soaring memory prices help the chipmaker maintain margins.

Meet ‘Memi,’ the $3 trillion memory boom powering small-caps, emerging markets, and Japan

Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.

Nasdaq Futures Slip as Chip Rally Falters Ahead of Alphabet Earnings

September Nasdaq 100 E-Mini futures (NQU26) are down -0.52% this morning as a rally in chip stocks lost momentum ahead of earnings from AI hyperscaler Alphabet.

Bank of America Is Feeling Bullish on Micron Stock. Here's Why

Micron shares rallied today as BofA adds the memory chips specialist to its highest conviction buy calls. Here’s why MU stock is attractive to own at current levels.

Micron Stock Is Near Bear-Market Territory. Here’s Why ASML’s Guidance Says Buy the Dip.

Micron shares have fallen sharply despite explosive growth in its data center and cloud memory businesses.

Stocks Set to Open Higher as Chipmakers Rebound, Corporate Earnings in Focus

September S&P 500 E-Mini futures (ESU26) are up +0.30%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.59% this morning, buoyed by a mild rebound in chip stocks at the start of an earnings-packed week.

The Economic Times

China's CXMT targets global DRAM giants with record $8.5 billion IPO

Chinese DRAM maker ChangXin Memory Technologies is throwing its hat into the ring with a roughly $8.5 billion initial public offering as it seeks to challenge the dominance of Samsung Electronics, SK hynix and Micron Technology, The Korea Herald reported.

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