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THE TRUTH ABOUT: 13 | History Defined

Why Are Nvidia, AMD, and Micron Stocks Falling? AI Valuation Fears and Fed Jitters Explained

Nvidia, AMD, and Micron led a tech sector sell-off as investors reacted to Federal Reserve signals on inflation, raising concerns about prolonged high interest rates and AI stock valuations.

International Business Times UK

Global Market Today: Asia stocks rebound from tech selloff, Kospi jumps

Global Market Today: Asia stocks rebound from tech selloff, Kospi jumps

Asian markets saw a cautious rebound Wednesday after a significant tech-led global selloff, reigniting worries about the AI rally's sustainability. South Korea's Kospi surged, led by Samsung Electronics, following a steep decline. Investors now keenly await Micron Technology's results for clues on AI infrastructure demand, with some strategists predicting further…

The Economic Times

K-Drama on Tech Street: AI rout hits global markets

K-Drama on Tech Street: AI rout hits global markets

Technology stocks experienced a significant downturn, pulling major indices lower as a sharp selloff in Korean chipmakers raised concerns about the sustainability of the AI-driven market surge. Nvidia and Micron were among the biggest decliners. This dip, triggered by reports of SK Hynix slowing AI chip expansion, has investors reassessing…

The Economic Times

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Why Micron May Be the Most Undervalued Winner of the AI Boom

Micron's AI-driven surge has pushed its valuation to $1.36 trillion, with Meta and Tesla now within reach. With memory emerging as AI's biggest bottleneck, a $2 trillion valuation is becoming increasingly plausible.

Ahead of Micron Earnings, Here's What Barchart Data Says Comes Next for MU Stock

Micron is set to report record-breaking numbers for its fiscal Q3 on June 24. But options pricing heading into its quarterly release isn’t particularly bullish.

Attractively Valued Micron Stock Seems Poised for Further Upside After Q3 Earnings

Needham raised its price target on Micron ahead of earnings on June 24.

AI Memory Shortage Pushes Micron Into the Market Spotlight

For the first time in its history, Micron briefly surpassed a $1 trillion market capitalization, a milestone that may prove to be one of the clearest financial symbols of the new AI economy. Just a few years ago, GPU manufacturers such as Nvidia were seen as the primary beneficiaries of…

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Micron’s Sudden Plunge May Be an AI Buying Chance

Micron’s Sudden Plunge May Be an AI Buying Chance

Micron Technology secures an artificial intelligence partnership with Anthropic to drive future growth and solidify its foundational memory leadership.

SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM

SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM

SK hynix overtook Samsung Electronics on Monday to become South Korea’s most valuable listed company.

Tom’s Hardware

Nasdaq 100 set to shed over $1 trillion as tech selloff deepens; SpaceX slides

Nasdaq 100 set to shed over $1 trillion as tech selloff deepens; SpaceX slides

Technology stocks came under heavy selling pressure on Tuesday, putting the Nasdaq 100 on track to lose more than $1 trillion in market value. SpaceX slipped below a $2 trillion valuation for the first time since its IPO, while chipmakers and AI-linked megacaps extended losses amid valuation and rate concerns.

The Economic Times

US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloff

US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloff

Wall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate sufficient returns. While hyperscalers such as Alphabet, Amazon, Meta and Microsoft declined sharply, semiconductor and data storage firms including Micron continued gaining on strong AI hardware demand expectations.

The Economic Times

MU Stock Rises as Micron Teams Up With Anthropic on AI Infrastructure

MU Stock Rises as Micron Teams Up With Anthropic on AI Infrastructure

Micron stock rallies on a strategic partnership with Anthropic. Here’s why MU shares are worth buying ahead of the company’s Q3 earnings on June 24.

Tim Cook Warns Apple Product Price Hikes Are Unavoidable Due to Higher Chip Costs. What That Means for AAPL Stock.

Apple's outgoing CEO says the iPhone maker has tried to absorb rising memory chip costs but can no longer protect customers from the financial pressure.

Micron, Anthropic sign AI infrastructure supply agreement

Micron, Anthropic sign AI infrastructure supply agreement

Micron Technology has partnered with AI innovator Anthropic, providing integral memory and storage solutions while also investing in its forthcoming IPO. This strategic collaboration is designed to enhance the development of Anthropic's Claude models by refining memory and storage capabilities. Following a substantial funding round, Anthropic has filed for an…

The Economic Times

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These 2 Veteran Wall Street Firms Just Revamped Their Micron Stock Price Targets Ahead of Earnings

Analysts see more upside for Micron's business, though the stock now trades well above the Street's average price target.

Micron Stock Heads Into Q3 Earnings: Soaring Profit Builds Case for Further Upside

Micron’s Q3 will once again highlight the strong tailwinds driving the memory market, including surging AI-related demand, constrained supply, and a favorable pricing environment.

Tom’s Hardware

2003-era DDR2 memory prices jump up to 60% — AI-driven DRAM shortage reaches the oldest standard still in production

DDR2 contract prices rose 55% to 60% in the second quarter of the year and are projected to climb another 35% to 40% in the third.

International Business Times UK

What Is SK Hynix? The Little-Known Tech Giant That Just Knocked Samsung Off Its Throne

SK Hynix has overtaken Samsung to become South Korea's most valuable company, driven by its dominance in AI memory chips, marking a huge shift in the semiconductor industry.

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The Economic Times

SK Hynix overtakes Samsung to become South Korea's most valuable company

SK Hynix has surged past Samsung Electronics to become South Korea's most valuable company, driven by its dominance in high-bandwidth memory (HBM) chips crucial for AI systems. This remarkable turnaround, from near collapse two decades ago to a market leader, highlights the transformative impact of the AI boom on the…

The Economic Times

US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rally

The U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watching for signs that demand for AI chips remains robust, which could sustain the market's upward trend. This report is vital as technology stocks trade at high valuations, and strong guidance…

Hormuz Status, MU Earnings and Other Key Things to Watch this Week

Thursday delivers an economic data convergence with Q1 GDP revision, May Core PCE, durable goods orders, and initial jobless claims all at 8:30am, providing comprehensive economic assessment. The week features critical semiconductor earnings from Micron (MU) Wednesday and FedEx (FDX) Tuesday testing chip demand and logistics health.

International Business Times UK

Apple Price Hike on iPhone, Mac and iPad 'Unavoidable' as AI Drives Memory Chip Costs Up Fourfold

Apple CEO Tim Cook says iPhone, Mac, and iPad price hikes are 'unavoidable' as memory chip costs quadruple, leaving US buyers facing a $540-plus Christmas upgrade hit.

This Analyst Just Gave Micron Stock a $1,500 Price Target. Here's Why.

Deutsche Bank sees significant further upside in Micron stock throughout the remainder of 2026. Analyst Melissa Weathers explained her bullish view on MU shares in a research note today.

Tom’s Hardware

Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips

Chinese memory brands Gloway and KingBank have begun using homemade chips to produce DDR5 memory kits in lieu of Samsung, Micron, or SK hynix DRAM.

Doing the Math: How Micron Stock Could Reach $2,100 by 2028

Micron's AI memory leadership and sold-out production capacity could drive explosive revenue and earnings growth through 2028. If demand remains strong, a $2,100 stock price may be within reach.

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