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THE TRUTH ABOUT: 7 - Caught on Camera

Micron Aggressively Lifts U.S. Spending to $250 Billion. There’s More Room for MU Stock to Run.

Micron now plans to spend more than $250 billion in the U.S. through 2035, fueled by soaring AI demand for memory chips and record earnings.

Barchart

How to Play Micron Stock After It Lost a Quarter of Its Value in Just 2 Weeks

Micron’s sharp post-rally correction has shaken investor confidence, but record earnings, improving earnings visibility, and Wall Street optimism suggest the long-term AI memory story remains intact.

Barchart

Micron's $250 Billion Bet Could Reshape the AI Memory Race

Micron accelerated its $250 billion U.S. fabrication buildout, securing a domestic silicon supply deal with GlobalWafers as it races SK Hynix in the HBM4 memory market.

MarketBeat

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SK Hynix makes US debut today. Will investors sell Micron to buy the AI memory leader?

SK Hynix begins US trading after a $26.5 billion ADR sale, expanding investor access to its AI memory chip business. The Nasdaq listing could narrow its valuation gap with Micron, while testing investor appetite for AI-linked semiconductor stocks.

The Economic Times

Howard Lutnick Tells Samsung and SK Hynix They Have 'No Choice' but to Build US AI Memory Fabs— and Micron's CEO May Not Be Happy

In a direct push to secure America’s artificial intelligence hardware pipeline, U.S. Commerce Secretary Howard Lutnick has publicly pressured South Korean semiconductor giants Samsung Electronics and SK Hynix Inc. (NASDAQ:SKHY) to construct local AI memory fabs.

Benzinga

Micron lifts U.S. spending to $250 billion — company takes $500 million position in America's only 300 mm wafer plant

Micron has said it will invest up to $3 billion in the US semiconductor supply chain, with $500 million of that going to GlobalWafers.

Tom’s Hardware

SK Hynix set for marquee US debut in test for AI appetite

SK Hynix's U.S. debut tests investor belief in the AI boom's durability. The South Korean chipmaker's offering is the second-largest share sale in the United States. This move provides direct access to the world's largest pool of investors. SK Hynix leads in high-bandwidth memory chips essential for AI. Spending on…

The Economic Times

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$1 Trillion SK Hynix Storms Wall Street With Record-Shattering $26.5 Billion Nasdaq Debut

SK Hynix, a leading South Korean memory-chip maker, raised $26.5B in the largest-ever US share sale by a foreign firm, as its market value nears $1 trillion.

International Business Times UK

Global Market: SK Hynix's Nasdaq ADR debut raises $26.5 billion amid AI chip boom

South Korean chipmaker SK Hynix successfully raised $26.5 billion through its ADR offering. This significant fundraising highlights robust global investor interest in AI semiconductor suppliers. The company is a leading provider of essential high-bandwidth memory chips for AI processors.

The Economic Times

Micron Increases US Investment Plan to $250 Billion, Accelerates Domestic Chip Push as AI Race Heats Up

Micron Technology Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said Thursday the company has increased its planned U.S. manufacturing and research investment to more than $250 billion, expanding its commitment to domestic memory production and semiconductor supply chain capacity.

Benzinga

Micron Gives Stocks a $250 Billion AI Boost: Stock Market Today

Markets looked beyond the Middle East to the promise of the AI revolution, including more capex and another record-breaking IPO.

Kiplinger

Tensions Continue Rising In The Middle East. Stocks Climbed And Oil Dropped Anyway

Stocks rose on Thursday and oil dropped even though tensions between the U.S. and Iran remain high.

International Business Times

Micron Expanded U.S. AI Investments by $250 Billion. Its Stock Is Soaring

The stock has surged more than 250% in 2026 as demand for high-bandwidth memory and other AI-related semiconductor products continues to accelerate.

International Business Times

Retail Preps for SK Hynix US Listing: 'Dumping All My MU for This'

Retail traders are lining up for SK Hynix’s U.S. debut on Friday, treating the Korean memory giant as the pure-play way to ride the DRAM and HBM supercycle — and, in many cases, as a straight swap-out of Micron Technology Inc. (NASDAQ:MU).

Benzinga

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International Business Times

SK Hynix Listed A $28 Billion Share Sale. Demand is Seven Times Oversubscribed

Demand for SK Hynix's $28 billion American depositary receipt (ADR) offering has reportedly exceeded available shares by more than seven times.

Barchart

Michael Burry Is Shorting Micron Stock, But His Bear Case Looks Weak

Burry has deemed shares of the memory chip major to be cyclical and thus set for an impending drawdown.

Barchart

Samsung Just Reported a Profit That Was Up 19-Fold. That’s Great News for Micron Stock.

Samsung projected that its Q2 operating profit will increase 19-fold. Micron might also be reaping the gains.

Barchart

SK Hynix Stock Debuts for U.S. Investors Tomorrow. The DRAM ETF Could Be the Biggest Loser.

DRAM’s recent post-earnings stumble is a clear reminder that the memory space remains a highly volatile arena where yesterday’s winners can cool off in a hurry. SK Hynix’s U.S. listing only complicates that.

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Barchart

Samsung Plans to Raise DRAM Prices by 20% in Q3. What That Means for Rival Micron.

Samsung wants to hike DRAM prices in Q3. Here's what a tight memory market means for Micron's soaring profits and stock.

Benzinga

Jim Cramer Warns SK Hynix Bankers Are Playing a ‘Dangerous Game’ As Oversubscribed $28 Billion ADR Deal Nears Pricing

TV host Jim Cramer warned that bankers publicizing heavy demand for SK Hynix’s massive U.S. listing are playing a risky game, saying too much hype around the oversubscribed deal could leave too little room for buyers after the stock begins trading.

Benzinga

Micron Is Up 700%. It's Still Cheaper Than Nvidia, AMD And Even Intel

Micron Technology Inc. (NASDAQ:MU) has delivered one of the most remarkable rallies in the AI trade, climbing more than 700% over the past year and more than 210% since late March, as demand for high-bandwidth memory (HBM) chips fueled a sharp rebound in earnings expectations.

International Business Times

Samsung's Earnings Failed To Impress: Is The Late June 'Tech Sale-Off' Over?

As stocks in Asia slip again, we talked to experts and analysts to figure out which way the market could go in the future.

Benzinga

Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets

South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.’s (NASDAQ:NVDA) top memory supplier. But despite this listing, Futurum Equities’ Chief Market Strategist Shay Boloor is sticking with domestic rival Micron Technology Inc. (NASDAQ:MU), citing structural instability in the Korean…

Benzinga

Apple Raised Prices, Samsung Raised Profits — Micron Predicted Both

Weeks before Apple Inc. (NASDAQ:AAPL) blamed soaring memory costs for raising prices on several products—and before Samsung Electronics Co., Ltd. (OTC:SSNLF) forecast a blockbuster jump in quarterly profit—Micron Technology, Inc. (NASDAQ:MU) told investors exactly where the memory market was headed.

Benzinga

SanDisk and Micron Risk Profit Squeeze from Chinese Memory Threat

Citi Wealth’s CIO Weekly Bulletin flags a subtle but important shift in the global memory landscape: China’s domestic memory chips are now "gaining international recognition."

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