MU
NASDAQ · Semiconductors
Micron Technology Inc
$395.53
-8.82 (-2.18%)
MU News30 articles
Micron's Massive Capex Plan Sparks Oversupply Fears, Stock Drops
Micron Technology shares declined 4.4% to $404.25 on Monday, pressured by investor concerns over its aggressive capital spending plans for 2026 and 2027, which could lead to a memory chip oversupply.
AI Leaders Retreat as Oil Surges Past $100, OpenAI Courts Investors
Key artificial intelligence equities declined in early trading Monday amid a surge in oil prices and shifting expectations for Federal Reserve policy. OpenAI is actively soliciting private equity investment with attractive terms.
SanDisk Shares Retreat Despite Citi Target Hike as AI Rally Faces Valuation Scrutiny
SanDisk shares dropped over 4% in Friday trading, even after Citi increased its price target to $875, highlighting investor caution around its AI-fueled valuation following a 1,200% rally.
Micron's Massive Capex Plan Sparks Investor Concern Despite Record Forecast
Micron Technology's stock extended losses as investors weighed a robust earnings report against a significant increase in planned capital spending, with fiscal 2026 expenditures projected above $25 billion.
Wall Street Holds Breath as Oil Retreats, Fed Stance in Focus
U.S. equity futures posted modest gains early Friday as a pullback in crude oil prices offered some relief. The tentative move higher follows a broad market decline that pushed the S&P 500 below a key technical level.
Dow Plummets Amid Oil Spike, Dovish Fed Hopes Dim
The Dow Jones Industrial Average fell sharply Thursday, losing 428 points as surging oil prices and a less accommodative Federal Reserve outlook rattled investors.
Oil Surge, Fed Outlook Sink Major Indexes
U.S. equities declined sharply, with the Dow dropping roughly 460 points, following a spike in oil prices and a more cautious Federal Reserve stance on inflation and rate cuts.
Micron Shares Dip on Capex Surge Despite Record AI-Driven Results
Micron Technology shares declined despite posting record quarterly revenue and a robust outlook, as investors focused on a significant increase in planned capital expenditures. The memory chipmaker now expects to spend over $25 billion in fiscal 2026.
SanDisk Retreats Despite Bullish Citi Target as AI Memory Rally Cools
SanDisk shares declined 1.5% to $742.50, even after Citi lifted its price target to $875. The pullback highlights growing valuation concerns amid a surge fueled by AI data center demand for NAND flash memory.
Wall Street Futures Drop on Oil Spike, Fed Caution, and Tech Weakness
U.S. stock futures declined Thursday amid surging oil prices and a cautious Federal Reserve outlook, with tech shares pressured by Micron's capital expenditure increase.
S&P 500 Tests Critical 200-Day Support Amid Oil Spike and Fed Uncertainty
The S&P 500 closed just above its 200-day moving average at 6,624.70, with technical analysts warning a break below 6,600 could trigger a sharp selloff. The market faces pressure from surging oil prices and reduced expectations for Federal Reserve rate cuts.
Micron's AI-Driven Earnings Surge Overshadowed by Hefty Capex Hike
Micron Technology reported record quarterly results and a strong forecast, yet shares declined as the company announced significantly higher capital expenditures to expand capacity for AI memory chips.
AI Storage Demand Fuels SanDisk Rally Amid Valuation Debate
SanDisk shares advanced 4.6% as analysts highlight sustained AI-driven flash storage demand in data centers. The company posted a 61% year-over-year revenue jump and extended its supply agreement with Kioxia through 2034.
Stocks Retreat on Hot PPI, Oil Surge Ahead of Fed Decision
U.S. equities declined Wednesday following a stronger-than-expected producer inflation report and a sharp rise in oil prices. Investors await the Federal Reserve's policy announcement.
Micron Gains Ahead of Q2 Report on Nvidia HBM4 Shipments, Supply Expansion
Micron shares advanced Wednesday ahead of its fiscal Q2 results, buoyed by the start of volume shipments for its high-bandwidth HBM4 memory to Nvidia and plans to build a second fabrication plant in Taiwan.
Nvidia Gains China Approval for H200 Chip as AI Revenue Target Hits $1 Trillion
Nvidia shares showed little movement despite securing Chinese regulatory approval for its H200 AI processor and significantly increasing its long-term AI revenue projection to over $1 trillion.
Hot PPI Data Rattles Markets Ahead of Fed Decision; Micron Earnings in Focus
U.S. stock futures declined Wednesday following a hotter-than-expected Producer Price Index report for February, casting doubt on the Federal Reserve's rate cut timeline. Investors are focused on the Fed's policy decision and updated projections, with Micron Technology's earnings due after the close.
Micron's Taiwan Expansion Fuels AI Memory Rally, Sandisk Surges
Sandisk shares surged 7% Monday following Micron's announcement of a second memory chip plant in Taiwan, underscoring intense demand for AI-related memory and storage components. The company reported a 61% year-over-year revenue jump to $3.03 billion for its fiscal second quarter.
Micron Shares Dip Amid Oil-Driven Market Volatility Ahead of Q2 Report
Micron Technology shares declined 3.1% to $405.35 Thursday, caught in a broader market selloff driven by rising oil prices. The drop comes just days before the company's critical fiscal second-quarter earnings report on March 18.
Micron Shares Retreat Amid AI Memory Sector Volatility Ahead of Earnings
Micron Technology shares declined over $11 in Thursday trading, testing the AI-driven memory rally ahead of its March 18 earnings report. The pullback comes despite a sharply upgraded DRAM price forecast and a new high-bandwidth memory development partnership.
Applied Materials and Micron Forge AI Memory Alliance at $5B EPIC Center
Applied Materials and Micron Technology announced a strategic collaboration to advance memory solutions for artificial intelligence systems. The partnership will leverage Applied's upcoming $5 billion EPIC research center.
Micron Stock Gains on Analyst Upgrades Despite Nvidia HBM4 Setback
Micron Technology shares advanced Monday after analysts lifted price targets, even as reports indicated Nvidia's upcoming Vera Rubin AI platform will source HBM4 memory from rivals Samsung and SK Hynix.
Micron Shares Retreat Ahead of Key Index Inclusion and Earnings Report
Micron Technology shares declined roughly 6.7% before Monday's opening bell, pressured by broader market weakness and anticipation surrounding upcoming earnings and index rebalancing.
SanDisk Plunges 17% Ahead of Key Conference, CPI Data
SanDisk shares dropped 6.8% on Friday, closing at $527.33, marking a 17% weekly decline. The selloff extended across memory and storage stocks, with Micron, Western Digital, and Seagate also posting losses.
Micron Stock Slumps Ahead of Key Earnings, AI Demand in Focus
Micron Technology shares dropped 6.7% on Friday, closing at $370.30, as investors look ahead to the company's March 18 earnings call for updates on AI-driven memory demand and competitive pressures.
Sandisk Gains Bloomberg 500 Inclusion Amid Volatile Trading
Sandisk is set to enter the Bloomberg 500 index on March 12, the index provider announced. The flash-memory maker's stock has been volatile this week amid broader market jitters.
Oil Volatility Tests AI Memory Stocks as Sandisk Swings on Gulf Tensions
Sandisk shares fell 0.6% in early Thursday trading following sharp intraweek swings, as escalating U.S.-Israeli conflict with Iran disrupts oil shipping and revives inflation fears that could pressure tech budgets.
Micron Launches High-Density AI Server Memory, Nvidia Backs Efficiency Push
Micron Technology has started shipping samples of its new 256GB SOCAMM2 low-power server memory module, designed specifically for AI data center workloads. The module scales to 2TB per CPU and consumes significantly less power than standard DDR5.
SanDisk Shares Rebound 6% Following Tech Sector Sell-Off
SanDisk shares climbed nearly 6% on Wednesday, recouping some of the previous day's steep losses. The rebound coincided with a broader stabilization in technology and memory-chip stocks.
Micron Unveils 256GB AI Server Memory Module Amid Market Selloff
Micron Technology has started providing samples of a 256GB low-power DRAM module designed for AI servers, claiming it is the industry's highest-capacity solution. The company's shares dropped nearly 8% on Tuesday as global equities faced a broad selloff.