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The Latest Breaking News from Micron

Micron's $24 billion Singapore fab could need 500 transformers, more than double the output of any single manufacturer — heavy electrical infrastructure the latest AI buildout bottleneck

Micron’s planned $24 billion NAND flash expansion in Singapore will require 400 to 500 power transformers, which is more than double the 100 to 150 units a standard wafer fab typically needs.

Tom’s Hardware

Micron Is Raising Its Dividend by a Whopping 30%. Does That Make MU Stock a Buy Here?

Chip firm Micron Technology raised its dividend by 30%. Should you buy the stock now?

Barchart

After Blowout Earnings, How Much Higher Can Micron Go?

Despite astronomical gains over the past year, Micron continues to set records. Its pivotal role in the AI revolution is likely to continue rewarding investors.

MarketBeat

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If Micron Breaks Below Its 50-Day Moving Average, Should You Buy the Dip in MU Stock or Stay Far Away?

Micron stock has slipped in recent sessions, but there’s reason for long-term investors to treat MU shares as a prime buy-the-dip opportunity.

Barchart

Down 12% from Its Highs, Should You Buy the Sandisk Stock Dip?

Sandisk has sold off slightly from its highs amid Iran war concerns and Micron's earnings results.

Barchart

After closing the Crucial brand, Micron's revenues are soaring in the RAMpocalypse: "In the AI era, memory has become a strategic asset for our customers"

Micron's latest financial results show that the company is thriving after closing the Crucial brand, and "mobile and client" sales are its biggest growth area.

GamesRadar

Micron predicts that cars will need 300GB of RAM — memory-laden vehicles could exacerbate shortages but create 'robust long-term growth in automotive memory demand'

Micron CEO Sanjay Mehrotra predicts that self-driving vehicles would require at least 300GB of RAM, meaning increasing demand could drive another memory chip shortage as these cars are essentially AI supercomputers on wheels.

Tom’s Hardware

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Micron Technology Hikes Its Dividend 30% Due to Surging FCF - MU Is Worth 34% More - What's the Best Play?

Micron Technology's surging free cash flow (FCF) led management to hike the dividend 30%. As a result, the underlying value of MU stock is 34% higher, as this article will show. What's the best play here?

Barchart

Up 33% YTD, This Stock Isn’t Making Headlines, But Investors Keep Buying

Surging demand for advanced chips is translating into steady growth for Lam Research.

Barchart

Micron’s Stellar Q2 Lifts Price Targets. Can MU Hit New Highs?

Micron is building for years of growth, not just the next quarter.

Barchart

‘We are only able to supply, for our key customers in the midterm, about 50% to two-thirds of their requirements’: Micron CEO forecasts production spend increase to meet the insane demand for memory – but the RAM crisis will only get worse

The RAM crisis is having a knock-on effect on the memory industry in general - but there could be an unlikely hero.

TechRadar

Micron’s Mic-Drop Quarter: AI Memory Demand Supercharged Earnings

MU earnings breakdown: Q2 revenue $23.86B (up 197% YOY), EPS $12.20, segment gains, and what Q3 guidance signals for AI-driven memory demand, plus margin expansion.

MarketBeat

Stocks Continue to Slide on Energy Shock: Stock Market Today

Not even "exceptional" earnings and "stellar" guidance could save one of the hottest chip stocks from the shocks of 2026.

Kiplinger

Should You Buy the Post-Earnings Dip in Micron Stock Today?

Micron shares sink as capex guidance and Ras Laffan incident weighs on an otherwise blockbuster Q2 earnings release. Barclays recommends buying the dip in MU stock.

Barchart

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PC Gamer

The memory crisis certainly isn't ending soon, as Micron confirm 'demand significantly in excess of our available supply for the foreseeable future'

It is reportedly "working to address the unprecedented gap between supply and demand".

Barchart

Micron Stock Slips Despite Strong Q2 and 30% Dividend Boost. Should You Buy the Dip?

Micron is set to deliver strong growth, while its stock trades at a forward earnings multiple that appears modest.

PC Gamer

Forget about PCs or LLMs, Micron says driverless cars and humanoid bots will soon be gobbling up 300 GB of RAM per device

If you want clever machines, you're going to need a load of memory.

Barchart

Wall Street Is Still Betting on a Memory ‘Super-Cycle.’ Should You Buy MU Stock Here?

Micron stock has become one of the market’s hottest AI-linked winners, but with shares now near fresh highs, the real question is whether earnings power can keep outrunning valuation.

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Barchart

Wedbush Just Raised Its Price Target on Micron Stock by 56% Ahead of March 18. Should You Buy It Now?

Several analysts boosted Price targets as AI infrastructure spending fuels a powerful memory upcycle for Micron.

Tom’s Hardware

SK Group chairman says memory chip shortage will last until 2030 — wafer supply trails demand by 20%

SK Group chairman Chey Tae-won told reporters at Nvidia's GTC conference in San Jose on Monday that the global memory chip shortage is likely to persist for another four to five years.

Barchart

S&P Futures Climb as Oil Prices Retreat in Run-Up to Fed Rate Decision, U.S. PPI Data and Micron Earnings on Tap

March S&P 500 E-Mini futures (ESH26) are trending up +0.50% this morning as oil prices retreated, while investors awaited the Federal Reserve’s interest rate decision, crucial U.S. producer inflation data, and an earnings report from chip maker Micron.

Barchart

As Applied Materials Raises Its Dividend 15%, Should You Buy AMAT Stock?

Applied Materials' 15% dividend hike to $0.53 per share, backed by a forward payout ratio of under 19% and an 18% annualized growth rate over the past decade, signals a company confident enough in its AI memory and logic tool cycle to keep rewarding shareholders.

Barchart

Micron Just Might Be the Best AI Chip Growth Stock

Micron is surging to the forefront of AI infrastructure as insatiable demand for advanced memory solutions unlocks outsized growth potential for years to come.

Tom’s Hardware

Micron enters high-volume production of HBM4 for Nvidia Vera Rubin - 2.3x bandwidth improvement and 20% boost in power efficiency

The HBM4 36GB 12H stack runs at over 11 Gb/s pin speeds, delivering bandwidth greater than 2.8 TB/s.

Barchart

What Options Traders Expect from Micron Stock After Earnings on March 18

Micron shares are in focus ahead of the company’s Q2 earnings on March 18. RBC analyst recommends buying MU stock heading into the second-quarter release.

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