Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

The Latest Breaking News from Micron

Wall Street's AI Trade Just Flipped. Software Stocks Climb As Chips Fall.

Trillions of dollars in market value have shifted as investors moved away from many of the semiconductor stocks that dominated the artificial intelligence boom and back toward software companies.

International Business Times

OpenAI’s 700W Jalapeño ASIC outpaces 1,400W Nvidia flagship GPU — claims up to 1.9x throughput per kilowatt and 3.6x lower latency, co-developed with Broadcom

OpenAI’s 700W Jalapeño ASIC outpaces 1,400W Nvidia flagship GPU — claims up to 1.9x throughput per kilowatt and 3.6x lower latency, co-developed with Broadcom

OpenAI arrived at Hot Chips on Tuesday with benchmarks claiming its first in-house chip beats Nvidia's GB300.

Tom’s Hardware

NVIDIA Earnings Could Move These 3 AI Stocks—Here’s What to Watch

NVIDIA Earnings Could Move These 3 AI Stocks—Here’s What to Watch

NVIDIA's upcoming fiscal Q2 2027 earnings and guidance could ripple across the AI trade, with AMD, Broadcom and Micron all tied to its results in different ways.

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

US Markets Today: US stocks rebound on tech recovery ahead of Nvidia earnings, inflation data

US stocks rose on Tuesday as technology shares rebounded ahead of Nvidia’s quarterly results and key US inflation data. The Nasdaq led gains, while chipmakers Intel, Micron and AMD advanced. Investors also tracked Treasury yields, Iran tensions and Federal Reserve policy ahead of the PCE inflation report and Jackson Hole…

The Economic Times

A $130 Billion Reason to Buy SK Hynix Stock Now

SK Hynix stock is a good name for medium-term investors to consider.

Micron commits $10 billion to new US-based Research Labs — Boise hub to target post-DRAM and NAND technologies and packaging

Micron's Research Labs to bring together the company's own research with research by customers, partners, universities, startups, and government organizations to develop pre-competitive IP for next-generation memory technologies.

Tom’s Hardware

Micron Stock Pullback: High Growth, Low Multiple Support Upside

Conditions of increased growth and a low multiple create an attractive investment setup for Micron.

inkl

Read news from The Economist, FT, and more,
with one subscription

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.

Crucial dodges SSD warranty claim, says "our inventory is depleted" — Consumers are being ignored as record profits roll in for memory and storage makers

Crucial dodges SSD warranty claim, says "our inventory is depleted" — Consumers are being ignored as record profits roll in for memory and storage makers

As memory and storage makers make the pivot to AI customers and rake in record profits, regular consumers are being denied proper warranty claims for faulty RAM and SSDs. Is there any recourse?

Windows Central

Uncle Sam’s Chip Trick: How the Government Built a Silicon Moat

Trade restrictions on foreign memory chips and surging AI-driven HBM demand are boosting pricing power for domestic producers like Micron, which posted strong Q3 fiscal 2026 revenue and margin growth.

Micron Hits $1,000 Again as Wall Street Bets AI Has Broken the Memory Boom-and-Bust Cycle

Micron Hits $1,000 Again as Wall Street Bets AI Has Broken the Memory Boom-and-Bust Cycle

Micron's $1,000 breakthrough reflects a growing belief that AI has changed the memory cycle. New, higher price targets on Wall Street suggest the boom may have much further to run.

Micron’s AI Boom Could Unlock a $640 Billion Cash Flow Machine, But the Market Barely Sees It

Micron Technology Inc. (NASDAQ:MU) could generate more than $640 billion in cumulative free cash flow through fiscal 2030 under a scenario modeled by Bank of America’s analyst Vivek Arya.

David Tepper Cuts Micron Stake, Exits SanDisk as Appaloosa Goes Big on These Magnificent 7 Stocks in Q2

David Tepper Cuts Micron Stake, Exits SanDisk as Appaloosa Goes Big on These Magnificent 7 Stocks in Q2

David Tepper’s Appaloosa Management shifted heavily toward megacap tech stocks in Q2 while trimming or exiting once-hot memory chip investments.

Get all your
news in one place.

100's of premium titles.
One news app.

This Micron Covered Call Could Pay You 63% to Sit and Wait

Micron stock is up 240% this year, but a covered call could pay up to 63% annualized while you wait to sell. Here's how short-term and 1-year LEAPS strategies compare.

Stock Market Futures Mixed: Dow Futures Slips, Nasdaq 100, S&P 500 Rises as Fed Rate Hike Odds Drop to 30% for September—SanDisk, Micron, HIVE Digital in Focus (UPDATED)

Editor’s note: The ETFs data was updated and economic data was added

Micron Stock Stages Cautious Recovery as Key Metrics Point to More Upside

Micron (NASDAQ:MU) stock has staged a cautious recovery in the last two weeks, moving from a low of $737 to $971, mirroring the performance of other top memory companies. This recovery may continue as key metrics suggest that it has more upside in the coming months.

Tom’s Hardware

SK hynix runs out of replacement SSDs and defaults to original purchase price refunds — fine-print warranty clause shortchanges buyers as drive prices double

A Redditor reports a case in which SK hynix reportedly offers a refund for a malfunctioning SSD at the original purchase price instead of a direct replacement.

Get all your
news in one place.

100's of premium titles.
One news app.

Micron and 15 Other Stocks To Play The AI Buildout Race: They Are Still 20% Below Highs

Bank of America thinks the sell-off in AI infrastructure stocks has gone far enough to be worth buying again.

Michael Burry Doubles Down on Oracle, Micron Nebius Shorts After Saying It's Like 'Shooting Fish in a Barrel'

“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions in Oracle Corp. (NYSE:ORCL), Micron Technology Inc. (NASDAQ:MU) and Nebius Group (NASDAQ:NBIS) as he predicts an AI compute glut in 2028.

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.

Digital Camera World

Thought memory card prices were high? Things could get even worse

Samsung predicts further price rises into 2027 and possibly beyond

The Economic Times

US stocks: S&P 500 notches record-high close as rate-hike worries ease

The S&P 500 has hit a historic peak, largely influenced by a surge in technology stocks. With producer price inflation showing stability, expectations of a Federal Reserve rate hike have diminished. Memory chip giants Sandisk and Micron Technology reported impressive increases in their stock prices, alongside positive movements for other…

Asian Market Circuit Breakers Hit Stocks, Not AI Demand

Asian market halts and currency-driven sell-offs can drag down NVIDIA, Micron, Advantest, Arm, and IBM despite steady AI and semiconductor demand, creating potential valuation opportunities.

Tom’s Hardware

YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to research

Samsung led with 25%, SK hynix followed at 22%, and Micron rounded out the top five.

1 2 3 4 5

People

213,271 stories

Mohamed ElErian

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

US Federal Reserve

Intel Corporation

Windows Central

Bank of America

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

418,132 stories

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play