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The Latest Breaking News from Micron

Micron Stock Faces Tight Supply as AI Demand Accelerates

Micron stock is in focus as AI chip demand outpaces supply. Here's why analysts and executives say the memory shortage could last years.

Barchart · Aug 27

MU Stock Alert: What to Know as Micron Appoints New Executives

Micron stock rallies as the company promotes two of its veterans. Here’s what the announcement means for MU shares.

Barchart · Aug 26

Micron, the trillion-dollar memory company, refused to replace a crucial drive for current market value until Reddit got mad

Micron, the trillion-dollar memory company, refused to replace a crucial drive for current market value until Reddit got mad

'Pushing back actually worked.'

PC Gamer · Aug 26

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Nvidia’s Biggest Customers Face a Painful New AI Bill

Nvidia server prices are jumping more than 15% as memory costs soar, and Microsoft, Google, and Oracle are already feeling the heat.

Barchart · Aug 26

Crucial SSD owner offered $200 refund for 4TB drive now selling for over $500 — company finally caves to warranty demands after protracted back-and-forth

Micron initially told a customer that no replacement Crucial X9 4TB SSDs were available and offered a refund based on last year’s purchase price, but a firm pushback ultimately resulted in a replacement.

Tom’s Hardware · Aug 26

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 · Aug 26

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 · Aug 25

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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.

MarketBeat · Aug 25

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

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 · Aug 25

A $130 Billion Reason to Buy SK Hynix Stock Now

A $130 Billion Reason to Buy SK Hynix Stock Now

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

Barchart · Aug 24

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

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 · Aug 21

Micron Stock Pullback: High Growth, Low Multiple Support Upside

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

Barchart · Aug 19

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.

Barchart · Aug 19

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.

Barchart · Aug 18

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Windows Central · Aug 18

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?

MarketBeat · Aug 18

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.

Barchart · Aug 18

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.

Benzinga · Aug 17

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.

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Benzinga · Aug 17

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.

Barchart · Aug 17

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.

Benzinga · Aug 17

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

Benzinga · Aug 15

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 · Aug 15

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.

Benzinga · Aug 14

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.

Benzinga · Aug 14

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.

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