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The Latest Breaking News from Micron

Elon Musk Just Revealed a Quiet Win for Tesla’s AI Ambitions

Elon Musk revealed that Micron gave Tesla a 'very significant allocation' of memory chips on 'reasonable terms' and is making room for Tesla in the years ahead, amid soaring industry memory prices driven by AI demand.

Barchart

Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three

Chinese retail listings indicate that CXMT-based memory modules are priced similarly to those featuring chips from the big three, despite expectations that they must be cheaper.

Tom’s Hardware

Intel Layoffs, Musk's Micron Moment, $200 Billion Samsung-Broadcom Pact and More: This Week in Tech

It’s been another eventful week in tech, with AI infrastructure deals, chipmaker layoffs, and fresh commentary on the AI trade dominating headlines. Here’s a quick recap of the major tech stories that came in over the week.

Benzinga

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Why BofA Thinks Micron Stock Could Be One of AI’s Biggest Long-Term Winners

Bank of America says open-source AI models could expand memory demand, reinforcing its bullish outlook on Micron despite MU stock's massive rally.

Barchart

Gigabyte announces support for Chinese-made CXMT memory — pushes it to 8200 MT/s on Socket AM5

The performance is impressive and it's good to see official support, but the question remains whether you can actually buy any of it.

Tom’s Hardware

Investors Keep Buying the DRAM ETF Despite the Selloff. They Might Be Right About Memory Stocks.

Despite a recent selloff, investors continue pouring money into the DRAM ETF, betting that robust AI-driven demand will fuel another leg higher in memory chip stocks.

Barchart

China's memory chip makers ride AI boom to new power, US scrutiny

Chinese chipmakers CXMT and YMTC are now dictating memory chip prices globally. These companies are securing significant deals with major Chinese tech firms. Both firms are preparing for blockbuster initial public offerings soon. They face scrutiny from the United States over military ties and market power. Expanded manufacturing capacity aims…

The Economic Times

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NVIDIA's Next Breakout? Market Veteran Sees Plenty of Fuel Left in the AI Leader

Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum.

Benzinga

AI memory shortage is now increasing the price of cars — GM warns of vast cost increases, BYD hikes driver assistance prices 20%

GM CFO Paul Jacobson says that the company's costs are expected to increase by $1.5 to $2 billion, primarily due to increasing memory chip costs. The move comes as the RAM shortage is affecting the automotive industry, right as cars are requiring more memory and storage due to infotainment and…

Tom’s Hardware

How Micron Stock Could Be the Biggest Winner from Nvidia Product Delays

Nvidia keeping RTX 50 Super on hold may be a hidden win for Micron, as soaring memory prices help the chipmaker maintain margins.

Barchart

Thematic Memory ETFs Give Investors a New Way to Play AI’s Hidden Bottleneck

Memory chip stocks face volatility from stretched valuations and Chinese competition, but supply shortages persist through 2027-2028. DRAM, KMEM, and DISK ETFs offer differing exposure to HBM and NAND makers.

MarketBeat

Meet ‘Memi,’ the $3 trillion memory boom powering small-caps, emerging markets, and Japan

Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.

Fortune

UBS Says Micron Could Buy Back Nearly Half Its Stock. Why I’m Not Counting on That MU Catalyst.

The company could theoretically retire more than 40% of its outstanding shares. However, that is not as easy as many make it out to be.

Barchart

Intel Q2 Preview: Stock Hammers Nvidia with 7x Returns Since Dow Swap — Will Earnings Fuel Further Gains?

Semiconductor giant Intel Corporation (NASDAQ:INTC) looks to continue its recent winning streak when the company reports second-quarter financial results Thursday after market close.

Benzinga

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Barchart

Bank of America Is Feeling Bullish on Micron Stock. Here's Why

Micron shares rallied today as BofA adds the memory chips specialist to its highest conviction buy calls. Here’s why MU stock is attractive to own at current levels.

Barchart

Micron Stock Is Near Bear-Market Territory. Here’s Why ASML’s Guidance Says Buy the Dip.

Micron shares have fallen sharply despite explosive growth in its data center and cloud memory businesses.

Benzinga

Micron Stock Has 66% Upside As Open‑Source AI Models Guzzle Memory, BofA Says

The rise of cheap, open-source Chinese AI models was supposed to be a threat to the companies that sell expensive memory chips.

Benzinga

Micron’s Moonshot Meets UBS: Was the AI Stock Warning Early or Just Unloved?

UBS’s June warning to "reduce risk meaningfully" in AI‑linked semi stocks landed in one of the most crowded trades in the market, and the past month has delivered enough volatility to judge it on more than vibes.

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The Economic Times

China's CXMT targets global DRAM giants with record $8.5 billion IPO

Chinese DRAM maker ChangXin Memory Technologies is throwing its hat into the ring with a roughly $8.5 billion initial public offering as it seeks to challenge the dominance of Samsung Electronics, SK hynix and Micron Technology, The Korea Herald reported.

Barchart

The MANIA Stocks Are Tanking. Here's How to Take Advantage of Semiconductor Volatility.

While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.

Barchart

14 S&P 500 Stocks Are Up Over 100% in 2026. Why Micron Is My Favorite for the Rest of the Year.

Among the 14 S&P 500 stocks that have surged more than 100% so far this year, Micron stands out as my top pick.

Barchart

Micron Is Signing Deals in the Automotive Space. What That Means for MU Stock Here.

Micron is expanding its automotive footprint with a string of strategic deals. Could this latest move add more fuel to MU stock’s remarkable rally?

MarketBeat

MarketBeat Week in Review – 07/13- 07/17

A tech selloff hit the S&P 500 and NASDAQ this week while energy and financial stocks gained; MarketBeat analysts recap Micron, Netflix, Broadcom, Apple and more ahead of Alphabet's earnings.

Barchart

MU Stock Alert: What to Know as Micron Teams Up With Qualcomm

Micron has completed SCAs with seven tier 1 automotive suppliers, including Qualcomm. Here’s what these agreements really mean for MU shares in the second half of 2026.

Barchart

Micron Stock Is Off 31% From Its High. Why This Could Be the Best Time to Buy.

Micron continues to benefit from robust AI-driven memory demand, favorable pricing, and greater earnings visibility through its long-term supply agreements.

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