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The Latest Breaking News from Micron

Michael Burry Is Shorting Micron Stock, But His Bear Case Looks Weak

Burry has deemed shares of the memory chip major to be cyclical and thus set for an impending drawdown.

Barchart

Samsung Just Reported a Profit That Was Up 19-Fold. That’s Great News for Micron Stock.

Samsung projected that its Q2 operating profit will increase 19-fold. Micron might also be reaping the gains.

Barchart

SK Hynix Stock Debuts for U.S. Investors Tomorrow. The DRAM ETF Could Be the Biggest Loser.

DRAM’s recent post-earnings stumble is a clear reminder that the memory space remains a highly volatile arena where yesterday’s winners can cool off in a hurry. SK Hynix’s U.S. listing only complicates that.

Barchart

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Samsung Plans to Raise DRAM Prices by 20% in Q3. What That Means for Rival Micron.

Samsung wants to hike DRAM prices in Q3. Here's what a tight memory market means for Micron's soaring profits and stock.

Barchart

Jim Cramer Warns SK Hynix Bankers Are Playing a ‘Dangerous Game’ As Oversubscribed $28 Billion ADR Deal Nears Pricing

TV host Jim Cramer warned that bankers publicizing heavy demand for SK Hynix’s massive U.S. listing are playing a risky game, saying too much hype around the oversubscribed deal could leave too little room for buyers after the stock begins trading.

Benzinga

Micron Is Up 700%. It's Still Cheaper Than Nvidia, AMD And Even Intel

Micron Technology Inc. (NASDAQ:MU) has delivered one of the most remarkable rallies in the AI trade, climbing more than 700% over the past year and more than 210% since late March, as demand for high-bandwidth memory (HBM) chips fueled a sharp rebound in earnings expectations.

Benzinga

Samsung's Earnings Failed To Impress: Is The Late June 'Tech Sale-Off' Over?

As stocks in Asia slip again, we talked to experts and analysts to figure out which way the market could go in the future.

International Business Times

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Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets

South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.’s (NASDAQ:NVDA) top memory supplier. But despite this listing, Futurum Equities’ Chief Market Strategist Shay Boloor is sticking with domestic rival Micron Technology Inc. (NASDAQ:MU), citing structural instability in the Korean…

Benzinga

Apple Raised Prices, Samsung Raised Profits — Micron Predicted Both

Weeks before Apple Inc. (NASDAQ:AAPL) blamed soaring memory costs for raising prices on several products—and before Samsung Electronics Co., Ltd. (OTC:SSNLF) forecast a blockbuster jump in quarterly profit—Micron Technology, Inc. (NASDAQ:MU) told investors exactly where the memory market was headed.

Benzinga

SanDisk and Micron Risk Profit Squeeze from Chinese Memory Threat

Citi Wealth’s CIO Weekly Bulletin flags a subtle but important shift in the global memory landscape: China’s domestic memory chips are now "gaining international recognition."

Benzinga

Micron, Broadcom Just Got 25% Cheaper — And Chip Stocks Are 'Far From Bubble Territory', UBS Says

Micron Technology Inc. (NASDAQ:MU) and Broadcom Inc. (NASDAQ:AVGO) have pulled back roughly 25% from recent record highs, creating what UBS views as a more attractive entry point across semiconductor stocks.

Benzinga

Citi Just Placed Micron on an Upside Catalyst Watch. What This Means for MU Stock.

Citi cites expectations for stronger DRAM pricing in the second half of 2026 and forecasting DRAM prices could nearly triple in 2027.

Barchart

Budget smartphone market collapses under the weight of memory shortages, sales expected to drop 22% — memory alone now comprises up to 64% of the total cost of lower-tier smartphones

The global AI memory squeeze is pricing cheap phones out of existence and forcing mid-range devices to compromise on hardware.

Tom’s Hardware

JEDEC releases new SPHBM4 standard to slash AI memory costs — Narrow 512-bit interface enables dropping expensive interposers for organic substrates

SPHBM4 promises HBM4-class bandwidth without usage of silicon interposer and CoWoS-like packaging.

Tom’s Hardware

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Barchart

Micron Just Landed a Major Ford Deal. This Could Be a Game Changer for MU Stock.

A new Ford partnership, record earnings, and bullish analyst targets are keeping MU stock in focus.

The Economic Times

Big Short fame Michael Burry is betting against Nvidia, AMD, Micron and other chipmakers. Is a massive AI crash coming?

Michael Burry, famed for predicting the 2008 financial crisis, has increased his bearish bets against AI-linked chipmakers through the iShares Semiconductor ETF. His move has reignited concerns over stretched semiconductor valuations, the sustainability of the AI rally, and the possibility of a sharp correction in technology stocks.

International Business Times UK

Trump Accounts Launch With $250 Million Micron Pledge: How to Claim Your Baby's $1,000 Government Investment

Trump Accounts are live with $1,000 deposits for over 500,000 US children. Here is how to claim your baby's money, plus the corporate pledges and equity concerns behind the launch.

Benzinga

Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'

Investor Ross Gerber said Tuesday that those selling semiconductor stocks were focusing on the short term, calling the recent pullback “a gift” for long-term investors ahead of South Korea’s chipmaker SK Hynix‘s $29 billion U.S. listing later this week.

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MarketBeat

SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade

SK Hynix's Nasdaq listing could raise $28 billion. The company trades at a discount to Micron, even as Micron expands HBM4 capacity and retains strong buy ratings from analysts amid AI memory demand.

Barchart

The Micron Stock Rally Is Far From Over. Here’s Why Bulls See $2,200 for MU Next.

The stock everyone thought had already peaked could still rally over 140%.

The Economic Times

Micron, Intel shares crash up to 8% as Samsung fails to calm concerns over AI

Global semiconductor stocks fell sharply as Micron and Intel dropped up to 8%, tracking weakness in Asian peers despite strong Samsung earnings. Investors are reassessing valuations after a strong AI-led rally, while concerns over custom chip development and future demand are making markets more selective towards AI-linked semiconductor companies.

The Economic Times

US stocks today: Nasdaq falls at open as DeepSeek's AI chip push rattles markets

Dow Jones & US Stocks today: Chip stocks experienced significant losses, impacting the S&P 500 and Nasdaq indices. Doubts emerged regarding the sustainability of the AI-driven rally, despite positive Samsung earnings. Samsung's shares declined in South Korea, affecting broader market sentiment. Other companies like Intel and Micron also saw substantial…

Barchart

Micron Forecasts Are Higher, But MU Stock Is Off Its Peak and 2-Week Puts Yield 5.8%

Analysts continue to raise their annual Micron revenue forecasts for Aug. 2027 as well as price targets. But MU stock is off its peak. One play is to short out-of-the-money puts. Two-week OTM puts now yield 5.8%.

Benzinga

Ross Gerber Calls Michael Burry's Micron Short 'A Joke,' Says AI Demand Has MU in 'Epic Position To Profit'

Gerber Kawasaki CEO Ross Gerber has publicly slammed “Big Short” investor Michael Burry over his newly revealed short position against Micron Technology Inc. (NASDAQ:MU). Gerber deconstructed the bearish bet, calling the move a “joke” as the memory-chip giant rides a wave of artificial intelligence demand.

PC Gamer

Analysts think SK hynix's DRAM and NAND prices will finally drop by the end of 2028, but not before a huge rise over the next year

Here's hoping the expected price drop isn't just wishful thinking.

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