1 Japanese Company Just Waved a Red Flag for Micron Stock. How to Play It Here. Kioxia’s weak outlook has cast fresh doubt on the AI memory boom. Here’s how investors should approach Micron stock. Barchart · Aug 3
Michael Burry Just Turned His Guns on Nvidia, Micron and SOXX — ETF Investors Are Watching the Fallout Michael Burry is doubling down on his cautious view of the artificial intelligence trade, increasing his bearish exposure to NVIDIA Corp (NASDAQ:NVDA) while expanding outright short positions in Micron Technology Inc (NASDAQ:MU) and the iShares Semiconductor ETF (NASDAQ:SOXX). Benzinga · Jul 31
SanDisk Leads Memory Stock Rally — Here's What's Fueling the Bounce Back Memory stocks are rallying Thursday, clawing back a chunk of Wednesday’s steep losses. Sandisk Corp. (NASDAQ:SNDK), Micron (NASDAQ:MU), Seagate (NASDAQ:STX), Western Digital (NASDAQ:WDC), SK Hynix Inc. (NASDAQ:SKHY) and the Roundhill Memory ETF (NASDAQ:DRAM) are all higher in early trading, reversing course after a sharp selloff a day earlier. Benzinga · Jul 30
Semiconductor ETF SOXX Eyes Worst Month Since 2001: 5 Shocking Charts To Watch The semiconductor trade is facing its worst reckoning in decades. The industry that led the market all year has lost more value in 30 days than in any month since 2001. Benzinga · Jul 30
Warsh Says Five-Year Inflation Fight Won’t End Fast as 30-Year Tops 5.2%: What Do Prediction Markets Say? Federal Reserve Chairman Kevin Warsh held interest rates steady Wednesday for a fifth straight meeting, then told reporters that while the Fed "hasn’t done much in 42 days, the markets have done quite a bit." Benzinga · Jul 29
Michael Burry Is Doubling Down His Short Bets Against Micron and Nvidia. What That Tells Us About the Future of Chip Stocks. Michael Burry has added to his short position on Micron per a new Substack post. Barchart · Jul 29
Is Wall Street Bullish or Bearish on Micron Technology Stock? Micron Technology has substantially outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects. Barchart · Jul 29
SK Hynix Earnings Could Decide Whether Wall Street Has Misread The AI Memory Selloff Since last month, when memory stocks hit their highs, SK Hynix Inc. (NASDAQ:SKHY) has plunged nearly 47%, and SanDisk Corp. (NASDAQ:SNDK) has lost more than 50%. Micron Technology Inc. (NASDAQ:MU) and Western Digital Corp. (NASDAQ:WDC) have each fallen roughly 33%. Benzinga · Jul 28
5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest? AI stocks like AMD, Micron, Credo, Cloudflare and AirJoule face a summer pullback, but intact spending trends and analyst price targets suggest their uptrends remain in place. MarketBeat · Jul 28
Oil Crashes 8%, Chip Rout Weighs on Nasdaq 100: Stock Market Today Crude oil cratered as much as 8% on Monday after Washington paused its strike campaign against Iran, but a brutal sell-off in semiconductors wiped out Wall Street’s early relief rally, leaving the major averages mixed ahead of Wednesday’s Federal Reserve decision and a wave of Magnificent Seven earnings. Benzinga · Jul 27
Why the Outlook for Micron Stock Is Mixed Despite a Very Bullish Note from Bank of America Alphabet has invented a compression method that could cause Micron's growth to meaningfully decelerate. Barchart · Jul 27
EXCLUSIVE: China Is Coming For SanDisk—But Not Yet For Micron’s Memory Crown (CORRECTED) Editor’s Note: This story has been corrected to remove an inaccurate company reference. Benzinga · Jul 27
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 · Jul 26
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 · Jul 24
Benzinga · Jul 23 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 · Jul 23 Elon Musk Says Tesla's Spending Spree Is the 'Fastest Industrial Scale-Up Since World War II' as 2026 Shapes Up To Be a 'Massive CapEx Year' Tesla Inc. (NASDAQ:TSLA) is increasing its capital and operating expenditure to achieve the most rapid industrial expansion in the U.S. since World War II, as revealed by CEO Elon Musk and CFO Vaibhav Taneja.
Barchart · Jul 22 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 · Jul 21 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 · Jul 21 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 · Jul 20 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.
Barchart · Jul 20 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 · Jul 18 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 · Jul 18 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?
Benzinga · Jul 18 SK Hynix, AST SpaceMobile, SpaceX: 5 Stocks Investors Couldn't Stop Buzzing About This Week Retail investors talked up five hot stocks during the week (July 13 to July 17) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, listings, AI infrastructure momentum, and corporate/geopolitical news flow.
Barchart · Jul 16 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.