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Track Micron Technology in real time with a live news feed covering Micron Technology stock news, official press releases, company announcements, and an archive of historical Micron Technology news. ...more
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10:00 AM | Saturday | Oct 10, 2026
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The best time to buy is at the time of maximum AI pessimism, given the serious disconnect between Micron's robust fundamentals and discounted stock valuations/prices. The 26 SCAs lock in RPOs worth $150B through 2031 and cash commitments of $32B, providing multi-year revenue visibility while mitigating the sector's cyclical risks. Memory/storage oversupply risks have been overstated, given the ongoing power grid interconnection delays and the next decade's physical AI (robots/autonomous) tailwinds.
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The best time to buy is at the time of maximum AI pessimism, given the serious disconnect between Micron's robust fundamentals and discounted stock valuations/prices. The 26 SCAs lock in RPOs worth $150B through 2031 and cash commitments of $32B, providing multi-year revenue visibility while mitigating the sector's cyclical risks. Memory/storage oversupply risks have been overstated, given the ongoing power grid interconnection delays and the next decade's physical AI (robots/autonomous) tailwinds.
Read full articleRetail investors talked up five hot stocks during the week (Oct. 5 to Oct. 9) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.
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Micron Technology (NASDAQ: MU) could plunge to $400 in early June 2027 if its current rally repeats a price pattern from the Dot-com bubble.
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Upcoming reports from the big banks next week will shift the Q3 earnings season into a higher gear, with a total of 29 S&P 500 members on the week's reporting docket. Estimates remain positive, with S&P 500 earnings expected to grow 24.3% YoY on 11.5% higher revenues.
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Hitting 59 1/2 feels like a green light, but the most common move retirees make in the first year quietly bleeds the account for decades. Three ETFs address what this money actually needs to do next.
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More than 180,000 puts traded in SMH by midday, compared to 50,000 calls, with $46 million of premium tied to puts versus $26 million in calls, according to ThinkOrSwim and SpotGamma data. By volume, 129,000 put contracts look like they were bought, according to SpotGamma.
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Micron Technology receives a Buy rating, with a base-case target price of $1,307, representing approximately 25% upside from current levels. MU's strong earnings growth is supported by AI infrastructure demand and industry-wide supply constraints, which have driven significant revenue and margin expansion. The investment thesis assumes continued shipment growth and a manageable decline in memory pricing as industry supply eventually expands.
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Micron, NVIDIA, and Hewlett Packard Enterprise have all continued to post robust quarterly results, with bullish earnings estimate revisions helping keep the near-term momentum picture intact.
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MU, BBVA, ROST, VICI and PCAR stand out as high-ROE stocks with strong cash flow amid market volatility and rate concerns.
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SK Hynix, one of the top South Korean chipmakers, could outperform its U.S. rivals.
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Every time Micron dips, one investor keeps buying more shares, and the reasoning has nothing to do with short-term momentum.
Read full article
Micron is positioned as an AI infrastructure toll-collector, benefiting from surging agentic AI memory demand and strategic customer agreements (SCAs). MU's $32 billion in zero-interest client deposits and long-term SCAs de-risk capital spending, supporting robust margins even in downturns. Rising HBM complexity and wafer trade ratios constrain physical memory supply, countering oversupply fears despite $50B+ annual CapEx.
Read full article
A new report paints OpenAI's financial picture in a more optimistic light.
Read full article
Micron is riding the updraft of a powerful memory supercycle that looks more structural in nature than cyclical. While demand for high-bandwidth memory is driving the memory market, Micron only gets a small percentage of its revenue from this type of advanced memory.
Read full article
Jensen Huang says NVIDIA could sell far more chips if only the supply existed, and that single constraint ripples through every memory and storage stock in the AI chain.
Read full article
Most Americans can name a Coca-Cola before they can name a single Micron product, yet Wall Street just handed the obscure memory chip maker a valuation that leaves seven of the world's most recognized consumer brands in the dust.
Read full article
Micron fills AI racks while Astera connects them, and both are now pushing deeper into each other's territory. One looks like the safer bet, but the other has a runway that could make the valuation gap look small.
Read full article
Despite the recent memory stocks sell-off, Micron Technology Inc. (NASDAQ:MU) stock could reach $3,000 within 24 months if fiscal 2028 earnings climb to $200 per share, according to Nicholas Mugalli, CEO and principal of World Trade Securities. He explained that his valuation case rests on applying a 15-times earnings multiple to that $200 EPS estimate.
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YHB Investment Advisors Inc. lowered its position in Micron Technology, Inc. (NASDAQ: MU) by 48.6% in the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 859 shares of the semiconductor manufacturer's stock after selling 811 shares during the period.
YHB Investment Advisors Inc.'s holdings in
Michael Burry is bearish on the artificial intelligence (AI) trade. The famous investor from The Big Short recently bought long-dated put options on Micron stock.
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GAMMA Investing LLC boosted its holdings in Micron Technology, Inc. (NASDAQ: MU) by 8.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 36,827 shares of the semiconductor manufacturer's stock after acquiring an additional 2,986 shares during the quarter. Micron Technology accounts
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Micron stock is recovering from a selloff on Thursday but investors may have to wait for major gains for the the memory-chip company's shares.
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Galvin Gaustad and Stein LLC raised its position in Micron Technology, Inc. (NASDAQ: MU) by 834.3% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,269 shares of the semiconductor manufacturer's stock after buying an additional 6,491 shares during
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Artemis Investment Management LLP reduced its holdings in shares of Micron Technology, Inc. (NASDAQ: MU) by 93.0% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,634 shares of the semiconductor manufacturer's stock after selling 61,439 shares during the
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Not all current winning AI stocks will be future winners.
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Micron, NVIDIA, and Hewlett Packard Enterprise have all continued to post robust quarterly results, with bullish earnings estimate revisions helping keep the near-term momentum picture intact.
Read full article
MU, BBVA, ROST, VICI and PCAR stand out as high-ROE stocks with strong cash flow amid market volatility and rate concerns.
Read full article
SK Hynix, one of the top South Korean chipmakers, could outperform its U.S. rivals.
Read full article
Every time Micron dips, one investor keeps buying more shares, and the reasoning has nothing to do with short-term momentum.
Read full article
Micron is positioned as an AI infrastructure toll-collector, benefiting from surging agentic AI memory demand and strategic customer agreements (SCAs). MU's $32 billion in zero-interest client deposits and long-term SCAs de-risk capital spending, supporting robust margins even in downturns. Rising HBM complexity and wafer trade ratios constrain physical memory supply, countering oversupply fears despite $50B+ annual CapEx.
Read full article
A new report paints OpenAI's financial picture in a more optimistic light.
Read full article
Micron is riding the updraft of a powerful memory supercycle that looks more structural in nature than cyclical. While demand for high-bandwidth memory is driving the memory market, Micron only gets a small percentage of its revenue from this type of advanced memory.
Read full article
Jensen Huang says NVIDIA could sell far more chips if only the supply existed, and that single constraint ripples through every memory and storage stock in the AI chain.
Read full article
Most Americans can name a Coca-Cola before they can name a single Micron product, yet Wall Street just handed the obscure memory chip maker a valuation that leaves seven of the world's most recognized consumer brands in the dust.
Read full article
Micron fills AI racks while Astera connects them, and both are now pushing deeper into each other's territory. One looks like the safer bet, but the other has a runway that could make the valuation gap look small.
Read full article
No data available for this time period.
Change the time range to see results.