Micron Technology, Inc. — News

Micron's fiscal third-quarter revenue of $41.5 billion exceeded any full fiscal year in company history. Management guided for about $50 billion of revenue in the current quarter at an 86% gross margin.

fool.com - 2026-08-01 13:31:00

The AI infrastructure buildout keeps rewriting the earnings power of the companies supplying its picks and shovels.

247wallst.com - 2026-08-01 11:00:13

Berkshire Hathaway trades near its 52-week high at about 15 times earnings. Micron's quarterly earnings per share climbed from $4.60 to $24.67 in just two quarters.

fool.com - 2026-08-01 08:23:00

August 2026 lands with Q2 earnings season already confirming what the market has been signaling for months: AI capex is accelerating.

247wallst.com - 2026-08-01 07:00:21

Micron Technology (NASDAQ: MU) delivered a painful month for late buyers, with the stock falling more than 20% between July 1 and July 31.

finbold.com - 2026-08-01 06:17:53

Micron's business is booming thanks to surging demand for memory chips. The company faces a rising threat from China and has experienced boom and bust cycles.

fool.com - 2026-08-01 04:42:00

Axiom Investment Management LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ: MU) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 7,064 shares of the semiconductor manufacturer's stock, valued at approximately $2,387,000. Micron Technology makes up approximately 1.8% of

defenseworld.net - 2026-08-01 03:49:59

Semiconductor stocks are crashing, and investors are comparing buying opportunities.

fool.com - 2026-07-31 23:21:24

Micron (MU -5.90%) shares are down significantly off its high water mark.

fool.com - 2026-07-31 23:13:44

Memory chip stocks are rallying big after a week of poor performances.

fastcompany.com - 2026-07-31 16:04:17

Micron quadrupled its revenue year over year and issued strong guidance, but Wall Street doesn't care. Fears of fiscal 2023 plague Wall Street.

fool.com - 2026-07-31 15:30:00

Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in the most new money, according to FactSet flow data.

etftrends.com - 2026-07-31 15:23:47

Shares of Micron initially rose after Apple and Amazon released their latest earnings. Rising interest rates are dragging down growth stocks.

fool.com - 2026-07-31 15:10:33

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Joe Mazzola and Tom White discuss Micron (MU) after the stock fell more than 25% this month.

youtube.com - 2026-07-31 15:00:01

Micron Technology (MU), a U.S. manufacturer of memory and storage chips, dropped approximately 4.2% in Friday's regular session despite Amazon (AMZN) raising it

gurufocus.com - 2026-07-31 14:37:00

Contact [email protected] for any questions or corrections.

247wallst.com - 2026-07-31 14:36:06

Micron stock is finally showing signs of life following a significant pullback from its 52-week high.

fool.com - 2026-07-31 12:28:00

Apple and Amazon are both being hurt by higher memory prices.

marketwatch.com - 2026-07-31 11:59:00

Michael Burry (Trades, Portfolio) expanded several positions and increased his bearish exposure to artificial intelligence and semiconductor stocks in his lates

gurufocus.com - 2026-07-31 11:21:00

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. MU, STX, WDC, SNDK and VRT could benefit as valuations remain attractive.

zacks.com - 2026-07-31 09:35:16

It's been a rough past couple of weeks for the tech sector, thanks in part to weakness in the semiconductor names, with the memory chips falling into the blast zone.

247wallst.com - 2026-07-31 09:33:33

‘The Big Short' investor Michael Burry has expanded his bearish bets against chipmaker Nvidia Corp. (NASDAQ:NVDA) while piling into long stakes in Lululemon Athletica Inc. (NASDAQ:LULU) and DraftKings Inc. (NASDAQ:DKNG), confirming he made no sells in his latest portfolio update, according to his July 30 post.

benzinga.com - 2026-07-31 09:19:38

Micron (MU +18.36%) is gaining from surging AI memory demand, constrained supply, and longer customer commitments. The key question is whether those forces can make its earnings more predictable and unlock a higher valuation.

fool.com - 2026-07-31 09:06:00

The stock market is full of excellent buying opportunities.

fool.com - 2026-07-31 09:00:00

Despite the recent market selloff, earnings expectations continue to rise: The S&P 500's Q2 EPS is projected to grow by 37.9%, while net profit margins could reach a 15-year high. Buying the dip can present opportunities for investors. When fear fades, markets have historically returned to fundamentals. Using Seeking Alpha's Quant Tools, I found two Strong Buy stocks, beaten down in the past month, offering both solid growth and value.

seekingalpha.com - 2026-07-31 09:00:00

Micron Technology Inc (NASDAQ:MU) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.

benzinga.com - 2026-07-31 07:20:21

As a massive, over-leveraged AI hedge fund, Situational Awareness, faces forced liquidation, former hedge fund manager Martin Shkreli, also known as ‘Pharma Bro', warns that Wall Street's trading tactics—not just falling valuations—are driving the collapse.

benzinga.com - 2026-07-31 06:37:25

Micron stock was building on huge gains from the previous day as Apple and Amazon confirmed there's no end in sight to the memory-chip shortage.

barrons.com - 2026-07-31 05:48:00

CXMT raised up to $10 billion in its IPO. The Chinese company has a big disadvantage, but its spending could make a dent in the market.

fool.com - 2026-07-31 05:45:00

Everyone is chasing AI chips, but the biggest investing opportunity may be hiding in the memory shortage powering the entire AI revolution.

fool.com - 2026-07-31 04:15:00

Micron Technology (NASDAQ: MU) has received an unlikely boost from Apple after Tim Cook described the surge in memory prices as a “100-year flood.” The remarks strengthened the argument that today's shortage reaches beyond artificial-intelligence data centres.

invezz.com - 2026-07-31 03:42:02

Key Advisors Wealth Management co-founder and CEO Eddie Ghabour discusses the surge in semiconductor stocks, including NVIDIA, and Microsoft's strong cloud-driven earnings outlook on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #semiconductors #stocks #stockmarket #markets #investing #ai #artificialintelligence #microsoft #nvidia #cloudcomputing #earnings #wallstreet #technology #finance #eddieghabour #ghabour

youtube.com - 2026-07-31 03:15:04

Profitable stocks MU, NVIDIA and TD SYNNEX combine strong net income ratios with earnings growth. See why they stand out before August.

zacks.com - 2026-07-30 16:01:14

With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.

zacks.com - 2026-07-30 15:41:07

While violent margin washouts are painful, the capitulation is necessary for a sustained bull market to thrive.

zacks.com - 2026-07-30 13:46:10

Microsoft is spending heavily on AI but is also taking a “responsible” approach to its financials, an analyst said.

marketwatch.com - 2026-07-30 13:36:00

SK Hynix's partnership with Nvidia and Samsung's collaboration with Broadcom appear to leave Micron behind.

fool.com - 2026-07-30 12:43:00

Micron Technology, Inc. has declined ~26% from the previously assigned target price, driven by sentiment-driven selling rather than fundamentals, creating a potential short-term reversal opportunity. MU continues having robust fundamentals with ~$100B in strategic customer agreements, supporting high revenue visibility and profitability over the next five years, alongside its ~$50B Q4 revenue outlook. Elevated option premiums and volatility enable attractive covered call and protective put strategies for active investors seeking asymmetric risk-reward.

seekingalpha.com - 2026-07-30 12:36:37

Memory stocks staged a sharp rebound on Thursday, with Micron, SanDisk and other semiconductor companies posting double-digit gains after encouraging results from Microsoft reignited optimism around artificial intelligence spending and eased concerns that had weighed on the sector in recent weeks. The rally also came after Samsung Electronics reported a more than 250-fold jump in chip profit and announced multi-year supply agreements with major data centre operators, saying it expects global chip shortages to become more acute and extend into 2028.

invezz.com - 2026-07-30 12:09:49

Battered chip stocks rebounded on Thursday following strong earnings from Microsoft and Lam Research. Memory stocks Micron and Sandisk jumped as Samsung warned of a memory crunch into 2028.

cnbc.com - 2026-07-30 11:19:13

For now, the memory sector appears to be benefiting from a favorable combination of improving industry fundamentals and stronger market sentiment.

247wallst.com - 2026-07-30 10:44:36

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.com - 2026-07-30 10:38:14

Micron Technology (NASDAQ:MU | MU Price Prediction) currently trades at $820.53, while Wall Street's average price target sits at $1,507.38, implying meaningful upside from here.

247wallst.com - 2026-07-30 10:02:41

The AI narrative just shifted again, and now Micron is popular again.

fool.com - 2026-07-30 09:57:47

There's a new red-hot memory chip stock in town, ChangXin Memory Technologies (CXMT), a lesser-known Chinese company that most investors probably never heard of before its blockbuster IPO and 531% single-day surge, as well as reports swirling around business with Apple (NASDAQ:AAPL | AAPL Price Prediction) as it looks to diversify beyond the Big Three memory makers amid the global supply crunch.

247wallst.com - 2026-07-30 08:40:00

Wolfe Research Senior Analyst Chris Caso used a CNBC appearance on July 29 to defend the semiconductor sector after a sharp pullback, arguing that the physical infrastructure needed to trigger an oversupply cycle simply does not exist yet.

247wallst.com - 2026-07-30 08:22:47

Memory chip shortages are causing Micron's revenue and profits to skyrocket. If Micron hits analyst projections, shares would easily triple from today's levels.

fool.com - 2026-07-30 07:15:00

Samsung ticked all the boxes in its earnings—a 1,814% surge in operating profit, record revenue and remarks suggesting the memory shortage will last through 2028.

barrons.com - 2026-07-30 06:08:00

Micron Technology, Inc. (NASDAQ:MU) stock slid by more than 2% during Thursday's premarket session as traders weigh a pullback in high-beta chip names even with a firmer overnight index tone. Nasdaq futures are up 0.65% while S&P 500 futures have gained 0.39%.

benzinga.com - 2026-07-30 06:00:09

Shares of Micron Technology, Inc. (NASDAQ: MU - Get Free Report) have been assigned a consensus rating of "Buy" from the thirty-seven brokerages that are covering the firm, Marketbeat Ratings reports. Three equities research analysts have rated the stock with a hold rating, thirty have assigned a buy rating and four have given a strong buy

defenseworld.net - 2026-07-30 05:13:04