Micron Technology (MU) Stock Falls 9.4% Today
As seen on the 24/7 Wall St. homepage on November 5, 2026.
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Reddit Pulse
r/stocks
The dips keep on dipping
With AI names down 10% or more, 341 comments argue over whether regulatory noise justifies the selloff, and the top replies show retail is out of dry powder. Dip buying only works if you still have cash when the dip arrives.
PODCAST
Mad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 11/3/26
- Cramer calls the mega caps millstones: Nasdaq rose 0.83% while the Dow fell 197 points
- Strong after-hours results from AMD and Arista Networks as proof non-Magnificent-Seven tech can lead
- Oracle's $10 billion block priced at $116 and traded to $126, a sign buyers see a floor in tech
- Wants a crescendo washout before committing more; Apple's reaction and a Palantir selloff weighed
The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.
Reddit Pulse
r/wallstreetbets
Watching reddit continually crash out over AI only for companies to invest more heavily into it coupled with market hitting several new highs the past couples years has been peak entertainment.
Alphabet guided 2026 capex to $195 billion to $205 billion and said 2027 goes higher, which keeps the AI buildout trade funded for another year. The debate in the thread is whether that spending ever earns its return, or just keeps the chip suppliers paid.
Gainers
Losers
Vertiv's 11.5% jump tops the open, and the spread to Boston Scientific at the bottom runs better than 21 points. Hardware names fill both lists, so owning the sector is no guarantee of being on the right side today.
PODCAST
Mad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 10/27/26
- Cramer rejects the AI all-clear despite Broadcom arranging $63 billion in financing for Anthropic compute
- Meta's $25 billion equity raise was five times oversubscribed, but the $60 billion at-the-market program worries him
- CoreWeave bonds reaching a 15% yield flagged as the sector's unresolved weak spot
- Caller questions on Micron volatility and Revolution Medicines' pancreatic cancer drug
The bull case for data centers today rested on financing rather than profits, and Cramer wants to hear a customer say the chips are minting money before calling it clear. He expects Meta's at-the-market selling to weigh on the stock as supply hits at the wrong moments, with borrowing costs into a Fed decision the swing factor for everything levered to the buildout.
Custom HBM base dies moving to a 3nm logic node means TSMC captures content inside every memory stack Nvidia buys, and Samsung's internal foundry review is the swing factor for who makes it.
Samsung will reportedly use TSMC’s $TSM 3nm node for base dies for Nvidia’s $NVDA next-gen custom NVHBM chips, though Samsung is also said to be evaluating if its internal foundry could handle manufacturing. $MU
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A single day of lost DRAM output lands at the worst possible moment for a memory market already running short, and a bonus fight settled with cash raises labor costs well beyond one shift.
BREAKING: Micron's Taiwan workers will launch a one-day strike amid a dispute over employee bonuses and profit-sharing
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- 1NVDAbullish645 comments · 814 upvotes
- 2SPYbearish177 comments · 1.5K upvotes
- 3SMHbearish210 comments · 485 upvotes
- 4MUbullish559 comments · 1.2K upvotes
- 5NBISbullish460 comments · 509 upvotes
MUheating up fast
Reddit traders are piling into individual chip names while turning cautious on the broad market, with Nvidia bullish on 645 comments and Micron heating up fast right behind it. The same crowd is souring on the S&P 500 tracker and the semiconductor ETF.
PODCAST
Mad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 10/14/26
- Hot CPI, up 0.6% from August to September, plus rising oil leaves the next Fed move genuinely unclear
- Bank stocks sold off on good quarters: Morgan Stanley dropped seven bucks, Citi and Wells Fargo found no footing
- CoreWeave's slide and distressed neocloud debt are dragging on the broader tape
- Amazon, Walmart and Costco seen as the retailers that would roll back prices if oil collapses
Cramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.
MU
Micron Technology
$170M
$0.15 per share
Micron leads today's payouts with $169.7 million going out to shareholders on October 29. InterDigital and Calamos pay out behind it.
Reddit Pulse
r/stocks
Everyone post their bags, quickly.
Retail's dip list is almost entirely the AI semi complex, yet the thread's top-voted replies are sitting on their hands until the midterms. When 216 comments can't agree whether a selloff is a sale or a top, position sizing is what decides the outcome.