Headquartered in Boise, ID Fiscal year ends August NASDAQ: MU micron.com
Micron Technology, Inc. (Nasdaq: MU) is a global semiconductor company specializing in memory and storage solutions, including DRAM, NAND, and NOR flash products. The company serves diverse end markets through four business units: Cloud Memory, Core Data Center, Mobile and Client, and Automotive and Embedded. Micron's products power AI and compute-intensive applications spanning cloud infrastructure, data centers, mobile devices, PCs, automotive systems, and industrial/IoT applications. The company's portfolio includes DDR5 RDIMMs, LPDDR5X and LPDDR6 modules, high-performance PCIe Gen 5 and Gen 6 SSDs, and high-bandwidth memory solutions. Micron is a vertically integrated manufacturer with significant investments in advanced process technologies including its 1-gamma node, and has established Strategic Customer Agreements to secure long-term demand visibility, particularly for AI-driven workloads. Updated
This is psychology/social engineering mixed with algorithms designed to take profits in this zero sum game. Yes some of these deserve to crash hard as they are not sustainable, but a lot of what is going down has absolutely no reason for it to.
467 comments on one post asking why semis and AI names are halving shows retail is still hunting for a reason. "It seems like a buying opportunity" carries no weight when you cannot name what changed.
A 9.39% slide to $682.79 from a $753.53 open takes roughly $70 billion off a $772 billion memory giant in a single session. Moves this size are rare for a megacap chipmaker, so the next few closes set the tone.
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.
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.
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.
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.
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
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
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.
Source: RedditStrong earnings couldn't shield Micron and AMD when chip stocks buckled, and the market's fear gauge sat calm the day before. Behind the blame on politics sits a quieter number that will…
Micron Technology (NASDAQ: MU) lost $138.84 a share on Thursday. The stock closed at $656.39, down 17.5% in one session, in a year that had been the best in the company’s history.…
Jeremy Phillips While most investors chase the flashiest AI names, one under-the-radar semiconductor company quietly controls a bottleneck that every AI server depends on, and its stock just hit a price that caught our…
Berkshire hit a record high with no press release, no filing, and no executive comment to explain it. Three days before earnings, one report could show whether buybacks and cash moves are…
Selling in memory and storage stocks is stretching past the post-election slip, and SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is leading the group lower. SanDisk stock is at $968.17, down 7% in…
Micron's business has rarely looked stronger, with sold-out memory and record margins, yet a Texas election result just knocked billions off the stock. Can policy outside the company's control override the numbers…
Alex Sirois Record profits, locked-in contracts through 2030 and a stock trading at five times forward earnings, yet Micron just shed billions in a single session. The real threat may come from the customers…
Memory prices are climbing fast, and that single cost is splitting two tech giants onto opposite sides of a trade. One company's suffering feeds the other's record margins, and the gap between…
Chip designers dominate AI headlines, but one memory stock already has more than 75% of its future shipments locked in through customer contracts, and Wall Street analysts have barely noticed the discount…
Memory and storage stocks are giving back ground while the broader tech market rallies, and SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is leading the retreat. SanDisk stock is at $1,023.92, down 9%…
Apple just locked in a staggering wall of purchase commitments with its manufacturing partners, and nearly all of it comes due before next fall. With margins already sliding and memory costs still…
Micron's stock sits near a three-month low while analysts keep raising their price targets and a massive buyback authorization unlocks in weeks. Whether that gap between Wall Street confidence and market fear…
Memory stocks are recovering part of Monday’s losses, and SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is leading the bounce. SanDisk stock is at $1,149.60 early in the session, up 7%. The flash…
Wells Fargo went out on a limb with a bold Micron price target that almost every analyst ignored, and what happened next exposed just how badly even the most bullish forecasts can…
Joel South A cautious forecast from Kioxia Holdings, Japan’s largest memory chipmaker, turned an overnight gain in Micron Technology (NASDAQ:MU | MU Price Prediction) into a loss and pulled memory stocks lower. Micron stock…
Micron Technology, Inc. (Nasdaq: MU) is a global semiconductor company specializing in memory and storage solutions, including DRAM, NAND, and NOR flash products. The company serves diverse end markets through four business units: Cloud Memory, Core Data Center, Mobile and Client, and Automotive and Embedded.
24/7 Wall St.'s 12-month price target for MU is $913.86, rated Buy. The Wall Street consensus target is $1,561.91. MU price prediction →
