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
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: RedditCramer'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.
Micron leads today's payouts with $169.7 million going out to shareholders on October 29. InterDigital and Calamos pay out behind it.
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.
Retail boards are leaning bearish on the index itself and on Nvidia even as megacap tech dominates the conversation, with Alphabet pulling 1,416 comments. Meta chatter is heating up while Micron talk sours fast.
Source: RedditThe call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.
It was me, I bought SNDK
CXMT's DRAM share went from 4% to 10% of the global market in a year, and its 4F2 DDR5 server module target lands two years ahead of Samsung's. Memory bulls betting on disciplined supply need to price in a Chinese entrant that may not play by those rules.
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
Nvidia owns the board today with 167 comments and the only clearly bullish mood, while Meta, Nike and Oracle all lean bearish and Microsoft splits the room. Memory names are heating up with Micron, and traders are souring fast on the broad S&P 500 fund.
Source: RedditMUsouring fast
Adobe owns the room today with 579 comments, and the mood is bearish as retail traders argue AI tools are coming for its software moat. Micron is souring fast, while Nvidia stays the lone bullish name on the board.
Source: RedditCathie Wood is steering ARK away from memory chips just as Micron and SanDisk post some of the fastest margin expansions in their histories, and her reasoning about Chinese rivals may explain…
Micron, Samsung and SK hynix are collecting extraordinary profits from soaring DRAM prices while customers face the consequences of a severe memory shortage. China’s CXMT is advancing DDR5, LPDDR5X and next-generation DRAM…
Bybit now lets you swap crypto for over 1,000 US stocks, but what you actually own depends on which version of the service you use, and the difference matters more than most…
Wall Street analysts are chasing Micron with targets that leave our model cold, and the gap between their optimism and our measured call comes down to one overlooked risk lurking beneath record-breaking…
Memory stocks are extending a multi-day slide as a Chinese rival’s server memory plans shake a group that had been riding AI infrastructure demand. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock has…
Seagate just shed more than 14% in a month after a rival made a move that rattled the entire hard-drive sector, yet the company's own numbers tell a completely different story about…
SK Hynix (NASDAQ:SKHY) stock is down 5% to $148.70 as China’s ChangXin Memory Technologies (CXMT) signals it’s aiming a denser chip design at server memory. That push targets the most profitable corner…
On the evening of Oct. 13, Elon Musk publicly praised Micron Technology (NASDAQ:MU | MU Price Prediction) for how it handles memory pricing. His comment came while Micron shares sit 25% below…
AJ Tiarsmith Jensen Huang says compute has become revenue, and the AI buildout is still supply-constrained heading into 2027. Three stocks sitting at the center of that shortage have already rewritten what gains look…
The S&P 500 is headed for a lower open because September consumer prices came in higher than forecast. The report pushed Treasury yields up and put another Federal Reserve rate hike back…
Chip stocks are sliding hard, but Jim Cramer says investors are watching the wrong signal entirely. The real tell has nothing to do with the semiconductor index, and the data buried in…
Seven straight losses in New York and six in Seoul have hammered SK hynix shares, and an overnight report about delayed HBM4 equipment orders raises a question the company has not yet…
Elon Musk just called unnamed memory makers extortionate while praising Micron's pricing as a model for long-term loyalty, but the company's own contracts tell a more complicated story about who actually controls…
Micron just posted triple-digit revenue growth and now sits on a mountain of cash it plans to return to shareholders, yet the stock keeps sliding. What happens next depends on a single…
Alex Sirois Memory stocks are slipping for a second straight session after Chinese rival CXMT laid out plans to compete for the high-end server market. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is…
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 $1,012.28, rated Buy. The Wall Street consensus target is $1,560.57. MU price prediction →
