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
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: 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: RedditAI budgets face real pressure heading into 2027, but three chipmakers controlling very different choke points in the supply chain may not feel the pain equally. Here is what separates the most…
Sentiment on Micron has cratered, Reddit has turned bearish, and the stock is down double digits in a month. Here is why that only makes the buying case stronger.
A beat-and-raise quarter, a massive buyback and a stock split couldn’t protect one of this year’s biggest memory winners from a sharp selloff. Shares of Sandisk (NASDAQ:SNDK | SNDK Price Prediction) are…
The memory rally from October 28 is turning back just hours before Sandisk (NASDAQ:SNDK | SNDK Price Prediction) reports, and memory makers are taking the hardest hit. Sandisk stock trades at $1,330.60, down…
Micron has already locked in the majority of next year's shipments through signed customer agreements, yet the stock sits 27% below its all-time high with a forward earnings multiple that trails both…
Micron's management admits they have no line of sight to when memory supply and demand balance, and that uncertainty cuts both ways for anyone holding a position in this stock right now.
Micron just delivered the best quarter in its history, yet the stock sits more than 20% below its peak and institutional investors are quietly trimming. Something in the math does not add…
Micron surged within striking distance of $1,000 again after rivals posted record results, but a sharp after-hours drop raised the same question that ended October's earlier rally: can anything make that level…
Few stocks have climbed harder in 2026 than Sandisk (NASDAQ:SNDK | SNDK Price Prediction). It’s bouncing sharply, but it still trades well below where it sat a month ago, and investors are…
Micron just crushed earnings for the eighth straight quarter, yet the stock sits 15% below where it was a month ago. With a make-or-break December report on the horizon and 75% of…
Memory and hard drive stocks are splitting, with chipmakers rallying behind a South Korean supplier’s record quarter while a hard drive maker slips despite a strong report of its own. Shares of…
SK hynix just posted the kind of numbers that make investors question everything they thought they knew about commodity chip stocks, but the real story lives in what the CEO said about…
SK Hynix (NASDAQ:SKHY) reported third-quarter results overnight in Korea on October 28, 2026. Its US-listed shares jumped 8% in premarket trading to $156.78, and AFP reported the Korea-listed shares gained 11% on…
Micron's new quarterly bonuses pay half in stock that vests a year later, but for a 63-year-old collecting Social Security, those unsold shares could quietly trigger withheld benefits he never saw coming.
Gerelyn Terzo Micron turned a $1,000 investment into tens of thousands of dollars over a decade, but a brutal month-long selloff raises the question every long-term holder now faces: AI-fueled momentum or the beginning…
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 $995.75, rated Buy. The Wall Street consensus target is $1,561.91. MU price prediction →
