Micron Technology

Micron Technology

Yahoo Finance • 10 hours ago

Jim Cramer Shared Why Micron Technology, Inc. (NASDAQ:MU)’s Shares Didn’t Rise On Shortage News

Memory giant Micron Technology, Inc. (NASDAQ:MU)'s shares are among the top performers in the market. They are up by 664% over the year on the back of strong demand for memory chips which has left the market reeling from a historic shortag... Full story

Yahoo Finance • 16 hours ago

Nvidia Quietly Became Its Own Market Category

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is becoming increasingly detached from the semiconductor stocks it once traded alongside, a striking shift that suggests investors now view the AI leader as its own market cat... Full story

Yahoo Finance • 20 hours ago

Nvidia Breaks Ranks With Chip Stocks as Correlation Hits Just 0.03

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is increasingly moving to its own rhythm within the chip industry, with recent trading data showing a far weaker link to semiconductor peers than is typical, according to Besp... Full story

Yahoo Finance • 21 hours ago

Micron Just Added $10 Billion to Its U.S. AI Bet

This article first appeared on GuruFocus. Micron Technology Inc. (MU, Financials) said it plans to invest another $10 billion on its already huge endeavor to boost U.S. semiconductor research and manufacture.The memory-chip maker announce... Full story

Yahoo Finance • 22 hours ago

Micron (MU) CEO: AI Shift Breaks Traditional Memory Market Cycles

On August 20, 2026, Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said artificial intelligence has fundamentally altered the memory industry's historically volatile boom-and-bust cycle, telling CNBC's "Mad Money" that "today ther... Full story

Yahoo Finance • 22 hours ago

Warsh Is Asking the Right Questions About AI. The Answers Will Have to Wait.

The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost. Continue Reading... Full story

Yahoo Finance • 23 hours ago

Intel's Comeback Is Being Paid For By Intel

Image from Pixabay Intel's factories are still losing money on wafers they mostly sell to Intel, and the stock's multiple likely assumes that changes. Intel (INTC) stock has returned 278% over the past year. At about 8.2 times sales it s... Full story

Yahoo Finance • 24 hours ago

1 Mega-Cap Stock to Own for Decades and 2 We Turn Down

1 Mega-Cap Stock to Own for Decades and 2 We Turn Down Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as... Full story

Yahoo Finance • yesterday

How TSMC is Advancing its A14 Technology Roadmap for AI Transformation

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, continues to make progress on A14 technology, designed to drive AI transformation forward by delivering faster computing and greater power efficiency. Featuring the second-generation... Full story

Yahoo Finance • yesterday

4 High-Flying Memory & Storage Giants to Gain More Amid NVDA's Solid Q2

NVIDIA Corp. NVDA delivered another strong quarterly performance as AI infrastructure demand lifted second-quarter fiscal 2027 results above expectations. Revenues surged 106% year over year primarily driven by the robust performance of th... Full story

Yahoo Finance • yesterday

Will Strong Demand and Pricing Help MU Reach 86% Gross Margin in Q4?

Micron Technology, Inc. MU is entering another potentially strong margin quarter as tight memory supply and robust AI demand continue to support pricing. The company's ability to maintain elevated selling prices while improving its product... Full story

Yahoo Finance • yesterday

AI Chips Today - AI and 5G Transforming the Semiconductor Industry

The global chipset industry is experiencing a significant transformation as artificial intelligence (AI) integrates with 5G technology, leading to an unprecedented wave of investment and innovation. With AI spending surpassing $300 billion... Full story

Yahoo Finance • 2 days ago

How Micron’s New AI Research Push And Leadership Shuffle At Micron Technology (MU) Has Changed Its Investment Story

Earlier this month, Micron Technology reshaped its leadership by elevating Manish Bhatia to President and COO and Scott DeBoer to President and Chief Technology and Products Officer, while also launching a US$250 million Micron Ventures Pa... Full story

Yahoo Finance • 2 days ago

Micron Should Profit from Nvidia’s Memory Price Warning. Its Stock Hasn’t Budged.

Nvidia thinks the price of memory chips is outrageous—and it’s still willing to pay. Not even a shout out from President Donald Trump could lift shares of the memory-chip maker, which closed mostly flat at $935.39 on Thursday. In contra... Full story

Yahoo Finance • 2 days ago

Micron's Nvidia Rally Vanishes as Memory Scarcity Cuts Both Ways

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU), the AI-memory heavyweight, flipped from a 3.6% premarket surge to roughly 2.0% lower at $919.105 Thursday. The reason cuts both ways. The memory shortage is minting... Full story

Yahoo Finance • 2 days ago

Micron’s Gross Margin Just Beat Nvidia’s. Nvidia’s Memory Problem Explains Why

The hottest margin in AI hardware no longer belongs to the company selling the GPUs. It belongs to the company selling the scarce memory those GPUs cannot run without. Micron Technology, Inc. (NASDAQ:MU) posted an 84.9% non-GAAP gross mar... Full story

Yahoo Finance • 2 days ago

Nvidia, Micron, Salesforce, Marvell, Veeva, Okta, Hormel, and More Stocks That Explain Today’s Market

FEATURE Stocks rallied Thursday as a batch of stellar earnings reports, including one from Nvidia revived Wall Street’s appetite for tech stocks. Nvidia shares rose 7.7% after the chip maker’s second-quarter earnings topped analysts’ exp... Full story

Yahoo Finance • 2 days ago

This Tiny AI Stock Has Crushed Micron and Nvidia This Year. Here's Why It Can Keep Going.

Micron and Nvidia continue to make headlines, but one tiny AI stock has drastically outperformed them both in terms of growth in 2026. Netlist (OTC: NLST) has more than quintupled year to date, and its rally looks far from over. Its hardw... Full story

Yahoo Finance • 2 days ago

Prediction: Micron Could Be the Most Important AI Stock After Nvidia

Quick Read Micron (MU), the only US-based high-bandwidth memory supplier, surged 702% in one year but earns a HOLD near fair value at $960. NVIDIA (NVDA) trades at a 43 P/E versus Micron's 22, and every Blackwell GPU sold drags HBM4 memor... Full story

Yahoo Finance • 2 days ago

Not Sandisk. Not Micron. This AI Semiconductor Powerhouse Could Be the Biggest Winner of the Memory Boom

Sandisk and Micron Technology have been the biggest beneficiaries of the artificial intelligence (AI)-fueled memory boom. The demand for their memory products has exceeded supply by a wide margin, which explains the solid jump in revenue a... Full story