Historical mu News Stories
Micron Rally: RAM Shortage, Fed Cut Lift MU Now Q1
Micron (MU) has rallied as a dovish Fed move and acute DRAM/NAND tightness bolster near-term earnings expectations. Analyst upgrades, record pricing for 16Gb DDR5, and strategic shifts toward AI/high-bandwidth memory underpin bullish sentiment ahead of Micron's Q1 FY2026 results. Risks include valuation stretch and demand volatility if AI spending eases.
Micron's Crucial Exit: $9.6B HBM Bet in Japan Push
Micron (MU) announced it will wind down its Crucial consumer memory business while committing roughly $9.6 billion to an HBM fab in Hiroshima. The moves sharpen Micron’s focus on AI and data-center memory, boost long-term revenue potential, but raise near-term execution and capex risk for MU shares in the NASDAQ‑100.
Micron Soars on Samsung DDR5 Hikes, MS Boost
Micron (MU) jumped after Morgan Stanley raised its price target and Samsung implemented steep DDR5 contract-price increases. Tight DRAM/NAND supply, rising contract prices and stronger AI/datacenter demand underpin the bullish case, while execution and cyclical risk remain important near-term factors.
Micron Rally: Samsung DDR5 Price Shock Lifts MU Q4
Samsung's mid-November DDR5 price increases and an analyst revenue upgrade have materially improved Micron's near-term revenue and margin outlook. Concrete contract price moves, plus strong HBM demand, underpin MU's recent share gains heading into the November-quarter results.
Micron Rally: Morgan Stanley Lifts MU to $325 Now!
Micron (MU) surged after Morgan Stanley named it a top pick and raised its price target to $325, citing exploding AI demand for DDR5 and HBM. Mizuho kept an Outperform view at $265. Spot DDR5 prices have spiked, Micron shares jumped roughly 7% on the news and are up multiple-fold YTD. At the same time, Micron confirmed a strategic exit from China’s data‑center business — a concrete geopolitical shift with revenue implications. This article breaks down the week’s key developments, pricing dynamics, and what investors should watch next.
Micron Rallies as AI DRAM Tightness Spurs Gains
Micron (MU) climbed after industry peers reported strong AI-driven memory demand and DRAM supply tightness pushed spot prices higher. Recent developments — including SK Hynix’s AI-focused product sellouts and TrendForce’s DRAM price forecasts — amplified investor optimism, reinforcing Micron’s prior guidance upgrades and robust quarterly results.