Micron (NASDAQ:MU) was once seen as a volatile tech stock that made memory chips, a mundane piece of hardware required by computers that was sometimes in demand, sometimes not. The infamous memory cycle made this stock trade cheaply, since investors were always debating whether or not memory chips were in demand enough to push up prices. Then, you need to take into account the foreign competition. South Korean companies like SK Hynix and Samsung make great chips too. The argument was, why would anyone buy f ...

BOISE, Idaho, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that it will hold its fiscal second quarter earnings conference call on Wednesday, Mar. 18, 2026, at 2:30 p.m. Mountain time. The call will be webcast live at http://investors.micron.com/. Webcast replays of presentations can be accessed from Micron’s Investor Relations website for approximately one year after the call. About Micron Technology, Inc.  Micron Technology, Inc. is an industry leader in innovativ ...

Micron Technology ( MU ) remains the most competitive US manufacturer in the memory market, supporting the continuation of the supercycle and the development of network infrastructure. American products are important in the memory segmentMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment ana ...

Group 1 - The local community group, Neighbors for a Better Micron, expresses concerns about the environmental impact of the project, particularly regarding potential pollution and the destruction of wetlands that are home to endangered species [1] - Micron promotes the project as beneficial for the region, committing to invest hundreds of millions of dollars in education, worker training, and affordable housing over the next two decades [2] - Micron claims to have conducted a thorough environmental review and plans to develop new wetlands to offset those that will be destroyed [2] Group 2 - A lawsuit has been filed by Neighbors for a Better Micron and Jobs to Move America against the project, arguing that the state permitting process was rushed and did not adequately consider public input [2]

Core Insights - The demand for RAM has surged due to the needs of AI infrastructure, leading to higher prices and thinner margins across the tech industry [1][2] - Analyst firms are predicting significant price increases for DRAM, with Counterpoint Research forecasting 40-50% surges in Q4 2025 and Q1 2026, and TrendForce indicating that DRAM price increases of 50% or more are becoming the norm [3] - The economic landscape of computing is shifting, with AI giants able to absorb memory price spikes while smaller companies struggle, resulting in rising costs for laptops, SSDs, and other hardware [5][6] Supply Chain Dynamics - AI infrastructure requires substantial amounts of DRAM and high-bandwidth memory, and the slow expansion of memory manufacturers is exacerbating supply bottlenecks [2] - The memory demand is not limited to AI-specific applications but is affecting various segments, including PC RAM and NAND for SSDs [3] Market Reactions - Companies may need to adapt by repairing existing devices instead of purchasing new ones due to rising hardware costs, as indicated by Phison Electronics' CEO [4] - Smaller PC builders and niche hardware brands are facing significant challenges as they cannot absorb the same price increases as larger AI hyperscalers [5]

“It seems like the momentum stocks that have got us here still remain in favor with our customers.” This was highlighted by Steve Sosnick, Chief Strategist at Interactive Brokers, in a late December 2025 interview with CNBC. Sosnick said the market environment is marked by continuous retail inflows, while citing data from his firm’s platform. According to this data, in most weeks, the vast majority of the 25 most actively traded stocks on the platform are net buys, meaning more clients are buying than selli ...

Core Viewpoint - Memory-chip manufacturers, including Micron Technology, SK Hynix, and Samsung Electronics, are experiencing significant growth due to the surge in demand driven by artificial intelligence applications. However, historical trends indicate that this growth may lead to overproduction and a subsequent market downturn [1]. Group 1: Industry Growth - Micron Technology is investing approximately $200 billion to expand its facilities in response to the booming memory-chip market [1]. - The demand for memory chips is being significantly fueled by advancements in artificial intelligence, positioning memory-chip makers as key beneficiaries in the tech sector [1]. Group 2: Market Risks - The rapid increase in production capacity among memory-chip manufacturers raises concerns about a potential oversupply in the market, which could lead to a painful crash similar to past industry cycles [1].

Core Viewpoint - Micron Technology is significantly increasing its capital expenditures to expand memory production capacity, with plans to invest over $200 billion in new fabs in the U.S. and additional investments overseas, amidst a booming demand for memory driven by the AI industry [2][5][10]. Group 1: Company Overview - Micron's stock has surged nearly 300% over the past year due to a generational shortage in memory and storage [1]. - The company has a current market capitalization of $482 billion, with a gross margin of 45.53% and a dividend yield of 0.11% [3]. - Micron's recent investments include $50 billion for two new fabs in Idaho and a $100 billion facility near Syracuse, New York, totaling $200 billion in U.S. investments [5][6]. Group 2: Market Dynamics - Prices for memory and NAND storage have increased by over 90% in Q1 and are expected to rise another 20% in Q2 [4]. - The AI industry's shift from training to inference has led to a surge in memory demand, particularly for high-bandwidth memory (HBM), which is essential for AI applications [3][11]. Group 3: Investment Risks and Opportunities - Micron's aggressive expansion could lead to oversupply if demand does not keep pace, reminiscent of past industry cycles where increased supply led to price crashes [7][8]. - However, the current demand for HBM is inelastic, meaning AI companies will continue to purchase it regardless of price, making this cycle potentially different from previous ones [11][13]. - Analysts project Micron to earn $33.92 per share this fiscal year and $44.55 per share in fiscal 2027, with potential earnings exceeding 25% of its current market cap [14][15].

Numerous companies shared crucial information about AI and semiconductor trends.In today's video, I discuss recent updates affecting Micron Technology (MU +2.36%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Feb. 13, 2026. The video was published on Feb. 14, 2026. ...

Core Insights - The share price of Micron (MU) has increased by 75% since early November, indicating strong market performance and investor confidence in the stock [1]. Group 1: Company Performance - Micron's stock has shown significant appreciation, reflecting positive market sentiment and potential growth opportunities for investors [1]. Group 2: Analyst Background - The analyst has a background in IT and has been managing a family portfolio for seven years, which has contributed to a deep understanding of risk and reward in investment decisions [1]. - The analyst aims to provide clear and accessible insights for investors of all experience levels, leveraging their expertise in technology stocks while also exploring diverse sectors [1].