Core Viewpoint - Micron Technology is experiencing significant bullish sentiment in the market, with analysts raising price targets amid a strong performance in the semiconductor sector, particularly driven by a global memory-chip shortage fueled by AI infrastructure demands [1][5]. Group 1: Company Performance - Micron's shares recently traded at $382.89, down from a 52-week high of $455.50, but have seen a remarkable increase of 114% from $201.37 on November 20, 2025, to $430.28 by January 28, 2026 [1]. - Analysts predict that Micron's fiscal year 2026 earnings per share (EPS) could reach approximately $33.56, suggesting that the stock may still be undervalued despite its recent price surge [6]. Group 2: Market Dynamics - The current semiconductor market is characterized by a global memory-chip shortage, which is intensifying due to increased demand from AI infrastructure and consumer technology sectors, including smartphones [2]. - The supply-demand dynamics indicate that as supply increases, prices typically decrease, but currently, demand, especially from data centers, is outpacing supply, leading to tighter market conditions [3][4]. Group 3: Capacity Expansion - Micron is planning a substantial investment of approximately $24 billion over the next 10 years to expand its capacity in Singapore, with wafer output expected to begin in the second half of 2028 [4]. - The current market is reacting to immediate supply constraints, with tight memory and high-bandwidth memory (HBM) availability affecting consumer technology [4]. Group 4: Analyst Sentiment - Despite the significant price increase, analysts are becoming more bullish, with several firms raising their price targets for Micron: Mizuho to $480, HSBC to $500, Barclays to $450, and Piper Sandler to $400, all citing strong pricing support due to supply tightness [7].

Micron stock has more than quadrupled in 12 months and analysts at UBS expect more gains from here. ...

Sandisk Stock Gained +1,500% Since Its Debut. Why This Trader Is Looking Elsewhere. | Investor's Business DailyBREAKING: [Dow Jones Tops 50,000, But Nasdaq Below Key Level]---Sandisk stock owes its recent breathless run to the generative AI boom — with this trader expecting that to continue. Sandisk (SNDK) has gained a whopping 60.72% year-to-date in February, continuing a meteoric rise after breaking out on Jan. 5 from a 34-day consolidation pattern with an entry point of 284.76. The stock hit an all-time ...

Chip stocks Qualcomm Inc (NASDAQ:QCOM) and Arm Holdings PLC (NASDAQ:ARM) are moving in opposite directions this morning. The former is brushing off a fiscal first-quarter earnings beat after it also issued a disappointing outlook, and the latter is paring earlier losses despite missing licensing sales estimates, after it also announced a fiscal third-quarter earnings and revenue beat. Surging memory-chip prices weighed on both.QCOM is down 9.4% to trade at $134.77, after Susquehanna and BofA Global Research ...

Core Viewpoint - PC makers HP, Dell, Acer, and Asus are exploring the option of sourcing memory chips from Chinese manufacturers for the first time due to a global supply crunch impacting product launches and increasing costs [1] Group 1: Industry Context - The global supply crunch is significantly affecting the availability of memory chips, which is critical for the production of PCs [1] - The move to consider Chinese chipmakers indicates a shift in sourcing strategies among major PC manufacturers in response to supply chain challenges [1] Group 2: Company Actions - HP, Dell, Acer, and Asus are actively evaluating new suppliers to mitigate the risks associated with the current memory chip shortage [1] - This potential sourcing from Chinese manufacturers marks a notable change in the procurement strategies of these companies, reflecting their need to adapt to market conditions [1]

Chip supplier Qualcomm forecast second-quarter revenue and profit below Wall Street estimates on Wednesday, expecting a global memory supply shortage to hit mobile phone sales. ...

Software stocks have become ground zero for investors' anxiety over the possible disruption coming from AI. The software sector as a whole has lost about 30% of its value in just the last three months, with those losses accelerating this week even despite some relatively strong earnings from leaders such as Salesforce. com, such as Microsoft.Now the main concern here is that either free or cheap coding tools being rolled out by the likes of Anthropic, through its Claude service, may displace a lot of paid-f ...

Key Takeaways Global semiconductor sales surged 29.8% Y/Y to $75.3B in November 2025, per SIA. MCHP, MPWR and MTSI are all set to post quarterly results on Feb. 5 amid strong semiconductor demand.AI, cloud, EV demand and inventory normalization likely fueled industry momentum.Semiconductor companies are likely to have witnessed strong performance in the December-end quarter, driven by solid demand. The industry is continuing its dream run, which is evident from growing semiconductor sales. Citing data compi ...

SanDisk (SNDK) stock just got one of the most aggressive votes of confidence on Wall Street. Bernstein SocGen Group analyst Mark C. Newman just dropped a jaw-dropping new price target of $1,000 on the memory chip players' stock while keeping an outperform rating. The new target represents a 72.4% increase from the prior $580 target and roughly 50% upside from the current price of $665. For perspective, that’s the highest price target on the Street, with consensus average price targets pointing to modest ...

Key Takeaways ARM, FORM, QCOM, VSH and ASYS are set to report their respective earnings on Feb. 4.AI data centers, HPC, 5G and cloud adoption are key drivers of rising chip demand worldwide.Global semiconductor sales surged 29.8% year over year in November 2025, reaching $75.3 billion, per SIA.The global semiconductor companies are likely to have experienced strong traction in the demand for their products, led by the scaling of AI data centers, high performance computing infrastructure, 5G implementation, ...