Semiconductor company Micron Technology (MU) recently raised its quarterly dividend from $0.115 per share to $0.15, indicating an increase of 30%. The new dividend accumulates to an annual rate of $0.60 and yields 0.14% on current prices. This dividend hike comes as Micron faces a surge in demand for DRAM and NAND memory chips. However, investors have also focused on Micron’s potentially rising capex as the company seeks to expand its infrastructure to support rising demand for memory chips. And, the com ...

Micron logo over semiconductor chips with rising chart arrow, highlighting AI-driven growth and strong stock performance trends. Key Points Since 2025’s tariff tantrum, shares of Micron Technologies have gained more than 553%, including 34% so far in 2026. In its Q2 2026 earnings report, the company announced quarterly revenue growth of 196% and earnings growth of 682%.  Micron’s fiscal Q3 single-quarter revenue guidance exceeds the full-year revenue for every year in the company's history through fisc ...

Global Research ab 16 March 2026 Global I/O Memory Semis Which lead indicator could (still) work? The memory industry has fundamentally changed, raising questions on lead indicators The memory stocks have rallied pretty much continuously since January '23, with the top 3 memory makers' share prices up on average 699%. Key to this has been the fundamental shift in value towards memory in the age of AI compute. This, in turn, has contributed to severe DRAM shortage as HBM takes away more and more of total DRA ...

Quick Read SanDisk (SNDK) stock fell 5% to less than $740 even though the company has reported Q4 revenue of $3.025B, up 61% year-over-year. The selloff reflects competitive supply concerns from Micron Technology’s (MU) capital spending plans and profit-taking after SanDisk stock’s 208% year-to-date rally. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Sandisk (NASDAQ:SNDK) stock is down 5% in Frida ...

Citi lifted its price target on Sandisk (SNDK) to $875 from $750 while reaffirming a “Buy” rating. The SNDK stock upgrade suggests that Citi is bullish on strong storage demand for Sandisk amid the AI buildout. Valued at a market cap of $114 billion, SNDK stock is up a whopping 1,200% in the past year. Is it still a good buy? More News from Barchart www.barchart.com The NAND Market Changes For years, NAND flash was treated like a commodity. Buyers wanted multiple suppliers, and prices swung wildly. T ...

Core Viewpoint - Micron Technology's stock declined despite record Q2 results and strong Q3 guidance, primarily due to concerns over peaking margins and high capital expenditures [1][3][4] Group 1: Financial Performance - Micron reported Q2 earnings that significantly exceeded Wall Street expectations, with sales nearly tripling and EPS increasing from $1.41 to $12.07 year-over-year [3] - For Q3, management anticipates a sequential growth of 40% in sales and 59% in EPS [3] - The company has increased its dividend payments by 30% [3] Group 2: Market Concerns - Despite strong earnings, the stock fell 3.78% as investors expressed worries about peaking margins and heavy capital expenditures [1][4] - Management announced that capital expenditures would exceed $25 billion by 2026 for expanding DRAM and NAND capacity, which raised concerns in the market [4] Group 3: Industry Outlook - An analyst at Freedom Capital Markets suggests that the ongoing shift in the AI industry from LLM training to inference could lead to a multi-year growth period for Micron [4] - Micron's current market valuation is approximately $500 billion, with potential to reach $1 trillion in the future [4]

Quick Read SanDisk (SNDK) surged 218% year-to-date with Q3 guidance of $4.4B-$4.8B revenue and non-GAAP EPS of $12.00-$14.00 (double Q2 results), while Western Digital (WDC) posted 77% year-to-date gains with 100% sold-out HDD capacity for 2026 and hyperscaler revenue comprising 89% of its business. Both stocks formed golden crosses from positions of strength rather than bottoms and carry analyst ratings heavily skewed toward Buy (SanDisk holds Zacks Rank #1 with price targets reaching $1,000). The AI ...

Micron Technology (NASDAQ:MU) is one of the debt free halal stocks to buy. On March 12, Mizuho kept its Outperform rating on Micron Technology (NASDAQ:MU) and set a price target of $480. This came just before Micron’s earnings report on March 18. Micron Technology (MU) to Capitalize on Surging AI demand for AI Training and Inference Mizuho expects Micron’s results to be stronger than Wall Street’s forecasts. For the May quarter, they see $25 billion in revenue and $11.13 earnings per share (EPS), which i ...

Key Takeaways SNDK benefits as AI infrastructure drives NAND demand beyond supply, supporting stronger pricing dynamics. Enterprise SSD revenues are set to rise as Sandisk shifts mix toward higher-margin data center storage. SNDK saw average selling price per gigabyte rise in the mid-30% range in Q2 FY26. Sandisk (SNDK) is benefiting from a shift in NAND flash demand tied to artificial intelligence (AI) infrastructure buildouts. The result is a more constructive supply-demand balance and a better pricing ba ...

Core Insights - The article emphasizes the importance of investing in "pick and shovel" companies that support the AI industry, suggesting that these businesses may outperform direct AI developers due to more predictable profits [1] AI Spending Trends - Major tech companies in the U.S. are projected to spend $515 billion on AI infrastructure in 2025, with spending expected to reach approximately $600 billion by 2027 [2] Beneficiaries of AI Spending - Flash memory stocks, particularly Micron and Sandisk, are highlighted as key players due to their critical role in AI data centers, with Micron's high-bandwidth memory sold out through 2026 and Sandisk experiencing a 50% price increase in NAND flash [3][4] - On-site energy providers like Bloom Energy are positioned to benefit from the growing demand for reliable electricity in data centers, with an expected EPS growth of 81% in 2026 and triple-digit growth in 2027 [8][9] - Companies like IREN, which provide AI infrastructure and data center sites, are also noted for their strategic pivot away from Bitcoin mining to focus on AI [10] Market Dynamics - The article indicates that the AI revolution is not solely a software phenomenon but involves significant physical infrastructure development, with memory, energy, and data center stocks poised to gain the most [13]