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Micron Stock Can’t Stop Going Up and Goldman Sachs Knows Exactly Why
Yahoo Finance· 2026-02-09 13:02
Quick Read AI data centers will consume 70% of global HBM production in 2026. Device makers are cutting output and raising prices. Micron’s stock surged 312% on HBM shortages that gave memory makers pricing power. Retail prices for some HBM have jumped nearly 7-fold since October. The HBM market will grow from $4B in 2023 to $130B by 2030. Bloomberg forecasts Micron capturing 25% of it. Investors rethink 'hands off' investing and decide to start making real money When it comes to electronic devic ...