MU Micron Technology, Inc.

Remaining performance obligations reached about $150 billion, while customer deposits climbed to $32 billion.

Micron just posted a record quarter, analysts are raising price targets, and the stock still fell. The reason why reveals a deeper tension about where memory markets are actually headed.

Wall Street sees the memory cycle lasting longer than expected

A record year may not mark the cycle's peak

Micron Delivers a Massive Earnings Beat. Goldman Still Isn't Sold

Seagate has already surged over 230% this year on the back of record margins and nearly sold-out capacity, but the real question now is whether the stock still has room to run or has simply gotten too far ahead of itself.

Micron Technology Inc (NASDAQ:MU) shares were down 2% Thursday morning, but analysts responded to the chipmaker's latest earnings with price targets as high as $1,625, citing deeper pricing visibility and a major capital return program on the horizon. Micron again reported results above the...

Investing.com -- Micron Technology (NASDAQ: MU) delivered record results after the close on Wednesday, but some in the memory maker's workforce are now pressing for a bigger share of the profits, with a strike vote in the works at its Taiwan operations.

A report says chip designer Broadcom agrees to lend Anthropic up to $42 billion and that the artificial-intelligence company would become Broadcom’s largest customer next year.

Micron Technology (NasdaqGS:MU) highlighted humanoid robots as a future major source of memory demand in its latest AI commentary. The chipmaker framed humanoid machines alongside autonomous vehicles as part of a broader push into physical AI devices using server-grade memory. Management linked this expected demand to its existing portfolio of high bandwidth and high capacity memory products for AI-centric hardware. Micron's focus on humanoid robots as a future memory driver deserves to be...

Micron Technology delivered a sizable beat-and-raise earnings report, but it didn't do much for Micron stock.

↘️ Micron Technology (MU): Shares of the semiconductor company edged lower in early trading even though it posted a surge in quarterly profit and revenue.

U.S. stock futures gained as investors balanced enthusiasm for artificial intelligence with a gloomier macroeconomic picture.

Micron's long-term supply commitments jumped to $32 billion as strong AI memory demand helped lift technology stocks globally.

Futures for the Dow Jones Industrial Average and other major stock indexes moved higher as the 10-year Treasury yield wavered in premarket action Thursday. Meanwhile, shares of Micron Technology dropped on the stock market today after the memory-chip leader's quarterly earnings report. Ahead of Thursday's open, the Dow futures climbed 0.3%, as S&P 500 futures gained 0.4%.

Pre-Market Stock Futures: Futures are trading higher after the bulls charged early Wednesday after the August CPE inflation report came in better than expected. But by the close, the tech-heavy Nasdaq was the only major index to finish higher, ending at 26,861, up 0.24%, while the S&P 500 closed at 7,651, down 0.25%. The small-cap […]

The memory chipmaker expects an even stronger fiscal 2027

Strong earnings from memory chip maker Micron are also helping sentiment—the stand out figure for me is its gross margin of 87%—compare that with the likes of old school manufacturers like Ford which hovers around 8%. For those hooked on a little bit of gloom to kick off the morning, the 10-year Treasury yield reached its highest level since 2002 on a cocktail of macro concerns. You can subscribe to the Barron’s Daily newsletter here.

Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.

Micron just posted its eighth straight earnings beat and a stock gain that tops 270% for the year, yet the CEO openly admits he cannot see when the memory shortage ends. That combination of record results and blurry visibility raises a question every investor needs to answer.

Wall Street consensus puts Micron near the top of every buy list, but one model sees something the bulls are missing. Before Q4 results land, here is what the numbers actually say about whether this memory supercycle has already run its course.

Micron stock wasn't getting much of a boost from its blowout earnings. Its margin guidance was an issue.

Micron releases a stellar fiscal fourth-quarter earnings report but the stock trades modestly lower.

The Hang Seng Index closed higher. Hong Kong equities appear to be at attractive valuations, according to OCBC Group Research.

Micron Technology Inc (MU) posts its sixth straight quarterly revenue record with 87% gross margins, guides fiscal Q1 2027 to $61.5 billion, and says more than 75% of 2027 output is already committed.

Nasdaq futures pared earlier gains but still rose as investors balance AI enthusiasm with an increasingly gloomy macroeconomic picture.

Investing.com - Futures linked to the main U.S. stock indices are mixed, as investors prepare for the first trading session of the fourth quarter after they endured a roller-coaster September for financial markets. Micron unveils an upbeat revenue outlook, underlining strong demand for artificial intelligence memory chips. Nike is set to report its latest results, with investors keen to see progress in the athletic apparel brand’s turnaround strategy.

Micron Technology Inc. (NASDAQ:MU) said on Wednesday that more than 75% of its 2027 chip output is already committed, with customer discussions already shifting toward 2028, but it still left shares up just 0.37%. 2027 Is Already Spoken for “More than 75% of our output is already committed for 2027, and the majority of discussions with our customers today are already around 2028,” CEO Sanjay Mehrotra said on the company’s fiscal fourth-quarter earnings call. “So overall, the industry demand-supp

Investing.com-- Japanese chip stocks surged on Thursday, tracking a stronger-than-expected outlook from U.S. memory-chip maker Micron Technology (NASDAQ:MU) and renewed optimism over AI-related semiconductor demand.

Investing.com-- Asian stocks were mostly higher on Thursday, with Japanese chipmakers leading gains after strong results from Micron Technology, while softer-than-expected U.S. inflation data eased expectations of another Federal Reserve rate hike this month.

Micron Technology Inc. (NASDAQ:MU) said Wednesday that humanoid robots could become a major driver of memory and storage demand in the years ahead, a shift analyst Shay Boloor believes would be the turning point for physical AI demand. MU’s Humanoid Memory Forecast On Micron’s fiscal fourth-quarter earnings call, CEO Sanjay Mehrotra said autonomous vehicles are the first big use case for physical AI, requiring more than 200 gigabytes of memory and multiple terabytes of storage. That shift, he sa

The Nasdaq faded while the S&P 500 fell to its 50-day as Treasury yields keep running. Micron earnings easily beat views.

Investing.com-- U.S. stock index futures rose early-Thursday, with Nasdaq futures in the lead as bumper earnings from memory chip major Micron helped reinforce the artificial intelligence trade and spurred gains in broader tech stocks.

Micron Technology (NASDAQ:MU) executives said demand tied to artificial intelligence infrastructure is strengthening into 2027 and 2028, while industry supply remains constrained by cleanroom capacity, increasingly complex high-bandwidth memory products and diminishing returns from technology transi

Micron Technology (NASDAQ:MU) reported record fiscal fourth-quarter and full-year results, with revenue, gross margin and earnings per share exceeding the high end of its guidance. Management said it expects fiscal 2027 to be another record year as artificial intelligence-related demand tightens mem

The company said the shortage of memory chips that has propelled its explosive growth in the past year shows no signs of slowing down.

NVIDIA is up 23% this year, but Micron and SanDisk have left it in the dust with gains that few analysts thought possible. Now Wall Street is drawing a roadmap to prices that would require the whole cycle to repeat itself all over again.

Wednesday's results must connect tight supply and HBM demand with sustainable revenue, margins and capital returns.

Stock indexes are up this morning, led by the Nasdaq. Here's what's moving markets today: Better econ numbers: Revised GDP data out this morning showed the economy grew more than previously thought in the second quarter.

Micron Stock Rises Ahead of Earnings as Memory Boom Shows Warning Signs

Micron Technology Inc. (NASDAQ:MU) reports fiscal fourth-quarter earnings after the bell Wednesday, with investors looking for clues on whether the AI-driven memory boom can keep running into 2027. Wall Street expects adjusted earnings of $31.45 per share, up from $3.03...

Micron heads into earnings with a $1 trillion valuation, record revenue expectations and an options market bracing for another big move.

Bernstein maintained Outperform ratings on both SanDisk and Micron.

Rambus sits far below its 52-week high while AI server builders keep adding racks that depend on its chips. Whether the stock is a overlooked opportunity or a value trap comes down to a few critical revenue milestones in the quarters ahead.

For the fourth quarter, analysts project sales growth of 354% to $51 billion, and an eye-popping gross margin of 85%, all records for Micron.

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down Robinhood's (HOOD) unveiling of its AI agentic trading features, including automated strategies and 24-hour markets, and assess whether these are safe spaces for unaccredited investors.

Investing.com -- Lynx Equity Strategies is positioning long on Micron Technology (NASDAQ: MU) ahead of the company's highly anticipated fiscal fourth-quarter earnings report, scheduled for release today after the market close. Alongside its Q4 results, Micron will provide critical quarterly guidance that investors are closely watching to gauge the longevity of the AI-driven memory boom.

Demand isn't the question for Micron (MU) when it reports earnings after the bell Wednesday, according to Creative Strategies CEO and principal analyst Ben Bajarin.

Demand wasn't the question for Micron when it reported earnings after the bell on Wednesday, according to Creative Strategies CEO and principal analyst Ben Bajarin.

Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.