
The company's upcoming earnings report could feature a strong guidance for the year ahead.
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The company's upcoming earnings report could feature a strong guidance for the year ahead.

MU's manufacturing push targets rising AI memory demand, with new DRAM and HBM capacity planned as supply constraints support growth.

When the CEOs of Anthropic and OpenAI called for slower AI development over the weekend, memory stocks took the sharpest hit in the market Monday morning, and the reason behind that specific reaction reveals exactly how fragile the AI-infrastructure trade has become.

Micron Technology (NASDAQ:MU) shares fell 5. 2% in pre-market trading on Monday to $924.

The market's go-to fear gauge was surging on Monday after three major AI CEOs caused for a slowdown in the development of artificial intelligence, which dragged down chip and memory stocks. The Cboe Volatility Index, or VIX, jumped by almost 2 points to just under 18 in early trading.

Shares of Intel, Marvell, Micron, and Sandisk are slumping—but investors shouldn’t make any rash moves right now.

All signs point to another strong quarterly report from Micron.

European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.

Micron's near-term outlook remains strong, but Nvidia's push to use cheaper memory, rising competition, and Micron's aggressive capacity expansion could create longer-term risks for the stock.

Micron is expected to report another blockbuster set of quarterly financial results later this month.

Analysts are underestimating SK Hynix's growth potential, setting the stock up for a big jump.

Strong earnings acceleration will push both of these companies into 13-figure territory.
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