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The near-term outlook for Micron appears promising.

Micron (MU) just posted the best quarter in company history last month. The stock has fallen anyway.

Micron Technology said on Thursday it plans to invest ‌more than $250 billion in the ‌U.S. through 2035, driven by surging demand for ​memory chips in the AI era and President Donald Trump's push to bolster domestic chip production. The new investment plan ‌represents a jump ⁠from the $200 billion that Micron announced last June, which was ⁠already increased by $30 billion from its original spending plans. As part of the investment, ​Micron said ​it would ​spend $3 billion on strengthening ‌the U.S. semiconductor supply chain, of which $500 million will be used to fund advancements in GlobalWafers' 300-mm raw silicon wafer manufacturing facility in Sherman, Texas.

It might be time for Nvidia to unleash the stock buybacks.

Stock Market Today: The Dow Jones index fell Thursday amid the latest U.S.-Iran news. Micron stock and Sandisk rallied premarket.

S&P 500 and Nasdaq futures pointed higher Thursday after Trump said Iran reached out, even as U.S.-Iran fighting continued overnight

The Invesco QQQ Trust is a top ETF to buy on the tech dip.

Apple inks $30 billion Broadcom deal, Fed meeting minutes show policymakers’ split, the cease-fire is over, and more news to start your day.

SK Hynix shares rose on Thursday ahead of the South Korean company’s listing of American depositary receipts. The memory giant is launching an ADR listing on the Nasdaq under the ticker symbol SKHY on Friday. Ten ADRs will represent one local South Korean share, giving an implied dollar price per ADR of around $144.50.

The AI trade mounts a comeback as investors get over the worst of their fears about a flare-up in tensions between the U.S. and Iran.

Investing.com - Global memory monthly sales reached a record $74.6 billion, surging 31.7% month-on-month and running 2.8 percentage points above the 10-year seasonal average, according to UBS's July Memory Monthly report — a data point that has both UBS and Bernstein forecasting sharp contract price increases ahead, even as the two firms diverge sharply on how long the rally can last.

Investing.com -- U.S. chip stocks bounced back Thursday, recovering some of the ground lost earlier in the week, as a rally in Chinese semiconductor shares helped steady investor nerves following a selloff following Samsung Electronics’ latest results.

The next leg of the AI trade could come from a component smaller than a grain of rice known as a multilayer ceramic capacitor.

SK Hynix and Samsung rebounded in Seoul, lifting the Korean market out of a three-day slump.

Micron stock has dropped from levels of more than $1,200 and BofA analysts say there's a chance to buy at a discount.

Ahead of the Q2 earnings season, tech market trends are shifting.

Qualcomm is expanding beyond mobile chips with an AI infrastructure strategy spanning data centers, connectivity and custom silicon despite a sector pullback.

South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.’s (NASDAQ:NVDA) top memory supplier. But despite this listing, Futurum Equities’ Chief Market Strategist Shay Boloor is sticking with domestic rival Micron Technology Inc. (NASDAQ:MU), citing structural instability in the Korean markets as a major deterrent. The ‘Extreme’ Memory Cycle SK Hynix is preparing to sell 17.79 million American depositary receipts (ADRs) this Friday un

Baseball legend Tommy Lasorda, the former Los Angeles Dodgers manager who won two World Series, didn’t have much time for the idea of “pressure” in professional sports. Stock markets are different matter, however. The looming second-quarter earnings season—set against the pullback in big tech stocks, the resurgence of global geopolitical risks, and the specter of renewed inflation—has investors on edge.

Can anything slow the memory giant down?

Demand for SK Hynix's $28 billion U.S. share sale was more than seven times available ‌shares, a person familiar with the matter said, underscoring ‌huge investor appetite for one of the most important companies in the AI supply ​chain. The offering from the South Korean chipmaker, which will finance new factories and equipment to meet surging AI chip demand, is set to be the world's second-biggest share sale after SpaceX's record-breaking $85.7 billion IPO last month. SK ‌Hynix declined to comment.

Communities across the U.S. blocked or delayed around $130 billion in AI data centers in a single quarter, and those projects are now looking for somewhere to go.

After announcing a long-term strategic partnership with Micron Technology, Ford has joined its semiconductor partner on the coveted Zacks Rank #1 (Strong Buy) list.

Micron and Sandisk have pulled back significantly after reaching 52-week highs last month.

Buy Constellation Energy (CEG) stock now for long-term growth, dividends, value, and 70% upside as the nuclear power giant and 21st-Century energy star attempts to find its footing at a key technical level.

Micron Technology, Inc. (NASDAQ:MU) is one of the 12 Most Profitable Cheap Stocks to Buy Right Now. On June 29, Cantor Fitzgerald raised its price target on Micron Technology, Inc. (NASDAQ:MU) from $1,500 to $2,000 and maintained its Overweight rating on the stock. This update came after the company’s disclosure of strategic customer agreements, which […]

Nvidia Loses $1 Trillion in Value as Chip Rivals Race Ahead

Micron and Nebius still have a ton of upside compared to Nvidia.

MU's post-earnings pullback comes despite record results and strong AI memory demand, with growth guidance and analyst targets remaining upbeat.

The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT) they should actually own after the drawdown. According to Carson Group chief market strategist Ryan Detrick, from recent highs Micron stock is down 22%, Applied Materials stock ... Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?