Micron stock climbs on fresh William Blair call as AI memory squeeze tightens
New York, January 22, 2026, 16:04 EST — After-hours Micron Technology shares climbed 1.6% to $395.54 in late Thursday trading following William Blair’s debut coverage with an Outperform rating on the U.S. memory-chip giant. Analyst Sebastien Naji highlighted that “advancements in AI compute are increasingly hindered by memory bottlenecks” in a firm note announcing the coverage launch. (William Blair) The timing is crucial as investors now see memory more as a bottleneck than a basic resource. High-bandwidth memory, or HBM—a faster DRAM variant placed alongside AI accelerator chips—has turned into a rare component in data-center expansions. Brokers are betting that