Today: 7 February 2026
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NASDAQ:MU News 1 February 2026 - 7 February 2026

Micron stock jumps into the weekend: UBS lifts target to $450 as Nvidia HBM4 doubts surface

Micron stock jumps into the weekend: UBS lifts target to $450 as Nvidia HBM4 doubts surface

Micron shares closed up 3.1% at $394.69 Friday after UBS raised its price target to $450, citing stronger DRAM and NAND pricing. Semianalysis cut its forecast for Micron’s share of Nvidia’s next-gen HBM4 supply to zero, citing performance concerns. The stock traded between $372.87 and $396.65 during the session. U.S. markets are closed for the weekend.
7 February 2026
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Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron shares fell 0.5% in premarket trading Friday after Semianalysis cut its forecast for Micron’s Nvidia HBM4 memory supply share to zero. The firm now expects Nvidia’s HBM4 orders to go 70% to SK Hynix and 30% to Samsung. DigiTimes reported Nvidia is seeking early HBM4 deliveries from Samsung as memory shortages loom. Micron stock had been up earlier on Amazon’s $200 billion capex plan.
6 February 2026
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Micron stock swings after Nvidia HBM4 doubts clash with a bullish UBS call

Micron stock swings after Nvidia HBM4 doubts clash with a bullish UBS call

Micron Technology shares climbed 3.2% to $395.02 in after-hours trading Friday, following a volatile session driven by debate over AI-memory demand and data center spending. UBS raised its price target to $450, citing expected memory shortages into 2027. Semianalysis said Nvidia is unlikely to order HBM4 from Micron, favoring SK Hynix and Samsung. EVP Sumit Sadana sold 25,000 shares on Feb. 2, a filing showed.
6 February 2026
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Micron stock sinks nearly 10% as AI jitters hit chipmakers again

Micron stock sinks nearly 10% as AI jitters hit chipmakers again

Micron Technology shares fell 9.5% to $379.40 Thursday amid a broad tech selloff and investor retreat from AI-linked stocks. Goldman Sachs said hedge funds faced their toughest day in nearly a year as crowded tech bets unwound. Qualcomm warned of missed results due to a global memory shortage, while Alphabet projected 2026 capital spending could reach $185 billion to address compute bottlenecks.
5 February 2026
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Micron stock slips again in premarket after 9.6% slide as insiders sell and memory crunch hits phones

Micron stock slips again in premarket after 9.6% slide as insiders sell and memory crunch hits phones

Micron Technology shares dropped 2.6% premarket Thursday after a 9.6% plunge Wednesday, closing at $379.40. A global memory shortage is raising component costs and pressuring chipmakers, with Qualcomm and Arm warning of sector-wide impact. Advanced Micro Devices fell 17% in Wednesday’s selloff. Micron EVP Sumit Sadana sold 25,000 shares for nearly $10.7 million on Feb. 2.
5 February 2026
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Micron stock sinks nearly 10% as AI-chip jitters flare — what to watch next

Micron stock sinks nearly 10% as AI-chip jitters flare — what to watch next

Micron shares fell nearly 10% in late trading Wednesday, closing at $378.50 after a volatile session. The drop followed a regulatory filing showing officer Sumit Sadana plans to sell 25,000 shares. Other chip stocks, including Nvidia and AMD, also declined as investors questioned the staying power of the AI rally. The PHLX semiconductor index finished sharply lower.
4 February 2026
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Micron stock price slips 4% in early trade as chip rally cools — what’s next for MU

Micron stock price slips 4% in early trade as chip rally cools — what’s next for MU

Micron shares fell 4.2% to $419.44 in early Nasdaq trading Wednesday, tracking a broader tech selloff after AMD issued a cautious outlook. TrendForce forecasts DRAM contract prices will jump up to 95% in Q1, citing AI-driven demand. Analysts report Micron can meet only about two-thirds of customer orders amid a memory chip shortage. Investors await Micron’s Feb. 11 conference for updates on supply and pricing.
4 February 2026
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Micron stock price slips after hours as insider sale notice and chart warning cool MU rally

Micron stock price slips after hours as insider sale notice and chart warning cool MU rally

Micron Technology shares fell 4.2% to $419.61 in after-hours trading Tuesday, reversing sharply from an intraday high of $452.31. A regulatory filing showed officer Sumit Sadana proposed selling 25,000 shares valued at about $10.7 million. The drop came as tech stocks broadly retreated, with the Nasdaq down 2.17%. Micron’s next earnings report is expected March 19.
3 February 2026
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Seagate stock jumps after-hours as “memory supercycle” talk lifts storage names

Seagate stock jumps after-hours as “memory supercycle” talk lifts storage names

Seagate shares closed up 4.8% at $427.33 and rose another 6.2% after hours, while Western Digital, Micron, and Sandisk also posted strong gains. The rally followed warnings of an “unprecedented” memory-chip shortage and rising prices. Traders are focused on Western Digital’s Innovation Day in New York on Tuesday for further signals on demand. Seagate director Jay L. Geldmacher sold 925 shares last week, according to a regulatory filing.
3 February 2026
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Sembcorp Industries share price slips in Singapore as Micron deal meets Alinta questions ahead of Feb 25 results

Sembcorp Industries share price slips in Singapore as Micron deal meets Alinta questions ahead of Feb 25 results

Sembcorp shares fell 0.8% to S$5.98 in mid-afternoon trading Monday, after a volatile week marked by deal speculation. Investors weighed an 18-year power contract extension with Micron against the pending Alinta Energy acquisition, which shareholders approved but still awaits regulatory clearance. Focus turns to Sembcorp’s FY2025 earnings, due Feb. 25.
2 February 2026
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Semiconductor stocks slide, setting up Advanced Micro Devices and Qualcomm earnings week

Semiconductor stocks slide, setting up Advanced Micro Devices and Qualcomm earnings week

The Philadelphia Semiconductor Index fell 3.9% Friday, closing at 7,998.5, as chip equipment stocks tumbled and KLA Corp dropped 15.2%. Sandisk surged after raising its revenue outlook and extending a supply deal with Kioxia. Investors await earnings from AMD on Feb. 3 and Qualcomm on Feb. 4, along with the U.S. jobs report Feb. 6. President Trump’s nomination of Kevin Warsh for Fed chair weighed on markets.
1 February 2026
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Micron stock (MU) drops nearly 5% into Monday — what traders watch next

Micron stock (MU) drops nearly 5% into Monday — what traders watch next

Micron Technology shares fell 4.8% to $414.88 Friday, lagging the tech sector as markets reacted to Donald Trump’s nomination of Kevin Warsh for Federal Reserve chair. Investors weighed volatile mega-cap earnings and inflation concerns. SanDisk jumped on strong guidance and flagged a memory chip shortage. Micron will update investors at a Wolfe Research event on February 11.
1 February 2026
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Stock Market Today

Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus

Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus

7 February 2026
Linde plc shares fell 2.5% to $448.24 Friday after reporting Q4 sales up 6% to $8.76 billion and adjusted EPS of $4.20. The company guided 2026 adjusted EPS to $17.40–$17.90, below analyst consensus. JPMorgan downgraded the stock, while Morgan Stanley and UBS raised price targets. Linde repurchased $1.4 billion in shares in Q4 and returned $7.4 billion to shareholders in 2025.
GE Vernova stock closes up nearly 6% — what to watch before Monday’s trade

GE Vernova stock closes up nearly 6% — what to watch before Monday’s trade

7 February 2026
GE Vernova shares jumped 5.6% to $779.35 Friday as Wall Street rallied and the company reported 1.1 GW of U.S. wind repower orders for 2025. The company also closed its $5.3 billion purchase of the remaining Prolec GE stake and completed a $2.6 billion senior notes offering. Investors await next week’s U.S. jobs and inflation data.
Citi stock jumps 6% as consent-order exit talk builds — what to watch next week

Citi stock jumps 6% as consent-order exit talk builds — what to watch next week

7 February 2026
Citigroup shares rose 6% to $122.69 at Friday’s close after a Reuters report said executives are more optimistic about completing key consent orders this year. Citi also announced a $2.3 billion preferred stock redemption and a matching program for employee “Trump Accounts.” Investors await next week’s U.S. economic data and Citi conference appearances.
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