Today: 2 May 2026
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NASDAQ:MU 2 January 2026 - 6 January 2026

Micron stock jumps 5% on Gen5 SSD launch as memory-price surge stays in focus

Micron stock jumps 5% on Gen5 SSD launch as memory-price surge stays in focus

Micron Technology shares jumped 5.2% to $328.27 in early New York trading after it launched the Micron 3610, the first PCIe Gen5 SSD with G9 QLC NAND. The move comes as DRAM prices surge and investors watch for signs of how long the memory upcycle will last. Two Micron directors recently disposed of shares and received restricted stock units, SEC filings showed.
6 January 2026
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Micron stock just set another record — Bernstein’s $330 target is keeping the AI-memory trade hot

Micron stock just set another record — Bernstein’s $330 target is keeping the AI-memory trade hot

Micron Technology shares hit a record $328.44 Monday before falling to $313.12, down 0.7% in late morning trading. Bernstein raised its price target to $330, citing rising DRAM prices and tight supply. Micron has sold out its 2026 high-bandwidth memory supply, according to Motley Fool. The company faces competition from Samsung and SK hynix in a volatile memory chip market.
5 January 2026
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Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron shares rose 2.7% to $323.92 early Monday as investors responded to a global memory chip supply squeeze driven by AI server demand, according to Reuters. Some chip prices have more than doubled since February 2025. Samsung and SK Hynix also gained. Focus shifts to CES and Friday’s U.S. jobs report for further direction.
5 January 2026
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Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron shares gained about 3% in premarket trading Monday, following a 10.5% surge Friday, with shares indicated at $325.37. Rising chip and power costs tied to AI data centers have drawn investor focus. Micron posted record fiscal Q1 revenue last month and will report next earnings March 18. The company is a key supplier of high-bandwidth memory used in AI systems.
5 January 2026
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Micron stock jumps nearly 4% in premarket as MU extends Friday rally; $330 target in focus

Micron stock jumps nearly 4% in premarket as MU extends Friday rally; $330 target in focus

Micron Technology shares rose 3.85% in premarket trading Monday to $327.57, after closing Friday up 10.5%. Bernstein raised its price target to $330, citing strong demand for AI-related memory chips. The company’s annual meeting is set for Jan. 15, with its next earnings report due March 18. Micron last reported record quarterly revenue and a dividend payable Jan. 14.
5 January 2026
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Micron stock jumps 10% on Bernstein’s $330 target — what MU investors watch before Monday’s open

Micron stock jumps 10% on Bernstein’s $330 target — what MU investors watch before Monday’s open

Micron shares jumped 10.5% to $315.42 Friday, hitting $319.60 intraday after Bernstein raised its price target to $330, citing strong AI-driven demand for memory chips. The company recently reported fiscal Q1 revenue of $13.64 billion and guided Q2 revenue to $18.7 billion. The Philadelphia Semiconductor Index gained 4%. U.S. economic data resumes Monday with ISM manufacturing.
4 January 2026
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Micron stock jumps 10% on Bernstein target hike as AI-memory bets carry into 2026

Micron stock jumps 10% on Bernstein target hike as AI-memory bets carry into 2026

Micron shares jumped 10.5% to $315.42 Friday after Bernstein raised its price target to $330, citing strong AI-driven demand for memory chips. The rally followed Micron’s record fiscal Q1 revenue and higher Q2 outlook. Trading volume surged, with the stock hitting a new 52-week high. Investors now await updates at CES in Las Vegas and Micron’s next earnings for signals on 2026 memory pricing.
4 January 2026
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Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

Micron shares closed up 10.5% at $315.42 Friday after Bernstein raised its price target to $330, citing a record upcycle in memory pricing driven by AI demand. The Philadelphia Semiconductor Index rose about 4%. Bernstein expects strong memory prices through most of 2026. Investors are watching for signs of sustained pricing momentum in DRAM and HBM.
4 January 2026
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Dow, S&P 500 snap losing streak as chip and AI stocks kick off 2026 with a rally

Dow, S&P 500 snap losing streak as chip and AI stocks kick off 2026 with a rally

The Dow rose 0.7% and the S&P 500 gained 0.2% on the first trading day of 2026, led by a 4% jump in semiconductor stocks. The Nasdaq slipped, dragged by declines in Tesla after weak delivery data and losses in big tech. Baidu surged 15% after its AI chip unit filed for a Hong Kong listing. President Trump delayed tariff hikes on some furniture and cabinets for a year.
3 January 2026
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Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus

Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus

Western Digital shares closed up 9% at $187.70 Friday, leading storage stocks higher on the first trading day of 2026. Micron rose 10.5%, Sandisk jumped nearly 16%, and Seagate gained 4.4%. Investors cited demand from AI data centers and upcoming U.S. economic data as key drivers. The broader market was mixed, with the Nasdaq slipping slightly.
3 January 2026
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Micron stock jumps 10% on a Wall Street target hike — what Nasdaq traders watch next

Micron stock jumps 10% on a Wall Street target hike — what Nasdaq traders watch next

Micron Technology shares jumped 10.5% to $315.42 after Bernstein SocGen raised its price target to $330, citing strong AI-driven demand for memory chips. Sandisk and Western Digital also surged. The Nasdaq Composite slipped 0.03% while the S&P 500 and Dow rose. Micron’s next earnings report is expected around March 19; its dividend is payable January 14, with the annual meeting set for January 15.
3 January 2026
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Western Digital stock jumps nearly 9% as AI storage trade kicks off 2026

Western Digital stock jumps nearly 9% as AI storage trade kicks off 2026

Western Digital shares jumped 8.96% to $187.70 Friday and climbed further after hours, tracking gains in AI-linked hardware stocks. Micron rose 10.5% and Seagate added 4.4%. Investors cited demand for data-center infrastructure and tighter memory supply. Traders await U.S. labor data and Western Digital’s next earnings report later this month.
3 January 2026
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US stock market today: Dow rises, S&P 500 edges up as Nvidia leads chip rally; Tesla falls

US stock market today: Dow rises, S&P 500 edges up as Nvidia leads chip rally; Tesla falls

The Dow rose 311.99 points to 48,383.22, snapping a four-day losing streak, while the Nasdaq slipped 5.30 points to 23,236.69. Chipmakers and industrials rallied, with Intel up 6.7% after hours. Tesla deliveries fell to 1.64 million in 2025, missing estimates, as BYD outsold Tesla annually for the first time. Trump delayed higher tariffs on furniture imports, sending related stocks higher.
2 January 2026
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Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron shares surged 10.4% to $315.23 Friday after Bernstein raised its price target to $330, citing a record memory pricing upcycle driven by AI demand and tight supply. The Philadelphia Semiconductor Index climbed 3.5% even as broader U.S. indexes slipped. Traders now await early-January economic data and earnings for signals on rates and tech sector appetite.
2 January 2026
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Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

Western Digital jumped 8% to $186.30 Friday, leading gains in storage stocks as Sandisk surged 14% and Micron rose 10%. The rally followed a strong 2025 for Western Digital, now focused on hard disk drives after spinning off its flash unit last February. Investors are watching upcoming U.S. jobs and inflation data for signals on interest rates.
2 January 2026
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Stock market today: Dow steadies as chip stocks jump, Tesla drops in Wall Street’s 2026 opener

Stock market today: Dow steadies as chip stocks jump, Tesla drops in Wall Street’s 2026 opener

Nvidia and Micron surged, with chips leading U.S. stocks in early 2026 trading, while Tesla fell 2.4% after reporting a second straight annual delivery drop and losing its EV sales lead to BYD. The Dow rose 0.1%, but the S&P 500 and Nasdaq slipped. Investors watched for jobs and inflation data due next week. Wayfair and RH jumped after Trump delayed furniture tariffs.
2 January 2026
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Stock Market Today

  • Elsight Q1 2026 Results and Contested Boardroom Vote Stir Investor Debate
    May 2, 2026, 12:40 PM EDT. Elsight Limited (ASX:ELS) faces heightened investor scrutiny following its Q1 2026 earnings call and shareholder activist Stephen Mayne's bid for a board seat. The company has urged shareholders to oppose Mayne's nomination ahead of the 29 May AGM. Despite recent profitability after years of losses, Elsight must sustain rapid revenue growth and manage rising operating costs to meet 2028 targets of A$71.8 million in revenue and A$22.5 million earnings. Market valuations vary widely, reflecting uncertainty about the impact of governance tensions alongside business execution risks. Investors weigh the contested board election's effect on governance against Elsight's immediate challenges in contract wins, cost control, and capital strength. Forecasts suggest fair value estimates range from A$1.99, implying a 71% downside, to A$11.65, indicating significant upside potential.

Latest article

Why AXT, Inc. Stock Jumped 21% as AI Wafer Demand Put Its $100 Million Backlog in Focus

Why AXT, Inc. Stock Jumped 21% as AI Wafer Demand Put Its $100 Million Backlog in Focus

2 May 2026
AXT, Inc. shares surged 21% to $96.00 after the company reported Q1 revenue of $26.9 million, up from $19.4 million, and narrowed its net loss to $1.6 million. The company raised $82.5 million through a share sale to fund indium phosphide wafer capacity expansion. InP backlog topped $100 million, but executives warned export permit delays could affect future sales.
Workday Inc. Sets May 21 Earnings Date: Why Its AI Bet Faces a Crucial Test

Workday Inc. Sets May 21 Earnings Date: Why Its AI Bet Faces a Crucial Test

2 May 2026
Workday will report fiscal 2027 first-quarter results after markets close on May 21. The company previously forecast first-quarter subscription revenue of $2.335 billion, up 13%. Shares closed Friday at $126.96, up 3.73%, amid ongoing pressure from AI competition and investor concerns over growth. CEO Aneel Bhusri returned in February as the firm pushes new AI-driven products.
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