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NASDAQ:MU News 2 January 2026 - 3 January 2026

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

NEW YORK, January 3, 2026, 14:25 ET — Market closed Western Digital (WDC.O) shares closed up 9% at $187.70 on Friday, outperforming the broader market on the first trading day of 2026. Barron’s The move mattered because investors have treated data storage as a key “picks-and-shovels” beneficiary of artificial intelligence, alongside semiconductors and servers. That theme helped power big gains across storage and memory names in 2025 and is carrying into the new year. Barron’s Western Digital sells hard-disk drives, or HDDs — spinning-disk storage used for bulk, low-cost capacity in cloud data centers. Investors have been buying the group
3 January 2026
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Semiconductor stocks jump as Micron surges 10% and SOXX rallies in first session of 2026

Semiconductor stocks jump as Micron surges 10% and SOXX rallies in first session of 2026

NEW YORK, Jan 3, 2026, 12:39 ET — Market closed U.S. semiconductor stocks powered higher in the last session before the weekend, pushing the iShares Semiconductor ETF up 4.2% on Friday. Micron Technology and Intel led the advance, as investors rotated back into chip names to start 2026. The market is closed on Saturday, leaving investors to digest Friday’s move and size up what it means for the first full week of trading in the new year. The sector’s rebound comes with key U.S. economic data due in the days ahead. Bureau of Labor Statistics Chip stocks matter right now
3 January 2026
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Micron stock jumps 10% after Bernstein raises target to $330 as AI memory pricing stays tight

Micron stock jumps 10% after Bernstein raises target to $330 as AI memory pricing stays tight

NEW YORK, Jan 3, 2026, 09:27 ET — Market closed Micron Technology, Inc. (MU.O) shares jumped 10.5% on Friday, closing at $315.42, after a Bernstein price-target increase helped propel the memory-chip maker higher in the market’s first session of 2026. The move matters because Micron’s earnings are tightly linked to the direction of memory-chip prices, and investors have been leaning into the view that AI data centers are tightening supply faster than the industry can add capacity. Memory has a long history of boom-and-bust cycles, so even small shifts in expectations for pricing and supply can produce outsized moves in
3 January 2026
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

NEW YORK, January 3, 2026, 08:05 ET — Market closed Micron Technology (MU) shares climbed 10.5% to $315.42 at Friday’s close after Bernstein SocGen Group lifted its price target on the Nasdaq-listed memory-chip maker to $330. “AI makes data center demand balloon but supply expansion takes time,” Bernstein analyst Mark Li wrote. The Motley Fool The sharp move matters because investors are treating memory pricing as an early-2026 scorecard for the “AI infrastructure” trade. DRAM — short-term “working” memory used in servers and PCs — is a key profit driver when prices rise faster than costs. It also sets the
3 January 2026
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Micron stock jumps 10% after Bernstein lifts target — what’s next for MU

Micron stock jumps 10% after Bernstein lifts target — what’s next for MU

NEW YORK, January 3, 2026, 04:50 ET — Market closed Micron Technology, Inc. shares ended Friday up 10.5% at $315.42, outperforming the broader chip group as Wall Street opened 2026 with a rotation back into semiconductors. The move matters because Micron sits close to the center of the supply-and-demand fight in memory chips, where price swings can quickly reshape profits. Investors have been leaning into the view that artificial intelligence-driven data-center buildouts will keep demand firm while supply remains tight. It also lands as traders head into a data-heavy January, with interest-rate expectations still doing a lot of the steering
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

NEW YORK, Jan 2, 2026, 19:41 ET — After-hours Western Digital Corp shares surged on Friday and were still higher in after-hours trading, extending a sharp rally in data-storage stocks to start 2026. StockAnalysis The move matters because investors are rotating back into the “AI infrastructure” trade — the suppliers of hardware used to build and run data centers — after year-end volatility and a brief pullback in some high-flying names. Reuters It also comes as the broader U.S. market stabilized on the first session of the year, with chip stocks leading gains and a key semiconductor index rising 4%,
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

NEW YORK, January 2, 2026, 4:30 PM ET — After-hours Wall Street ended mixed on Friday, with the Dow snapping a four-day losing streak to start 2026 as chipmakers and industrials rallied, while consumer discretionary shares weighed. The Dow Jones Industrial Average rose 311.99 points, or 0.67%, to 48,383.22; the S&P 500 added 12.52 points, or 0.18%, to 6,858.02; and the Nasdaq Composite slipped 5.30 points, or 0.02%, to 23,236.69. Recent selling also snuffed out hopes of a “Santa Claus rally” — a tendency for stocks to firm in the last five trading days of December and the first two
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

NEW YORK, Jan 2, 2026, 16:15 ET — After-hours Micron Technology Inc shares closed up 10.4% at $315.23 on Friday after a Bernstein note lifted sentiment on memory pricing, extending a semiconductor rally to start 2026. The stock touched $315.37 and gained $29.82 from Thursday’s close, market data showed. StockAnalysis The call matters because Micron’s earnings are highly sensitive to memory pricing — small shifts in contract prices can swing margins. Investors have been hunting for new signposts on whether AI-driven demand is keeping the supply squeeze intact as 2026 begins. High-bandwidth memory, or HBM, is a premium stacked memory
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

NEW YORK, Jan 2, 2026, 15:03 ET — Regular session Western Digital shares rose about 8.1% to $186.30 by mid-afternoon on Friday, lifting with a broad move higher in data-storage and memory stocks. The stock traded between $176.00 and $187.53 and last showed volume of about 4.7 million shares. The move keeps Western Digital in focus after a breakout year that made it the S&P 500’s best-performing stock in 2025, as investors gauge whether demand tied to artificial intelligence infrastructure can hold up. Barron’s The rally in storage names came as U.S. equities wavered in the first session of the
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

NEW YORK, January 2, 2026, 13:33 ET — Regular session Wall Street’s main indexes were mixed in early afternoon on Friday as the first trading day of 2026 opened without a clear risk-on push, despite a sharp rebound in chip shares. Reuters The muted start matters because stocks enter the new year near record highs after a strong 2025, leaving little room for disappointment on growth, earnings and interest rates. Investors are looking for an early read on whether last year’s leadership can extend into January. Reuters A crowded January calendar could set the tone quickly, with fresh labor-market and
2 January 2026
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Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

NEW YORK, January 2, 2026, 10:18 ET — Regular session Micron Technology Inc (MU.O) shares rose about 8% on Friday morning, leading U.S. memory and storage names higher in the first regular session of 2026. The stock was up $22.92 at $308.33 by 10:02 a.m. ET, after trading between $292.68 and $308.33. The move comes as investors refocus on a tightening supply picture for memory chips, driven by heavy demand from AI infrastructure. IDC projected a 2026 contraction of up to 5.2% in smartphones and up to 8.9% in PCs in a pessimistic scenario as memory costs rise, Business Insider
2 January 2026
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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

NEW YORK, January 2, 2026, 10:13 ET — Regular session Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units (GPUs), chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia’s current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any
2 January 2026
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Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
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