Today: 23 May 2026
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NASDAQ:MU 1 April 2026 - 9 May 2026

Micron Stock Rally: AI Memory Shortage Sends Market Value Past $850 Billion

Micron Stock Rally: AI Memory Shortage Sends Market Value Past $850 Billion

Micron Technology jumped over 15% Friday to $746.81, pushing its market value near $853 billion, as investors bet on soaring AI data center demand. The company reported fiscal Q2 revenue nearly tripled to $23.86 billion and net income of $13.79 billion. Micron forecast Q3 revenue of $33.5 billion and expects 2026 capital spending above $25 billion. Sandisk also rose more than 16% on similar demand.
9 May 2026
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Stock Market Today: S&P 500, Nasdaq Hit Records as Jobs Report and AI Chip Rally Power Sixth Weekly Win

Stock Market Today: S&P 500, Nasdaq Hit Records as Jobs Report and AI Chip Rally Power Sixth Weekly Win

The S&P 500 closed at 7,398.93 and the Nasdaq at 26,247.08, both record highs, after a U.S. jobs report showed nonfarm payrolls rose by 115,000 in April and unemployment held at 4.3%. AI-linked chip stocks surged, with Intel gaining on reports of a chip deal with Apple. The S&P 500 rose 2.3% for the week, Nasdaq 4.5%. Cloudflare shares fell after a weak forecast.
9 May 2026
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Chip Stocks Roar Back: Why SMH, SOXX, EWT, EWY And Eaton Are Back In Focus

Chip Stocks Roar Back: Why SMH, SOXX, EWT, EWY And Eaton Are Back In Focus

The Philadelphia Semiconductor Index jumped nearly 5% Friday, driving AI-linked ETFs higher and sending the S&P 500 and Nasdaq to record closes. Nvidia advanced, while Micron and Sandisk rallied about 12%. Taiwan and South Korea chip ETFs also gained, with EWY up 7.4%. Eaton reported Q1 sales of $7.5 billion, up 17%, and raised its 2026 growth outlook.
8 May 2026
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Dow Jones Today: Blue-Chip Index Barely Rises as AI Rally Sends Nasdaq, S&P 500 to Records

Dow Jones Today: Blue-Chip Index Barely Rises as AI Rally Sends Nasdaq, S&P 500 to Records

The Dow Jones Industrial Average closed nearly flat Friday, up 0.02% to 49,609.16, while the S&P 500 rose 0.84% and the Nasdaq jumped 1.71% as tech shares outperformed. U.S. nonfarm payrolls increased by 115,000 in April and unemployment held at 4.3%. Nvidia gained 1.8%, and Micron and Sandisk surged about 12%. Consumer sentiment fell in May, with inflation expectations easing slightly.
8 May 2026
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US Stock Market Today After the Bell: S&P 500, Nasdaq Hit Records as AI Rally Runs Past Oil Risks

US Stock Market Today After the Bell: S&P 500, Nasdaq Hit Records as AI Rally Runs Past Oil Risks

The S&P 500 and Nasdaq closed at record highs Friday, boosted by AI chip stocks and a stronger-than-expected April jobs report showing 115,000 new nonfarm jobs and 4.3% unemployment. Nvidia rose 1.8%, Micron and Sandisk jumped about 12%. The Philadelphia semiconductor index gained nearly 5%. Six of 11 S&P 500 sectors fell, and market breadth remained mixed.
8 May 2026
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Wall Street’s New AI Chip Bet Just Took In $1 Billion In One Day

Wall Street’s New AI Chip Bet Just Took In $1 Billion In One Day

Roundhill Investments’ Memory ETF (DRAM) has attracted over $5 billion since its April 2 launch, including $1.1 billion on Thursday, as investors target memory chip makers tied to AI. The ETF traded at $50.59, up 8.7% Thursday morning, with volume above 9 million shares. Samsung, SK Hynix, and Micron make up the bulk of holdings. DRAM has posted inflows every session since launch and is up about 70%.
8 May 2026
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Micron Stock Gets $740 AI Call as Mizuho Lifts Western Digital, SanDisk Bets

Micron Stock Gets $740 AI Call as Mizuho Lifts Western Digital, SanDisk Bets

Mizuho Securities raised price targets for Micron Technology to $740 and Western Digital to $550, citing surging AI-driven memory demand. Micron shares rose 4.2% premarket to $666.59, Western Digital gained 3.8% to $483.15. Analyst Vijay Rakesh projected Micron HBM revenue to reach $35.7 billion by 2028. Micron began shipping a 245-terabyte SSD for AI and cloud workloads.
7 May 2026
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SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

The VanEck Semiconductor ETF (SMH) jumped to $522.69 premarket Wednesday, up $16.25, as AMD shares surged nearly 18% after forecasting Q2 revenue of $11.2 billion and reporting 38% Q1 revenue growth. Intel, Arm, Qualcomm, and Micron also rose. SMH is up 40.69% year to date, with Nvidia and Taiwan Semiconductor among its largest holdings. TSMC reported Q1 revenue up 40.6% to $35.90 billion.
6 May 2026
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QQQ Stock Rises Before the Open as AI Chip Rally Puts Nasdaq Records Back in Play

QQQ Stock Rises Before the Open as AI Chip Rally Puts Nasdaq Records Back in Play

The Invesco QQQ Trust ETF rose 1.3% to $681.61 in early premarket trading Wednesday, tracking gains in Nasdaq 100 futures after AMD reported a 38% jump in quarterly revenue and strong AI demand. AMD shares surged nearly 18% premarket, while other chip stocks and tech-focused ETFs also advanced. The S&P 500 and Nasdaq Composite closed at record highs Tuesday.
6 May 2026
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Why Micron Stock Is Surging Again as AI Memory Boom Fuels a $1,000 Wall Street Call

Why Micron Stock Is Surging Again as AI Memory Boom Fuels a $1,000 Wall Street Call

Micron Technology shares surged to $584.58 Monday after touching $592.49, extending gains on bets that AI data centers will drive demand for advanced memory. The company reported fiscal Q2 revenue of $23.86 billion, up from $8.05 billion a year earlier, and raised its dividend by 30%. Wall Street analysts boosted price targets, with D.A. Davidson setting Micron at $1,000. SanDisk’s strong results fueled further comparisons.
4 May 2026
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Best Stocks to Buy Today: 5 Earnings Stocks Wall Street Is Watching Before the Fed Decision

Best Stocks to Buy Today: 5 Earnings Stocks Wall Street Is Watching Before the Fed Decision

Seagate shares jumped 16% in extended trading after forecasting fourth-quarter revenue above estimates and reporting strong third-quarter results. HSBC upgraded U.S. equities to “overweight” following robust earnings, with 84% of reporting companies beating Wall Street forecasts. Bloom Energy raised its 2026 outlook after posting a 130% revenue jump. Coca-Cola lifted its annual profit forecast after beating expectations.
29 April 2026
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China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China warned Saturday that U.S. export-control bills targeting semiconductors could disrupt global chip supply chains after a House panel advanced the MATCH Act and related measures. Beijing’s Commerce Ministry said it opposed the broadening of national security grounds for export controls and would take “necessary measures” to protect Chinese firms. Micron has urged Congress to tighten restrictions on chipmaking tools used by Chinese rivals.
25 April 2026
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US Stock Market Today Premarket: Futures Slip From Record Highs as Oil Tops $103, Tesla and IBM in Focus

US Stock Market Today Premarket: Futures Slip From Record Highs as Oil Tops $103, Tesla and IBM in Focus

U.S. stock futures slipped Thursday after the S&P 500 and Nasdaq hit record closes, as Brent crude stayed above $103 a barrel amid shipping tensions in the Strait of Hormuz. GE Vernova surged 13.75% on raised forecasts, Boeing climbed 5.53% after a smaller loss, while Tesla and IBM shares fell in late trading on spending and growth concerns.
23 April 2026
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US Stock Market Today: Nasdaq Leads Wall Street Rally as Iran Ceasefire Relief Meets Earnings Momentum

US Stock Market Today: Nasdaq Leads Wall Street Rally as Iran Ceasefire Relief Meets Earnings Momentum

The Nasdaq rose 1.29% as technology and chip stocks led gains after President Trump extended the Iran ceasefire. GE Vernova, Boeing, and Boston Scientific advanced following earnings reports. Oil hovered near $100, with fresh ship seizures in the Strait of Hormuz highlighting ongoing risks. At 11:25 a.m. ET, the Dow was up 381 points, the S&P 500 gained 61 points, and the Nasdaq climbed 314 points.
22 April 2026
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IBM Stock Gets Citi Buy Call Despite Worst Start Since 2002 as BofA Cuts Target Ahead of Earnings

IBM Stock Gets Citi Buy Call Despite Worst Start Since 2002 as BofA Cuts Target Ahead of Earnings

Sandisk shares jumped 7.2% to $912.82 on Monday after Nasdaq said it will join the Nasdaq-100, replacing Atlassian before April 20. The move follows Sandisk’s return to public markets in February 2025 and comes amid surging demand for AI data storage. The reshuffle takes effect before the April 20 open, with new Nasdaq-100 rules set for May 1.
13 April 2026
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Jim Cramer Says Wednesday’s Rally Revealed What Stocks to Buy as Micron, Memory Names Stay in Focus

Jim Cramer Says Wednesday’s Rally Revealed What Stocks to Buy as Micron, Memory Names Stay in Focus

U.S. stocks rebounded sharply Wednesday, with the Dow up over 1,300 points and chipmakers jumping 6.3% as investors responded to a tentative Middle East ceasefire. Jim Cramer pointed to gains in Sherwin-Williams, Caterpillar, Home Depot, and Goldman Sachs as signals of what institutions may favor if markets stabilize. Futures slipped Thursday as oil rose on renewed ceasefire doubts and investors awaited PCE inflation data.
9 April 2026
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Micron Technology Debt Tender Tops $4.3 Billion as AI Memory Boom Raises Spending Stakes

Micron Technology Debt Tender Tops $4.3 Billion as AI Memory Boom Raises Spending Stakes

Micron Technology said over $4.3 billion in senior notes were tendered in its cash buyback offer that expired Tuesday, with settlement expected April 3. Shares fell 1.8% Thursday morning. The offer covered six note series due 2031–2035, with consideration set between $1,048.11 and $1,079.93 per $1,000 principal. Micron ended February with $16.7 billion in liquidity and $9.56 billion in long-term debt.
2 April 2026
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Micron Technology Debt Buyback Nears $4.5 Billion as AI Chip Expansion Costs Climb

Micron Technology Debt Buyback Nears $4.5 Billion as AI Chip Expansion Costs Climb

Micron Technology said holders tendered about $4.32 billion of six series of senior notes by the buyback deadline, with another $140 million pending via guaranteed delivery. The company set purchase prices at $1,048 to $1,080 per $1,000 principal and expects payment on April 3. The buyback comes after Micron raised its fiscal 2026 capital spending plan to over $25 billion.
1 April 2026
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Stock Market Today

  • Q1 Earnings Outperformers: Novanta and Electronic Components Stocks Review
    May 22, 2026, 11:04 PM EDT. Electronic components stocks, including Novanta (NASDAQ:NOVT), showed robust Q1 results amid strong secular trends like connectivity and industrial automation. The group's revenues beat consensus by 2.9%, although next quarter guidance fell 0.9% short. Novanta posted $257.7 million in revenue, up 10.4% year on year, beating estimates by 1.7%, with shares rising 8.9% post-report. nLIGHT (NASDAQ:LASR) led growth with revenues up 55.2%, surpassing expectations by 11.2% and shares up 7.6%. Despite strong earnings, sector share prices declined 3.3% on average since earnings. Weakness appeared in Allient (NASDAQ:ALNT), which matched revenue forecasts but reported slower growth. The mixed results highlight economic cycle sensitivity for these companies, linked closely to consumer spending and industrial demand.

Latest articles

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

23 May 2026
IREN shares fell 2.1% to $56.83 Friday, ending a two-day rally but closing the week up 7.4%. The stock’s moves follow a $3.4 billion AI cloud deal with Nvidia and a $3 billion convertible note offering. March-quarter revenue dropped to $144.8 million, with a net loss of $247.8 million. U.S. markets close Monday for Memorial Day; trading resumes Tuesday.
AXT stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
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