Today: 7 February 2026
Subscribe
Browse Category

NASDAQ:MU News 27 January 2026 - 29 January 2026

Western Digital stock slides ahead of earnings after Seagate rally — what’s next for WDC shares?

Western Digital stock slides ahead of earnings after Seagate rally — what’s next for WDC shares?

Western Digital shares fell 2.8% to $271.81 in early Thursday trading, paring Wednesday’s 10.7% rally ahead of its fiscal second-quarter results due after the U.S. market closes. Investors are watching for guidance on cloud storage demand and pricing. Seagate and Micron also slipped. Western Digital’s stock is up nearly 400% since November 2024.
29 January 2026
·······
Seagate (STX) stock price slips after record rally on AI-driven outlook — what to watch next

Seagate (STX) stock price slips after record rally on AI-driven outlook — what to watch next

Seagate shares fell 1.1% to $438.09 by late morning Thursday, after a 19% surge to a record high on strong earnings and AI-driven storage demand. The company projected March-quarter revenue of $2.90 billion and adjusted EPS of $3.40, beating analyst estimates. Nearline capacity is fully allocated through 2026, with pricing set to follow demand. The board declared a $0.74 dividend, payable April 8 to holders as of March 25.
29 January 2026
·······
Sandisk stock price rises ahead of earnings as AI storage trade stays in focus (SNDK)

Sandisk stock price rises ahead of earnings as AI storage trade stays in focus (SNDK)

Sandisk shares rose 1% to $532.99 Thursday morning ahead of its fiscal Q2 results due after market close. Seagate and Western Digital also gained, while Micron slipped. Analysts expect Sandisk to report $2.7 billion in revenue and $3.62 adjusted EPS. Investors are focused on the company’s outlook for NAND pricing and data-center demand.
29 January 2026
········
Micron stock jumps again as DRAM squeeze talk returns — and Feb. 11 is the next test

Micron stock jumps again as DRAM squeeze talk returns — and Feb. 11 is the next test

Micron shares jumped 6% to $435.28 in early U.S. trading Thursday after Samsung and SK Hynix warned of tightening DRAM supply. Both companies said chipmakers are shifting production toward AI-focused memory, leaving PC and smartphone makers struggling to secure DRAM. Micron executives are set to speak at a Wolfe Research conference on Feb. 11. The Federal Reserve held rates steady Wednesday, offering no guidance on future cuts.
29 January 2026
·····
Sembcorp share price jumps as Micron power deal expands and Vietnam park gets green light

Sembcorp share price jumps as Micron power deal expands and Vietnam park gets green light

Sembcorp Industries shares rose 3.4% to S$6.12 Thursday after announcing an expanded 18-year power deal with Micron and approval for a 467-hectare Vietnam industrial park. The company said the Micron contract will not significantly impact FY2026 earnings. Shareholders vote on the proposed Alinta Energy acquisition Jan. 30. FY2025 results are due Feb. 25.
29 January 2026
·····
Micron stock price jumps after-hours as $24 billion Singapore fab plan fuels MU rally

Micron stock price jumps after-hours as $24 billion Singapore fab plan fuels MU rally

Micron shares jumped 6.1% to $435.28 in after-hours trading Wednesday after the company confirmed a $24 billion wafer fab expansion in Singapore, with NAND production set for 2028. The move comes as chipmakers rally on strong tech earnings and a steady Fed, while investors weigh persistent supply constraints and intensifying competition from Samsung and SK Hynix.
29 January 2026
····
Nvidia stock price rises on China H200 nod as AI chip shares keep Wall Street near 7,000

Nvidia stock price rises on China H200 nod as AI chip shares keep Wall Street near 7,000

Nvidia shares rose 1.7% after China approved ByteDance, Alibaba, and Tencent to buy over 400,000 H200 AI chips, though no orders have been placed due to strict conditions. Intel and Micron led a rally in chip stocks as investors awaited Fed and Big Tech earnings. Micron announced a $24 billion memory chip plant in Singapore. SK Hynix and ASML both reported record results on AI demand.
28 January 2026
···········
Western Digital stock jumps 11% as storage shares rally on AI demand signals

Western Digital stock jumps 11% as storage shares rally on AI demand signals

Western Digital shares jumped 11.2% to $280.94 Wednesday, hitting a new intraday high of $281.61, as Seagate soared 19.7% on strong data-center demand signals. The S&P 500 topped 7,000 for the first time. Investors are watching Western Digital’s earnings report Thursday for updates on hard drive pricing and volumes. Mizuho raised its price target to $265, citing continued supply tightness.
28 January 2026
·······
Micron stock jumps again as $24 billion Singapore fab plan fans AI memory shortage trade

Micron stock jumps again as $24 billion Singapore fab plan fans AI memory shortage trade

Micron shares rose 3% in early trading Wednesday after the company began building a $24 billion wafer fab in Singapore tied to its NAND expansion. The move follows a 5.4% gain Tuesday and comes as chip stocks rallied ahead of the Federal Reserve decision. The Singapore plant is expected to add 1,600 jobs and ramp up production by late 2028. Investors anticipate rising demand for memory chips from AI servers and data centers.
28 January 2026
·····
AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

Nvidia rose 1.7% and Intel jumped 6.6% in premarket trading Wednesday, leading gains among chip stocks. Microsoft and Meta are set to report earnings after the bell, with investors focused on AI spending and margins. ASML raised its 2026 sales forecast after strong bookings but announced 1,700 job cuts. SK Hynix posted record quarterly profit on surging demand for AI server memory.
28 January 2026
············
Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron shares jumped 5.3% to close at $409.86 Tuesday after the company announced a $24 billion investment to expand manufacturing in Singapore over the next decade. The new NAND wafer fab is set to begin production by 2028. Trading volume reached 30 million shares. Analysts raised price targets as traders await updates on memory pricing and spending.
27 January 2026
·····
Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials jumped 4.8% to $334.84 after Micron announced a $24 billion memory plant in Singapore, signaling higher chip equipment demand. Sector peers Lam Research, KLA, and ASML also advanced. Analysts expect enterprise SSD prices to surge as supply tightens. Investors await the Fed’s rate decision Wednesday and ASML’s earnings for clues on 2026 demand.
27 January 2026
·········
1 2 3 4 5 … 26

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
Go toTop