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NASDAQ:MU News 23 January 2026 - 27 January 2026

AI stocks jump as Meta’s Corning deal hits “plumbing” plays; CoreWeave extends Nvidia bump

AI stocks jump as Meta’s Corning deal hits “plumbing” plays; CoreWeave extends Nvidia bump

Corning jumped 12.9% to $107.18 after Meta agreed to pay up to $6 billion for fiber-optic cables and equipment. CoreWeave rose 8.5% following Nvidia’s $2 billion stake disclosure. Micron gained 4.8% after announcing a $24 billion Singapore chip plant. Meta slipped 0.7% ahead of earnings.
27 January 2026
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Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron shares rose 4.3% in premarket trading Tuesday after the company announced a $24 billion, 10-year expansion of its Singapore wafer facilities. The new plant will add 700,000 square feet of cleanroom space, with production set to begin in 2028. Investors are watching for updates from Samsung and SK Hynix on Thursday as competition in high-bandwidth memory heats up.
27 January 2026
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Micron stock jumps in premarket on $24B Singapore fab plan as AI memory crunch tightens

Micron stock jumps in premarket on $24B Singapore fab plan as AI memory crunch tightens

Micron shares rose about 4% in premarket trading Tuesday after the company announced a $24 billion expansion of its Singapore manufacturing site, with wafer production set for late 2028. The move comes as memory chip supply remains tight and analysts expect enterprise SSD prices to jump up to 60%. Executive vice president Manish Bhatia sold over 26,000 shares last week, regulatory filings show.
27 January 2026
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Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron shares fell 2.6% to $389.09 Monday after reports that Samsung will soon supply Nvidia with next-generation HBM4 memory chips. Samsung reportedly passed HBM4 qualification for both Nvidia and AMD and will begin shipments next month. Nvidia shares slipped 0.7%, AMD dropped 3.3%. Investors await Samsung and SK Hynix earnings for more on HBM4 demand.
26 January 2026
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Micron stock slips on Samsung’s Nvidia HBM4 push as traders look to Thursday chip updates

Micron stock slips on Samsung’s Nvidia HBM4 push as traders look to Thursday chip updates

Micron shares dropped 2.3% to $390.50 after reports that Samsung is close to supplying Nvidia with next-generation HBM4 memory chips. Samsung may begin HBM4 shipments to Nvidia as early as next month, with both Samsung and SK Hynix set to report earnings Thursday. Investors are watching for updates on HBM4 order volumes and supply chain developments. Nvidia’s Vera Rubin platform is now in full production.
26 January 2026
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Micron stock price near $400 as Samsung’s Nvidia HBM4 move puts MU back in focus

Micron stock price near $400 as Samsung’s Nvidia HBM4 move puts MU back in focus

Micron shares rose 0.5% to $399.65 early Monday after reports that Samsung will start producing HBM4 chips for Nvidia next month. Samsung’s stock gained 2.2% while SK Hynix fell 2.9%. Investors are watching Thursday’s earnings from Samsung and SK Hynix for details on HBM4 order volumes. Micron’s HBM supply for 2026 is reportedly already fully booked.
26 January 2026
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Powerchip Semiconductor stock jumps in Taipei as Micron fab deal and GDR plan keep PSMC in focus

Powerchip Semiconductor stock jumps in Taipei as Micron fab deal and GDR plan keep PSMC in focus

Powerchip Semiconductor shares rose 2.9% to T$60.2 in Taipei after news of its planned US$1.8 billion Tongluo plant sale to Micron. The board approved a GDR offering of up to 420 million shares, with a shareholder vote set for April 10. Micron aims to close the deal by Q2 2026 and expand the site for DRAM output by late 2027. Investors remain cautious amid dilution risk and pending regulatory review.
26 January 2026
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Micron stock price near $400: MU investors brace for Fed decision and Big Tech earnings

Micron stock price near $400: MU investors brace for Fed decision and Big Tech earnings

Micron shares closed Friday at $399.65, up about 0.5% as Wall Street eyes tight memory chip supply and rising prices for AI servers. Analyst Krish Sankar raised his price target to $450, citing worsening shortages and higher DRAM and NAND prices. Micron projects Q2 adjusted earnings of $8.42 per share and $20 billion in 2026 capital spending. The Fed’s rate decision and major tech earnings are due next week.
25 January 2026
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Micron stock hovers near $400 as Intel flags memory cost pressure; Fed decision next

Micron stock hovers near $400 as Intel flags memory cost pressure; Fed decision next

Micron Technology shares closed up 0.5% at $399.65 Friday, trading near $400 as memory prices and supply shortages drove market moves. Intel stock fell after warning of rising component costs, including memory. Micron reported fiscal Q1 revenue of $13.64 billion and guided Q2 to $18.70 billion. Investors are watching high-bandwidth memory demand and upcoming earnings from major tech firms.
25 January 2026
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Micron stock hovers near $400 as memory prices climb; insider sale notice and Apple earnings in focus

Micron stock hovers near $400 as memory prices climb; insider sale notice and Apple earnings in focus

Micron Technology shares closed Friday up 0.5% at $399.65, trading between $390.74 and $412.43 on volume of 35.4 million. Memory shortages are pushing prices higher, with Compal warning costs could reach 40% of a PC’s materials by 2027. Micron executive Manish Bhatia filed to sell 26,623 shares worth $10.41 million. The Nasdaq rose 0.3%, while the Dow fell 0.6%.
25 January 2026
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Micron stock price holds near $400 as memory costs bite PCs; what’s next for MU

Micron stock price holds near $400 as memory costs bite PCs; what’s next for MU

Micron Technology closed down 0.1% at $399.30 Friday, hovering near $400 after hours. Taiwan’s Compal warned soaring memory prices could push PC material costs to 40% and forecast a drop in global notebook and PC shipments in 2026. Micron shares have surged nearly 40% this year as tight supply and high prices persist. Traders are watching for signs of demand shifts as memory costs rise.
24 January 2026
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Micron stock closes higher near $400 as HSBC lifts target to $500 on memory-price crunch

Micron stock closes higher near $400 as HSBC lifts target to $500 on memory-price crunch

New York, Jan 23, 2026, 16:16 ET — After-hours Micron Technology, Inc. (MU.O) shares closed up 0.5% at $399.58 on Friday, after trading between $390.80 and $411.90. The stock is being pulled by the same forces pushing the whole memory complex: tight supply helps pricing for chipmakers, but the bill is landing on device makers. IDC now expects the PC market to shrink at least 4.9% in 2026, and researchers see smartphone shipments falling at least 2% after earlier growth calls. Intel finance chief David Zinsner said rising memory pricing “could limit our revenue opportunity this year,” while Emarketer analyst
23 January 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:11 AM EST CleanSpark (CLSK) Shares Show Volatility Amid Bitcoin Mining Growth Prospects February 7, 2026, 12:02 AM EST. CleanSpark (CLSK), a bitcoin mining firm, saw a sharp 21.96% rise in one day after a 35.26% decline over 90 days. The company posted $785 million in annual revenue but a net loss of $267 million. Despite recent share price volatility, analysts estimate a fair value of $23.16 per share, more than double the current $10.08 price, reflecting expectations of expansion in mining capacity and improved margins. The valuation
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.
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