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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

New York, Jan 26, 2026, 11:33 EST — The regular session is underway. Shares of Micron Technology, Inc. (MU) fell $9.15, or 2.3%, sliding to $390.50 during late-morning trading Monday. The drop followed news that Samsung Electronics is nearing a deal to supply Nvidia with next-generation high-bandwidth memory chips. (Reuters) Why it matters now: Micron’s surge depends on high-bandwidth memory, or HBM — premium DRAM stacked to boost data transfer speeds next to AI chips. Just a hint that Nvidia could broaden its supplier base might disrupt pricing and market share predictions heading into 2026. HBM4 marks the next big
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

New York, January 26, 2026, 09:38 EST — Regular session Micron Technology (MU.O) shares edged up roughly 0.5% to $399.65 early Monday, reacting to news that Samsung Electronics is nearing a deal to provide Nvidia with next-gen memory chips. High-bandwidth memory, or HBM, is stacked DRAM designed to boost data speeds while controlling power consumption. AI data centers have accelerated demand, turning the supplier lineup for the next platform cycle into a hotly watched scoreboard. Micron’s challenge isn’t tied to just one design win. It comes down to how many qualified suppliers Nvidia aims to have on board. Given tight
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

TAIPEI, Jan 26, 2026, 10:19 Taipei time — Regular session Shares of Taiwan’s Powerchip Semiconductor Manufacturing Corp (6770.TW) climbed 2.9%, hitting T$60.2 by 9:54 a.m., up from yesterday’s close of T$58.5. The stock peaked at T$61.4 during the session, with other chip and memory stocks listed in Taipei showing gains as well. (Yahoo Finance) The rebound follows a choppy period linked to Powerchip’s plan to sell its P5 fabrication plant in Tongluo to Micron Technology for US$1.8 billion. Powerchip says the deal would reshape its balance sheet and accelerate its push into advanced memory technology. Chairman Frank Huang pointed to
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

New York, Jan 25, 2026, 16:28 ET — Market closed. Micron Technology Inc shares closed the week just shy of $400, last seen at $399.65 on Friday. That’s roughly a 0.5% gain from the previous session as U.S. markets head into the weekend shutdown. AI-related chip stocks have a busy schedule looming. This shift is significant as memory and data-storage stocks emerge as a new hotspot in the AI sector, drawing funds that once flowed predominantly to major tech giants. The Financial Times reports that AI infrastructure spending is expected to exceed $500 billion this year, boosting firms like Micron,
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

New York, January 25, 2026, 10:43 ET — The market is now closed. Micron Technology Inc shares closed Friday up 0.5% at $399.65, after fluctuating between $390.80 and $411.90. Roughly 35.4 million shares traded, keeping the stock close to the $400 level heading into Monday’s open. It’s not a fresh Micron headline sparking moves. Instead, the shift comes from the mood on memory: customers are mentioning shortages and higher prices more often. The market is now trying to figure out how long suppliers can hold onto pricing power before demand takes a hit. This is crucial since Micron is positioned
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

New York, January 24, 2026, 18:33 EST — The market is now closed. Micron Technology, Inc. shares ended Friday up 0.5%, closing at $399.65, just shy of the $400 mark. Investors start the week focused on constrained memory supply and rising component prices. The stock slipped slightly in after-hours trading. (Yahoo Finance) The short-term outlook is straightforward: memory shortages in data centers and AI gear are pushing prices higher. That’s a win for suppliers like Micron, though device makers face a tougher road. Intel’s recent warning about climbing memory costs has put this squeeze back in the spotlight this week.
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

New York, Jan 24, 2026, 10:36 EST — Market closed Micron Technology (MU.O) closed Friday just off flat, slipping 0.1% to $399.30. The stock hovered near $399.65 in after-hours trading, holding close to the $400 level ahead of Monday. (StockAnalysis) The close was quiet, but the bigger picture isn’t. Micron now offers a clear signal on how tight the memory market really is—and just how far prices can rise before demand falters. The key question for the next session: is it still “tight supply, strong pricing,” or is the narrative shifting to “tight supply, weaker volumes”? The market can flip
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

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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