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NASDAQ:MU 3 July 2026 - 10 July 2026

Micron Stock Rises 2.3% as NAND Forecasts Point to a 50%–61% Two-Quarter Price Gain
AI Stocks Face Their Biggest Test Yet as Micron’s $250 Billion Bet Raises the Bar

AI Stocks Face Their Biggest Test Yet as Micron’s $250 Billion Bet Raises the Bar

Micron Technology’s plan to invest more than $250 billion in the United States through 2035 gave Wall Street a fresh marker for the artificial intelligence trade on Thursday: the spending boom is real, and it now has to show returns. Micron said the plan was driven by demand for memory chips in the AI era, while its shares rose about 8% in early trading.
AI stocks mixed in Q3 as memory slump pressures cash flow after capex surge

AI stocks mixed in Q3 as memory slump pressures cash flow after capex surge

Seeking Alpha’s summary flagged memory as the first pressure point. Odaily said Q3 flows are leaving broad AI and moving into storage, optical, power, and data center names. Investing.com described the quarter as a divergence, with results, AI spending, and the Fed dragging the market in opposite directions. Wednesday’s price action backed up that idea: AI is splitting into more trades.
Nasdaq futures weaker vs. Dow as chip shares slip ahead of Fed minutes

Nasdaq futures weaker vs. Dow as chip shares slip ahead of Fed minutes

U.S. stock futures were mixed early Tuesday, with Nasdaq contracts falling and the Dow and Russell futures higher. Around 5:50 a.m. EDT, Dow Jones E-minis gained 122 points, or 0.23%. S&P 500 E-minis slipped 10.75 points, or 0.14%, while Nasdaq 100 E-minis lost 311.25 points, or 1.04%. Russell 2000 futures added 4.6 points, or 0.15%.
Ford (NYSE:F) rises as Q2 outlook meets F-Series inventory shift

Ford (NYSE:F) rises as Q2 outlook meets F-Series inventory shift

Ford Motor Company was up 45.5 cents at $13.815 around 13:46 EDT Monday, trading 35.3 million shares. The new supply numbers pointed to a tougher outlook for Ford stock in the back half, despite sales numbers that looked weaker on the surface. General Motors Company gained about 2.4%. Tesla Inc was up roughly 5.4%, while Rivian Automotive Inc added about 5.5%.
Dell Technologies (NYSE:DELL) rises after Trump plug outpaces family pledge

Dell Technologies (NYSE:DELL) rises after Trump plug outpaces family pledge

Dell Technologies was up 5.6% Monday during regular U.S. trading after President Donald Trump singled out founder Michael Dell in remarks at a White House event for Trump Accounts. “Go out and buy a Dell computer,” Trump said. Dell shares last traded at $416.44 at 11:54 a.m. EDT, with a session high at $429.66. Based on Dell’s market cap and share price, the stock’s midday gains came to around $14.5 billion, and about $23.2 billion at the peak.
Trump crypto gains reach level of new federal child seed fund

Trump crypto gains reach level of new federal child seed fund

President Donald Trump’s reported crypto income now ties in with a new taxpayer-backed equity plan. His crypto total for 2025, more than $1.4 billion, about matches the government’s starter fund for 1.4 million eligible Trump Accounts. The Office of Government Ethics posted Trump’s certified annual disclosure June 30. Reuters reported the filing lists over $1.4 billion from crypto, with nearly $800 million from World Liberty Financial and $635 million from Trump meme coin sales.
Micron Technology (NASDAQ:MU) sheds $202 billion in market cap in two-day chip selloff before holiday

Micron Technology (NASDAQ:MU) sheds $202 billion in market cap in two-day chip selloff before holiday

U.S. stock markets closed Friday for the Independence Day holiday, leaving Micron Technology with a two-session slide going into the break. The company’s shares dropped from $1,154.29 on Tuesday to $975.56 at Thursday’s close, down 15.5%. That move wiped out roughly $202 billion in market cap, based on MarketWatch’s figure of 1.13 billion shares.
Dow at a record but chip shares split in US after-hours trading before July 4 break

Dow at a record but chip shares split in US after-hours trading before July 4 break

Dow closed at a record while AI names slid as U.S. stocks finished the session before the July 4 break. Volume and market breadth told the story—U.S. exchange volume reached 19.92 billion shares, which is about 14.7% under the 20-day average. The Dow picked up 594.83 points as the Philadelphia semiconductor index dropped 5.4%.
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