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NASDAQ:MU News 20 January 2026 - 23 January 2026

Robinhood stock rises as Retail Kings ETF adds HOOD and MIAXdx deal hangs over the tape

Robinhood stock rises as Retail Kings ETF adds HOOD and MIAXdx deal hangs over the tape

New York, January 23, 2026, 13:20 EST — Regular session Robinhood Markets shares climbed 2.6% on Friday, hitting $109.01 by 1:20 p.m. ET. The stock swung between $105.52 and $110.43 during the session, with roughly 11.5 million shares changing hands. Investors have zeroed in on the trading app’s expansion into futures and “prediction markets” — contracts that pay out depending on event outcomes — aiming to broaden its reach beyond just stocks and options trading. Robinhood remains firmly connected to retail investors. Whenever individual traders ramp up their activity, the company’s name quickly pops up—in flows, options, and news stories
23 January 2026
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Micron stock slips as William Blair flags AI “memory bottlenecks”; Fed decision ahead

Micron stock slips as William Blair flags AI “memory bottlenecks”; Fed decision ahead

New York, Jan 23, 2026, 13:04 ET — Regular session Micron Technology, Inc. (MU.O) slipped 0.5% to $395.43 in early afternoon trading on Friday, after volatile swings. The stock has fluctuated between $390.80 and $411.90 during the session. Memory-chip stocks have surged back into the spotlight in the AI sector, driven by data centers’ need for faster memory to supply cutting-edge processors. High-bandwidth memory, or HBM, achieves this by stacking DRAM chips near the processor, speeding up data transfer. William Blair kicked off coverage of Micron on Thursday, assigning an “Outperform” rating. Analyst Sebastien Naji highlighted that “advancements in AI
23 January 2026
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Micron stock rises as new bullish call hits tape; investors eye insider sale plan

Micron stock rises as new bullish call hits tape; investors eye insider sale plan

New York, Jan 23, 2026, 09:33 EST — Regular session Micron Technology shares jumped roughly 2.2% to $397.58 in early Friday trading. The boost came after William Blair kicked off coverage with an “Outperform” rating, citing a “memory supercycle” driven by AI infrastructure investment. (MarketWatch) The latest call comes as investors flock back to memory-chip makers, wagering that data-center demand will hold firm despite a broader slowdown in the chip market. Micron’s shares have almost quadrupled over the past 12 months, standing out as a top momentum play and heightening the impact of any changes in pricing or supply cues.
23 January 2026
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Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

New York, January 22, 2026, 16:04 EST — After-hours Micron Technology shares climbed 1.6% to $395.54 in late Thursday trading following William Blair’s debut coverage with an Outperform rating on the U.S. memory-chip giant. Analyst Sebastien Naji highlighted that “advancements in AI compute are increasingly hindered by memory bottlenecks” in a firm note announcing the coverage launch. (William Blair) The timing is crucial as investors now see memory more as a bottleneck than a basic resource. High-bandwidth memory, or HBM—a faster DRAM variant placed alongside AI accelerator chips—has turned into a rare component in data-center expansions. Brokers are betting that
22 January 2026
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Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

New York, Jan 22, 2026, 09:32 EST — Regular session Micron Technology Inc (MU) shares jumped 6.6% to $389.11 in early Thursday trading, fueled by renewed bullish sentiment highlighting memory chips as a critical bottleneck in AI systems. This move is significant because Micron is at the heart of a trade that shifts with every change in AI spending and hardware availability. Memory markets are inherently cyclical, yet the bullish argument claims this cycle is different — tighter, extended, and driven by scarcity pricing. Stifel kicked off coverage with an Outperform rating, citing a multi-year memory cycle upswing fueled by
22 January 2026
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Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze

Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze

NEW YORK, Jan 22, 2026, 07:31 ET — Premarket Micron Technology (MU.O) shares jumped 2.2% to $397.75 in premarket Thursday after William Blair bumped its rating to “Outperform.” The move adds to a wave of target price hikes seen earlier this week. (Public) This change matters now because Micron finds itself amid a volatile chip market: memory prices are climbing fast, potentially lifting supplier margins considerably. But those rising costs might also choke demand if PC and phone makers pull back on orders. Investors are grappling with this shifting landscape while trying to predict the quarters ahead. Memory markets move
22 January 2026
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AI stocks today: Intel earnings, Nvidia export vote and rising memory prices in focus

AI stocks today: Intel earnings, Nvidia export vote and rising memory prices in focus

New York, Jan 22, 2026, 06:20 EST — Premarket Before Thursday’s U.S. open, AI stocks popped back into focus, led by chipmakers and their suppliers stirring early buzz. The reason this matters now is straightforward. The AI trade depends heavily on big spending for data centres, but it’s also caught up in Washington’s export restrictions and the climbing prices of crucial components found in everything from servers to laptops. Chipmakers led the charge Wednesday. Intel (INTC.O) surged 11.7% to $54.25. Nvidia (NVDA.O) gained roughly 3%, closing at $183.32. AMD (AMD.O) climbed 7.6% to $249.80. Micron (MU.O) added 6.6% to $389.11.
22 January 2026
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Sandisk stock pops past $500 as Citi turns more bullish — what SNDK traders watch next

Sandisk stock pops past $500 as Citi turns more bullish — what SNDK traders watch next

NEW YORK, Jan 21, 2026, 16:30 EST — After-hours. Sandisk Corp shares jumped 10.6%, closing at $501.29 on Wednesday. They pushed even higher in after-hours trading, rising 1.2% to $507.40. The flash-memory maker saw its rally pick up steam heading into the end of the week. During regular trading, the stock swung between $448.53 and $501.95, with roughly 19.8 million shares changing hands. https://stockanalysis.com/stocks/sndk/history/ This move is significant because Sandisk has become a crowded proxy for a single, narrow bet within the AI hardware surge: that large data centers will continue purchasing more storage and that limited supply will prevent
21 January 2026
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Micron stock jumps as Taiwan fab buy and fresh price-target hikes lift MU

Micron stock jumps as Taiwan fab buy and fresh price-target hikes lift MU

New York, Jan 21, 2026, 16:07 ET — After-hours Micron Technology, Inc. shares jumped 6.3% Wednesday, fueled by upbeat analyst calls and the company’s plans to ramp up capacity in Taiwan. The stock climbed $23.45 to $388.45, hitting a high of $394.15 earlier in the day. This move is significant because Micron is caught in a tightening memory cycle, where even minor supply changes can quickly impact prices — and profits. Traders are betting that this squeeze will outlast previous cycles. Micron produces DRAM, the active memory found in servers and PCs, along with NAND, the flash storage chips. In
21 January 2026
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Micron stock jumps nearly 5% as Taiwan fab deal keeps supply crunch trade in play

Micron stock jumps nearly 5% as Taiwan fab deal keeps supply crunch trade in play

New York, Jan 21, 2026, 10:38 AM EST — Regular session Micron Technology shares climbed 4.9% to $382.86 Wednesday morning, pushing higher amid growing bets that memory supply shortages will persist longer than anticipated. (Investing.com) This shift is crucial now as memory, usually a straightforward commodity, faces conflicting demands. Data centers expanding AI setups push for premium chips, while phone, PC, and other device manufacturers stick to standard components. Micron occupies a middle ground. It sells DRAM (dynamic random access memory, the “working” memory inside servers and devices) and NAND flash, while pushing to scale up high-bandwidth memory, or HBM
21 January 2026
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Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

New York, January 21, 2026, 09:42 EST — The regular session is now underway. Micron Technology, Inc. saw its shares climb 2.8% to $375.21 by 9:39 a.m. EST Wednesday. The surge followed two days of investor attention on the company’s strategy to boost manufacturing capacity in Taiwan despite soft demand for AI memory chips. (StockAnalysis) Memory shortages are snarling efforts by big cloud and chip customers scrambling to expand AI infrastructure. When supply tightens, contract prices spike sharply, hitting Micron’s earnings right away. The timing is favorable for bulls. Micron is acquiring more “cleanroom” space—the controlled environment needed for chip
21 January 2026
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Micron stock swings, ends higher as Taiwan fab buy plan meets $450 target call

Micron stock swings, ends higher as Taiwan fab buy plan meets $450 target call

New York, Jan 20, 2026, 16:10 EST — After-hours Micron Technology’s shares closed Tuesday up 0.9% at $366.00. The stock swung between a low of $350.22 and a high of $381.04 as investors digested news of a Taiwan expansion deal and fresh analyst upgrades. About 44.9 million shares changed hands during the session. This shift matters because memory chips, especially those used alongside AI processors in data centers, remain one of the clearest examples of tight supply in the market. When supply is constrained, price fluctuations hit earnings in this semiconductor segment almost immediately. Capacity updates are grabbing investor focus
20 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, 12:27 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
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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