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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

Robinhood shares rose 2.6% to $109.01 by early afternoon Friday, trading between $105.52 and $110.43. A Robinhood-Susquehanna joint venture acquired 90% of MIAXdx, a regulated derivatives exchange. The new “Retail Kings” ETF launched with Robinhood among its initial holdings. Trading volume for Robinhood reached about 11.5 million shares.
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

Micron Technology shares fell 0.5% to $395.43 Friday amid sector weakness and volatile trading, as the Philadelphia Semiconductor Index dropped 1% after Intel’s disappointing outlook. Micron disclosed shareholder approval of a charter change capping officer liability and a planned insider sale of 26,623 shares by Manish Bhatia. Memory prices are rising, pressuring consumer tech, while investors watch HBM supply and upcoming tech earnings.
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

Micron shares rose 1.6% to $395.54 in after-hours trading Thursday after William Blair initiated coverage with an Outperform rating, citing tight memory supply through 2027. Analysts warn soaring memory prices could squeeze phone and PC makers, with some predicting memory costs could reach up to 40% of a PC’s materials. Micron reported Q1 revenue of $13.64 billion and raised its Q2 outlook.
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

Micron Technology shares rose 6.6% to $389.11 in early U.S. trading Thursday after Stifel and William Blair initiated coverage with Outperform ratings, citing tight supply of high-speed AI memory chips. Micron also reported shareholders approved a charter amendment limiting certain officers’ liability and rejected a proposal on special meeting rights.
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

Micron shares rose 2.2% to $397.75 premarket Thursday after William Blair upgraded the stock to “Outperform,” following a 6.6% surge Wednesday. Memory-chip prices are spiking amid AI demand, with some products up 1,000%, raising concerns that higher costs could curb PC and smartphone shipments. Micron plans to buy Powerchip’s P5 fab in Taiwan for $1.8 billion, aiming to boost DRAM output by late 2027.
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

Intel jumped 11.7% to $54.25 Wednesday, leading gains among AI chipmakers ahead of its quarterly report; Nvidia rose 3%, AMD 7.6%, and Micron 6.6%. Compal warned memory costs could reach up to 40% of PC component prices due to surging demand. The U.S. House advanced a bill to tighten AI chip exports, targeting Nvidia’s Blackwell chips. The S&P 500 rose 1.16% after Trump’s Greenland deal and tariff pause.
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

Sandisk shares closed up 10.6% at $501.29 Wednesday and rose another 1.2% after hours, following Citi’s price target hike to $490 on strong AI-driven storage demand. The stock traded as high as $501.95 on volume of 19.8 million shares. Sandisk reports fiscal Q2 results Jan. 29. Western Digital, Seagate, and Micron also gained.
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

Micron shares rose 4.9% to $382.86 Wednesday after TD Cowen raised its price target, citing persistent memory shortages. The company agreed to buy Powerchip’s P5 fab in Taiwan for $1.8 billion, aiming to boost DRAM output by late 2027. Investors weighed supply risks and execution challenges. Powerchip scheduled an April 10 meeting on a related share issuance.
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

Micron shares rose 2.8% to $375.21 Wednesday morning after the company agreed to buy Powerchip’s P5 fab in Taiwan for $1.8 billion. The deal adds 300,000 square feet of cleanroom space, with DRAM wafer output set for late 2027. Analysts raised price targets but at least one downgraded the stock over concerns about high-bandwidth memory execution. Memory shortages continue to disrupt AI infrastructure expansion.
21 January 2026
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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