Today: 23 May 2026
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NASDAQ:MU 3 February 2026 - 10 February 2026

Micron stock slides on Nvidia HBM4 fears as Samsung, SK hynix loom

Micron stock slides on Nvidia HBM4 fears as Samsung, SK hynix loom

Micron shares fell 2.9% to $383.50 early Tuesday after reports suggested Samsung and SK hynix may secure most early HBM4 supply for Nvidia’s next AI platform. BusinessKorea cited sources saying Micron may be excluded from Nvidia’s initial supplier list due to performance issues. Investors await Micron’s Feb. 11 conference appearance for updates on HBM4 qualification. Nvidia and AMD shares rose in early trading.
10 February 2026
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Micron stock drops after-hours as Samsung HBM4 report rattles Nvidia supply bets

Micron stock drops after-hours as Samsung HBM4 report rattles Nvidia supply bets

Micron shares fell 2.9% to $383.24 in after-hours trading Monday amid reports Samsung will begin mass production and shipment of HBM4 memory for Nvidia’s upcoming “Vera Rubin” AI chips. Industry sources say Samsung passed Nvidia’s quality checks, while SK hynix and Micron are expected to split the rest of early supply. No official confirmation on volumes.
9 February 2026
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AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns

AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns

Nvidia jumped 3.5% Monday, leading gains in AI chip stocks, while Micron fell 1.3% amid concerns over next-gen memory demand. AMD rose 2.5% and Broadcom added 2.4%. Samsung is set to begin shipping HBM4 memory after Lunar New Year, following Nvidia quality tests. Traders await Nvidia’s GTC event in March for further signals.
9 February 2026
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AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

Micron shares fell 3% premarket after reports that Samsung will begin mass production of HBM4 memory for Nvidia AI chips this month. Nvidia dropped 1%, Super Micro Computer slipped 1.5%, while Microsoft and Amazon edged higher. Traders focused on upcoming U.S. jobs and inflation data for rate signals. Nvidia reports earnings Feb. 25.
9 February 2026
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Nvidia, AMD spark chip-stock rebound on AI spending plans — what to watch this week

Nvidia, AMD spark chip-stock rebound on AI spending plans — what to watch this week

The Philadelphia chip index jumped 5.7% Friday, led by Nvidia’s 7.9% surge, as investors bet on continued AI data-center spending. Amazon projected $200 billion in capex for 2026, boosting supplier sentiment. The Semiconductor Industry Association forecast global chip sales hitting $1 trillion in 2026. Apple warned of sharply rising memory chip prices amid a supply squeeze.
8 February 2026
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Micron stock jumps into the weekend: UBS lifts target to $450 as Nvidia HBM4 doubts surface

Micron stock jumps into the weekend: UBS lifts target to $450 as Nvidia HBM4 doubts surface

Micron shares closed up 3.1% at $394.69 Friday after UBS raised its price target to $450, citing stronger DRAM and NAND pricing. Semianalysis cut its forecast for Micron’s share of Nvidia’s next-gen HBM4 supply to zero, citing performance concerns. The stock traded between $372.87 and $396.65 during the session. U.S. markets are closed for the weekend.
7 February 2026
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Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron shares fell 0.5% in premarket trading Friday after Semianalysis cut its forecast for Micron’s Nvidia HBM4 memory supply share to zero. The firm now expects Nvidia’s HBM4 orders to go 70% to SK Hynix and 30% to Samsung. DigiTimes reported Nvidia is seeking early HBM4 deliveries from Samsung as memory shortages loom. Micron stock had been up earlier on Amazon’s $200 billion capex plan.
6 February 2026
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Micron stock swings after Nvidia HBM4 doubts clash with a bullish UBS call

Micron stock swings after Nvidia HBM4 doubts clash with a bullish UBS call

Micron Technology shares climbed 3.2% to $395.02 in after-hours trading Friday, following a volatile session driven by debate over AI-memory demand and data center spending. UBS raised its price target to $450, citing expected memory shortages into 2027. Semianalysis said Nvidia is unlikely to order HBM4 from Micron, favoring SK Hynix and Samsung. EVP Sumit Sadana sold 25,000 shares on Feb. 2, a filing showed.
6 February 2026
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Micron stock sinks nearly 10% as AI jitters hit chipmakers again

Micron stock sinks nearly 10% as AI jitters hit chipmakers again

Micron Technology shares fell 9.5% to $379.40 Thursday amid a broad tech selloff and investor retreat from AI-linked stocks. Goldman Sachs said hedge funds faced their toughest day in nearly a year as crowded tech bets unwound. Qualcomm warned of missed results due to a global memory shortage, while Alphabet projected 2026 capital spending could reach $185 billion to address compute bottlenecks.
5 February 2026
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Micron stock slips again in premarket after 9.6% slide as insiders sell and memory crunch hits phones

Micron stock slips again in premarket after 9.6% slide as insiders sell and memory crunch hits phones

Micron Technology shares dropped 2.6% premarket Thursday after a 9.6% plunge Wednesday, closing at $379.40. A global memory shortage is raising component costs and pressuring chipmakers, with Qualcomm and Arm warning of sector-wide impact. Advanced Micro Devices fell 17% in Wednesday’s selloff. Micron EVP Sumit Sadana sold 25,000 shares for nearly $10.7 million on Feb. 2.
5 February 2026
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Micron stock sinks nearly 10% as AI-chip jitters flare — what to watch next

Micron stock sinks nearly 10% as AI-chip jitters flare — what to watch next

Micron shares fell nearly 10% in late trading Wednesday, closing at $378.50 after a volatile session. The drop followed a regulatory filing showing officer Sumit Sadana plans to sell 25,000 shares. Other chip stocks, including Nvidia and AMD, also declined as investors questioned the staying power of the AI rally. The PHLX semiconductor index finished sharply lower.
4 February 2026
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Micron stock price slips 4% in early trade as chip rally cools — what’s next for MU

Micron stock price slips 4% in early trade as chip rally cools — what’s next for MU

Micron shares fell 4.2% to $419.44 in early Nasdaq trading Wednesday, tracking a broader tech selloff after AMD issued a cautious outlook. TrendForce forecasts DRAM contract prices will jump up to 95% in Q1, citing AI-driven demand. Analysts report Micron can meet only about two-thirds of customer orders amid a memory chip shortage. Investors await Micron’s Feb. 11 conference for updates on supply and pricing.
4 February 2026
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Micron stock price slips after hours as insider sale notice and chart warning cool MU rally

Micron stock price slips after hours as insider sale notice and chart warning cool MU rally

Micron Technology shares fell 4.2% to $419.61 in after-hours trading Tuesday, reversing sharply from an intraday high of $452.31. A regulatory filing showed officer Sumit Sadana proposed selling 25,000 shares valued at about $10.7 million. The drop came as tech stocks broadly retreated, with the Nasdaq down 2.17%. Micron’s next earnings report is expected March 19.
3 February 2026
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Stock Market Today

  • Q1 Earnings Review: The Ensign Group (ENSG) Trails Healthcare Providers & Services Peers
    May 22, 2026, 11:54 PM EDT. Healthcare providers & services stocks delivered a solid Q1, with revenues beating estimates by 1.4% and shares rising 9.6% on average. The Ensign Group (NASDAQ:ENSG) reported $1.39 billion in revenue, up 18.4% year-over-year but missing analyst expectations by 8.4%. ENSG's stock fell 4.9% post-earnings, marking the weakest performance among its peers. Sector challenges include high operational costs and reimbursement pressures, yet an aging population and healthcare digitization provide growth opportunities. CEO Barry Port emphasized the company's focus on quality care and managing complex patient cases. Despite ENSG's miss, the sector outlook remains cautiously optimistic amid ongoing regulatory and labor headwinds.

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Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

23 May 2026
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AXT stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
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