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NASDAQ:MU News 18 January 2026 - 20 January 2026

Micron stock bucks market drop on $1.8 billion Taiwan fab buy as AI-memory squeeze tightens

Micron stock bucks market drop on $1.8 billion Taiwan fab buy as AI-memory squeeze tightens

New York, January 20, 2026, 12:20 EST — Regular session Micron Technology (MU.O) shares climbed roughly 0.6% to $365.02 by midday Tuesday, following its $1.8 billion cash deal to acquire Powerchip Semiconductor Manufacturing’s P5 fab in Taiwan. Earlier, the stock fluctuated between $350.22 and $381.04 during the session. (Reuters) Micron bucked the broader U.S. equity selloff, gaining ground while the Nasdaq-heavy Invesco QQQ Trust dropped roughly 1.3% and the iShares Semiconductor ETF slipped about 0.3%. TD Cowen’s Krish Sankar told MarketWatch that shortages of DRAM and NAND are “worsening, not improving.” (MarketWatch) Why it matters now: memory is seen as
20 January 2026
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Micron stock price jumps nearly 8% as $1.8 billion Taiwan fab deal and Stifel target lift MU

Micron stock price jumps nearly 8% as $1.8 billion Taiwan fab deal and Stifel target lift MU

New York, Jan 20, 2026, 09:33 EST — Regular session Micron Technology Inc (Nasdaq: MU) shares surged roughly 7.8% to $362.75 in early New York trading Tuesday, climbing $26.12 from the previous close and briefly touching $362.84. The rally came on the back of Micron’s announcement to expand capacity in Taiwan, coupled with new price-target upgrades from Wall Street analysts. Memory’s back as a bottleneck, plain and simple. Investors aren’t just betting on growth—they’re pricing in the risk of shortages. The focus is on high-bandwidth memory, the key component for AI servers, since its supply can tighten fast and steer
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

TAIPEI, Jan 20, 2026, 21:25 GMT+8 Micron Technology revealed plans to buy Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. This move underscores Micron’s confidence that demand for dynamic random access memory (DRAM)—used mainly in computers and servers—will keep outstripping supply. Shares of Powerchip surged nearly 10% after the announcement. The acquisition brings about 300,000 square feet of cleanroom space to Micron and aims to increase DRAM wafer production starting in the second half of 2027. The deal should wrap up by Q2 2026, subject to regulatory approval. TrendForce projects the initial capacity phase
20 January 2026
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TSMC stock hits a fresh high in Taipei — what traders watch before the next leg

TSMC stock hits a fresh high in Taipei — what traders watch before the next leg

TAIPEI, Jan 20, 2026, 07:47 (GMT+8) — Premarket Shares of Taiwan Semiconductor Manufacturing Co edged toward record highs on Tuesday, buoyed by a late-session rally that pushed the Taipei benchmark to fresh peaks. TSMC (2330.TW) holds a commanding weight in Taiwan’s index and is a key player in the AI hardware supply chain. Its movements often signal to both local funds and offshore investors how demand for cutting-edge chips is shaping up. The timing feels off. Global markets have displayed bouts of risk aversion linked to new tariff threats, which can drag down pricey tech stocks even if company updates
20 January 2026
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Micron’s $1.8 billion Taiwan fab deal puts chip stocks in focus before Tuesday’s open

Micron’s $1.8 billion Taiwan fab deal puts chip stocks in focus before Tuesday’s open

NEW YORK, Jan 19, 2026, 12:22 EST — Market closed. Micron Technology’s $1.8 billion move to acquire a Taiwan fabrication facility has reignited interest in semiconductor stocks. U.S. markets were closed Monday, leaving investors to digest the news ahead of Tuesday’s open. (Reuters) The move comes as chip investors wrestle with the true meaning of “tight supply” in memory chips—the components powering servers and AI systems—and just how long pricing power might hold. Traders aren’t focused on any one factory. The bigger question is whether the industry remains in catch-up after years of AI-fueled investment, and how new capacity might
19 January 2026
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SK hynix stock at 764,000 won: tariff talk and Micron’s Taiwan move set up the week

SK hynix stock at 764,000 won: tariff talk and Micron’s Taiwan move set up the week

SEOUL, Jan 20, 2026, 01:40 (KST) — Premarket SK hynix Inc (000660.KS) shares climbed 1.1% to finish at 764,000 won on Monday, trading within a range of 750,000 to 774,000 during the session. The South Korean memory-chip manufacturer is set to release its earnings on Jan. 29. (Investing.com) In Seoul, the stock has turned into a quick proxy for the AI hardware boom. SK hynix offers high-bandwidth memory, or HBM — chip stacks placed alongside AI processors to speed up data transfer and cut power consumption. Tariff news is hitting with unusual force. Investors are scrambling to figure out if
19 January 2026
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Micron stock faces Tuesday test after $1.8 billion Taiwan fab buy

Micron stock faces Tuesday test after $1.8 billion Taiwan fab buy

New York, Jan 19, 2026, 10:53 ET — Market closed. Micron Technology, Inc. revealed a $1.8 billion plan to buy a chip fab in Taiwan. Investors will get their first real chance to weigh in during the next trading session. U.S. stock markets are closed Monday for Martin Luther King Jr. Day, so Micron’s shares won’t react until trading picks up again on Tuesday. The agreement arrives as the memory market remains tight, with demand for dynamic random access memory (DRAM)—the key working memory in servers and PCs—and high-bandwidth memory (HBM) used alongside AI processors exceeding supply. This isn’t about
19 January 2026
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Micron (MU) stock faces Tuesday test after $1.8B Taiwan fab buy and $100B New York megafab push

Micron (MU) stock faces Tuesday test after $1.8B Taiwan fab buy and $100B New York megafab push

New York, Jan 18, 2026, 18:05 (EST) — The market closed for the day. Micron Technology, Inc. made waves ahead of Tuesday’s U.S. market open with news of a $1.8 billion cash deal to acquire a Taiwan chipmaking plant. On Friday, its shares surged 7.8% before markets closed for the Martin Luther King Jr. Day holiday on Monday. The planned acquisition stands out, potentially ramping up DRAM capacity faster than building a new plant. This follows a steep stock surge, fueled by investor bets on AI-driven demand. Unexpected moves have little room to breathe now. Fresh data on memory supply
19 January 2026
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Micron stock jumps nearly 8% on insider buy, setting up a choppy holiday week for chip shares

Micron stock jumps nearly 8% on insider buy, setting up a choppy holiday week for chip shares

New York, January 18, 2026, 12:02 ET — Market closed. Micron Technology shares jumped Friday following a disclosure that a company director bought millions worth of stock, putting the chipmaker in the spotlight as Wall Street returns from the holiday. The stock closed at $362.75, rising 7.8% for the session. The jump is significant because investors have concentrated heavily on a handful of AI-related winners while the wider market has struggled to gain traction. A substantial insider purchase at lofty prices can inject momentum, but it also increases the risk for the next upward move. U.S. stocks ended Friday almost
18 January 2026
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Micron stock closes at a record after $7.8 million insider buy — what to watch next week

Micron stock closes at a record after $7.8 million insider buy — what to watch next week

New York, Jan 18, 2026, 10:46 (EST) — Market closed. Micron Technology shares hit a record high on Friday, surging 7.76% to close at $362.75. The jump came after an insider purchase disclosure sparked renewed buying in memory-chip stocks. During the session, the stock swung between $352.04 and $365.81, with roughly 47.9 million shares traded. (Investing.com) This matters now because Micron has become a real-time barometer for how investors value the “picks-and-shovels” side of the AI boom, beyond just the chipmakers. Its sharp move heading into the long weekend leaves traders facing a sparse calendar and a potentially more volatile
18 January 2026
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Micron stock jumps on $100B New York megafab groundbreaking and $7.8M insider buy — what MU traders watch next

Micron stock jumps on $100B New York megafab groundbreaking and $7.8M insider buy — what MU traders watch next

New York, Jan 18, 2026, 08:22 EST — The market has closed. Micron Technology shares jumped 7.8% on Friday, closing at $362.75. The stock surged after a week of gains, driven by news of a significant U.S. factory expansion and renewed insider buying activity. Wall Street was closed Monday for Martin Luther King Jr. Day, and now traders prepare for Tuesday’s session with chip stocks taking center stage as earnings season picks up. Anthony Saglimbene, chief market strategist at Ameriprise Financial, noted, “We’re at the start of the earnings season.” (Reuters) Micron announced it will break ground on a $100
18 January 2026
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Micron stock jumps into a holiday-shortened week after $1.8 billion Taiwan fab move

Micron stock jumps into a holiday-shortened week after $1.8 billion Taiwan fab move

New York, Jan 18, 2026, 06:31 ET — Market closed Micron Technology shares surged 7.8% on Friday, closing at $362.75, outpacing a broad semiconductor ETF as memory-chip stocks led gains across the tech sector. Investors head into the weekend with a fresh batch of corporate news to digest before markets reopen. The near-term narrative hasn’t changed: investors want memory tied to AI servers, and Micron is right at the heart of that play. Yet, the company’s recent updates have shifted attention back to supply — specifically, what it can produce, where, and at what speed. This matters since memory tends
18 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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