Today: 7 February 2026
Subscribe
Browse Category

NASDAQ:MU News 2 January 2026 - 6 January 2026

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

NEW YORK, Jan 6, 2026, 10:27 EST Sandisk Corp shares were up about 22% at $335 on Tuesday after touching an intraday high of $337.51, extending a sharp rally in flash-memory and storage stocks tied to artificial intelligence data centers. The move follows fresh forecasts that memory pricing will keep rising as suppliers steer output toward server and AI hardware. TrendForce said NAND flash contract prices are expected to rise 33% to 38% from the prior quarter, while conventional DRAM contract prices are forecast to climb 55% to 60%. Source NAND flash is the non-volatile memory used in solid-state drives,
6 January 2026
······
Micron stock jumps nearly 8% on AI-driven memory crunch bets — what’s next for MU

Micron stock jumps nearly 8% on AI-driven memory crunch bets — what’s next for MU

New York, January 6, 2026, 10:23 EST — Regular session Micron Technology, Inc. shares rose 7.7% to $336.11 in mid-morning trade on Tuesday, extending a sharp early-year run for MU stock. The stock hit an intraday high of $336.31 after closing at $312.15 in the prior session. The jump kept attention on the memory market, where suppliers are warning that demand from artificial intelligence data centers is outrunning capacity. Samsung Electronics co-CEO TM Roh called the shortage “unprecedented” in an interview with Reuters, and Micron CEO Sanjay Mehrotra has said constraints could stretch beyond 2026 as chipmakers steer capacity toward
6 January 2026
···
Micron stock jumps 5% on Gen5 SSD launch as memory-price surge stays in focus

Micron stock jumps 5% on Gen5 SSD launch as memory-price surge stays in focus

New York, Jan 6, 2026, 09:49 EST — Regular session Micron Technology, Inc. shares rose about 5% in early New York trading on Tuesday after the memory-chip maker announced a new client solid-state drive. The stock was up 5.2% at $328.27, versus a 1.7% rise for the iShares Semiconductor ETF, after closing at $312.15 on Monday. Micron said it launched the Micron 3610, a client SSD it described as the first PCIe Gen5 drive using its G9 QLC NAND — a denser type of flash storage designed to lower cost per bit. Micron said the drive can reach sequential read
6 January 2026
··
Micron stock whipsaws as “unprecedented” AI memory shortage tightens supply

Micron stock whipsaws as “unprecedented” AI memory shortage tightens supply

New York, Jan 5, 2026, 16:09 EST — After-hours Micron Technology Inc (MU) closed down 3.68 points, or about 1.2%, at $311.74 on Monday after a volatile session that saw the stock trade between $309.60 and $328.44. The chipmaker opened at $325 versus Friday’s close of $315.42, with volume near 30.7 million shares. The late fade matters because Micron has become a high-beta gauge of how far the AI buildout can push memory pricing. After a steep run, traders have been quicker to lock in gains, even on broadly constructive sector headlines. Investors are also debating whether the memory upturn
5 January 2026
·
Micron stock just set another record — Bernstein’s $330 target is keeping the AI-memory trade hot

Micron stock just set another record — Bernstein’s $330 target is keeping the AI-memory trade hot

New York, Jan 5, 2026, 10:03 (EST) Micron Technology shares set a fresh record in early trading on Monday, touching $328.44 before reversing and turning lower. The stock was down about 0.7% at $313.12 in late morning trade. The swing shows how quickly sentiment is shifting around memory chips — the DRAM that acts as a computer’s working memory and NAND, the flash storage used in everything from servers to smartphones. Investors are trying to pin down a simple question with an annoyingly non-simple answer: is this another classic memory upcycle that fades, or a tighter, AI-driven market where prices
5 January 2026
·
Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

New York, January 5, 2026, 09:32 (ET) — Regular session Micron Technology, Inc. (MU) shares rose 2.7% to $323.92 in early trade on Monday, keeping the U.S. memory-chip maker near fresh highs. The move matters because memory pricing drives Micron’s profits more directly than most chipmakers. When supply tightens, even small shifts in availability can lift contract prices and margins. This time, the squeeze is tied to artificial intelligence buildouts. High-bandwidth memory (HBM) — premium DRAM stacked for speed in AI servers — is soaking up capacity, leaving less output for PCs, phones and other devices. A Reuters report said
5 January 2026
···
Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

NEW YORK, Jan 5, 2026, 05:59 ET — Premarket Micron Technology (MU.O) shares rose about 3% in premarket trading on Monday, adding to a powerful run that saw the stock jump 10.5% on Friday’s close. Shares were indicated at $325.37 after ending Friday at $315.42. The Wall Street Journal The move matters because Micron’s fortunes swing with memory prices, and investors are betting this cycle has shifted in its favor. Demand from data centers building out artificial intelligence systems is pulling in more DRAM — the working memory inside servers — and more high-end variants that carry fatter margins. That
5 January 2026
····
Micron stock jumps nearly 4% in premarket as MU extends Friday rally; $330 target in focus

Micron stock jumps nearly 4% in premarket as MU extends Friday rally; $330 target in focus

New York, Jan 5, 2026, 06:02 (EST) — Premarket Micron Technology shares (MU.O) rose 3.85% in premarket trading on Monday to $327.57, building on a strong finish to last week. The stock ended Friday up 10.51% at $315.42.  Public The early move matters because Micron has become a high-volume proxy for a bet that memory-chip prices will keep rising in 2026, lifting earnings across the sector. Investors are watching demand for DRAM — the mainstream memory used in servers, PCs and phones — and high-bandwidth memory (HBM), a premium stacked form of DRAM used alongside AI processors. Micron’s closest rivals
5 January 2026
·
Micron stock jumps 10% on Bernstein’s $330 target — what MU investors watch before Monday’s open

Micron stock jumps 10% on Bernstein’s $330 target — what MU investors watch before Monday’s open

New York, Jan 4, 2026, 16:21 ET — Market closed Micron Technology (MU) heads into Monday’s U.S. reopen after a sharp Friday rally that lifted the memory-chip maker 10.5% to $315.42. The stock hit an intraday high of $319.60, reflecting heavy momentum into the first full week of 2026. The move matters because Micron sits near the center of the “AI buildout” trade: more servers and accelerators typically mean more demand for memory chips, which can lift prices and margins when supply is tight. Investors have treated memory pricing as the swing factor, and Friday’s jump suggests the market is
4 January 2026
···
Micron stock jumps 10% on Bernstein target hike as AI-memory bets carry into 2026

Micron stock jumps 10% on Bernstein target hike as AI-memory bets carry into 2026

NEW YORK, Jan 4, 2026, 09:29 ET — Market closed Micron Technology, Inc. shares ended Friday’s session up 10.5% at $315.42, after Bernstein SocGen Group raised its price target on the memory-chip maker to $330 while keeping an “outperform” rating. Investing The move matters now because Micron’s earnings are highly sensitive to memory pricing, and Wall Street is leaning into a view that the next leg of the price cycle is being driven by AI data-center buildouts rather than the usual PC and smartphone refresh. Investing A double-digit gain on the first trading day of the year also sets a
4 January 2026
···
Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

NEW YORK, January 4, 2026, 05:50 ET — Market closed Micron Technology shares surged 10.5% to close at $315.42 on Friday, as a bullish analyst note helped extend a powerful rally in memory stocks tied to artificial-intelligence data centers. The move matters now because memory is one of the key inputs for AI servers, and tighter supply can push up prices quickly. Higher prices typically flow straight into chipmakers’ margins when they sell more of the same bits at better terms. Micron is a major supplier of DRAM (dynamic random access memory, a type of working memory used in computers
4 January 2026
···
Dow, S&P 500 snap losing streak as chip and AI stocks kick off 2026 with a rally

Dow, S&P 500 snap losing streak as chip and AI stocks kick off 2026 with a rally

NEW YORK, Jan 3, 2026, 17:26 ET The Dow and S&P 500 ended higher on Friday to start 2026, snapping four-session losing streaks as semiconductor shares rallied, while the tech-heavy Nasdaq finished fractionally lower. Investopedia The early tone matters because U.S. equities enter the new year after a three-year run of strong gains, with investors looking for signs that demand for AI-linked trades can broaden beyond a narrow group of winners. It also comes as traders brace for a busier data calendar and new policy risks, after a muted holiday stretch that left markets prone to sharp moves on thin
3 January 2026
·········
Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus

Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus

NEW YORK, January 3, 2026, 14:25 ET — Market closed Western Digital (WDC.O) shares closed up 9% at $187.70 on Friday, outperforming the broader market on the first trading day of 2026. Barron’s The move mattered because investors have treated data storage as a key “picks-and-shovels” beneficiary of artificial intelligence, alongside semiconductors and servers. That theme helped power big gains across storage and memory names in 2025 and is carrying into the new year. Barron’s Western Digital sells hard-disk drives, or HDDs — spinning-disk storage used for bulk, low-cost capacity in cloud data centers. Investors have been buying the group
3 January 2026
······
Semiconductor stocks jump as Micron surges 10% and SOXX rallies in first session of 2026

Semiconductor stocks jump as Micron surges 10% and SOXX rallies in first session of 2026

NEW YORK, Jan 3, 2026, 12:39 ET — Market closed U.S. semiconductor stocks powered higher in the last session before the weekend, pushing the iShares Semiconductor ETF up 4.2% on Friday. Micron Technology and Intel led the advance, as investors rotated back into chip names to start 2026. The market is closed on Saturday, leaving investors to digest Friday’s move and size up what it means for the first full week of trading in the new year. The sector’s rebound comes with key U.S. economic data due in the days ahead. Bureau of Labor Statistics Chip stocks matter right now
3 January 2026
········
Micron stock jumps 10% after Bernstein raises target to $330 as AI memory pricing stays tight

Micron stock jumps 10% after Bernstein raises target to $330 as AI memory pricing stays tight

NEW YORK, Jan 3, 2026, 09:27 ET — Market closed Micron Technology, Inc. (MU.O) shares jumped 10.5% on Friday, closing at $315.42, after a Bernstein price-target increase helped propel the memory-chip maker higher in the market’s first session of 2026. The move matters because Micron’s earnings are tightly linked to the direction of memory-chip prices, and investors have been leaning into the view that AI data centers are tightening supply faster than the industry can add capacity. Memory has a long history of boom-and-bust cycles, so even small shifts in expectations for pricing and supply can produce outsized moves in
3 January 2026
Micron stock jumps 10% on a Wall Street target hike — what Nasdaq traders watch next

Micron stock jumps 10% on a Wall Street target hike — what Nasdaq traders watch next

NEW YORK, January 3, 2026, 08:05 ET — Market closed Micron Technology (MU) shares climbed 10.5% to $315.42 at Friday’s close after Bernstein SocGen Group lifted its price target on the Nasdaq-listed memory-chip maker to $330. “AI makes data center demand balloon but supply expansion takes time,” Bernstein analyst Mark Li wrote. The Motley Fool The sharp move matters because investors are treating memory pricing as an early-2026 scorecard for the “AI infrastructure” trade. DRAM — short-term “working” memory used in servers and PCs — is a key profit driver when prices rise faster than costs. It also sets the
3 January 2026
···
Micron stock jumps 10% after Bernstein lifts target — what’s next for MU

Micron stock jumps 10% after Bernstein lifts target — what’s next for MU

NEW YORK, January 3, 2026, 04:50 ET — Market closed Micron Technology, Inc. shares ended Friday up 10.5% at $315.42, outperforming the broader chip group as Wall Street opened 2026 with a rotation back into semiconductors. The move matters because Micron sits close to the center of the supply-and-demand fight in memory chips, where price swings can quickly reshape profits. Investors have been leaning into the view that artificial intelligence-driven data-center buildouts will keep demand firm while supply remains tight. It also lands as traders head into a data-heavy January, with interest-rate expectations still doing a lot of the steering
3 January 2026
·
Western Digital stock jumps nearly 9% as AI storage trade kicks off 2026

Western Digital stock jumps nearly 9% as AI storage trade kicks off 2026

NEW YORK, Jan 2, 2026, 19:41 ET — After-hours Western Digital Corp shares surged on Friday and were still higher in after-hours trading, extending a sharp rally in data-storage stocks to start 2026. StockAnalysis The move matters because investors are rotating back into the “AI infrastructure” trade — the suppliers of hardware used to build and run data centers — after year-end volatility and a brief pullback in some high-flying names. Reuters It also comes as the broader U.S. market stabilized on the first session of the year, with chip stocks leading gains and a key semiconductor index rising 4%,
3 January 2026
·····
US stock market today: Dow rises, S&P 500 edges up as Nvidia leads chip rally; Tesla falls

US stock market today: Dow rises, S&P 500 edges up as Nvidia leads chip rally; Tesla falls

NEW YORK, January 2, 2026, 4:30 PM ET — After-hours Wall Street ended mixed on Friday, with the Dow snapping a four-day losing streak to start 2026 as chipmakers and industrials rallied, while consumer discretionary shares weighed. The Dow Jones Industrial Average rose 311.99 points, or 0.67%, to 48,383.22; the S&P 500 added 12.52 points, or 0.18%, to 6,858.02; and the Nasdaq Composite slipped 5.30 points, or 0.02%, to 23,236.69. Recent selling also snuffed out hopes of a “Santa Claus rally” — a tendency for stocks to firm in the last five trading days of December and the first two
2 January 2026
······
Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

NEW YORK, Jan 2, 2026, 16:15 ET — After-hours Micron Technology Inc shares closed up 10.4% at $315.23 on Friday after a Bernstein note lifted sentiment on memory pricing, extending a semiconductor rally to start 2026. The stock touched $315.37 and gained $29.82 from Thursday’s close, market data showed. StockAnalysis The call matters because Micron’s earnings are highly sensitive to memory pricing — small shifts in contract prices can swing margins. Investors have been hunting for new signposts on whether AI-driven demand is keeping the supply squeeze intact as 2026 begins. High-bandwidth memory, or HBM, is a premium stacked memory
2 January 2026
···
1 … 5 6 7 8 9 … 16

Stock Market Today

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

7 February 2026
AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
Go toTop