NASDAQ:MU 30 December 2025 - 3 January 2026

Micron shares surged 10.4% to $315.23 Friday after Bernstein raised its price target to $330, citing a record memory pricing upcycle driven by AI demand and tight supply. The Philadelphia Semiconductor Index climbed 3.5% even as broader U.S. indexes slipped. Traders now await early-January economic data and earnings for signals on rates and tech sector appetite.

Micron shares fell 2.5% to $285.41 in the final 2025 session as U.S. tech stocks declined. Investors are watching HBM chip competition after Samsung touted HBM4 progress and China’s CXMT filed for a Shanghai IPO to expand DRAM output. Micron ended 2025 with an 11% HBM market share, trailing SK Hynix and Samsung.

Micron shares dropped 2.3% to $285.81 in the final 2025 session, underperforming semiconductor peers as the iShares Semiconductor ETF fell 1.2%. A Form 4 filing showed CFO Mark Murphy moved 35,000 shares into an estate-planning trust at no cash value. Investors are watching U.S. data, Fed signals, and new DRAM supply moves from China’s CXMT. U.S. markets close Thursday for New Year’s Day.

Micron Technology shares fell 1.8% to $287.35 in late-morning New York trading Wednesday after a Reuters report highlighted China’s CXMT plans to raise $4.2 billion for DRAM expansion. Micron’s CFO transferred 35,000 shares to an estate-planning trust, according to a recent filing. The company’s Taiwan unit secured a $149.5 million subsidy for memory chip R&D. Chip stocks and U.S. indexes traded slightly lower.