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A BofA analyst says Micron still trades at an attractive valuation with further upside ahead, as surging AI workloads tighten memory supply and keep the industry cycle strong.

Memory prices for PCs, smartphones, and gaming consoles are spiking. Consumers will bear the brunt of the inflation.

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Micron, Samsung and SK Hynix are cheap despite their $1 trillion valuations if long-term contracts stabilize the sector.

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(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S

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Goldman sees massive AI windfall for chip stocks as hyperscalers ramp spending

The US stock market fell as AI chip leaders saw profit-taking and oil crashed 6% on a US-Iran Strait of Hormuz framework deal.

Walmart gets bumped by Micron.

Markets are buzzing about Micron's run-up to a $1 trillion market cap. Here are two takes on the chipmaker's sudden rise: Bull Case 🐂 David Miller, chief investment officer at Catalyst Funds: "We've seen a large tear in Micron, but the stock is still likely trading at under 10 times forward earnings.

The enthusiasm for Micron persists.

Pre-Market Stock Futures: Futures are trading higher as we hit the mid-week point, as the technology-led rally continues to spiral higher. While the major indices finished the day mixed, the technology-heavy Nasdaq led the way once again, closing at a new record high of 26,656, up 1.19%, while the S&P 500 also set a new ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More

By Mike Dolan May 27 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets The chips are indeed blue.

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With its dizzying rise yesterday, Micron became the 12th U.S. company worth $1 trillion, cementing the fastest run to a 13-figure valuation ever seen. The company reached the threshold only 48 days after it was first valued at $500 billion, according to Dow Jones Market Data.

The breakneck surge in memory-chip stocks is intensifying, sending the market capitalizations of SK Hynix and Micron Technology above $1 trillion for the first time, as investors bet the AI boom will lead to a sustained revaluation of the industry. Bloomberg's David Savage breaks down the trends.

Long before Micron Technology was one of the hottest commodities in the artificial-intelligence trade, it received $1 million from a potato tycoon named J.R. Simplot. Simplot, who died in 2008, invested in Boise, Idaho-based Micron in the early 1980s while it was still a nascent company in the computer-chip business. Micron on Tuesday crossed $1 trillion in market capitalization, the 12th U.S. company to reach that valuation and the first to be based in Idaho.

A potato tycoon who couldn’t type was the first to bet big on Micron Now, the rest of the world is catching on. The Boise, Idaho-based maker of memory chips closed above $1 trillion in market value for the first time on Tuesday, a sign of how even the most basic elements of the AI build-out are getting swept up in the yearlong frenzy for semiconductor stocks. Shares of Micron rose 19% on Tuesday, solidifying the country’s largest homegrown chip maker as the latest flag-bearer of the semiconductor rally.

By Saeed Azhar, Twesha Dikshit and Utkarsh Hathi NEW YORK, May 26 (Reuters) - The S&P 500 and Nasdaq hit record closing highs on Tuesday, as AI-fueled optimism offset anxiety over Middle East peace

The Magnificent Seven's first-quarter earnings are in the books, and the seven companies registered their best profit growth in nearly five years. All remain pillars of the S&P 500 index. Collectively, Mag 7 earnings jumped 63.2% year over year, according to a report from FactSet.

Micron Technology topped $1 trillion in market value for the first time on Tuesday, crowning a dizzying rally that has cemented the largest U.S. memory chipmaker ‌as one of the standout winners of the AI boom. Micron's shares were last up 18% ‌at $886.6 - a record high - with Tuesday's boost coming after brokerage UBS increased its price target on the stock to $1,625 from $535, ​which is the highest among the 46 brokerages covering the company, according to LSEG data. The milestone, which underscores memory chips' central role in AI infrastructure, also reflects a broader shift in the AI trade as investors seek out companies that can benefit from Big Tech's massive spending plans after initially crowding into makers ‌of graphics processors.

Shares of Micron Technology climbed about 14.2% in early trading on Tuesday after brokerage UBS sharply raised ‌its target price for the stock citing stronger AI ‌demand and long-term supply deals, taking the chipmaker closer to $1 trillion in market value. The ​revised target - the highest among the 46 brokerages covering the stock - implies a potential valuation of close to $1.8 trillion for the company by the next twelve months, compared with a market capitalization of $846.93 billion as of close ‌on Friday. • UBS raised ⁠the price target more than threefold to $1,625 from the earlier $535, compared with the stock's Friday close of $751.

UBS raised its price target on Micron to a Street-high view of $1,625, up from $535. Mandeep Singh has more on "Bloomberg Open Interest."

Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.

On May 18, Micron's stock fell nearly 6%. On the same morning, three major Wall Street firms turned more bullish on the stock simultaneously. That kind of split between the tape and the research desk does not happen often. Understanding why Citi nearly doubled its price target on a stock that just ...

Sanjay Mehrotra, President, Chairman and CEO of Micron joined Bloomberg's Tyler Kendall to discuss the company's significant expansion of DRAM manufacturing in the US. He also discussed the demand for AI, and how he sees memory chip shortage lasting beyond 2026.

U.S. Trade Representative Jamieson Greer said ‌on Friday that there were ‌no imminent U.S. tariffs expected to be ​imposed on semiconductors but that it was important to protect the sector with duties to facilitate reshoring of ‌chip production. Greer, ⁠speaking at a Micron Technology memory chip plant expansion ⁠project in the Washington, DC suburbs, said that any tariffs USTR's long-awaited ​Section 232 ​national security ​investigation aimed at ‌protecting the U.S. semiconductor sector needed to be properly sequenced to promote U.S. output.

Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive ‌as it plans expanded operations in Arizona and California, its chief executive told Reuters ‌on Thursday. Shares of Lam, which supplies chipmakers such as Micron Technology and Taiwan Semiconductor Manufacturing Co, have risen more than ​75% this year as huge demand for AI chips has spurred customers to buy more tools. Lam CEO Tim Archer said in an interview that the company's strategic focus over the next two years would be to equip those tools with more sensors that generate data that can be analyzed ‌by AI systems to spot problems ⁠and inefficiencies early.