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After a brief cool-off last week, U.S. semiconductor and memory stocks are rallying in Tuesday morning trading, led by Micron, which traded above a $1 trillion market capitalization for the first time.
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.
Micron Technology (MU) stock is surging by as much as nearly 14% on Tuesday after UBS raised its price target on the memory chipmaker to a Wall Street-high view of $1,625 from its previous forecast of $535.
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."
Shares of rival data storage firms NetApp and Everpure are rallying ahead of earnings reports due Thursday. NetApp stock broke out during Friday's session while shares of Everpure, formerly Pure Storage, are approaching an entry with early gains Tuesday. For Everpure and NetApp, the picture has been more complicated.
Investing.com -- Micron Technology shares have jumped 6.3% in premarket trading to $798.37 after UBS more than tripled its price target on the memory chip giant to $1,625 from $535, citing the emergence of long-term supply agreements that the firm said will structurally transform the company’s earnings profile.
Tech stocks rose to start the holiday-shortened week as investors looked to the latest mega IPOs and continued to assess what Nvidia's latest earnings mean for the artificial intelligence trade.
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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.
A throwaway line from a CEO rarely moves an entire sector in a single afternoon. Dave Mosley managed it on Monday. Speaking at the JPMorgan Global Technology, Media and Communications Conference, as reported by Benzinga, the Seagate Technology (STX) chief was asked a simple question: would the ...
Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...
For all the hype over those two IPOs, South Korea’s SK Hynix could be the hottest new AI story for American investors in the coming weeks. The memory-chip maker has already filed an application to list American depositary receipts with the Securities and Exchange Commission. The size and pricing of the listing haven’t been decided, but SK Hynix could raise up to $10 billion according to local Korean media reports.
SanDisk co-founder and now Micron Technology CEO Sanjay Mehrotra once pointed to a defining childhood moment in which his father's persistence after repeated visa denials helped change the course of his life. Three Visa Rejections Before A Turning Point In...
The massive gains in chip manufacturers from South Korea to Silicon Valley have hit a volatile stretch. Chip makers, including Intel, Micron and AMD, closed Monday on their worst two-session skid since March, an abrupt halt to a torrid weekslong rally.
Intel stock finally snapped its 5-day winning streak and it’s already back on the charge. The shares were jumping 3.8% in premarket trading after closing 2.4% higher Tuesday to end its five-day losing run. The stock fell 16% over that period and investors were perhaps starting to question whether it would be more than a blip.
May 20 (Reuters) - U.S. stock index futures edged higher on Wednesday as chip stocks steadied ahead of Nvidia's earnings, which investors view as a crucial test of AI demand amid concerns about
Investing.com --Micron Technology Inc (NASDAQ:MU) shares rose 3.9% in premarket trading Thursday, while SanDisk (NASDAQ:SNDK) gained 2.2%, as investors assessed the impact of a planned strike at Samsung Electronics (KS:005930).
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President Donald Trump has had little trouble pointing to Wall Street as evidence his second term economy is working. Since Inauguration Day on Jan. 20, 2025, the S&P 500 has climbed more than 22%, according to Bloomberg market data, and nearly 48% from the sharp lows hit during the April 2025 tariff-driven selloff. On the ... Trump’s Bull Market Is Standing on Shaky Legs. Just 5 Stocks Account for 52% of the S&P’s Gains
Chip stocks are tanking as Treasury yields rise amid inflation.
By Ragini Mathur and Utkarsh Hathi May 19 (Reuters) - U.S. indexes were on track to extend declines and open lower on Tuesday, weighed by a drop in chip stocks and persistent inflation worries despite
China's top flash memory chipmaker YMTC has begun the so-called "tutoring" process for a potential initial public offering, where a company receives formal pre-IPO guidance from an investment bank, a regulatory filing showed on Tuesday. Yangtze Memory Technologies Co (YMTC) has hired CITIC Securities, a Chinese state-owned investment bank, to guide its IPO preparation ahead of a potential stock market listing.
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