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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:54 AM PDT 4 min read
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Micron cratered 11% despite a forward P/E of 11 and an 882% one-year gain, pulling AMD down nearly 5% in a classic positioning
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) have been the subject of intense debate this week after a roughly 13% sell-off rattled holders ahead of the company’s fiscal Q3 2026 earnings, scheduled for release today, June 24, after the market close. On CNBC’s Morning Call, Kevin Cassidy, Senior Research Analyst at Rosenblatt Securities, made the case that the pullback is due to “i
2026-06-25
www.aol.com
2026-06-25
AOL.com
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
OMOR IBNE EHSAN
Thu, June 25, 2026 at 12:30 AM GMT+8
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Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) delivered 251% revenue growth and datacenter sales up 645%, with Goeckeler calling it a structural m
2026-06-25
www.benzinga.com
2026-06-25
Benzinga
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2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of that you can actually think about earnings growth and not only 27 but also 28.” That is the b
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:30 AM PDT 4 min read
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Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) del
2026-06-25
news.google.com
2026-06-25
GuruFocus
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
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There’s a New Stock on My Radar as We Wait for Micron
A powerful rotation continues.
James "Rev Shark" DePorre·Jun 24, 2026, 12:15 PM EDT
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2026-06-24
www.businessinsider.com
2026-06-24
Business Insider
After the AI trade took a tumble on Tuesday led by losses in chip stocks, the market is bracing for Micron earnings.
AI stocks have been fueling record highs, with the bull market proving resilient despite ongoing macro uncertainties like the war in Iran, inflation, and Federal Reserve policy.
After Tuesday's pullback, Micron's quarterly reports looms. As one of the top stock performers in 2026,
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
www.proactiveinvestors.com
2026-06-24
Proactive financial news
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Angela Harmantas
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Dow powers ahead as big tech stabilizes ahead of Micron earnings
Last updated: 14:33 24 Jun 2026 EDT, First published: 08:05 24 Jun 2026 EDT
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FedEx Corp (NYSE:FDX, XET
2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created winners across the semiconductor industry, but few areas have benefited more recently than memory chips. Every AI server needs vast amounts of high-bandwidth memory (HBM) and DRAM to feed increasingly powerful processors from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Advanced Micro Devices (NASDAQ:AMD), and others. Without memory, even
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10
Rich Duprey
Wed, June 24, 2026 at 7:36 AM PDT 5 min read
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SK hynix controls 57% of the HBM market but U.S. investors couldn't easily access it until its July 10 Nasdaq ADR listing.
Micron surged 726% over the past year as the o
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
sherwood.news
2026-06-24
Sherwood News
A year ago, Micron’s monthly volumes on Robinhood were about 6% of Nvidia’s. Now, they’re running more than double that of the AI chip leader.
NvidiaNVDA $197.14 (-1.45%) might be the biggest stock in the world.
But for Robinhood’s retail traders, MicronMU $1,003.92 (-4.55%) has become the most important.
The memory chip specialist’s incredible run over the past month has made its shares a magn
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Higher Target Reflects Multi-Year Demand Visibility, Needham Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
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Micron Technology, Inc. (NASDAQ:MU) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
With memory markets continuing to improve over the past