eastunder
6日前
Susquehanna Adjusts Micron Technology PT to $1,750 From $600, Maintains Positive Rating
07:37:23 AM ET, 05/29/2026 - MT Newswires
DA Davidson Adjusts PT on Micron Technology to $1,500 From $1,000, Maintains Buy Rating
MT Newswires 06:34:10 AM ET, 05/28/2026
Mizuho Adjusts PT on Micron Technology to $1,150 From $800, Maintains Outperform Rating
MT Newswires 06:01:49 AM ET, 05/28/2026
iHub News
1週前
Nasdaq, S&P 500 Target New Gains Ahead of Key Inflation Data: US Stock FuturesMay 27, 2026 9:11 AM
IH Market News Dow Jones, S&P 500 and Nasdaq futures are currently pointing to a higher open on Wednesday, with stocks likely to see further upside following the strength seen in the previous session. Technology stocks may help lead the way higher once again, as reflected by the 0.8 percent advance by the tech-heavy Nasdaq 100 futures. Shares of Micron Technology (NASDAQ:MU) are surging by 7.6 percent in pre-market trading after soaring by 19.3 percent on Tuesday following a substantial price target increase by UBS. An extended slump by the price of crude oil may also generate early buying interest, with U.S. crude oil futures plummeting by 6 percent amid persistent optimism about a U.S.-Iran peace deal. “Brent crude oil prices remain below $100 per barrel – a good barometer of how talks between Tehran and Washington are perceived to be progressing,” said AJ Bell investment director Russ Mould. He added, “The hope will be that this is finally the week when a real breakthrough is achieved, but should negotiations fail then we could see market patience wear thin.” However, traders may be somewhat reluctant to make significant moves ahead of the release of key U.S. economic data on Thursday, including the Federal Reserve’s preferred readings on consumer price inflation. With technology stocks showing a substantial move to the upside, the tech-heavy Nasdaq surged to a new record closing high on Tuesday. The S&P 500 also advanced to a new record closing high, while the narrower Dow showed a modest move to the downside. The Dow dipped 118.02 points or 0.2 percent to 50,461.68, but the S&P 500 climbed 45.65 points or 0.6 percent to 7,519.12 and the Nasdaq shot up 312.21 points or 1.2 percent to 26,656.18. The jump by the tech-heavy Nasdaq came amid a sharp increase by shares of Micron Technology (NASDAQ:MU), with the chipmaker soaring by 19.3 percent. Micron surged after UBS increased its price target on the company’s stock to $1,625, which would reflect a more than 100 percent spike compared to its closing price last Friday. With Micron leading the way higher, semiconductor stocks showed a substantial move to the upside, driving the Philadelphia Semiconductor Index up by 5.5 percent to a record closing high. Considerable strength was also visible among airline stocks, with the NYSE Arca Airline Index soaring by 4 percent to its best intraday closing in almost three months. Gold, steel and networking stocks also saw notable strength, while energy stocks came under pressure amid a steep drop by the price of crude oil. U.S. crude oil futures plunged by nearly 3 percent amid persistent optimism about an end to the U.S. war with Iran. President Donald Trump said in a post on Truth Social on Monday that negotiations with Iran “are proceeding nicely!” Traders seemingly shrugged off news the U.S. military launched what it described as “self-defense” strikes in southern Iran, targeting missile sites and boats near the Strait of Hormuz. In U.S. economic news, a report released by the Conference Board showed a modest deterioration in consumer confidence in the month of May. The Conference Board said its consumer confidence index dipped to 93.1 in May from an upwardly revised 93.8 in April. Economists had expected the consumer confidence index to edge down to 92.0 from the 92.8 originally reported for the previous month. Original: Nasdaq, S&P 500 Target New Gains Ahead of Key Inflation Data: US Stock Futures
iHub News
1週前
Micron Surges Into $1 Trillion Club After Record Rally and Bullish Analyst CallsMay 27, 2026 5:54 AM
IH Market News Shares of Micron Technology Inc (NASDAQ:MU) jumped 19.29% on Tuesday, May 26, climbing to a new all-time high of $916.80 and pushing the semiconductor group’s market capitalisation above the symbolic $1 trillion threshold for the first time. The rally has extended an extraordinary run for the stock, which has gained 70% over the past month and 117% during the last three months. A major driver behind Tuesday’s surge was a bullish research note released by UBS ahead of the opening of U.S. markets. Analyst Timothy Arcuri almost tripled his target price on Micron shares, arguing that the company could generate more than $400 billion in cumulative free cash flow between 2027 and 2029. UBS highlighted a significant structural shift within the memory-chip industry, noting that long-term supply agreements now account for an increasingly large portion of DRAM volumes across the sector. According to the bank, this marks an unprecedented change that could substantially reduce the historically cyclical nature of the memory market. Mizuho Bank echoed the positive outlook, estimating that several non-HBM memory markets remain undersupplied by between 30% and 50%. The strong forecasts are supported by Micron’s latest financial performance. During the second fiscal quarter of 2026, the company reported record revenue of $23.86 billion, representing year-over-year growth of 196%, while earnings per share reached $12.20, comfortably ahead of analyst expectations of $8.79. Micron also revealed that its entire supply of next-generation HBM4 memory products for 2026 has already been sold under firm contracts, with customers increasingly committing to supply agreements lasting between three and five years. Micron Technology stock price Original: Micron Surges Into $1 Trillion Club After Record Rally and Bullish Analyst Calls
iHub News
1週前
Micron Enters Trillion-Dollar Club as Markets Track Iran Talks and AI Boom: Dow Jones, S&P, Nasdaq, Wall Street FuturesMay 27, 2026 5:25 AM
IH Market News U.S. stock futures moved higher on Wednesday after a powerful rally in semiconductor shares pushed the S&P 500 and Nasdaq Composite to fresh record closes in the previous session. Investors continued to balance optimism surrounding artificial intelligence with uncertainty over negotiations aimed at ending the conflict between the United States and Iran. By 03:34 ET, Dow futures had advanced 127 points, or 0.3%, while S&P 500 futures gained 11 points, or 0.1%. Nasdaq 100 futures rose 60 points, or 0.2%. Wall Street finished mostly higher on Tuesday, with the S&P 500 and Nasdaq Composite both reaching new closing highs. The Dow Jones Industrial Average underperformed and ended slightly lower. Chipmakers remained among the market’s strongest performers, supported by continued heavy investment in infrastructure tied to artificial intelligence development. “Iran dominated the market conversation, but the parabolic surge in AI-linked stocks is occurring independent of anything happening in the Middle East,” analysts at Vital Knowledge said in a note to clients. Micron Surpasses $1 Trillion Market Value Micron (NASDAQ:MU) was one of the standout gainers, with its rally pushing the company’s market capitalisation above the $1 trillion threshold for the first time. Momentum continued in premarket trading on Wednesday, with Micron shares climbing more than 4%. Growing competition among technology companies to expand AI capabilities has driven exceptionally strong demand for advanced memory chips, particularly the high-bandwidth memory products manufactured by Micron. The company recently indicated that its entire annual supply of HBM processors has already been sold out. The supply shortage has driven memory-chip prices sharply higher, boosting expectations for Micron’s profitability and attracting increased investor interest. Reuters, citing regulatory filings, reported that the stock has become especially popular among institutional investors. Iran Negotiations Remain Uncertain Markets also continued to monitor developments surrounding negotiations to end the nearly three-month-long conflict between Washington and Tehran. According to Al Jazeera, indirect discussions between the two sides have continued despite renewed military exchanges earlier this week. The United States said the fragile ceasefire remained intact, although Iran warned it would respond if the agreement were breached. Media reports earlier in the week suggested the two countries were close to a framework agreement that could include an extension of the ceasefire and the reopening of the Strait of Hormuz, the strategically important shipping route through which roughly one-fifth of global oil supplies pass. The waterway has been largely disrupted since the conflict began in late February. Complicating negotiations further, the Associated Press reported renewed clashes in southern Lebanon between Israeli forces and Iran-backed Hezbollah militants. Tehran has reportedly insisted that any broader peace arrangement must also address the conflict in Lebanon. Oil Prices Decline Oil prices moved lower as investors assessed the evolving diplomatic situation. Brent crude futures, the global oil benchmark, were last down 2.2% at $97.38 per barrel. Although prices have eased from recent highs above $100, Brent remains significantly above levels seen before the outbreak of the conflict. The Strait of Hormuz remained central to market attention after Iran effectively blocked passage through the channel following the escalation of hostilities involving the United States and Israel. Reports that several vessels had successfully crossed the route this week improved hopes that the waterway could gradually reopen, although shipping volumes remain well below pre-war levels. Samsung Workers Approve Wage Agreement Meanwhile, a majority of unionised workers at Samsung Electronics (USOTC:SSNHZ) approved a tentative wage deal on Wednesday, avoiding a major strike that had threatened semiconductor supply chains and the wider South Korean economy. According to the union, approximately 74% of participating workers voted in favour of the agreement. The deal suspended plans for an 18-day strike involving around 48,000 employees, most of them working within Samsung’s semiconductor division. Shares in Samsung closed 2.7% higher in Seoul trading. The agreement, brokered with government involvement, was reached last week following difficult negotiations over bonuses and profit-sharing arrangements linked to booming demand for AI-related memory chips. Samsung stock price Micron Technology stock price Original: Micron Enters Trillion-Dollar Club as Markets Track Iran Talks and AI Boom: Dow Jones, S&P, Nasdaq, Wall Street Futures
iHub News
1週前
Semiconductor shares climb in premarket trade as investor confidence improvesMay 26, 2026 8:55 AM
IH Market News U.S. semiconductor stocks moved broadly higher in premarket trading on Tuesday, with memory chipmakers and AI infrastructure companies leading gains as market sentiment improved following signs of progress in negotiations between the United States and Iran. The rally followed strength across Asian markets, where artificial intelligence-linked technology stocks advanced in both Hong Kong and South Korea. Micron leads sector gains after bullish UBS upgrade Micron Technology (NASDAQ:MU) emerged as one of the strongest performers, rising 6% before the open after UBS more than tripled its price target on the company to $1,625. UBS said expanding long-term supply agreements across the memory sector could fundamentally reshape Micron’s earnings outlook over time. AI and chip stocks extend broader rally Elsewhere in the semiconductor sector, Marvell Technology (NASDAQ:MRVL) gained 5%, while SanDisk (NASDAQ:SNDK) advanced 3.1%. Qualcomm (NASDAQ:QCOM) rose 2.4%, and Advanced Micro Devices (NASDAQ:AMD) added 2.7%. Meanwhile, Arm Holdings (NASDAQ:ARM) climbed 1.7%, while AI chip leader NVIDIA (NASDAQ:NVDA) traded 1.2% higher. UBS highlights data centre demand as major growth driver Last week, UBS raised its year-end target for the S&P 500 index to 7,900, pointing to what it described as “seemingly insatiable demand for data center infrastructure” as a major factor supporting stronger earnings expectations. Middle East developments remain in focus Investors continue to monitor geopolitical developments in the Middle East, where the prolonged closure of the Strait of Hormuz has created heightened uncertainty across global financial markets in recent months. However, indications of progress in U.S.-Iran peace negotiations helped improve sentiment in Tuesday’s premarket session, although investors remain cautious given the fragile and evolving nature of the situation. Micron Technology stock price Marvell Technology stock price SanDisk stock price Qualcomm stock price Advanced Micro Devices stock price Arm Holdings stock price Nvidia stock price Original: Semiconductor shares climb in premarket trade as investor confidence improves
iHub News
1週前
Micron shares rally after UBS projects more than 100% upside potential (MU)May 26, 2026 6:51 AM
IH Market News Shares of Micron Technology (NASDAQ:MU) surged 6.3% in premarket trading to $798.37 after UBS sharply increased its price target on the memory chip maker to $1,625 from $535, citing the growing adoption of long-term supply agreements across the memory industry. UBS sees structural shift in Micron’s earnings profile In a research note led by analyst Timothy Arcuri, UBS said long-term agreements have now become firmly established across much of the memory-chip sector. The bank estimates that as much as 30% of global DDR memory volumes could soon be tied to pricing agreements set slightly below current market levels. UBS said these enhanced supply arrangements, typically spanning three to five years and including fixed volume commitments alongside partially fixed pricing structures, will enable Micron to “trade some near-term revenue for demand visibility and a smoother earnings profile.” Earnings forecasts raised significantly through 2029 UBS increased its earnings-per-share projections for Micron to $155 for calendar year 2027, $167 for 2028 and $117 for 2029, compared with previous forecasts of $133, $122 and $77, respectively. The bank also forecast that Micron could generate more than $400 billion in free cash flow over the same period. According to UBS, earnings per share should remain “comfortably >$100 throughout the period” even if the memory market enters a moderate downturn in 2029. UBS compares Micron valuation to Nvidia The new $1,625 target price is based on roughly 15 times next-12-month earnings. Arcuri added that he sees “no reason why MU should trade a whole lot differently than NVDA in terms of P/E.” UBS said hyperscale cloud providers have already secured approximately 60% to 70% of industry-wide server DDR5 supply through enhanced long-term contracts, giving Micron guaranteed demand for a substantial portion of its highest-value products. Mizuho reiterates bullish stance on AI-driven memory demand Separately on Tuesday, Mizuho Financial Group maintained its Outperform rating and $800 price target on Micron, while continuing to list the company as a Top Pick. Mizuho highlighted strong confidence in long-term demand trends, stating that memory products remain central to the expansion of artificial intelligence infrastructure. “We believe there’s no clear line of sight on when the supply- demand imbalance could end as demand durability sees secular long-term tailwinds with DRAM/NAND as key AI enablers,” wrote Mizuho analyst Vijay Rakesh. Micron Technology stock price Original: Micron shares rally after UBS projects more than 100% upside potential (MU)
B RY
2週前
May 20, 2026 11:58 AM ET "Micron is a world leader in memory and storage solutions, specifically concerning the DRAM market. Like SNDK, the company also continues to sport a bullish Zacks Rank #1 (Strong Buy), with EPS revisions rising across the board. The stock continues to reflect a high-growth play on the AI buildout, with Zacks Consensus estimates suggesting 200% YoY sales growth on 610% higher earnings in its current fiscal year. Next year’s growth expectations remain robust as well, with FY27 sales expected to climb nearly 60% on 70% higher earnings."
iHub News
2週前
Micron and SanDisk shares rise as Samsung workers prepare strike actionMay 20, 2026 6:38 AM
IH Market News Shares in Micron Technology, Inc. (NASDAQ:MU) climbed 3.9% in premarket trading on Thursday, while SanDisk Corporation (NASDAQ:SNDK) advanced 2.2%, as investors evaluated the potential impact of an upcoming strike involving workers at Samsung Electronics Co., Ltd. (KS:005930).Samsung’s South Korean labour union plans for around 48,000 employees to walk off the job on Thursday after negotiations over bonus payments failed to produce an agreement. The strike, scheduled to last 18 days, follows unsuccessful mediation efforts led by South Korea’s labour minister. Possible supply disruption could support rivals Any disruption to Samsung’s semiconductor operations could benefit competing memory chip producers including Micron, SK hynix Inc. and SanDisk if production capacity is affected.More broadly, the strike also raises concerns over potential economic consequences for South Korea, given Samsung’s importance to the national economy and global semiconductor supply chains.Union leader Choi Seung-ho said the union had accepted the final proposal put forward by the government mediator, but management refused to compromise on one remaining issue.“We express deep regret and feel disappointed but the union plans to go ahead with the strike according to the law,” Choi said.Samsung Electronics said in a statement that the union continued to demand conditions the company considered unreasonable, including bonus levels for business units currently operating at a loss.“The reason an agreement could not be reached is that accepting the labor union’s excessive demands would undermine the fundamental principles of company management,” the company said. Samsung shares recover after early losses Samsung shares finished Thursday’s trading session up 0.2%, after falling as much as 4% earlier in the day. Shares in key rival SK Hynix closed broadly unchanged.Meanwhile, Mizuho TMT specialist Jordan Klein said the broader supply outlook for memory chips remains tight.“going to remain well below DRAM and NAND demand all 2026 and probably all 2027. Pricing should at least hold high levels after rising further near term.”Micron Technology stock priceSanDisk stock price Original: Micron and SanDisk shares rise as Samsung workers prepare strike action
B RY
2週前
Micron is only a part of the many tech sector losses friday and today. The article I am responding to explains Micron's future growth capability. In my opinion, Micron will once again reach above $800 later this week like it did last week. In the vid you will see the Investors Daily article headline from october 19th, 1987 known as "Black Monday".
"On October 19, 1987, the Dow Jones Industrial Average plummeted by 508 points, which was a 22.6% drop, marking the largest one-day percentage loss in its history at that time. This event is commonly referred to as Black Monday."
Those of you worried about today unnecessarily, it could always be worse. Enjoy this classic vid with Robin Williams. Be happy, don't worry.
iHub News
2週前
U.S. Stocks Poised for Additional Weakness Following Friday Sell-Off: Dow Jones, S&P, Nasdaq, Wall Street FuturesMay 18, 2026 9:12 AM
IH Market News U.S. stock futures pointed modestly lower on Monday morning, suggesting equities could extend losses after the sharp decline recorded during Friday’s session. Middle East Tensions Continue to Pressure Sentiment Investor sentiment remained fragile amid ongoing concerns surrounding the conflict in the Middle East, after President Donald Trump warned Iran that the “clock is ticking.”In a post published on Truth Social, Trump said Iran “better get moving, FAST, or there won’t be anything left of them,” fueling speculation that the United States could resume military operations.According to a report from Axios citing two U.S. officials, Trump is expected to gather his senior national security advisers in the Situation Room on Tuesday to review military options.The ongoing U.S.-Iran conflict has effectively shut down the Strait of Hormuz, a critical global oil shipping route, triggering a surge in crude prices and heightening worries about inflation and interest rate policy. Treasury Yields and Oil Prices Remain Key Market Drivers Treasury yields jumped sharply last Friday amid growing speculation that the Federal Reserve’s next interest rate move could potentially be a hike instead of a cut.However, yields moved slightly lower on Monday morning as crude oil futures retreated, potentially easing some pressure on Wall Street. Major Indexes Posted Sharp Losses on Friday After Thursday’s rally, stocks reversed course sharply throughout Friday’s trading session, with all three major indexes closing significantly lower.Although the indexes recovered somewhat from their intraday lows, losses remained substantial by the closing bell.The Dow Jones Industrial Average dropped 537.29 points, or 1.1%, to 49,526.17. The Nasdaq Composite fell 410.08 points, or 1.5%, to 26,225.14, while the S&P 500 declined 92.74 points, or 1.2%, to 7,408.50.Despite Friday’s weakness, the major indexes finished the week relatively unchanged overall. The S&P 500 edged up 0.1%, the Nasdaq slipped 0.1%, and the Dow lost 0.2%. Technology Stocks Lead Market Decline The sell-off partly reflected profit-taking after recent market strength pushed both the Nasdaq and S&P 500 to fresh record highs.Technology shares led much of the decline, with Intel (NASDAQ:INTC) falling 6.6% and Micron Technology (NASDAQ:MU) dropping 6.2%.Shares of NVIDIA (NASDAQ:NVDA) also declined sharply, falling 4.4%.At the same time, the benchmark 10-year Treasury yield climbed to its highest level in nearly a year, adding additional pressure on equities.The rise in yields followed recent economic reports showing significant increases in both consumer and producer inflation, raising concerns about the future direction of Federal Reserve policy.According to CME Group’s FedWatch Tool, markets are now pricing in a 38.9% probability that interest rates will be a quarter point higher after the Federal Reserve’s final meeting of the year, compared with just 13.7% one week earlier. Oil Surge and Sector Weakness Weigh on Wall Street Wall Street also faced pressure from another sharp rise in oil prices, with U.S. crude futures climbing more than 4%.Oil markets moved higher after talks between President Donald Trump and Chinese President Xi Jinping produced positive rhetoric but little concrete progress regarding the U.S.-Iran conflict.Gold-related stocks came under heavy selling pressure alongside falling precious metal prices, driving the NYSE Arca Gold Bugs Index down 7.1%.Airline stocks also weakened significantly, with the NYSE Arca Airline Index tumbling 4.4%.Semiconductor shares saw another broad decline, dragging the Philadelphia Semiconductor Index down 4%.Steel, housing and computer hardware shares also recorded notable losses, while oil producers and software companies managed to outperform the broader market.Intel stock priceMicron Technology stock priceNvidia stock price Original: U.S. Stocks Poised for Additional Weakness Following Friday Sell-Off: Dow Jones, S&P, Nasdaq, Wall Street Futures
iHub News
3週前
Tech Stocks Slide as Treasury Yields Surge and Inflation Fears Mount: Dow Jones, S&P and Nasdaq Futures TodayMay 15, 2026 9:15 AM
IH Market News Dow Jones, S&P 500 and Nasdaq index futures are currently pointing to a sharply lower open on Friday, with stocks likely to give back ground after ending the previous session mostly higher.Profit taking may contribute to initial weakness on Wall Street following recent strength in the markets, which lifted the Nasdaq and S&P 500 to record highs.Technology stocks may lead the early pullback, as reflected by the 1.7 percent slump by the tech-heavy Nasdaq 100 futures.Shares of Intel (NASDAQ:INTC) are plummeting by more than 5 percent in pre-market trading, while shares of Micro (NASDAQ:MU) are plunging by more than 4 percent and shares of Nvidia (NASDAQ:NVDA) are tumbling by more than 3 percent.A sharp increase in treasury yields is also likely to weigh on the markets, with the yield on the benchmark ten-year note surging to its highest levels in almost a year.The spike in treasury yields comes as recent data showing significant accelerations in the pace of consumer and producer price inflation has led to concerns about the outlook for interest rates.CME Group’s FedWatch Tool is currently indicating a 38.9 percent chance rates will be a quarter point higher following the Federal Reserve’s last meeting of the year, up from just 13.7 percent a week ago.The downward momentum on Wall Street also comes amid a sharp increase by the price of crude oil, as U.S. crude oil futures are surging by more than 3 percent.The jump in oil prices comes as the summit between President Donald Trump and his Chinese counterpart Xi Jinping produced warm words but yielded little progress on the U.S. war with Iran.After ending Wednesday’s session modestly lower, the Dow showed a strong move back to the upside during trading on Thursday, closing above 50,000 for the first time in three months.The Nasdaq and the S&P 500 also moved higher, adding to Wednesday’s gains and once again reaching new record closing highs.The major averages all finished the day firmly positive but off their highs of the session. The Dow advanced 370.26 points or 0.8 percent to 50,063.46, the Nasdaq jumped 232.88 points or 0.9 percent to 26,635.22 and the S&P 500 climbed 56.99 points or 0.9 percent to 7,501.24.Cisco Systems (NASDAQ:CSCO) helped lead the markets higher, with the San Jose-based technology giant soaring by 13.4 percent to a record closing high.The spike by Cisco comes after the company reported better than expected fiscal third quarter results and provided upbeat guidance. Cisco also revealed plans to cut nearly 4,000 jobs.Market leader and AI darling Nvidia (NASDAQ:NVDA) also surged by 4.4 percent after a report from Reuters said the U.S. has cleared around 10 Chinese firms to buy the company’s second-most powerful AI chip, the H200.The report comes amid a closely watched summit between U.S. President Donald Trump and his Chinese counterpart Xi Jinping in Beijing.After a nearly two-hour long high-stakes meeting at the Great Hall of the People, Trump described the talks as “great.”The White House said, “The two sides agreed that the Strait of Hormuz must remain open to support the free flow of energy.”A statement issued by China’s foreign ministry said the two leaders agreed to a “constructive strategic stable relationship” as the new orientation for bilateral relations over the next three years and beyond.In U.S. economic news, a report released by the Commerce Department on Thursday showed retail sales in the U.S. increased in line with economist estimates in the month of April.The Commerce Department said retail sales climbed by 0.5 percent in April after jumping by a downwardly revised 1.6 percent in March. Economists had expected retail sales to grow by 0.5 percent.Excluding sales by motor vehicle and parts dealers, retail sales increased by 0.7 percent in April after surging by 1.9 percent in March. Ex-auto sales were expected to increase by 0.6 percent.Meanwhile, the Labor Department released a separate report showing first-time claims for U.S. unemployment benefits rose by more than expected in the week ended May 9th.The report said initial jobless claims climbed to 211,000, an increase of 12,000 from the previous week’s revised level of 199,000. Economists had expected jobless claims to rise to 205,000.With Cisco leading the way higher, networking stocks showed a substantial move to the upside, driving the NYSE Arca Networking Index up by 3.1 percent to a record closing high.Considerable strength also emerged among airline stocks, as reflected by the 1.7 percent gain posted by the NYSE Arca Airline Index.Software, oil service and brokerage stocks also saw notable strength on the day, while gold stocks moved sharply lower amid a decrease by the price of the precious metal. Original: Tech Stocks Slide as Treasury Yields Surge and Inflation Fears Mount: Dow Jones, S&P and Nasdaq Futures Today
iHub News
3週前
U.S. Futures Retreat, Oil Advances as Trump Leaves Beijing and Markets Turn Defensive: Dow Jones, S&P, Nasdaq, Wall StreetMay 15, 2026 4:54 AM
IH Market News Global financial markets shifted into risk-off mode on Friday after a sharp decline in South Korean equities triggered weakness in technology shares worldwide, while crude oil prices moved higher amid renewed fears surrounding disruptions in the Strait of Hormuz.“Markets have lost momentum after President Trump said the US doesn’t need the Strait of Hormuz open ‘at all’,” strategists at Deutsche Bank said in a morning research note.Government bond yields also climbed across major economies as inflation concerns intensified and demand for U.S. Treasury auctions remained soft. Investors were simultaneously evaluating the outcome of the summit between Donald Trump and Xi Jinping in Beijing.Looking ahead, market participants are expected to monitor upcoming U.S. industrial production figures for April alongside the Empire State manufacturing survey for May. KOSPI Slumps as Semiconductor Stocks Come Under Pressure Asian stock markets recorded steep losses, led by South Korea, where the KOSPI dropped 6.1% after briefly surpassing the 8,000-point mark earlier in the session. The selloff spread through global semiconductor shares as investors locked in profits following strong gains in the sector.Samsung Electronics declined 8.6%, while SK Hynix fell 7.7%. In premarket trading in the United States, memory-chip producer Micron Technology (NASDAQ:MU) lost 2.2%.Chinese mainland equities proved relatively more resilient despite broader weakness across Asian markets. Global Equity Markets Extend Losses U.S. equity futures moved lower following the decline in Asia, with futures linked to the S&P 500 down 0.8% and Nasdaq-100 futures falling approximately 1.1%.European markets also weakened. Germany’s DAX dropped 1.2%, while the UK’s FTSE 100 and France’s CAC 40 each declined around 1%.Investor appetite for risk appeared to fade after several weeks of strong gains, while geopolitical uncertainty and rising bond yields continued to weigh on equities. In Britain, political developments also remained in focus after Keir Starmer came under renewed pressure following a parliamentary vacancy that could potentially allow Andy Burnham to return to Parliament. Oil Prices Head Higher for the Week Oil prices climbed roughly 3% on Friday and stayed on course for substantial weekly gains as the Strait of Hormuz effectively remained closed and diplomatic efforts to end the conflict showed little progress.Brent crude futures rose around 2.9% to $108.75 per barrel, while U.S. crude futures advanced 3.2% to $104.42.The latest gains followed comments from Trump stating he was “losing patience” with Iran, increasing concerns over a prolonged disruption to energy shipments through the Gulf region. Markets continue to react sensitively to developments around Hormuz, a key route for global crude exports.“Notwithstanding the current prognosis of horrifically low oil inventories, it appears that the focus is progressively shifting towards demand destruction, hence the reluctance to revisit the March or April summits. Of course, such a jump cannot be ruled out in the event of an escalation,” said Tamas Varga of PVM Oil Associates. Trump-Xi Talks Leave Investors Seeking More Detail Trump departed Beijing aboard Air Force One after talks with Xi lasting more than two hours on Thursday. Although the meeting produced limited concrete policy announcements, investors were encouraged by the more constructive tone between the two leaders.“We didn’t think any of the headlines from Trump’s trip were narrative-shifting at all,” Adam Crisafulli wrote in a market commentary.Trump stated that both countries wanted the conflict involving Iran to end and repeated that Tehran should not acquire nuclear weapons. He also claimed the discussions had resulted in “fantastic trade deals,” although no additional details were disclosed. Chinese officials said the summit generated “a series of new common understandings.”Markets also drew some optimism from indications that trade tensions between the United States and China could continue easing. Trump said bilateral relations would be “better than ever,” while Chinese state media reported Xi telling U.S. executives that China’s “doors to the outside world will open wider and wider.” Bond Yields Rise Across Major Markets Government bonds came under pressure globally, sending yields higher as investors reassessed inflation expectations and the outlook for central bank policy.Strategists at Deutsche Bank noted that “the U.S. rates mood also wasn’t helped by lukewarm demand for the latest T-bill auctions as the Treasury increased auction sizes for the past couple of weeks.”The yield on the U.S. two-year Treasury note climbed above 4.05%, while the benchmark 10-year yield approached 4.52%. In Japan, the 20-year government bond yield rose to its highest level since 1996 after stronger-than-expected producer price data reinforced expectations that the Bank of Japan may continue tightening monetary policy. European bond futures also moved lower.Micron Technology stock price Original: U.S. Futures Retreat, Oil Advances as Trump Leaves Beijing and Markets Turn Defensive: Dow Jones, S&P, Nasdaq, Wall Street
B RY
3週前
Stop losses simply tripped before news is absorbed.>>>Micron Redefines AI Performance With Sampling of 256GB DDR5 Server Module
May 12 2026 - 9:01AM
Micron Technology, Inc. (Nasdaq: MU), today announced it has sampled 256GB DDR5 registered dual in-line memory modules (RDIMM) to key server ecosystem enablers. The module is built on the company’s leading-edge 1-gamma technology, which is capable of speeds up to 9,200 megatransfers per second (MT/s), greater than 40% faster than modules in volume production today.1 Micron’s module employs advanced packaging techniques, 3D stacking (3DS) multiple memory dies connected by through-silicon vias (TSVs). Combined with Micron’s 1-gamma DRAM, these innovations provide the capacity, speed and power efficiency required to scale next-generation AI systems. A single 256GB module can reduce operating power by more than 40% versus two 128GB modules, enabling greater efficiency for modern AI data centers.2
Ecosystem partner validation
Micron is collaborating with key ecosystem enablers to validate the 256GB 1-gamma DDR5 RDIMM across their respective current and next-generation server platforms. This co-validation ensures broad platform compatibility and accelerates the path to production deployment for data center customers building AI and HPC infrastructure at scale.
“Capacity, bandwidth, and power are the defining drivers of AI efficiency. With our 256GB DDR5 RDIMM, Micron is enabling servers to deliver significantly higher performance,” said Raj Narasimhan, senior vice president and general manager of the Cloud Memory Business Unit at Micron. “Built on our 1-gamma DRAM using advanced 3DS and TSV packaging, this solution delivers industry-leading speed and power efficiency, helping data center architects scale AI infrastructure more efficiently.”
Meeting the memory demands of the AI era
The rapid proliferation of large language models (LLMs), agentic AI, real-time inference and high-core-count CPU workloads is driving an urgent need for greater enterprise server memory capacity, higher bandwidth and improved power efficiency. Micron’s 256GB DDR5 RDIMM addresses these growing requirements head-on, enabling server architects, hyperscale operators and platform partners to maximize memory capacity per socket while operating within the thermal and power boundaries of modern data center infrastructure.
Sampling and availability
Micron’s 1 gamma-based 256GB DDR5 RDIMM is currently sampling to key server ecosystem enablers for platform validation. For more information on Micron’s data center solutions, visit the Micron data center memory webpage."
iHub News
3週前
Micron (MU) Shares Climb on Samsung Strike Risks and Bullish Analyst TargetMay 11, 2026 9:45 AM
IH Market News Micron Technology (NASDAQ:MU) shares jumped 5.75% on Monday as investors reacted to growing concerns over potential labor disruptions at Samsung Electronics and ongoing supply tightness in the memory chip market.The rally also followed a bullish call from Deutsche Bank, which assigned a $1,000 price target to Micron — matching the highest target currently on Wall Street.Micron closed Friday’s session at $746.79, implying potential upside of roughly 34% based on Deutsche Bank’s forecast. Samsung Labor Tensions Raise Supply Concerns Investor sentiment toward Micron strengthened amid fears that labor unrest at Samsung could further pressure global memory chip supplies.Samsung’s labor unions are reportedly demanding that the company distribute 15% of operating profits as employee bonuses and have threatened a general strike beginning May 21 if negotiations with management fail.Samsung and union representatives are expected to continue discussions this week following mediation efforts in an attempt to avoid a broader walkout.Any strike action could add further strain to an already constrained memory market, potentially benefiting competitors such as Micron. Deutsche Bank Says AI Is Reshaping Memory Industry Dynamics Deutsche Bank analyst Melissa Weathers said recent meetings with Micron management reinforced the view that artificial intelligence is fundamentally altering traditional industry cycles within the memory sector.“We came away from meetings with the clear vision that AI is fundamentally changing many of the cyclical dynamics in the memory industry. Technologically, the value of memory has never been higher, with all layers of the memory hierarchy proving to be critical enablers of performance improvement for AI processors and model output. Demand for these AI outputs continues to grow at an extraordinary pace, with falling cost-per-token driving greater incentive to expand usage at the core as well as the edge.” AI Demand Continues to Fuel Sector Rally Micron shares have surged 84% over the past month and are up roughly 160% since the start of the year.The company, alongside South Korean memory manufacturers SK Hynix and Samsung, has benefited from rapidly rising demand for memory chips used in artificial intelligence infrastructure and high-performance computing systems.That demand surge has continued to push pricing higher across the memory semiconductor sector.Micron Technology stock price Original: Micron (MU) Shares Climb on Samsung Strike Risks and Bullish Analyst Target
eastunder
4週前
Memory Stocks continue to surge. Whats driving Micron and Sandisk Higher - Barrons. Com
Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory.
Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data.
Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from Western Digital last February.
The root cause for this week's blockbuster gains was the same as always: artificial intelligence.
Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop.
In the latest sign of a tightening supply bottleneck that has sent memory prices skyrocketing, customers are offering to foot the bill for greater production capacity. Tech companies have approached Korean memory chip maker SK Hynix with offers to invest in production lines and fund purchases manufacturing tools, Reuters reported Thursday.
SK Hynix didn't immediately respond to Barron's requests for comment.
On the demand side, the AI boom doesn't show any signs of slowing down. This week alone, Anthropic agreed to lease AI capacity from SpaceX ; Advanced Micro Devices reported a huge jump in data-center sales; and Akamai Technologies won a $ 1.8 billion infrastructure deal with an undisclosed AI model provider.
"Recent headlines point to robust AI infrastructure demand," wrote BNP Paribas analyst Nick Jones in a research note Thursday. More infrastructure means more components, and that means more business for Sandisk and Micron.
Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 times. That is roughly in line with multiples of 8 times and 8.7 times a year ago, respectively, and far below the PHLX Semiconductor index's average of 25.9 times
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