Micron Technology Inc (MU)

Thx. Looks like a good entry pt
JMO

Kiwi

Adam Parker on CNBC at 12 pt ...buy MU with a 3-6 mth outlook ...so I did .

Kiwi

I guess if you cry wolf enough about a AI bubble and scare poeple half to death eventually it’s going to work . There is no reason for this to be going on . I know things don’t go up for ever and you have some pull backs but these pull backs are more then that .

MU now 38% off the recent highs.
Oh my.....

Micron is still the best deal among the chip stocks, with a P/E of only 22, which is quite low for the sector.
AMD, for example, has a P/E of 185, making it much more expensive than Micron.

Micron shares retreat as Samsung earnings trigger memory chip selloff (MU)July 7, 2026 6:43 AM
IH Market News Samsung results spark declines across semiconductor sector Micron Technology (NASDAQ:MU) shares fell 4.9% in premarket trading on Tuesday, extending a broader decline across the memory semiconductor industry after Samsung Electronics’ latest earnings update prompted selling throughout the sector. Shares of SanDisk also dropped 4.7% before the opening bell. The weakness followed Samsung Electronics’ (KS:005930) preliminary second-quarter earnings announcement, which, despite delivering record profit growth, failed to boost investor sentiment and instead weighed on memory chip manufacturers globally. Record earnings fail to support chip stocks Samsung forecast operating profit of 89.4 trillion won (US$58.44 billion) for the April-to-June period, up from 4.7 trillion won a year earlier. The result exceeded the LSEG SmartEstimate of 87.3 trillion won, while revenue is expected to increase 129% year over year to 171 trillion won, according to the company’s regulatory filing. Despite those stronger-than-expected figures, Samsung shares fell sharply, with fellow South Korean chipmaker SK Hynix also coming under heavy selling pressure. Memory chip sector comes under pressure The weakness in South Korean semiconductor stocks spilled over into US-listed chipmakers, with Micron among the companies affected by the broader market reaction. Although Samsung’s earnings highlighted continued demand for memory chips driven by artificial intelligence applications, investors appeared to focus on elevated expectations for the sector after a prolonged rally. Samsung, the world’s largest producer of memory chips, is expected to publish its full second-quarter results later this month, including detailed earnings across its individual business divisions. Investors await further sector guidance Micron’s decline reflects the wider pullback in memory semiconductor stocks as investors reassess valuations following Samsung’s earnings update. Market participants will now look to Samsung’s full results for additional insight into demand trends across the global memory chip industry. The post Micron shares retreat as Samsung earnings trigger memory chip selloff (MU) appeared first on US Editors. Original: Micron shares retreat as Samsung earnings trigger memory chip selloff (MU)

Micron and Ford Sign Long-Term Automotive Memory Supply Agreement (MU)July 6, 2026 9:25 AM
IH Market News Partnership Aims to Strengthen Vehicle Supply Chain Micron Technology Inc. (NASDAQ:MU) and Ford Motor Company (NYSE:F) have entered into a long-term strategic customer agreement designed to secure the supply of memory and storage technologies for Ford’s future vehicle programmes. The agreement is intended to support next-generation vehicle production while improving supply chain resilience as demand for advanced automotive electronics continues to increase. Micron Expands Manufacturing Capacity To support the partnership, Micron is increasing production capacity for its automotive memory products, with investments aimed at supporting long vehicle production cycles and ensuring a reliable supply for future manufacturing programmes. The company is also continuing to expand and localize production for automotive customers, including additional advanced DRAM manufacturing capacity at its facility in Manassas, Virginia. Executives Highlight Importance of Domestic Manufacturing Ford President and Chief Executive Officer Jim Farley said strengthening U.S. manufacturing will be essential for future vehicle production. “Producing the high-volume vehicles of the future in the U.S. will require a resilient supply chain. We applaud Micron’s commitment to manufacturing in America, expanding its domestic production and investing in a skilled workforce.” Micron Chairman, President and Chief Executive Officer Sanjay Mehrotra said the agreement reflects the growing importance of long-term collaboration across the automotive industry. “We are proud to extend our collaboration with Ford to help ensure a reliable, long-term supply of memory and storage solutions. As vehicles become more intelligent and data-intensive, the importance of advanced memory and storage continues to grow, making collaboration and long-term supply increasingly important.” Agreement Supports Growing Automotive Demand Micron said the strategic customer agreement was one of 16 partnerships discussed during its fiscal third-quarter 2026 earnings conference call. Following the announcement, Ford shares traded about 1% higher in premarket trading, while Micron shares gained approximately 3.3%. Micron Technology stock price Ford stock priceThe post Micron and Ford Sign Long-Term Automotive Memory Supply Agreement (MU) appeared first on US Editors. Original: Micron and Ford Sign Long-Term Automotive Memory Supply Agreement (MU)

Memory Stocks Advance as Analysts Highlight Attractive Entry PointJuly 6, 2026 7:38 AM
IH Market News AI Demand and Pricing Outlook Lift Sector Sentiment Memory and storage stocks moved higher in premarket trading on Monday after several analysts pointed to improving pricing trends and continued artificial intelligence demand as reasons for renewed optimism across the sector. Micron (NASDAQ:MU) rose 2.2%, SanDisk (NASDAQ:SNDK) gained 3.6%, Western Digital (NASDAQ:WDC) advanced 3.4%, and Seagate (NASDAQ:STX) added 1.8% before the opening bell. UBS Sees Tight Memory Supply Through 2028 UBS analyst Nicolas Gaudois increased his baseline forecast for DDR contract pricing, now expecting prices to rise 32% quarter over quarter in the third quarter of 2026, up from his previous estimate of 17%. His fourth-quarter forecast was also lifted to 18% from 12%. Gaudois believes the DRAM market will remain undersupplied “until at least 2Q28,” arguing that projected bit demand growth of 36.2% in 2027 significantly exceeds expected supply growth of 19.3%, leaving “too wide to close by then.” UBS now projects global memory industry revenue to reach $992 billion in 2026 before climbing to $1.76 trillion in 2027. The brokerage also described the recent decline in memory shares, which have fallen by an average of 17% from their June highs, as “likely temporary.” Citi Turns More Positive on Micron Citi added Micron to its 90-day upside catalyst watch list while increasing its average selling price growth forecasts for the second, third and fourth quarters of 2026 to 44%, 20% and 13% quarter over quarter, respectively. The brokerage cited strengthening demand for AI processors as a key driver behind the more optimistic outlook. Bank of America Sees Long-Term AI Opportunity Bank of America analyst Vivek Arya reiterated his Buy rating on Micron and maintained a price target of $1,550. Arya argued that “memory now represents roughly 35-40% of cloud AI capex, 2-3x vs. historical levels, yet memory stocks trade at sub-par 10x forward PE.” He also forecasts global spending on cloud computing and artificial intelligence infrastructure to approach $1.5 trillion by 2027, describing the recent weakness across semiconductor stocks as “a healthy reset, not a structural change in AI demand.” Micron Technology stock price SanDisk stock price Western Digital stock price Seagate stock priceThe post Memory Stocks Advance as Analysts Highlight Attractive Entry Point appeared first on US Editors. Original: Memory Stocks Advance as Analysts Highlight Attractive Entry Point

Why do you want to punish them?

The relentless slaughter on MU continues just like Nvidia blowout earnings. Let’s punish them to death.

General Motors shares rise after securing long-term Micron chip supplyJuly 1, 2026 9:35 AM
IH Market News GM strengthens semiconductor supply chain with Micron agreement Shares of General Motors (NYSE:GM) edged higher on Wednesday after the automaker unveiled a strategic partnership with Micron Technology (NASDAQ:MU) aimed at securing a long-term supply of memory and storage components for its vehicles. The Strategic Customer Agreement is designed to ensure GM has dependable access to the memory and storage technologies needed to support large-scale vehicle production, while addressing ongoing supply chain challenges facing the automotive industry. Agreement covers key memory technologies Under the deal, General Motors will source LPDRAM, NOR and UFS NAND memory products from Micron. The two companies will also work together on future memory and storage solutions for next-generation vehicle platforms, including system-level optimisation and the qualification of advanced memory technologies. The collaboration is intended to support increasingly sophisticated vehicle architectures as software and artificial intelligence become more deeply integrated into modern automobiles. Micron investment supports long-term production The agreement is backed by Micron’s $2 billion investment to upgrade its DRAM manufacturing facility in Manassas, Virginia, which began production earlier this year. The site is intended to provide greater supply stability and long-term product availability for automotive manufacturers, whose vehicle programmes typically span many years. AI-driven vehicles increase demand for advanced memory As vehicles become more software-defined, demand for high-performance memory and storage solutions continues to increase. These technologies play a critical role in supporting AI-powered in-cabin experiences, advanced driver assistance systems (ADAS) and other next-generation automotive features. “Delivering next-generation vehicles at scale requires a resilient and closely aligned supply chain,” said Mary Barra, Chair and CEO of General Motors. “Our expanded collaboration with Micron strengthens our access to critical memory technologies while enabling deeper integration across our vehicle platforms, supporting both performance and long-term reliability.” Part of Micron’s broader supply strategy Micron said the Strategic Customer Agreement is one of 16 similar long-term partnerships highlighted during its fiscal third-quarter 2026 earnings conference call. The company said the agreements form part of its broader strategy to improve supply continuity across the semiconductor industry by matching long-term customer demand with committed manufacturing capacity. General Motors stock price Micron Technology stock priceThe post General Motors shares rise after securing long-term Micron chip supply appeared first on US Editors. Original: General Motors shares rise after securing long-term Micron chip supply

Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the indexJune 30, 2026 8:28 AM
IH Market News Chipmakers reach unprecedented share of the benchmark Semiconductor companies now account for a record 19.7% of the S&P 500, almost four times their weighting of around 5% in June 2020, according to Citadel Securities strategist Scott Rubner. The sector’s influence has grown well beyond previous market peaks. Before the dotcom crash, semiconductor stocks represented just over 8% of the index, less than half their current share, highlighting the unprecedented concentration seen today. Nvidia (NASDAQ:NVDA) has been the biggest contributor to the sector’s expanding index weight during the artificial intelligence boom. However, gains have broadened to include companies such as Broadcom (NASDAQ:AVGO), TSMC (NYSE:TSM), ASML (NASDAQ:ASML), AMD (NASDAQ:AMD), along with memory-chip makers Micron (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), further increasing the sector’s dominance. Passive investing continues to reinforce market concentration Rubner said the concentration has become self-perpetuating. As semiconductor shares outperform, their weighting within the index rises, prompting passive investment funds to allocate even more capital to the same companies. That additional demand then supports further price gains and increases index weights again. The trend has been amplified by exceptionally strong fund flows. According to Rubner’s analysis, exchange-traded funds attracted more than $1 trillion in inflows year-to-date through late June 2026, approximately 45% above the record pace seen during the same period last year. Valuation concerns continue to build Several market indicators are now signalling elevated valuations across the semiconductor sector. According to a Reuters report published on June 30, Bank of America’s proprietary Bubble Risk Indicator reached 0.91 for the PHLX Semiconductor Sector and 0.82 for the Technology Select Sector on a scale where one represents extreme bubble-like conditions. Meanwhile, LSEG head of earnings research Tajinder Dhillon noted that the S&P 500’s price-to-sales ratio has climbed to 3.22, well above its long-term average of 1.84. The widely followed Buffett Indicator, which compares total U.S. stock market capitalisation with gross domestic product, currently stands at 231.8%, indicating the market is “significantly overvalued.” Investors remain divided over the AI-driven rally Despite growing valuation concerns, not all market participants believe the concentration reflects a speculative bubble. JJ Kinahan, head of retail expansion and alternative investment products at Cboe Global Markets, argued that semiconductor suppliers remain well positioned compared with the companies investing heavily in artificial intelligence infrastructure. “The folks selling the picks and shovels are in incredibly good stead. Those buying them still have to prove that the billions and billions of dollars they’re spending is worth it.” The debate over whether hyperscale AI spending will ultimately generate returns sufficient to justify current semiconductor valuations has become one of Wall Street’s central investment questions. New-quarter fund flows could provide another boost Recent market performance has hinted at an early rotation away from the largest technology names. During the previous week, the S&P 500 declined 1.94% while small- and mid-cap stocks outperformed, suggesting investors may be broadening their exposure beyond megacap chip companies. Even so, Rubner highlighted July 1 as a potential near-term catalyst, with retirement contributions, target-date funds and systematic investment strategies expected to deploy fresh capital at the start of the new quarter. Given semiconductor companies’ record weighting within the S&P 500, those inflows could provide additional support for the sector in the short term. Over a longer horizon, however, future interest-rate decisions under Federal Reserve Chair Kevin Warsh could alter valuation assumptions and encourage institutional investors to reduce exposure to the sector. Nvidia stock price Broadcom stock price Taiwan Semiconductor stock price ASML Holding stock price Advanced Micro Devices stock price Micron Technology stock price SanDisk stock priceThe post Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index appeared first on US Editors. Original: Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index

Bought 2 more today.

BofA Sees AI Driving the Next $1 Trillion in Semiconductor RevenueJune 26, 2026 11:44 AM
IH Market News Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the next five years and reshaping several key technology markets in the process. “The chip industry took ~50 years to generate its first $1Tn in sales,” analysts led by Vivek Arya wrote. “We expect AI to help add another $1Tn in just the next five years.” Five Major Themes Expected to Fuel Industry Expansion BofA identified five structural trends that it believes will drive the next phase of semiconductor growth. The first is the rapid expansion of AI-focused data centre infrastructure. The bank estimates the total addressable market for AI data centre systems could grow from approximately $273 billion in 2025 to $1.7 trillion by 2030. Memory remains another key growth engine, supported by long-term supply agreements and strong demand visibility. The third theme centres on semiconductor manufacturing equipment and reshoring initiatives, as rising chip complexity increases investment requirements across fabrication facilities. Analog semiconductors are also expected to benefit from growing power demands linked to AI workloads, while demand for next-generation CPUs designed to support agentic AI applications represents another major opportunity. BofA estimates the server CPU market tied to agentic AI could eventually represent a $170 billion opportunity across x86 and ARM-based architectures. Industry Forecast Raised to $2.7 Trillion by 2030 Reflecting these trends, the bank increased its forecast for total semiconductor industry revenue to $2.7 trillion by 2030, up from a previous estimate of $2.3 trillion. The revised outlook implies a compound annual growth rate of approximately 28% from 2025 levels. Among all semiconductor categories, memory is expected to deliver the strongest growth, with BofA forecasting nearly 300% year-over-year expansion in 2026. Equipment Spending Forecasts Move Higher The bank also substantially increased its projections for wafer fabrication equipment spending. BofA now expects industry spending on wafer fab equipment to reach $250 billion by 2028, compared with its previous forecast of $203 billion. By 2030, annual spending could climb to approximately $292 billion. The increase reflects expectations for continued investment in advanced manufacturing capacity needed to support AI-driven demand. Micron Leads a Series of Higher Price Targets Alongside its updated industry outlook, BofA revised several semiconductor stock price targets upward. The largest increase was for Micron (NASDAQ:MU), where the target rose to $1,500 from $950. The bank cited strong demand for high-bandwidth memory and supply constraints that could persist through 2028. Applied Materials (NASDAQ:AMAT) saw its target increased to $720 from $540, while Lam Research (NASDAQ:LRCX) was lifted to $480 from $330 and KLA Corporation (NASDAQ:KLAC) to $317 from $210. Marvell (NASDAQ:MRVL) received a new target of $365, up from $240, supported by growing demand for AI connectivity solutions. Meanwhile, Intel (NASDAQ:INTC) saw its target raised to $160 from $135 as the bank highlighted opportunities in server processors and foundry services. Credo Technology (NASDAQ:CRDO) also received a higher target, increasing to $340 from $252. One Notable Exception Despite the broadly positive outlook, BofA maintained a more cautious stance on Axcelis Technologies (NASDAQ:ACLS). Although the bank raised its target price to $156 from $130, it retained an Underperform rating, arguing that the stock already reflects much of the potential upside associated with its planned merger with Veeco. Micron Technology stock price Applied Materials stock price Lam Research Corp stock price KLA Corporation stock price Marvell Technology stock price Intel stock price Credo Technology Group Holding stock price Axcelis Technologies stock price The post BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue appeared first on US Editors. Original: BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue

$MU Chinese Hedge Funds Warn the AI ‘Super Bubble’ Is Ready to Burst
https://finance.yahoo.com/markets/stocks/articles/chinese-hedge-funds-warn-ai-091421732.html

Wall Street Pre-Market: Futures Tumble as OpenAI IPO Delay Sparks AI Tech Rout, Oil PlummetsJune 26, 2026 8:54 AM
IH Market News The mood in the Wall Street pre-market is one of strong risk aversion. Investors are reacting pessimistically to reports that OpenAI may delay its highly anticipated initial public offering (IPO), which has reignited doubts about actual financial returns compared to the astronomical infrastructure costs of Artificial Intelligence (AI). At 8:02 AM ET, Dow Jones index futures are down 38 points, or 0.07%. S&P 500 futures are down 34.50 points, or 0.46%. Nasdaq futures are dropping 342.25 points, or 1.15%. The 10-year Treasury yield is down to 4.382%. Volatility is amplified by a shift in macroeconomic expectations, as the market digests the possibility of further interest rate hikes by the Federal Reserve (Fed). Friday’s economic calendar begins with the release of preliminary data for the Goods Trade Balance and Wholesale Inventories for May, both published at 9:30 AM ET. At 11:00 AM ET, the final June data from the University of Michigan (UoM) will be released, including the Consumer Sentiment Index and, most notably, the 1-year Inflation Expectations (projected at 4.6%) and 5-year Inflation Expectations (projected at 3.4%). Shortly after, FOMC members will speak: Williams at 11:30 AM ET and Kashkari at 12:30 PM ET. The OpenAI Effect and the Semiconductor Tumble According to The New York Times, OpenAI is considering delaying its IPO. Reasons include the weak performance of SpaceX shares following its market debut and fears of sector volatility. JPMorgan and market analysts warn that this could slow down investments in technological infrastructure. As a result, the chip and memory sector suffered sharp global losses: Top Losses in Focus (US & Global) On Semiconductor (NASDAQ:ON): ? Drops more than 14% (after announcing the acquisition of Synaptics for $7 billion in stock). Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK): ? Fall around 4.8% (giving back part of the previous day’s gains). Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), and Intel (NASDAQ:INTC): Decline between 3% and 4%. SoftBank Group (Asia): ? Led losses in the region with a decline of over 12%, reflecting its heavy exposure as an OpenAI investor. ASML & Infineon (Europe): Drop 1.4% and 3.6%, respectively. Oil in Free Fall Despite rising geopolitical tensions in the Persian Gulf—following reports of an attack attributed to Iran against a Singaporean cargo ship in the Strait of Hormuz—investInvestors preferred to focus on the risks of a global economic slowdown, pushing energy commodities downward. At 8:12 AM ET, Brent crude oil contracts for August are down 3.4%, trading at $72.73 a barrel. US WTI crude oil is down 3.1%, trading at $69.73 a barrel. Energy Stocks: APA Corporation, Diamondback Energy, and Occidental Petroleum are trading down 1% to 1.5%. Gold Attempts to Stabilize The precious metal is attempting a slight technical recovery today, driven by US inflation data that came in flat, but the medium-term outlook remains challenging. Despite the daily gain, trading at $4,063, gold is on track to close its fourth consecutive week of losses, pressured by the specter of higher US interest rates. Silver follows the slight upward movement today, but also closes the week in negative territory. Against the Trend: Positive Highlights Amid the sea of red, a few companies managed to post gains in the pre-market: Synaptics (NASDAQ:SYNA): Rises 4.8% (boosted by On Semiconductor’s acquisition announcement). Rocket Lab (NASDAQ:RKLB): Rises 1.1% (after securing a NASA contract for launch services for two solar and climate research missions). Apple (NASDAQ:AAPL): Rises 0.7% (attempting a slight technical recovery after plunging 6.12% in the previous session, driven by price increases for iPads and MacBooks due to component costs). The post Wall Street Pre-Market: Futures Tumble as OpenAI IPO Delay Sparks AI Tech Rout, Oil Plummets appeared first on US Editors. Original: Wall Street Pre-Market: Futures Tumble as OpenAI IPO Delay Sparks AI Tech Rout, Oil Plummets

I can see this one dropping hard on any downtrends. Congrats to any longs here that picked any up in the past year though

Bought 3 of these today.

Tech Rally and PCE Inflation Relief Lift Wall Street; Nasdaq Futures Surge as Micron Lead Market RallyJune 25, 2026 9:14 AM
IH Market News Dow Jones, S&P 500 and Nasdaq Futures are trading sharply higher this Thursday, fueled by a massive rally in the tech sector and investor relief over official inflation data. Pre-market optimism gained traction after corporate earnings crushed Wall Street estimates, while the macroeconomic landscape offered signs of monetary stability and cooling commodity prices. During pre-market trading, Nasdaq 100 futures surged an impressive 2.3%, leading gains in New York. S&P 500 futures rose 0.8%, while the Dow Jones posted a more modest advance, climbing 143 points (0.3%). In-Line PCE Brings Monetary Relief The day’s primary economic indicator, May’s Personal Consumption Expenditures (PCE) price index—the Federal Reserve’s preferred inflation metric—rose 0.4% for the month, coming in slightly below the 0.5% ceiling projected by economists. Over the past 12 months, the PCE recorded a 4.1% increase. Core PCE, which excludes volatile food and energy prices, rose 0.3% month-over-month and 3.4% year-over-year, landing exactly in line with consensus projections. Although underlying inflation remains above the Fed’s 2% target—justifying keeping interest rates at their current range of 3.50% to 3.75% per year—the market breathed a sigh of relief upon seeing that recent geopolitical shocks have not triggered an uncontrolled inflationary spiral. The 10-year Treasury yield ticked slightly higher by 1 basis point to 4.414%. Oil Erases War Gains, Plummeting Over 1% In the commodities market, the tone was one of sharp decompression. Brent crude futures for August delivery fell 1.4%, trading at $72.68 per barrel, erasing the risk premiums accumulated since the onset of hostilities in the Middle East. West Texas Intermediate (WTI) followed the same downward trend, dropping 1.4% to $69.35. The significant decline comes after the United States and Iran brokered a deal to reopen the Strait of Hormuz, releasing more than 20 oil tankers carrying approximately 35 million barrels of crude oil that had been held in the Persian Gulf for over three months. Citi analysts project that, as flows normalize, Brent should fall into the $60 to $65 range in the coming months. However, Iran’s Islamic Revolutionary Guard Corps Navy issued a warning that traffic will only be tolerated along routes strictly designated by Tehran, keeping geopolitical risks firmly on the radar. Top Corporate Moves on Wall Street Top Gainers Micron Technology (NASDAQ:MU): Shares of the chipmaker skyrocketed nearly 18% after reporting adjusted earnings of $25.11 per share (versus $20.78 expected) and seeing its annualized revenue quadruple to $41.46 billion. The company recorded a historic gross margin of 84.9%, outperforming giants like Meta and Nvidia, and is on track to open at an all-time high. Qualcomm (NASDAQ:QCOM): Surged 9.8% on the back of semiconductor optimism and after nearly doubling its 2029 revenue projection for non-smartphone segments, targeting $40 billion. Memory and Chip Sector: Driven by these results, Western Digital and SanDisk jumped more than 13% and 15%, respectively. Lam Research rose over 7%. Bio-Techne (NASDAQ:TECH): Shares surged 19.3% following confirmation of its acquisition by pharmaceutical giant Merck (NYSE:MRK) for $73 per share. Wendy’s (NASDAQ:WEN): Rose more than 11%, compounding a roughly 32% gain for the week, driven by strong appetite from retail investors. Top Losers: Darden Restaurants (NYSE:DRI): Fell over 3% after presenting a mixed fiscal fourth-quarter report and issuing full-year sales and earnings guidance below FactSet estimates. Amazon (NASDAQ:AMZN): Dipped slightly by 0.5% in pre-market trading. Despite announcing an additional $13 billion mega-investment in artificial intelligence and cloud infrastructure (AWS) in India through 2030, initial investor reaction was cautious regarding the scale of the capital expenditures. Corporate & Finance: JPMorgan Chase (NYSE:JPM): Shares rose 0.2% after the bank named Doug Petno and Troy Rohrbaugh as new co-presidents and heads of the financial institution’s largest divisions. The announcement is part of Jamie Dimon’s succession planning and marks the retirement of executive Marianne Lake. The post Tech Rally and PCE Inflation Relief Lift Wall Street; Nasdaq Futures Surge as Micron Lead Market Rally appeared first on US Editors. Original: Tech Rally and PCE Inflation Relief Lift Wall Street; Nasdaq Futures Surge as Micron Lead Market Rally

Markets Are Finally Facing a Reality CheckJune 25, 2026 9:18 AM
IH Market News Global markets are beginning to question assumptions that investors have largely accepted without challenge for the past two years. Throughout the AI-driven rally, markets rewarded almost every announcement tied to artificial intelligence. Massive spending plans were celebrated, valuation concerns were brushed aside, and any weakness was viewed as a buying opportunity. That mood is now shifting. Technology and semiconductor stocks have led a broad sell-off across Asia, Europe and the United States. South Korea’s market came under heavy pressure, while major chipmakers such as Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AMD), Intel (NASDAQ:INTC) and Micron (NASDAQ:MU) also moved sharply lower. SpaceX (NASDAQ:SPCX) extended a decline that has already erased a significant portion of its post-IPO gains. At the heart of the move is a growing question: will the enormous sums being invested in AI ultimately generate returns that justify current valuations? For months, markets have priced in an exceptionally optimistic scenario. AI would drive productivity, earnings would accelerate, consumers would remain resilient, and central banks would eventually lower interest rates. It was a compelling story, but one that left little room for disappointment. Now investors are demanding evidence rather than promises. The focus has shifted toward questions that should have been asked from the beginning. How quickly will AI investments translate into revenue? Will profits rise fast enough to support current valuations? And can spending continue at its current pace? At the same time, broader economic concerns are returning to the spotlight. Growth is slowing in some regions, consumers are becoming more selective, borrowing costs remain elevated and geopolitical uncertainty continues to cloud the outlook. Another issue is positioning. The AI trade became one of the most crowded themes in modern market history, with investors piling into many of the same technology names. Crowded trades tend to perform exceptionally well on the way up, but can unwind rapidly when sentiment changes. This does not necessarily signal a financial crisis or economic downturn. Rather, it reflects a reassessment of expectations. Markets are not just marking down technology stocks—they are marking down optimism. The strongest companies will ultimately be those that can convert AI spending into sustainable earnings growth and tangible returns. Investors are rediscovering a simple truth: technology can transform industries, but it does not eliminate the importance of profits, valuations and economic cycles. Markets are getting a cold shower. They probably needed one. Nvidia stock price Advanced Micro Devices stock price Intel stock price Micron Technology stock price SpaceX stock price The post Markets Are Finally Facing a Reality Check appeared first on US Editors. Original: Markets Are Finally Facing a Reality Check

Greenspan Is Gone, But the Fed Put EnduresJune 25, 2026 7:00 AM
IH Market News Former Federal Reserve Chairman Alan Greenspan, who led the U.S. central bank from 1987 to 2006, passed away on Monday at the age of 100. Many tributes have highlighted his long tenure and influence on monetary policy, yet one of his most lasting impacts on financial markets often receives less attention. That legacy is the widespread belief that when markets face severe stress, the Federal Reserve will intervene to stabilize conditions. Investors commonly refer to this idea as the “Fed Put.” Over time, the Fed Put has become deeply embedded in market psychology. For many investors, it reinforces the notion that the central bank will step in during periods of extreme turmoil, encouraging a willingness to take risks that might otherwise appear excessive. The concept gained prominence during the collapse of Long-Term Capital Management (LTCM) in 1998. The highly leveraged hedge fund, managed by several Nobel Prize-winning economists, came close to triggering broader financial instability. Its positions threatened not only the fund itself but also major financial institutions and, potentially, the wider stock and bond markets. In response, Greenspan played a key role in coordinating a private-sector rescue, while the Fed reduced interest rates by 75 basis points over a six-week period. The central bank also reassured financial markets that it would provide sufficient liquidity to maintain stability. The strategy succeeded, but the lesson many investors absorbed was not “leverage kills.” Instead, it reinforced the belief behind the “too big to fail” doctrine. Since then, the same principle has shaped market expectations during major crises. Whether during the bursting of the dot-com bubble, the Global Financial Crisis of 2008, or the pandemic-driven turmoil of 2020, the Federal Reserve responded with significant intervention measures. As a result, one of Greenspan’s most influential legacies may be the perception that the Fed ultimately serves as the market’s buyer of last resort. Can Investors Rely on Beta? Beta is one of the most commonly used measures of investment risk. It gauges how much a stock or portfolio tends to move relative to the broader market. Investors often use beta to adjust portfolio exposure, reducing it when they believe markets are becoming overheated and increasing it when they see attractive opportunities after declines. Although beta can provide valuable insights, it also has important limitations. The metric can be calculated using daily, weekly, or monthly price data, and over short-, medium-, or long-term periods. As a result, beta readings can vary significantly depending on the methodology used. For example, examining the beta of Micron (NASDAQ:MU) and Procter & Gamble (NYSE:PG) across different time horizons and pricing frequencies produces notably different results. Micron’s beta ranges from 1.82 to 5.39 depending on the selected measurement period. While those figures consistently indicate that Micron is more volatile than the broader market, they provide a wide range of potential outcomes. Procter & Gamble exhibits less variation, but its beta still changes depending on the calculation. One measure suggests a slightly negative beta, while another places it near 0.40. The key takeaway is that beta should not be viewed as a fixed number. Investors are generally better served by evaluating beta across multiple time frames and frequencies to gain a fuller understanding of potential risk. It is also important to remember that future market conditions may differ from those of the past. Changes in business fundamentals, industry dynamics, or macroeconomic factors can cause a stock or portfolio to behave differently than historical beta measurements would suggest. Get stock prices from InvestorsHub The post Greenspan Is Gone, But the Fed Put Endures appeared first on US Editors. Original: Greenspan Is Gone, But the Fed Put Endures

Oh go for it: say $1600 spike before falling back. Why not.

$1300 before weeks end IMO

When man claims to know or predict something that is way beyond his power to do....that usually makes for a great contrarian indicator....

A guest on Charles Payne show just now said it’s going to 800. No matter what the earnings are After they come out

After earnings $1500/share or $899/share?????
Excitement

Markets Look for Stability After Tech Sell-Off as AI Focus Remains Front and Centre: Dow Jones, S&P, Nasdaq, Wall Street FuturesJune 24, 2026 6:11 AM
IH Market News U.S. equity futures moved modestly higher on Wednesday, with investors attempting to regain confidence after a sharp decline in technology and semiconductor stocks. Market attention is increasingly turning to upcoming corporate results and developments in the artificial intelligence sector for guidance on future sentiment. At the same time, falling oil prices, easing geopolitical tensions and major index reshuffles are helping shape investor expectations across global markets. Futures Recover Following Technology Weakness Wall Street futures pointed to a firmer open after a difficult session for growth stocks. By 08:22 GMT, futures linked to the S&P 500 had gained 0.2%, while Nasdaq futures advanced 0.5%. Dow Jones futures underperformed, slipping 0.16%. Investor sentiment received support from stronger-than-expected business activity data and continued declines in crude oil prices, which have retreated towards levels seen before the recent tensions between the United States and Iran. The market’s focus is now shifting to results from Micron Technology (NASDAQ:MU), one of the largest producers of memory semiconductors globally. Given its exposure to data centres and AI infrastructure, the company is widely viewed as a key indicator of demand across the artificial intelligence ecosystem. Investors will be watching closely to determine whether AI-related spending remains strong enough to support current sector valuations after recent volatility. Nvidia Hardware Prices Surge in China Demand for advanced artificial intelligence hardware remains robust despite ongoing export restrictions. According to the Financial Times, Nvidia’s (NASDAQ:NVDA) DGX B300 systems are reportedly changing hands on China’s black market for more than 8 million yuan ($1.1 million), compared with approximately 4 million yuan six months ago. The servers incorporate eight Blackwell AI processors and have become increasingly difficult to obtain through official channels following tighter U.S. export controls. The sharp increase in prices highlights both the continued appetite for high-performance AI computing in China and Nvidia’s dominant position within the global AI infrastructure market. For investors, the development underscores the strength of underlying demand while also illustrating the geopolitical challenges facing the semiconductor industry. Meta Faces Growing Regulatory Attention Meta Platforms (NASDAQ:META) is reportedly under pressure from the Trump administration to voluntarily submit its artificial intelligence models for government review, according to The New York Times. The report states that Meta is currently the only major U.S. AI developer not participating in a federal AI assessment programme. The company launched its latest advanced model, Muse Spark, earlier this year. The request reflects Washington’s increasing involvement in the oversight of advanced AI technologies. Recent regulatory action involving Anthropic demonstrated the government’s willingness to intervene when national security concerns arise. For the broader technology sector, the development highlights how regulation is becoming an increasingly important factor influencing product launches, expansion strategies and future growth opportunities. Honeywell Aerospace Set to Join Major Indexes Honeywell Aerospace is preparing to enter both the S&P 100 and S&P 500 following its planned separation from Honeywell International (NASDAQ:HON). Once the transaction is completed on 29 June, the company will replace Honeywell in the S&P 100 and take the position currently held by Conagra Brands (NYSE:CAG) in the S&P 500. The announcement boosted when-issued shares of Honeywell Aerospace by more than 9% in after-hours trading as investors anticipated demand from passive investment funds that track the indexes. Index inclusion often generates buying activity because benchmark-tracking funds are required to purchase newly added constituents. Alphabet Added to the Dow Jones Industrial Average Alphabet (NASDAQ:GOOG) will join the Dow Jones Industrial Average later this month, replacing Verizon (NYSE:VZ) in one of the world’s most closely followed equity benchmarks. The change is scheduled to take effect on 29 June and marks the first adjustment to the index since Nvidia and Sherwin-Williams were added in 2024. The inclusion reflects Alphabet’s growing influence within the U.S. economy, particularly as artificial intelligence continues to play a larger role in driving corporate investment and earnings growth. Although the Dow contains only 30 companies, membership often increases investor visibility and can generate additional demand from index-linked investment products. Nvidia stock price Meta stock price Micron Technology stock price Honeywell stock price Conagra Brands stock price Alphabet stock price Verizon Communications stock priceThe post Markets Look for Stability After Tech Sell-Off as AI Focus Remains Front and Centre: Dow Jones, S&P, Nasdaq, Wall Street Futures appeared first on US Editors. Original: Markets Look for Stability After Tech Sell-Off as AI Focus Remains Front and Centre: Dow Jones, S&P, Nasdaq, Wall Street Futures

Ok so MU is going to have to have a flawless ER 20% better then what the market is looking for with no wording that hints at any problems for it to to go up . So place your bets up after hours or dose it go down and take the trst of tech with it . Who is playing options on both sides .

Another dip? Just talked me into buying more.

Bad news bears, rest of day is up.

Totally agree monk! Today's dip buying was awesome!

What is it with tech selling off every four days for no reason this is just so frustrating

1300 by wed ?

“The AI revolution has permanently elevated the role of memory and storage solutions from the data center to the edge,” said Sumit Sadana, executive vice president and chief business officer, Micron. “Micron’s strategic collaboration with Anthropic brings together the industry-leading capabilities of both companies to innovate and scale next-generation AI infrastructure.”

How long do you think? Does backlog on memory is going to continue

Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU)June 19, 2026 8:40 AM
IH Market News Investors Look to Chipmaker for Signals on AI Demand Investors are closely watching the upcoming earnings report from Micron Technology (NASDAQ:MU), viewing it as an important indicator of whether the artificial intelligence-driven surge in semiconductor demand remains strong enough to support further gains in equity markets. Despite a sharp sell-off earlier in the week, major U.S. stock indices remain close to record highs, supported by strong corporate earnings, continued AI-related investment and easing concerns following the recent U.S.-Iran agreement. Micron’s shares have climbed 298% so far this year, and its quarterly results, due on 24 June, are expected to provide fresh insight into demand trends across the data centre and semiconductor industries. Andy Pratt, director of investment strategy at Burney Company, said: “There’s been a lot of momentum here recently.” He added: “This AI trend is something that’s continued, and honestly, what we see with this revenue surprise signal that we monitor is there’s still a lot of juice.” Semiconductor Sector Continues to Benefit From AI Spending Boom Confidence in the sector has also been supported by news that Apple will work with Intel to design and manufacture chips in the United States, a move seen as a significant boost to Intel’s recovery strategy. The announcement helped lift the S&P 500 by nearly 1% this week, putting the benchmark index on track for a second consecutive weekly gain. Meanwhile, the Philadelphia Semiconductor Index reached a record high and was last showing a weekly advance of around 7%, reflecting ongoing enthusiasm for AI-related companies. Strong Results Could Reinforce Investor Optimism With valuations across the technology sector remaining elevated, Micron’s results are viewed as an important test of whether AI infrastructure spending continues to exceed expectations. Steve Kolano, chief investment officer at Integrated Partners, described the earnings release as “setting up as a classic positive feedback loop.” He added: “That really seems to be kind of the only game in town. … If you look at the book to bill of semiconductor companies right now and the backlog, the demand is just through the roof in relation to chip capacity.” Major technology companies have indicated that spending on artificial intelligence remains a priority, with industry investment expected to exceed $700 billion this year, up from approximately $400 billion in 2025. Economic Data Remains an Important Consideration Although AI continues to dominate market sentiment, investors are also preparing for several important economic releases next week. The Federal Reserve’s preferred inflation measure and the final estimate of first-quarter U.S. GDP are both scheduled for release and could provide additional insight into consumer strength and overall economic conditions. According to data from LSEG cited by earnings research head Tajinder Dhillon, second-quarter earnings growth for the S&P 500 is currently expected to reach 22.9%, down from 29.3% in the first quarter. Markets Remain Sensitive to Any Weakening in the AI Story Drew Matus, chief market strategist at MetLife Investment Management, said rising equity prices have become increasingly important for consumer confidence and broader economic activity. He said: “It has not just been market effects but macroeconomic effects at this point.” Matus added: “We’re definitely worried about the wealth effect going away and what that might mean.” For now, however, investors largely believe the AI investment cycle remains intact. The recent listing of SpaceX has added further momentum to the theme, while Nasdaq’s inclusion of additional AI infrastructure companies such as Astera Labs and CoreWeave is expected to generate additional demand from passive investment funds. Pratt summed up the prevailing market view, saying: “The way I would view this is, you could continue betting on these companies kind of until proven otherwise.” The post Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU) appeared first on US Editors. Original: Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU)

MU got another analyst raise to 1500. Anybody got any thoughts on the ER coming out next Wednesday?

Semiconductor Stocks Climb in Premarket Trade Following Intel Manufacturing MilestoneJune 17, 2026 8:46 AM
IH Market News Chipmakers moved higher in premarket trading on Wednesday, with Intel (NASDAQ:INTC) leading the sector after announcing a significant advancement in its next-generation manufacturing technology. The gains helped reverse some of the weakness seen across semiconductor stocks during Tuesday’s session, lifting sentiment across the broader industry. Intel Leads Sector Higher Intel shares rose roughly 4% before the opening bell after the company revealed that its advanced 18A-P manufacturing process has entered the risk production phase, an important stage ahead of large-scale commercial manufacturing. The positive update also boosted other semiconductor names. Marvell Technology (NASDAQ:MRVL) gained 2.8%, Lam Research (NASDAQ:LRCX) advanced 2.9%, and Micron Technology (NASDAQ:MU) climbed 3.5% in premarket trading. New Manufacturing Process Delivers Efficiency Gains According to Intel, the 18A-P node provides a 9% increase in performance compared with the original 18A process while operating at the same power level. Alternatively, the company said the technology can reduce power consumption by 18% while maintaining equivalent processing performance. Intel also highlighted improvements in thermal efficiency and design flexibility, which are intended to support the development of increasingly complex semiconductor products. Compatibility Designed to Accelerate Adoption A key feature of the 18A-P process is its compatibility with the existing 18A ecosystem. Because both technologies use the same design rules, customers can reuse existing intellectual property and development workflows without the need for major redesign efforts. This approach is expected to simplify migration to the new node and reduce development costs for chipmakers. AI Demand Continues to Support Growth The manufacturing update comes as demand for processors used in artificial intelligence infrastructure continues to accelerate. Companies investing heavily in AI computing capacity are driving increased demand for advanced chips, providing additional support for Intel’s manufacturing ambitions and foundry strategy. The announcement reinforces confidence that the company remains on track with its long-term technology roadmap. Strategic Partnerships Expand Industry Reach Earlier this month, Intel unveiled a series of collaborations with major industry partners, including Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences. The partnerships are focused on developing integrated customer solutions built around Intel processors and specialized silicon platforms tailored to specific industry applications. Through these alliances, Intel aims to strengthen its presence across a range of markets while capitalizing on growing demand for AI-enabled computing solutions. Intel stock price Marvell Technology stock price Lam Research Corp stock price Micron Technology stock priceThe post Semiconductor Stocks Climb in Premarket Trade Following Intel Manufacturing Milestone appeared first on US Editors. Original: Semiconductor Stocks Climb in Premarket Trade Following Intel Manufacturing Milestone

MU, buy the dip

https://www.sharedeals.de/micron-aktie-1-500-us-sind-moeglich/

"Wolfe raised its price target for Micron to $1,250"

"Why Is Wolfe Bullish On MU?
Wolfe raised its Micron forecast to reflect an approximately 45% increase in memory pricing during the fiscal third quarter (Q3), with stronger pricing trends expected to persist through calendar year 2026. The firm also raised its calendar 2027 projections for Micron, citing higher-than-expected pricing for high-bandwidth memory (HBM).

As a result, Wolfe now forecasts Micron will generate $226.5 billion in revenue and $135 in earnings per share (EPS) in 2027. While fiscal year 2026 is still ongoing, in the last completed fiscal year, 2025, Micron reported $37.4 billion in revenue and an EPS of $8.29.

Analysts at Daiwa raised their price target on Micron to $1,600 from $700 on Wednesday, while maintaining their 'Buy' rating on the stock."

(I hope this helps others understand my reasoning when I say I feel more comfortable holding my Micron and watching SpaceX on the sidelines tommorrow. I'll invest in SpaceX at some point as I believe in their future visions. Early large investors can sell into the buying frenzy if they choose tommorrow morning. It is unknown what will happen with SpaceX price by years end, but Micron will do exceedingly well in my opinion. There is no such thing as a sure thing, but Micron is pretty close to it in my opinion. GLTA!)

Micron Selects Bechtel for New York Semiconductor Project as U.S. Manufacturing Expansion Moves Forward (MU)June 10, 2026 10:36 AM
IH Market News The appointment of Bechtel advances construction of Micron’s planned New York memory manufacturing complex, a project expected to become the largest semiconductor facility in the United States. Key Investor Takeaways Micron selected Bechtel as engineering, procurement and construction partner for the first phase of its New York semiconductor manufacturing campus. The project is expected to become the largest semiconductor manufacturing facility in the U.S. Micron’s New York investment is projected to support approximately 50,000 jobs across the state, including more than 4,500 construction roles. The facility is designed to produce leading-edge memory products that support AI and data-intensive applications. Micron (NASDAQ:MU) continues to expand domestic manufacturing capacity as part of broader efforts to strengthen U.S. semiconductor supply chains. Why MU Stock Is in Focus Micron announced that Bechtel will serve as the engineering, procurement and construction partner for the first phase of its memory manufacturing complex in Clay, New York. The company broke ground on the project in January 2026 and is now moving into a new stage of construction. Bechtel is expected to immediately begin mobilizing resources at the site and scale operations as development progresses. According to Micron, the project represents the largest private-sector investment in New York State history and is intended to become a major hub for advanced memory manufacturing. The facility is expected to support production of leading-edge memory technologies used in artificial intelligence, data centers, and other high-performance computing applications. “Our New York project will be home to the most advanced memory manufacturing in the world and will serve as a cornerstone of America’s leadership in the AI era,” said Manish Bhatia, Executive Vice President of Global Operations at Micron Technology. Why This Matters for Investors The announcement marks another step in Micron’s long-term manufacturing expansion strategy and reinforces the company’s commitment to increasing domestic semiconductor production capacity. For investors, the project highlights Micron’s positioning within key technology trends, particularly the growing demand for memory products driven by artificial intelligence workloads and data-intensive computing applications. The scale of the project also underscores management’s confidence in future demand for advanced memory technologies. Once completed, the facility could strengthen Micron’s manufacturing footprint, improve supply chain resilience, and enhance its strategic importance within the U.S. semiconductor ecosystem. In addition, the project aligns with broader industry efforts to expand domestic chip manufacturing capacity and reduce dependence on overseas production. While the facility will require substantial investment and years of development, the project may play an important role in supporting Micron’s long-term growth objectives and competitive positioning within the global memory market. What to Watch Next Investors will likely monitor construction milestones, project timelines, and future updates regarding production capacity and investment levels tied to the New York campus. Other key developments to watch include workforce expansion, supply chain partnerships, and the pace at which Micron advances additional phases of the project. “This project represents more than the construction of a semiconductor manufacturing campus, it is part of the foundation of America’s industrial future,” said Craig Albert, Bechtel’s President and Chief Operating Officer. “Micron is making a generational investment in U.S. manufacturing, and Bechtel is bringing its world-class execution to deliver the foundation of long-term technology leadership and economic growth.” Micron Technology stock price Original: Micron Selects Bechtel for New York Semiconductor Project as U.S. Manufacturing Expansion Moves Forward (MU)

DOWN she goes .....

Btw, Defiance, thanks for short ETF entertainment.

"on Micron shares with a $1,625 price target, which represents a further upside of about 74% from Tuesday’s close."

"UBS says its latest round of industry checks shows Micron’s pricing continues to move higher. It is “only a matter of time before the market assigns MU a more normal multiple as details emerge around the structural changes AI has driven across the entire memory complex,” the firm contends. It keeps a ‘Buy’ rating on Micron shares with a $1,625 price target, which represents a further upside of about 74% from Tuesday’s close."

(...well said. I do not doubt $1,625 may be accomplished within 2 weeks after it's earnings release on the 24th.)

https://finance.yahoo.com/m/422f9557-b60f-3b28-9b6f-6324f169f435/mu-stock-slides-2%25.html

AI-linked stocks advance as Trump explores public ownership model for AI firmsJune 8, 2026 6:20 AM
IH Market News Shares of several artificial intelligence-related companies moved higher in premarket trading on Monday after U.S. President Donald Trump said his administration is considering a proposal that could give the American public a direct stake in leading AI businesses. Speaking to reporters aboard Air Force One on Friday, Trump revealed that discussions had taken place with major AI developers about a potential arrangement in which the federal government would hold an ownership interest in the sector. “There’s something very interesting about it, where it almost becomes a partnership with the American public,” he said. “We’ll look into that.” Chipmakers rally on potential government-backed AI initiative Investors reacted positively to the comments, with a number of AI-focused stocks posting gains before the opening bell on Monday. Nvidia (NASDAQ:NVDA) rose more than 1% by 04:14 ET, while fellow semiconductor companies Marvell (NASDAQ:MRVL) and Micron (NASDAQ:MU) advanced between 4% and 7%. AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) also traded more than 1% higher. In contrast, Google (NASDAQ:GOOG) slipped 1.2%. Trump indicated that executives from leading AI companies, including Anthropic, OpenAI and xAI, are expected to continue discussions at a White House meeting that could take place as early as next week. Several of those firms are widely expected to pursue public listings in the coming months, with valuations potentially reaching into the trillions of dollars. Government stake discussions gain momentum The president’s remarks followed a report from digital news outlet NOTUS, which said senior U.S. officials had already held preliminary conversations with AI companies regarding the possibility of the government purchasing equity stakes in their businesses. The Trump administration has previously shown a willingness to take direct positions in strategic industries, having acquired stakes in Intel as well as a number of rare earth and quantum computing companies. The concept gained additional attention after Senator Bernie Sanders proposed legislation that would impose a one-time 50% tax on AI companies’ stock, with the proceeds directed into a U.S. sovereign wealth fund. “The move would guarantee that the trillions created by AI are used to improve the lives of all of us,” Sanders said. The proposal has faced criticism from several prominent technology investors and executives, including Silicon Valley venture capitalist and Trump adviser David Sacks. White House continues to refine AI policy Trump acknowledged that Sanders’ proposal had resonated with some voters and suggested that broader public participation in AI-related wealth creation could help address growing concerns about the technology’s impact on society. The administration has faced challenges in defining a long-term regulatory framework for artificial intelligence. A planned signing ceremony for an AI-focused executive order in May was unexpectedly canceled after concerns emerged from industry participants regarding aspects of the proposal. At the time, Trump said he opposed certain provisions because they could weaken the United States in its competition with China in the AI sector. Earlier this week, the president signed a revised executive order that asks leading AI developers to voluntarily submit their most advanced models for government cybersecurity testing before public deployment. Growing concerns over AI risks Debate around AI regulation has intensified in recent months, partly following the launch of Anthropic’s advanced Mythos platform. Industry experts have warned that the technology could significantly increase the sophistication of cyberattacks if misused, particularly in sectors such as financial services that rely on complex and ageing technology infrastructure. As policymakers weigh the economic opportunities and risks associated with artificial intelligence, investors are closely monitoring whether the White House’s latest proposals could reshape ownership structures across one of the fastest-growing industries in the world. Nvidia stock price Marvell Technology stock price Micron Technology stock price Advanced Micro Devices stock price Intel stock price Alphabet stock price Original: AI-linked stocks advance as Trump explores public ownership model for AI firms

SpaceX will take Micron up with them. "Micron Technology: Offers radiation-tolerant SLC NAND flash and a growing space-qualified portfolio (NAND, NOR, DRAM). It is the only major U.S.-based memory manufacturer with explicit space focus, end-to-end supply chain control, and mentions in Musk-related contexts (e.g., as a partner for chips). Used in aerospace applications.

The global DRAM market (key for computer/RAM use) is dominated by three companies controlling the vast majority of production: Samsung, SK Hynix, and Micron Technology. These are the primary sources for most computing memory worldwide, including in high-volume applications.


SpaceX's large-scale needs (e.g., Starlink satellites, ground infrastructure, and AI/compute clusters) likely draw from these for standard or adapted components."

(The influx of investment capital from the SpaceX ipo this friday is going to flood Micron with fresh longer term contract agreements as Micron continues to update it's technologies. The second half of this year is going to be very interesting.)

I think a bounce is due here now.
That is, if history repeats itself. MU is down about 26% from the recent highs, and looks like a bargain here.
Let us see.

"Jensen Huang just gave one of the most bullish signals yet for the memory industry $MU $DRAM

$NVDA released 4 new products and at NVIDIA’s Korea event, he repeatedly emphasized one thing: more memory.

• Vera Rubin supercomputers need massive amounts of HBM
• Vera CPUs require more LPDDR5 memory
• RTX Spark AI PCs need more LPDDR5 memory
• NVIDIA’s new robotics and autonomous driving platforms are being built alongside partners including Samsung, SK hynix, and LG

A massive demand for memory is coming.

(Micron's continued strong growth isn't questionable, it's imminent.)