Micron Technology Aktie News

High bandwidth memory chips sell for four times the price of standard DRAM, and Micron is going all-in on this AI-driven product category. Micron plays a supporting role in Nvidia's AI dominance.

The Virtus Artificial Intelligence & Technology Opportunities Fund provides investors with exposure to a portfolio that is tilted primarily toward technology stocks, with a hybrid allocation to equities, convertibles, and high-yield bonds.

The generative AI opportunity is getting long in the tooth, but there are still some deals to be had. It might make sense to avoid the obvious winner and pivot to stocks that are yet to be fully appreciated by the market.

Micron's executive vice president of global operations sold shares before their all-time high.

Micron Technology's CEO dropped game-changing news about his outlook on the demand for memory solutions in the upcoming years. To address global shortages, MU has recently announced massive capacity expansions, with $200B committed in the U.S., $24B in Singapore, and a $1.8B DRAM fab deal in Taiwan. The hyperscaler CAPEX projections support durable industry tightness and sustained memory shorta...

The memory market has shifted structurally, with AI-driven capacity reallocation extending supply shortages into 2027–2028 and reshaping pricing dynamics. High-bandwidth memory demand is compounding over 25% annually, growing toward a ~$60 billion market and turning memory into the AI bottleneck. Micron delivered a 6.5x return in under a year, driven by strong HBM margins, multi-year contracts,...

Micron's wares have been in extremely high demand due to the artificial intelligence infrastructure buildout. Its CEO doesn't see that trend easing anytime soon.

Micron Technology (MU) delivered a 500% total return since April 2025, validating the bullish thesis in my previous articles on the company. Its massive opportunity in High Bandwidth Memory (HBM) and a favorable memory industry upcycle were key drivers. Management forecasts second-quarter FY 2026 revenue growth of 132%, which would be the highest organic growth in its history.