Micron Technology Aktie News

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.

BigBear.ai's share price performance has been impressive, but its falling sales and lack of profitability are red flags. AI-driven demand for Micron's memory chips is off the charts and fueling impressive earnings growth.

Micron is the chief rival of South Korea's Samsung and SK Hynix in the memory-chip market.

Nvidia continues to dominate the AI training and inference markets worldwide. Micron is benefiting from the AI-powered surge in demand for memory.

Micron Technology stock (NASDAQ:MU) has increased more than 4x in the last 12 months. However, Micron valuation stays low at only 12x FY'26 earnings and just over 9x FY'27 earnings.

Memory storage is a critical part of AI infrastructure, and Micron is one of the top beneficiaries. Micron's strong Q1 FY26 results show substantial, durable growth.

Artificial intelligence has been a growth driver for the economy, and AI stocks have become massive winners over the past two years.

Seagate says prices could go higher for its storage products as supply remains tight due to AI.