Micron Stock Surges as Trump Praises Massive US Investment
Micron shares jumped in premarket trading after President Trump praised the company’s massive $200 billion US expansion plans.
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Samsung Workers Set for Major Strike Over Bonuses – What It Means for Micron Stock
Samsung strike may cut chip supply, boosting Micron profits and stock—unless the government quickly steps in to stop it.
Seagate Plunges as CEO Warns on Capacity Expansion Pace
Seagate stock fell after CEO warned supply won’t grow fast despite strong AI demand, worrying investors about near-term growth.
Trump Takes Apple, Tesla, Nvidia & Micron CEOs to China for Major Trade Talks
Trump visits China with top US CEOs to improve trade, tech ties, and investment between the US and China.
Bernstein Sets $1,250 Price Target on SanDisk Amid NAND Price Surge
SanDisk surged after Bernstein raised its price target to the highest level on Wall Street and sharply boosted earnings estimates, driven by strong NAND memory prices and AI demand.
Morgan Stanley: Memory Selloff is Healthy – Strength Will Last Longer
Morgan Stanley analyst says the recent drop in memory stocks is a healthy pullback. Memory supply remains the key constraint for AI growth, with strong cash flow expected to drive Micron and other stocks higher.