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02.05.26 - 16:54
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The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine (24/7 Wall St.)
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Nvidia (NASDAQ:NVDA) led the first wave of AI enthusiasm with its powerful GPUs. Investors piled in as data centers raced to secure chips that could train and run ever-larger models. Yet as AI expands, the opportunity spreads beyond GPUs into unexpected corners of the stack. Memory — long viewed as a cyclical commodity prone to ... The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine...
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01.05.26 - 17:06
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Memory Stick Prices Refuse To Come Back To Earth (ZeroHedge)
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Memory Stick Prices Refuse To Come Back To Earth
Apple CEO Tim Cook's warning during Thursday evening's earnings call about the deepening global memory shortage sent us back to review memory stick prices.
Let's review what Cook said…
"We believe memory costs will drive an increasing impact on our business," Cook told analysts, while also warning about "supply constraints." He added, "We'll continue to evaluate this."
It wasn't just Cook warning about memory prices this week. Meta and Microsoft also noted in their earnings results that higher prices contributed to their elevated capital expenditures.
Memory makers Micron, Samsung, and SK Hynix have all been racing to add new capacity as AI data centers absorb an ever-larger share of memory sticks, which are typically used in PCs and smartphones.
Comments from Cook and other Big Tech firms this week about the dire situation prompted us to check the latest prices amid the memory crunch.
Goldman analyst Kenta ...
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01.05.26 - 13:36
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Can Micron Really Hit $1,000? This Bull Thinks So (24/7 Wall St.)
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Micron (NASDAQ: MU) has been on an extraordinary run. Shares are up 64% year-to-date and have returned 572% over the past year, fueled by an AI memory supercycle that CEO Sanjay Mehrotra calls a defining moment for the company. With shares around $517 after a 53% one-month surge, investors are asking how much higher this ... Can Micron Really Hit $1,000? This Bull Thinks So...
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29.04.26 - 22:03
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Micron Announces Participation in Investor Event (GlobeNewswire EN)
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BOISE, Idaho, April 29, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that company executives will participate at the J.P. Morgan Global Technology, Media and Communications Conference in Boston, Massachusetts on Wednesday, May 20, at 6:40 a.m. Mountain time....
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