CNBC's senior markets commentator Michael Santoli discusses his key takeaways from the day's market action.
Micron Technology (NASDAQ: MU) shares soared on Thursday after the company reported first-quarter financial results and guidance. Analysts see further upside and are raising their price targets.

Why Micron Stock Jumped Today

04:09pm, Thursday, 18'th Dec 2025
Micron's advanced data storage solutions are in high demand among data center operators. Management expects the company's business to continue to strengthen throughout fiscal 2026.
MU's blowout fiscal Q1 2026, surging HBM demand, and upbeat Q2 outlook highlight strong AI-driven momentum after revenues jumped 56.8%.
Micron Technology ( MU ) shares surged more than 11% after the company reported blowout earnings yesterday evening, easily beating analyst estimates on both the top and bottom lines. The most notable
Micron Technology (NASDAQ: MU) rallied some 15% today after reporting top- and bottom-line growth for its fiscal Q1 that Morgan Stanley dubbed the “best in the history of the US semis industry” ou
Micron Technology's stock jumped after the company signaled robust demand for its memory chips and blew away fiscal first-quarter estimates. During an earnings call with analysts, Micron, which makes
U.S. tech ETFs rallied Thursday after a cooler-than-expected inflation figure dampened Treasury yields, while semiconductor shares were already moving upward in response to strong earnings reported by
The top-performing S&P 500 stocks of 2025 are all tech names, mostly serving the AI boom. But the past month shows that's starting to change.
The S&P 500 appears poised to snap a four-day losing streak on Thursday as unexpectedly cooler inflation data reignited hopes for Federal Reserve rate cuts in 2026. The rebound was turbocharged by Mic
CNBC's "The Exchange" team discusses whether the AI trade is back on and where markets may be headed into 2026 with Michael Sansoterra, chief investment officer at Silvant Capital Management.
Screens across Wall Street turned green Thursday as risk appetite snapped back after a cooler-than-expected inflation report revived hopes for rate cuts and a blowout earnings outlook from Micron Tech
Shares of Micron Technology Inc (NASDAQ:MU) were up 13.5% on Thursday following the memory chip maker's better-than-expected first-quarter results and upbeat guidance for 2026. Micron reported revenue
Micron's (MU) big earnings beat and guidance forecast offered a lift for the A.I. trade. Marley Kayden highlights the bullish reaction from analysts as shares rally strongly on the report.
U.S. stocks climbed Thursday as cooler-than-expected inflation data and strong earnings from Micron Technology (MU) lifted market sentiment, potentially easing
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