Hyperscaler demand for HBM3E/HBM4 has fully booked MU's 2026 capacity, driving strong pricing power, margin expansion, and supporting the company's multi-year growth thesis. This is aided by the strat

Options Corner: MU Muscles 200% 2025 Rally

09:15am, Monday, 29'th Dec 2025
Micron (MU) became one of the year's biggest winners, rallying more than 200% in 2025. Rick Ducat analyzes the stunning price action of the storage chipmaker and weighs if Micron can continue momentum
Semiconductor stocks, such as NVDA, MU and APH, are positioned to gain momentum in 2026 as AI, memory and data center demand drive the next growth wave.
Perigon Wealth Management LLC boosted its holdings in shares of Micron Technology, Inc. (NASDAQ: MU) by 8.9% during the undefined quarter, according to its most recent 13F filing with the Securities a
2025 is quickly coming to an end, which means it's time to look ahead to January and the stocks most likely to pop. As it's the first month of the year and trends suggest these stocks will continue mo
The last thing a diversified fund manager wants is a portfolio that ends up dominated by just seven technology companies — all American, all megacap, and clus
Encompass More Asset Management bought a new stake in Micron Technology, Inc. (NASDAQ: MU) during the undefined quarter, according to the company in its most recent disclosure with the Securities and
Carnegie Investment Counsel raised its holdings in shares of Micron Technology, Inc. (NASDAQ: MU) by 286.5% during the undefined quarter, according to the company in its most recent Form 13F filing wi
Micron's guidance for the current quarter suggests that its growth is poised to accelerate. The memory specialist should benefit from the fast-growing demand for memory chips.
Benzinga examined the prospects for many investors' favorite stocks over the last week - here's a look at some of our top stories.

What Moved Markets This Week

06:43am, Saturday, 27'th Dec 2025
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Micron Technology (MU) has transformed from a cyclical commodity player into a structurally defensible leader in the memory semiconductor oligopoly. MU's Q4 FY25 results showed record-high gross (46%)
Micron Technology, Inc. is reiterated as a Strong Buy due to stellar financial performance, robust AI tailwinds, and a compellingly cheap forward P/E versus peers. MU's FQ1 2026 saw 56.7% YoY revenue
The S&P 500 hit fresh all-time highs during Christmas week, Tim Cook bought Nike, and precious metals delivered one of their strongest rallies in decades.
Four mega-cap tech stocks still trade at discounts despite a strong 2025 rally, with AI infrastructure and data center demand setting the stage for 2026 upside.
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