Liz Ann Sonders with @CharlesSchwab explains what she calls a "rotating concentration" in tech, pointing out that investors are pouring out of the Mag 7 and into other rising tech giants like Micron (

Why Everyone Is Talking About Micron

11:55am, Thursday, 25'th Jun 2026
Micron's third-quarter earnings for fiscal 2026 were up 13-fold year over year. There has been incredible demand for memory, as data centers and chip clusters scale.
Micron Technology stock is soaring this morning after the company posted blockbuster Q3 results, featuring a nearly 350% year-over-year increase in revenue to $41.46 billion. Still, the broader semico
Micron Technology (NASDAQ:MU | MU Price Prediction) has climbed from roughly $127.60 a year ago to past $1,048 as the AI memory cycle accelerated.
James Demmert discusses the technology sector, how oil prices are influencing investor sentiment, and whether the rally can broaden beyond tech. He also offers his takeaways from Micron's (MU) earning
Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investor
MU's fiscal Q3 earnings and revenues crushed estimates as AI-led memory demand, record business-unit sales and tight supply fueled momentum.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions.
Micron's earnings have taken off amid the AI boom as customers seek the company's memory and storage products. The stock has soared more than 260% this year.
The technology sector is increasingly taking its cues from an understated memory-chip manufacturer based in Boise, Idaho.
Micron's NASDAQ: MU fiscal Q3 results and the strength of its outperformance highlight a persistent problem in today's market: there is a fundamental misunderstanding of the AI trade. AI isn't a niche

Forget Everything You Knew About Micron Before

10:30am, Thursday, 25'th Jun 2026
Micron Technology, Inc. delivered an extraordinary quarter, with 74% QoQ and 346% YoY revenue growth, signaling robust AI-driven demand and market leadership. MU's multi-year Strategic Customer Agreem
Just days after investors dumped AI stocks on fears that valuations had gotten too high, Micron Technology (NASDAQ:MU) returned with a bang.
Li-S Energy Ltd (ASX:LIS, OTC:LISXF, FRA:9GQ) has shipped its first commercial order of Australian-produced lithium metal foil and secured ISO 9001:2015...

Why Sandisk Stock Soared Today

10:20am, Thursday, 25'th Jun 2026
Where Micron stock just went, Sandisk will follow two months from now.
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