BlackRock's Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade.
The memory-chip maker's rally is relentless and the shares never stay down for long these days.

Will Micron Soar After June 24?

04:03am, Wednesday, 17'th Jun 2026
Micron plays a big role in the AI growth story as it provides the key tools of memory and storage. This has translated into record levels of revenue and earnings.
The $35 billion will be used to facilitate Anthropic's data center capacity expansion. As more money piles into the construction of AI infrastructure, demand for Micron's high-bandwidth memory increas
Micron is experiencing unprecedented demand for DRAM, NAND, HBM, and enterprise SSDs, driving record revenue and gross margins. MU's supply-demand imbalance is expected to persist beyond 2026, support
An AI-driven memory shortage has pushed chip prices higher, lifting both stocks in 2026. Sandisk has locked in multiyear NAND supply contracts reportedly worth tens of billions of dollars.
In the most recent trading session, Micron (MU) closed at $1, indicating a -6.18% shift from the previous trading day.
Shares of Micron Technology, Inc.  (NASDAQ:MU) are moving lower on Tuesday. They have gained almost 300% since January 1.
The AI boom has created a small group of companies that sit at the center of an enormous spending wave.
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Up 770% YTD, How High Can Micron Go?

09:37am, Tuesday, 16'th Jun 2026
Few stocks have rewritten their own story in 2026 the way Micron Technology (NASDAQ:MU | MU Price Prediction) has.

Micron: Playing The Expectations Game

08:50am, Tuesday, 16'th Jun 2026
Micron Technology has surged over 155% in recent months, driven by AI-fueled demand and exceptional revenue and earnings growth. MU's Q3 expectations are extremely high, with consensus revenue at $34.
Booming AI demand has sent Micron and Sandisk shares far into overbought territory, but historic hardware backlogs are sustaining a rally.

Why Is Micron Stock Gaining Tuesday?

06:40am, Tuesday, 16'th Jun 2026
Micron Technology Inc. (NASDAQ:MU) stock continued to climb in Tuesday's premarket trading after soaring 10.84% in the previous session. The gains came as investors continued to favor semiconductor st
Micron stock is setting records and Wall Street is racing to raise price targets for the memory-chip maker.
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