Micron remains a top AI memory play, with surging demand, margin expansion, and a robust balance sheet supporting significant upside potential. MU benefits from data center growth, HBM and DDR ...

Nearly all of the analysts covering Micron Technology Inc. had been bullish on the stock for months — but not Morgan Stanley’s Joseph Moore. Now, though, after a more than 100% year-to-date rally for ...

Bill McColl has 25+ years of experience as a senior producer and writer for TV, radio, and digital media leading teams of anchors, reporters, and editors in creating news broadcasts, covering some of ...

Micron stock soared last month on strong demand and pricing for HBM and standard DRAM chips. The company sees more growth ahead, but investors should remember that the memory chip industry is cyclical ...

Micron's sales rose by 46% in its most recent quarter. The memory solutions company still sees plenty more growth ahead. Micron looks relatively cheap compared to similar stocks. Micron's stock has ...

Samsung and SK Hynix inked a massive deal to supply memory and storage to OpenAI's Stargate project. The demand from Stargate could take up 40% of the entire DRAM market at peak volumes. Massive ...

These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or ...

The big picture: Micron has started shipping its 12-Hi HBM4 DRAM stacks, which it claims offer not only the fastest HBM4 solution on the market but also the most efficient. The company also announced ...

Micron beat on sales and earnings last night. Management also gave good guidance for fiscal Q1 2026, already underway. But Micron's free cash flow last year was very, very weak relative to reported ...

The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance ...

Micron Technology Inc. faced a high bar heading into its Tuesday afternoon earnings report, with the stock up 41% over the past month alone. And with shares rising 0.4% in the extended session, it ...

On the company's fourth-quarter earnings call, Micron CEO Sanjay Mehrotra said the firm will begin shipping its new HBM4 memory in the second quarter of 2026, with production ramping up in the second ...