The Organization file

Micron

37 stories · 4 sources · updated every week

Micron faces valuation concerns at 6x next year's earnings, with supply relief not until 2028. Watch for further details on UBS's "structural reset" and whether China's CXMT, with its planned second plant, impacts Micron's 22% market share.

Timeline

Aug 11

Cramer's Trust Buys Micron on AI Memory Demand

CNBC

Aug 11

UBS Calls Micron "Structural Reset" as HBM Squeeze Tightens

Google News Business

Aug 10

Micron Trades at 6 Times Next Year's Earnings. The $38 Billion of Capacity That Ends This Cycle Doesn't Open Until 2028. - The Motley Fool

Google News Business

Aug 08

Ken Griffin's Citadel posts best month in years after scooping up Situational Awareness stocks

CNBC

Aug 04

Micron Stock Choppy Amid China Fears, 39% Plunge

Google News Business

Aug 04

Micron Drops 3% as Apple Tests Chinese CXMT Chips

Google News Business

Aug 04

Micron Down 30% on SK Hynix Sell-Off — $100B Contracts

Google News Business

Aug 03

Micron Upgraded as 85% Gross Margin Tops Big Tech

Google News Business

Aug 03

Sandisk Down 45% as Buy-vs-Switch Debate Heats Up

Google News Business

Aug 03

Micron Drops 4% as Chinese Rival CXMT Plans New Plant

Google News Business

Aug 02

Tokenized stock trading surged 288% in July, but one QQQ token drove most of it

CoinDesk

Aug 01

Micron Reverses 6.4% Gain as Yields Hit 19-Year High

Google News Business

Jul 31

Dwindling cash and soaring memory costs: Tech's AI buildout has ballooning price tag

CNBC

Jul 31

Big Tech Earnings Propel Stocks as Microsoft Surges 15%

Google News Business

Jul 30

AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say

CNBC

Jul 30

Micron Drops Out of Trillion-Dollar Club on China Fears

Google News Business

Jul 30

Micron Breaks Key Support as Analysts Split

Google News Business

Micron

Timeline

Cramer's Trust Buys Micron on AI Memory Demand

UBS Calls Micron "Structural Reset" as HBM Squeeze Tightens

Micron Trades at 6 Times Next Year's Earnings. The $38 Billion of Capacity That Ends This Cycle Doesn't Open Until 2028. - The Motley Fool

AI Rebound Lifts S&P, Dow to Records on Weak Jobs Report

Buy SK Hynix, Sell Micron: Trade the Memory Gap

Micron's Selloff Exposes a New Risk in the Memory Boom - Yahoo Finance

Ken Griffin's Citadel posts best month in years after scooping up Situational Awareness stocks

Micron Stock Choppy Amid China Fears, 39% Plunge

Micron Drops 3% as Apple Tests Chinese CXMT Chips

Micron Down 30% on SK Hynix Sell-Off — $100B Contracts

Micron Upgraded as 85% Gross Margin Tops Big Tech

Sandisk Down 45% as Buy-vs-Switch Debate Heats Up

Micron Drops 4% as Chinese Rival CXMT Plans New Plant

Tokenized stock trading surged 288% in July, but one QQQ token drove most of it

Micron Reverses 6.4% Gain as Yields Hit 19-Year High

Dwindling cash and soaring memory costs: Tech's AI buildout has ballooning price tag

Big Tech Earnings Propel Stocks as Microsoft Surges 15%

AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say

Micron Drops Out of Trillion-Dollar Club on China Fears

Micron Breaks Key Support as Analysts Split

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