Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases Tom's Hardware · 07-03 23:13
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead Tom's Hardware · 07-03 22:17
Micron CEO: Customers driving hard bargain on price contributed to memory shortage CNBC.com - Stock Market Headlines · 07-01 07:43
Mizuho says ignore Apple noise, flags key catalyst for Micron and memory in H2 Stock Market News · 06-29 22:24
Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production Tom's Hardware · 06-29 22:18
5 big analyst AI moves: Micron price targets hiked, cautious on SpaceX valuation Stock Market News · 06-28 18:00
Micron joins rivals pitching AI deals as cure for memory’s boom-bust cycle Stock Market News · 06-26 00:24
Wall St opens higher after Micron revives AI optimism, upbeat economic data Stock Market News · 06-25 22:43
Micron overtakes Meta in market value amid relentless AI infrastructure demand Stock Market News · 06-25 22:42
$MU - *MICRON SHARES JUMP 18% AT OPEN AFTER BLOCKBUSTER FORECAST *Walter Bloomberg (@DeItaone) / Twitter · 06-25 22:31
TSX set for higher open as Micron earnings revive global technology sector Stock Market News · 06-25 22:08
Micron inks long-term supply agreements worth $100 billion — says it has no idea when RAM crisis will end Tom's Hardware · 06-25 21:09
’Long-term deals significant positive for stock:’ Analysts react to Micron results Stock Market News · 06-25 20:58
BOFA: DEFENSIVES COULD SHINE IF AI HYPE FADES Bank of America strategist Sebastian Raedler warns investors to consider defensive sectors like consumer staples and pharma if AI spending proves unsustainable. He argues AI profitability may fall as cheaper models emerge and customers resist higher prices. While upbeat forecasts from Micron and Qualcomm have lifted sentiment, Raedler says bonds and defensive stocks could outperform if the AI trade weakens. *Walter Bloomberg (@DeItaone) / Twitter · 06-25 20:44
Susquehanna lifts Micron stock target to $2,000 after record-breaking quarter Stock Market News · 06-25 20:25
BITCOIN CLIMBS AS TECH BOOSTS RISK APPETITE Bitcoin rose as upbeat earnings from Micron and a strong outlook from Qualcomm lifted tech sentiment, easing concerns over the AI trade. Investors now turn to U.S. PCE inflation data, which could shape Federal Reserve rate expectations. Bitcoin gained 0.3% to $61,106 after briefly hitting a 20-month low of $59,062 *Walter Bloomberg (@DeItaone) / Twitter · 06-25 20:22
Micron's AI Pricing Power Explained
