The Latest Breaking News from Micron Technology

As the AI spending cycle matures, investors are rotating away from hyperscalers toward memory suppliers and Micron is emerging as a key beneficiary of this shift.

March Nasdaq 100 E-Mini futures (NQH26) are trending up +0.88% this morning as a sharp increase in orders at ASML provided fresh momentum to the AI trade.

BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and Micron, after already hiking targets on all four as preferred ways to play the current memory supercycle.

March S&P 500 E-Mini futures (ESH26) are up +0.26%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.60% this morning, buoyed by gains in technology stocks, while investors await the start of the Federal Reserve’s two-day policy meeting, as well as a new round of U.S. economic data and…

Micron Technology is set to report its fiscal second-quarter results soon, and analysts are forecasting a strong surge in earnings driven by improving market conditions and rising demand.

March S&P 500 E-Mini futures (ESH26) are up +0.27%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.64% this morning, pointing to a higher open on Wall Street despite fresh geopolitical tensions following the U.S. military operation that captured Venezuelan President Nicolas Maduro.

March S&P 500 E-Mini futures (ESH26) are up +0.63%, and March Nasdaq 100 E-Mini futures (NQH26) are up +1.08% this morning, pointing to a strong start on Wall Street in the first trading session of 2026.

SNDK, WDC, and MU dominated performance as shortages in NAND, HDD, and high-bandwidth memory collided with surging demand for AI infrastructure.

Memory stocks are on the rise again with high bandwidth memory demand.