The Latest Breaking News from Micron

Citi says Micron stock will benefit as the AI boom goes beyond training and into inference. Here’s how high MU shares could go by the end of 2025.

Intel has announced major leadership changes as CEO Lip-Bu Tan drives a turnaround. Michelle Johnston Holthaus exits after 30 years, while new hires and expanded roles signal a push into custom silicon, foundry services, and a flatter structure to compete with AMD.

While frontline semiconductor companies like Nvidia Corp (NASDAQ:NVDA) have garnered most of the spotlight when it comes to artificial intelligence, infrastructure players like Micron Technology Inc (NASDAQ:MU) deserve attention. Primarily, Micron specializes in high bandwidth memory (HBM) chips, which undergird AI-related functionalities. This arena has enjoyed significant growth, helping MU…

The drivers of Micron’s growth, including AI adoption, robust data center spending, and rising memory requirements across devices, show no signs of slowing.

Following reports of an alleged 10% stake in Intel, the government is now mulling a stake in the memory chipmaker.

CHIPS Act awardees that don’t expand their investment commitments might be asked to hand over some equity to the federal government.

Micron Technology (NASDAQ:MU) stock is trending on Wednesday as reports surfaced that the U.S. government is weighing taking equity stakes in leading chipmakers like Samsung Electronics (OTC:SSNLF), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), and Micron in exchange for CHIPS and Science Act subsidies.

Micron Stock has beaten earnings expectations, but future forecasts aren't priced in either, creating an upside opportunity for investors.

Micron's stock price is poised to move higher and may set a new high before the Q4 earnings release in September. Analysts' trends suggest a move to $200.