Micron Technology

Micron plans to significantly increase production of high-bandwidth memory (HBM) to about 100,000 wafers per month by end-2026, up from roughly 40,000–50,000. Strong AI-driven demand and higher HBM pricing have pushed gross margins from ~40% to over 70%, boosting earnings as revenue rises. Fiscal Q4 results and guidance on Sept. 30 are expected to reflect the HBM ramp and could drive the stock higher if guidance is strong. » Więcej na finance.yahoo.com

Micron fell about 6% Monday as memory stocks led an AI-infrastructure selloff after Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman urged a deliberate slowdown in AI capability advancement. SanDisk and SK Hynix also dropped roughly 6–7% and the Roundhill Memory ETF tumbled 7%, signaling a theme-driven reprice of memory rather than broad tech weakness. Neither Anthropic nor OpenAI has announced capex cuts, so the moves reflect a sentiment shock; investors will watch hyperscaler spending commentary and Micron's next earnings for signs of order-book impact. » Więcej na finance.yahoo.com

Micron Technology shares fell about 5.2% in premarket trading, extending a multi-day correction and trading roughly 26% below the 52‑week high. Pressures include calls to cool AI development, probes into broad US tariffs on semiconductors and a patent lawsuit by Netlist over Micron’s DDR5 products. Additional strain comes from a technical sell signal and investors trimming positions ahead of the September 30 quarterly results, while analyst consensus and long-term AI demand remain structurally intact. » Więcej na de.investing.com