$MUMicron Technology, Inc. · Semiconductors · $1.17T
$1035.84
-4.8%at close · 10/08
Event thread
Key events, in time order
30 items
CompanyBear
Micron Taiwan Union Votes 99% to Authorize Strike, Mediation Pending
Union at Micron's largest DRAM site authorizes strike; mediation outcome could impact production, but talks continue.
D1 -4.2%
EarningsBull
Micron DRAM Revenue Hits Record $39.8B on AI Demand
Micron's DRAM business benefits from AI infrastructure boom, reaching record revenue and strengthening market position.
D1 -4.2%
28 earlier events›
AnalystBull
DA Davidson Raises Micron PT to $3,000, Street High
Analyst sees market early in understanding value; memory tight through 2028
D1 +4.1% · since -4.2%
Earnings🔥Developing
Micron Post-Earnings Debate: Strong AI Demand vs Valuation Risk
Taiwan union authorized strike over bonus dispute, potential supply impact
D1 +0.2% · +5d -0.7%
›10 waves of this story
2026-09-25 Multiple outlets discuss AI demand potentially breaking the memory cycle; sentiment positive ahead of earnings, but sharp drop after beat draws attention.
2026-09-26 Multiple outlets and analysts expect strong results but flag that positives may be priced in
2026-09-28 Multiple sources confirm high margin guidance and AI demand, but stock reaction uncertain
2026-09-28 JPMorgan reiterates Overweight with $1,540 PT; D.A. Davidson maintains Buy with $2,000 PT, as focus stays on AI demand and DRAM revenue.
2026-09-30 JPMorgan sees beat-and-raise potential, but notes historical selloffs; Q4 has 14 weeks, making Q1 guide look weaker sequentially.
2026-10-01 AI memory demand strong, but price growth moderating and Burry bearish
2026-10-03 Post-earnings bull-bear split: bulls cite AI memory demand and tight supply, bears flag valuation concerns
2026-09-07 DRAM supply tight, UBS sees 10% rise in 4Q26, low inventory supports pricing
Related — this ticker is not the subject
RelatedEarnings
Samsung posts 107.4 trillion won preliminary Q3 operating profit
AI-driven memory demand lifted revenue and profit to fresh quarterly records
D1 -4.2%
RelatedCompany
Toshiba plans 600 billion yen HDD expansion, dragging STX and WDC lower
The move points to a changing AI storage supply picture and forces investors to reassess pricing for hard drives.
D1 -2.1% · since -3.0%
RelatedGeopolitics
Trump denies fresh Iran sanctions-relief reports as talks continue
U.S. and Iranian negotiators are still testing terms on sanctions and nuclear concessions, but Trump rejected claims that Washington had already offered relief.
D1 +1.1% · +5d -1.8%
RelatedCompany
SK Hynix’s Solidigm weighs a U.S. IPO that could raise $15 billion
Reuters says banker pitches are underway; the plan could add another listed layer to SK’s complex ownership chain
D1 -2.6% · +5d +0.9%
RelatedCompany
Accenture and Anthropic strike a $1 billion AI safety deal
The five-year pact creates embedded evaluators to red-team models before deployment, putting AI safety at the center of enterprise adoption.
D1 +2.8% · +5d +1.0%
①
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Event thread
Key events, in time order
30 items
CompanyBear
Micron Taiwan Union Votes 99% to Authorize Strike, Mediation Pending
Union at Micron's largest DRAM site authorizes strike; mediation outcome could impact production, but talks continue.
D1 -4.2%
EarningsBull
Micron DRAM Revenue Hits Record $39.8B on AI Demand
Micron's DRAM business benefits from AI infrastructure boom, reaching record revenue and strengthening market position.
D1 -4.2%
AnalystBull
DA Davidson Raises Micron PT to $3,000, Street High
Analyst sees market early in understanding value; memory tight through 2028
D1 +4.1% · since -4.2%
Earnings🔥Developing
Micron Post-Earnings Debate: Strong AI Demand vs Valuation Risk
Taiwan union authorized strike over bonus dispute, potential supply impact
D1 +0.2% · +5d -0.7%
›10 waves of this story
2026-09-25 Multiple outlets discuss AI demand potentially breaking the memory cycle; sentiment positive ahead of earnings, but sharp drop after beat draws attention.
2026-09-26 Multiple outlets and analysts expect strong results but flag that positives may be priced in
2026-09-28 Multiple sources confirm high margin guidance and AI demand, but stock reaction uncertain
2026-09-28 JPMorgan reiterates Overweight with $1,540 PT; D.A. Davidson maintains Buy with $2,000 PT, as focus stays on AI demand and DRAM revenue.
2026-09-30 JPMorgan sees beat-and-raise potential, but notes historical selloffs; Q4 has 14 weeks, making Q1 guide look weaker sequentially.
2026-10-01 AI memory demand strong, but price growth moderating and Burry bearish
2026-10-03 Post-earnings bull-bear split: bulls cite AI memory demand and tight supply, bears flag valuation concerns
2026-09-07 DRAM supply tight, UBS sees 10% rise in 4Q26, low inventory supports pricing
Related — this ticker is not the subject
RelatedEarnings
Samsung posts 107.4 trillion won preliminary Q3 operating profit
AI-driven memory demand lifted revenue and profit to fresh quarterly records
D1 -4.2%
RelatedCompany
Toshiba plans 600 billion yen HDD expansion, dragging STX and WDC lower
The move points to a changing AI storage supply picture and forces investors to reassess pricing for hard drives.
D1 -2.1% · since -3.0%
RelatedGeopolitics
Trump denies fresh Iran sanctions-relief reports as talks continue
U.S. and Iranian negotiators are still testing terms on sanctions and nuclear concessions, but Trump rejected claims that Washington had already offered relief.
D1 +1.1% · +5d -1.8%
RelatedCompany
SK Hynix’s Solidigm weighs a U.S. IPO that could raise $15 billion
Reuters says banker pitches are underway; the plan could add another listed layer to SK’s complex ownership chain
D1 -2.6% · +5d +0.9%
RelatedCompany
Accenture and Anthropic strike a $1 billion AI safety deal
The five-year pact creates embedded evaluators to red-team models before deployment, putting AI safety at the center of enterprise adoption.
D1 +2.8% · +5d +1.0%
$MU (Micron Technology, Inc.) — investor discussion on X
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