Micron Technology, Inc.

• MU Stock Price 24h change: +2.18%. From 389.11 USD to 397.58 USD. Driven by an "Outperform" initiation from William Blair and continued momentum in AI-driven memory demand.
• From a technical perspective, the stock is in a "Strong Bullish" phase: the RSI(14) at 74.02 and a positive MACD of 10.59 indicate powerful upward momentum, though the high RSI suggests the stock is approaching overbought territory. Prices have decisively broken past the $300 resistance, with key support now established around the 50-day moving average of $360.47.
• William Blair initiated coverage on Micron with an "Outperform" rating on January 22, citing its critical role as a high-margin AI infrastructure supplier.
• Micron recently inaugurated a massive new manufacturing hub in New York, described as the largest semiconductor facility in the U.S., to meet surging HBM chip demand.
• Reports from mid-January confirm that Micron has already sold out its entire High Bandwidth Memory (HBM) production capacity through the end of 2026.
• The U.S. and Taiwan signed a historic trade deal on January 15, 2026, which includes $250 billion in direct investments from Taiwanese firms into U.S.-based semiconductor and AI production.
• Global semiconductor industry analysts forecast that total sector revenue will exceed the $1 trillion milestone for the first time in 2026, driven by a 30.7% year-over-year growth in memory and logic chips.

• MU Stock Price 24h change: +6.61%. From 365.00 USD to 389.11 USD.
• Yesterday’s surge to an all-time high was driven by intense AI-fueled demand for high-bandwidth memory (HBM), tightening global supply conditions, and bullish analyst upgrades projecting significantly higher earnings for fiscal 2026.
• From a technical perspective, MU exhibits a "strong bullish breakout": the stock recently cleared the $380 resistance level on high volume, with the 14-day RSI at 71.75 indicating strong upward momentum, though it is approaching overbought territory. Short-term support is established at $366.
• Micron announced a $1.8 billion acquisition of a fabrication site in Taiwan from Powerchip to expand DRAM production, aiming to address the global shortage of AI-focused memory chips.
• A Micron director recently purchased approximately 11,600 shares for nearly $4 million, signaling strong internal confidence in the company's long-term "memory supercycle" growth trajectory.
• Shareholders approved a charter amendment limiting executive liability for duty-of-care breaches, a governance move intended to manage risk as the company embarks on massive AI-driven capacity expansions.
• The U.S. government imposed a 25% Section 232 tariff on certain advanced semiconductors and manufacturing equipment effective January 15, 2026, aimed at protecting national security and domestic supply chains.
• Global semiconductor sentiment remains elevated following Nvidia CEO Jensen Huang's comments at Davos, stating that the trillion-dollar AI infrastructure buildout is the largest in human history.