Micron Technology (MU) News Today

Micron Technology, Inc. (NASDAQ:MU) shares have risen sharply this week on a mix of favorable monetary-policy expectations, strong artificial-intelligence memory demand, and upbeat analyst and institutional support ahead of the company’s next earnings report.

• Positive Sentiment: Citigroup upgraded MU to a Buy and raised its price target from $150 to $175, citing booming AI-inference workloads and a favorable DRAM supply/demand backdrop. MU Price Target Raised to $175.00
• Positive Sentiment: Traders are positioning for further gains with over 200,000 call options bought ahead of Q3 earnings, signaling high conviction in another upside move. Why Micron Stock Could Outperform NVIDIA in 2025
• Positive Sentiment: Expectations of a Federal Reserve rate cut have driven momentum in the S&P 500 tech segment, lifting Micron alongside peers such as Palantir and Tesla. S&P500: Palantir, Micron Surge While Fed Outlook Steers US Benchmark Forecast
• Positive Sentiment: Institutional investors are increasing stakes—Rafferty Asset Management boosted its MU holdings by nearly 38%, supporting the bullish thesis on memory pricing and data-center growth. MU Institutional Ownership
• Positive Sentiment: DRAM and NAND markets remain undersupplied while AI demand spikes, underpinning forecasts for another “memory supercycle” that could extend MU’s rally. Micron: Stock Reaches All-Time Highs – Here’s What Comes Next
• Neutral Sentiment: MU’s valuation still looks attractive versus Lam Research, given stronger growth outlook and lower multiples in the AI-driven chip space. Lam Research vs. Micron: Which Semiconductor Stock Is the Better Bet?
• Neutral Sentiment: Some traders are using option collars to hedge, reflecting both optimism and caution around a potential pullback after MU’s big run. MU Option Strategy Offers 4:1 Up/Down Tradeoff
• Negative Sentiment: Jim Cramer acknowledged MU’s impressive run but warned investors to “be careful” given stretched technicals and elevated expectations. Jim Cramer Comments On Micron Technology (MU)’s Shares & Says Be Careful